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      • Faculty Publications  (530)

      Equity InvestmentRemove Equity Investment →

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      • August 2018
      • Case

      Enfoca: Private Equity in Peru

      By: Victoria Ivashina and Jeffrey Boyar
      This case follows Enfoca, Peru’s largest local private equity firm and its portfolio company Maestro, a leading player in Peru’s hardware retail market. Peru’s GDP growth between 2008 and 2014 was the highest of any Latin American country. Growth of the Peruvian middle... View Details
      Keywords: Private Equity; Emerging Markets; Capital Markets; Transition; Strategy; Peru
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      Ivashina, Victoria, and Jeffrey Boyar. "Enfoca: Private Equity in Peru." Harvard Business School Case 219-030, August 2018.
      • July 2018 (Revised July 2018)
      • Teaching Note

      Argentina Power—Don’t Cry for Me Argentina

      By: Nori Gerardo Lietz and Sayiddah Fatima McCree
      Teaching Note for HBS No. 218-041. This case concerns a complex potential energy infrastructure investment in Argentina by a global conglomerate shortly after Mauricio Macri (“Macri”) became President of Argentina in 2015. The central issues are (i) why was a country... View Details
      Keywords: Argentina; Argentine Exceptionalism; Infrastructure Finance; Investing; Finance; Inflation and Deflation; Government and Politics; Energy Generation; Infrastructure; Utilities Industry; Energy Industry; Financial Services Industry; Argentina; South America
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      Lietz, Nori Gerardo, and Sayiddah Fatima McCree. "Argentina Power—Don’t Cry for Me Argentina." Harvard Business School Teaching Note 219-010, July 2018. (Revised July 2018.)
      • July 2018
      • Teaching Note

      The Perfect Storm: What Happens When the Market Moves Four Standard Deviations?

      By: Nori Gerardo Lietz and Sayiddah Fatima McCree
      Adam Carter was the portfolio manager for Tate Modern Finance III, L.P. (“Tate” or the “Fund”), the third in a series of U.S. commercial real estate debt funds sponsored by the London-based Tate Partners. The Fund was capitalized with $700 million of equity... View Details
      Keywords: CMBS; CLO; Repo Financing; Real Estate; Financial Strategy; Investment Funds; Financing and Loans
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      Lietz, Nori Gerardo, and Sayiddah Fatima McCree. "The Perfect Storm: What Happens When the Market Moves Four Standard Deviations?" Harvard Business School Teaching Note 219-006, July 2018.
      • June 2018
      • Case

      Burton Sensors, Inc.

      By: William E. Fruhan and Wei Wang
      Burton Sensors presents a realistic situation where a small, rapidly growing, and profitable temperature sensor original equipment manufacturer (OEM) reaches its debt capacity and seeks equity financing to sustain high growth. The president of the company must decide... View Details
      Keywords: Financing and Loans; Acquisition; Investment; Financial Strategy; Decision Choices and Conditions
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      Fruhan, William E., and Wei Wang. "Burton Sensors, Inc." Harvard Business School Brief Case 918-539, June 2018.
      • June 2018
      • Teaching Note

      Berkshire Partners: Party City

      By: Victoria Ivashina and Jeffrey Boyar
      Teaching Note for HBS No. 218-028. View Details
      Keywords: Turnaround; Fundraising; Cross-fund Investment; Private Equity; Vertical Integration; Manufacturing Industry; Retail Industry; United States
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      Ivashina, Victoria, and Jeffrey Boyar. "Berkshire Partners: Party City." Harvard Business School Teaching Note 218-125, June 2018.
      • May 2018
      • Teaching Note

      Mubadala and EBX: To X or to X It?

      By: Nori Gerardo Lietz and Sayiddah Fatima McCree
      On April 3, 2013, Hani Barhoush and Oscar Fahlgren of Mubadala Capital (“Mubadala”) considered how to salvage Mubadala’s $2 billion preferred equity investment of a 5.63% stake in the EBX Group. At the time, EBX was the holding company of a myriad of subsidiaries and... View Details
      Keywords: Bankruptcy; Cross Border; Negotiations; UAE; Oil And Gas; Finance; Strategy; Negotiation; Insolvency and Bankruptcy; Private Equity; Restructuring; Energy Industry; Real Estate Industry; Shipping Industry; Financial Services Industry; Banking Industry; Brazil; Middle East
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      Lietz, Nori Gerardo, and Sayiddah Fatima McCree. "Mubadala and EBX: To X or to X It?" Harvard Business School Teaching Note 218-098, May 2018.
      • May 2018 (Revised June 2018)
      • Case

      Cowen Inc.: Leveraging Data

      By: Boris Groysberg, Sarah Abbott and Annelena Lobb
      Cowen Inc.’s broker-dealer, Cowen and Company, LLC, boasted a number of analysts who had made prescient stock calls on the basis of creative data analysis. Now Cowen Inc. had opened a new subsidiary, Kyber, which would attempt to monetize new data science products.... View Details
      Keywords: Data Science; Equity Research; Research Analysts; Investment; Analytics and Data Science; Equity; Research; Analysis; Competitive Strategy
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      Groysberg, Boris, Sarah Abbott, and Annelena Lobb. "Cowen Inc.: Leveraging Data." Harvard Business School Case 418-035, May 2018. (Revised June 2018.)
      • April 2018
      • Supplement

      Celgene

      By: Malcolm Baker and Emily R. McComb
      In February 2011, Adam Koppel, a Managing Director at Brookside Capital, the public equity arm of Bain Capital, must decide whether to increase or exit the firm’s position in Celgene Corporation. News has emerged that raises potential safety concerns associated with... View Details
      Keywords: Life Sciences; Biotechnology; Public Market Investing; Celgene; Revlimid; Hedge Fund; Growth Stocks; Valuation; Investment; Decision Choices and Conditions; Analysis
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      Baker, Malcolm, and Emily R. McComb. "Celgene." Harvard Business School Spreadsheet Supplement 218-743, April 2018.
      • March 2018
      • Teaching Note

      Mavi: Fashioning a Path to Brand Growth

      By: Jill Avery and Gamze Yucaoglu
      Mavi, a leading Turkish apparel retailer, had sales of $419 million in 2015, up 20%. Growth rates like these were becoming routine at Mavi. But, its path to growth was getting more challenging, and Turkven, Mavi’s private equity partner, was planning its exit options... View Details
      Keywords: Retailing; Fashion; Brand; Brand Management; Brand Extension; Brand Equity; Private Equity; Marketing; Marketing Strategy; Brands and Branding; Growth and Development Strategy; Decision Choices and Conditions; Retail Industry; Fashion Industry; Turkey; Europe
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      Avery, Jill, and Gamze Yucaoglu. "Mavi: Fashioning a Path to Brand Growth." Harvard Business School Teaching Note 518-094, March 2018.
      • March 2018 (Revised July 2018)
      • Case

      Cadre

      By: Thomas R. Eisenmann, Scott Duke Kominers and David Lane
      Late in 2017, CEO Ryan Williams and his team debated whether Cadre should become not only a technology-enabled investment manager, but also an online trading exchange providing high levels of liquidity for investors in commercial real estate (CRE) equity. Cadre was a... View Details
      Keywords: "Cadre,"; Entrepreneurship; Market Design; Digital Platforms; Strategy; Internet and the Web; Private Equity; Financial Services Industry; Real Estate Industry; United States
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      Eisenmann, Thomas R., Scott Duke Kominers, and David Lane. "Cadre." Harvard Business School Case 818-058, March 2018. (Revised July 2018.)
      • March 2018 (Revised May 2018)
      • Case

      Celgene

      By: Malcolm Baker and Emily McComb
      In February 2011, Adam Koppel, a managing director at Brookside Capital, the public equity arm of Bain Capital, must decide whether to increase or exit the firm’s position in Celgene Corporation. News has emerged that raises potential safety concerns associated with... View Details
      Keywords: Life Sciences; Biotechnology; Public Market Investing; Celgene; Revlimid; Hedge Fund; Growth Stocks; Valuation; Investment; Decision Choices and Conditions; Analysis; Biotechnology Industry
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      Baker, Malcolm, and Emily McComb. "Celgene." Harvard Business School Case 218-094, March 2018. (Revised May 2018.)
      • Article

      Are Buybacks Really Shortchanging Investment?

      By: Jesse M. Fried and Charles C.Y. Wang
      It’s no secret that the American economy is suffering from the twin ills of slow growth and rising income inequality. Many lay the blame at the doors of America’s largest public corporations. The charge? These firms prefer to distribute cash generated from their... View Details
      Keywords: Economy; Investment; Stocks; Business and Shareholder Relations; Equality and Inequality; United States
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      Fried, Jesse M., and Charles C.Y. Wang. "Are Buybacks Really Shortchanging Investment?" Harvard Business Review 96, no. 2 (March–April 2018): 88–95.
      • February 2018 (Revised October 2018)
      • Case

      Wellington Global Impact

      By: Shawn Cole and Lynn Schenk
      Wellington Global Impact is one of the first public equities impact investing strategies in the market. The case explores how the strategy was developed at Wellington, including an analysis of the culture that supported its development. It also explores the difficulty... View Details
      Keywords: Finance; Impact Investing; Investment; Strategy; Corporate Social Responsibility and Impact; Organizational Culture; Analysis
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      Cole, Shawn, and Lynn Schenk. "Wellington Global Impact." Harvard Business School Case 218-067, February 2018. (Revised October 2018.)
      • February 2018 (Revised October 2019)
      • Technical Note

      The Art and Science of Brand Valuation

      By: Jill Avery
      Brand valuation, the art and science of calculating the economic value accruing to a firm from its use of an intangible brand asset, yields frustratingly inconsistent, discrepant, and, therefore, controversial results. While it is widely accepted that brands are... View Details
      Keywords: Brand Valuation; Brand Value; Brand; Brand Management; Marketing ROI; Brand Equity; Analytics; Return On Investment; Brands and Branding; Valuation; Marketing; Marketing Strategy; Investment Return; Consumer Behavior; Advertising Industry; Consumer Products Industry; Apparel and Accessories Industry; Auto Industry; Beauty and Cosmetics Industry; Electronics Industry; Fashion Industry; Food and Beverage Industry
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      Avery, Jill. "The Art and Science of Brand Valuation." Harvard Business School Technical Note 518-086, February 2018. (Revised October 2019.)
      • February 2018 (Revised June 2019)
      • Case

      Jaguar Capital S.A.S., Take the Money and Run?

      By: Nori Gerardo Lietz and Sayiddah Fatima McCree
      In January 2014, Tomas Uribe and Rodrigo Sanchez-Rios of Jaguar Capital S.A.S. (Jaguar or Jaguar Capital), were considering an offer from White Stone, the world’s largest private equity real estate investor. Jaguar Capital needed capital to fund its investment thesis,... View Details
      Keywords: Real Estate; Investing; Private Equity Financing; Deal Structuring; Emerging Market; Emerging Economies; Emerging Market Finance; International Entrepreneurship; Finance; Entrepreneurship; Agreements and Arrangements; Emerging Markets; Real Estate Industry; Retail Industry; Financial Services Industry; Colombia; Latin America; United States
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      Lietz, Nori Gerardo, and Sayiddah Fatima McCree. "Jaguar Capital S.A.S., Take the Money and Run?" Harvard Business School Case 218-078, February 2018. (Revised June 2019.)
      • February 2018 (Revised August 2019)
      • Case

      The Rise Fund: TPG Bets Big on Impact

      By: Vikram S. Gandhi, Caitlin Reimers Brumme and Sarah Mehta
      It is March 2017, and TPG, a global alternative investment firm with $74 billion assets under management, has recently launched its inaugural impact-investing fund—the $2 billion Rise Fund. In an effort to “take the religion out of impact investing,” Maya Chorengel,... View Details
      Keywords: Impact Investing; Impact Measurement; Equity; Investment; Measurement and Metrics; Financial Services Industry; California; San Francisco
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      Gandhi, Vikram S., Caitlin Reimers Brumme, and Sarah Mehta. "The Rise Fund: TPG Bets Big on Impact." Harvard Business School Case 318-041, February 2018. (Revised August 2019.)
      • February 2018 (Revised December 2019)
      • Case

      The Tax Man: Taxes in Private Equity Real Estate

      By: Nori Gerardo Lietz, Timothy J. Becker, Ricardo Andrade and Sayiddah F. McCree
      In January 2018, Caelan Langan, an associate at KSW Partners LLC (“KSW”), was asked by Katherine Scott, the partner for whom he worked, to recommend a proposed structure to acquire a prominent office building in San Francisco for their most recent fund. Caelan was... View Details
      Keywords: Real Estate; Alternative Investment Structures; Property; Acquisition; Private Equity; Investment; Management; Taxation; Policy
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      Lietz, Nori Gerardo, Timothy J. Becker, Ricardo Andrade, and Sayiddah F. McCree. "The Tax Man: Taxes in Private Equity Real Estate." Harvard Business School Case 218-077, February 2018. (Revised December 2019.)
      • February 2018 (Revised August 2018)
      • Case

      Blue Haven Initiative: The PEGAfrica Investment

      By: Vikram S. Gandhi, Caitlin Reimers Brumme and Amram Migdal
      This case examines Blue Haven Initiative (BHI), an impact investing fund and family office, and one of its investments, PEGAfrica (PEG). BHI founder Liesel Pritzker Simmons’ motivations for using her family wealth to start a family office focused on impact investing,... View Details
      Keywords: Impact Investing; Family Office; Development; International Development; International Development Investing; Development Fund; Sustainability; Solar Energy; Solar; Pay As You Go; PAYG; MFI; Social Venture; Business Ventures; Acquisition; Business Growth and Maturation; Business Startups; Economics; Development Economics; Energy; Energy Conservation; Energy Sources; Renewable Energy; Social Entrepreneurship; Finance; Assets; Asset Pricing; Capital; Capital Budgeting; Capital Structure; Venture Capital; Cash; Cash Flow; Currency; Currency Exchange Rate; Equity; Private Equity; Financial Instruments; Debt Securities; Stock Shares; Financing and Loans; Microfinance; International Finance; Investment; Investment Return; Investment Activism; Investment Funds; Investment Portfolio; Price; Geography; Geographic Location; Emerging Markets; Ownership; Ownership Stake; Private Ownership; Social Enterprise; Value; Valuation; Value Creation; Energy Industry; Financial Services Industry; Green Technology Industry; Africa; United States
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      Gandhi, Vikram S., Caitlin Reimers Brumme, and Amram Migdal. "Blue Haven Initiative: The PEGAfrica Investment." Harvard Business School Case 318-003, February 2018. (Revised August 2018.)
      • January 2018
      • Case

      Environmental Technology Fund Partners and E-Leather

      By: Vikram S. Gandhi and Aldo Sesia
      It is 2014 and Environmental Technologies Fund (ETF) Partners, a UK-based venture capital firm, has an opportunity to invest in a privately held UK company that manufactured engineered composition leather extracted from waste leather using an environmentally friendly... View Details
      Keywords: Sustainability; Venture Capital; Investment Strategy; Investment; Strategy; Ownership; Valuation; Energy Conservation; Equity; Technological Innovation; Environmental Sustainability; Performance Efficiency; Manufacturing Industry; Financial Services Industry; United Kingdom
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      Gandhi, Vikram S., and Aldo Sesia. "Environmental Technology Fund Partners and E-Leather." Harvard Business School Case 318-001, January 2018.
      • January 2018 (Revised April 2021)
      • Case

      Capital Allocation at HCA

      By: W. Carl Kester and Emily R. McComb
      In early 2017, HCA Holdings, an investor-owned hospital management company, faced a strategically important capital allocation decision. After the exit of its private equity sponsors in 2016, HCA had to determine how best to allocate its substantial annual free cash... View Details
      Keywords: Capital Allocation; Cash Distribution Policy; Dividends; Share Repurchases; Growth Strategy And Execution; Growth Investing; Capital Expenditures; Debt Management; Debt Reduction; Debt Policy; Hospital Management; Investor-owned Hospital Chains; Capital Budgeting; Capital Structure; Cash Flow; Corporate Finance; Decision Choices and Conditions; Health Industry; United States
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      Kester, W. Carl, and Emily R. McComb. "Capital Allocation at HCA." Harvard Business School Case 218-039, January 2018. (Revised April 2021.)
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