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Show Results For

  • All HBS Web  (284)
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    • News  (9)
    • Research  (251)
    • Multimedia  (1)
  • Faculty Publications  (220)
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  • 24 Jul 2000
  • Research & Ideas

Something Ventured, Something Gained: A European View of Venture Capital

the spotlight, providing American entrepreneurs with the resources they need to act on their ideas and dreams. In Apax chairman Ron Cohen's view, the European VC and private equity community is headed in the same direction, with added competition from View Details
Keywords: by James E. Aisner; Financial Services
  • January 2023
  • Case

Clay Ridge Capital

By: Martin A. Sinozich and William R. Kerr
Kel Jackson, with the support of his young family, has been searching for a manufacturing business to purchase. After a long process, Kel had submitted a written offer to buy Sheetfab that matched his original conversation with the owner, but a broker Kel had never met... View Details
Keywords: Leveraged Buyouts; Small Business; Entrepreneurship; Manufacturing Industry
Citation
Educators
Purchase
Related
Sinozich, Martin A., and William R. Kerr. "Clay Ridge Capital." Harvard Business School Case 823-089, January 2023.
  • April 2002
  • Case

Knoll Furniture: Going Public

By: Paul A. Gompers and Jon Asher Daniels
This case examines the decisions of John Lynch, president and CEO of Knoll Furniture, to go public in early 1997. Knoll went private in an LBO in 1996 and Warburg Pincus, the LBO sponsor, wants Lynch to take Knoll public. Lynch needs to weigh the positive and negative... View Details
Keywords: Leveraged Buyouts; Decisions; Initial Public Offering; Going Public; Privatization
Citation
Educators
Purchase
Related
Gompers, Paul A., and Jon Asher Daniels. "Knoll Furniture: Going Public." Harvard Business School Case 202-114, April 2002.
  • February 2011 (Revised November 2011)
  • Supplement

Berkshire Partners: Bidding for Carter's (CW)

By: Malcolm P. Baker and David Lane
Supplemental data on comparable companies to Burger King including both public companies and similar transactions. View Details
Keywords: Leveraged Buyouts; Analytics and Data Science; Bids and Bidding; Financial Services Industry
Citation
Purchase
Related
Baker, Malcolm P., and David Lane. "Berkshire Partners: Bidding for Carter's (CW)." Harvard Business School Spreadsheet Supplement 211-709, February 2011. (Revised November 2011.)
  • 2009
  • Simulation

Finance Simulation: Blackstone/Celanese (Facilitator's Guide)

By: Nabil N. El-Hage, Timothy A. Luehrman and Heide Diener Abelli
Keywords: Bids and Bidding; Finance; Mergers and Acquisitions; Valuation; Leveraged Buyouts; Negotiation
Citation
Related
El-Hage, Nabil N., Timothy A. Luehrman, and Heide Diener Abelli. "Finance Simulation: Blackstone/Celanese (Facilitator's Guide)." Simulation and Teaching Note. Watertown, MA: Harvard Business Publishing, 2009.
  • October 1991 (Revised November 1996)
  • Case

Gordon Cain and the Sterling Group (A)

By: Michael C. Jensen
A Houston-based LBO firm makes two petrochemical acquisitions that benefit from improved industry conditions and improved organizational performance. The LBOs generate huge increases in value, creating problems for managers, who have large, undiversified equity... View Details
Keywords: Organizational Change and Adaptation; Value Creation; Business Exit or Shutdown; Leveraged Buyouts; Chemical Industry; Houston
Citation
Educators
Purchase
Related
Jensen, Michael C. "Gordon Cain and the Sterling Group (A)." Harvard Business School Case 492-021, October 1991. (Revised November 1996.)
  • February 1996
  • Exercise

Free Cash Flow Valuation Problem Set

By: William A. Sahlman and Andrew S. Janower
Free cash flow valuation problems: 1) build a simple pro forma, 2) value a public company's stock, and 3) evaluate a proposed LBO. View Details
Keywords: Leveraged Buyouts; Cash Flow; Public Ownership; Problems and Challenges; Valuation
Citation
Purchase
Related
Sahlman, William A., and Andrew S. Janower. "Free Cash Flow Valuation Problem Set." Harvard Business School Exercise 396-269, February 1996.
  • 29 Jan 2008
  • First Look

First Look: January 29, 2008

http://www.hbs.edu/research/pdf/08-048.pdf The Private Equity Advantage: Leveraged Buyout Firms and Relationship Banking Authors:Victoria Ivashina and Anna Kovner Abstract This paper examines the impact of... View Details
Keywords: Martha Lagace
  • 1989
  • Chapter

LBOs and the Reemergence of Institutional Monitoring of Managers

By: Michael C. Jensen
Keywords: Leveraged Buyouts; Corporate Accountability; Corporate Governance; Management
Citation
Related
Jensen, Michael C. "LBOs and the Reemergence of Institutional Monitoring of Managers." In Leveraged Management Buyouts: Causes and Consequences, edited by Yakov Amihud, pp. 263–268. Homewood, IL: Dow Jones-Irwin, 1989.
  • May 1983 (Revised May 2015)
  • Case

The Carlton Polish Company

By: William A. Sahlman
Students are asked to determine the fair market value of Carlton Polish Co. and decide if Mr. Carlton should buy out his partner's half for $25 million. Carlton's alternative is to sell his half for $25 million. Students must also evaluate a financing plan. View Details
Keywords: Value; Financing and Loans; Partners and Partnerships; Leveraged Buyouts; Fair Value Accounting
Citation
Educators
Purchase
Related
Sahlman, William A. "The Carlton Polish Company." Harvard Business School Case 283-008, May 1983. (Revised May 2015.)
  • June 2007 (Revised November 2008)
  • Case

Nordic Telephone Company's Bid for TDC

Nordic Telephone Company, formed by a consortium of private equity firms, has made a public tender offer for Denmark's leading telecommunications company, TDC. TDC's board of directors approved the take-private transaction, and 88% of shareholders have accepted the... View Details
Keywords: Leveraged Buyouts; Communication Technology; Decision Choices and Conditions; Negotiation Offer; Privatization; Telecommunications Industry; Denmark
Citation
Educators
Purchase
Related
El-Hage, Nabil N., Mark Lurie, and Leslie Pierson. "Nordic Telephone Company's Bid for TDC." Harvard Business School Case 207-122, June 2007. (Revised November 2008.)
  • 31 Aug 2010
  • First Look

First Look: August 31

Furthermore, a third experiment shows that people tend to discount the wrongness of crossing ethical boundaries to hurt or help others when the action restores equity. The Private Equity Advantage: Leveraged View Details
Keywords: Sean Silverthorne
  • April 1991 (Revised July 1991)
  • Case

RJR Nabisco Board: Guardians of the Gate? (A)

By: Jay W. Lorsch
Charles Hugel, the chairman of RJR Nabisco, receives a call from RJR Nabisco's CEO, Ross Johnson; Johnson plans to present an LBO plan to the board of directors at the board meeting the following week. The case details Hugel's actions as chairman, and describes the... View Details
Keywords: Leveraged Buyouts; Situation or Environment; Bids and Bidding; Decision Making; Managerial Roles; Governing and Advisory Boards; Management Teams; Consumer Products Industry; Food and Beverage Industry
Citation
Educators
Purchase
Related
Lorsch, Jay W. "RJR Nabisco Board: Guardians of the Gate? (A)." Harvard Business School Case 491-120, April 1991. (Revised July 1991.)
  • 12 Oct 2011
  • First Look

First Look: October 12

equity critics claim that leveraged buyouts bring huge job losses. To investigate this claim, we construct and analyze a new dataset that covers U.S. private equity transactions from 1980 to 2005. We track... View Details
Keywords: Sean Silverthorne
  • July 1996 (Revised January 1997)
  • Case

Northwest Airlines: Brush with Bankruptcy (A)--November 1992

By: Leonard A. Schlesinger and Davis Dyer
Deals with Northwest's financial crisis between the fall of 1992 and the following spring. Northwest's leaders face the problem of how to meet an impending $600 million payment on the 1989 LBO loan when the airline had run out of cash. Concludes by outlining options... View Details
Keywords: Air Transportation; Restructuring; Leveraged Buyouts; Crisis Management; Insolvency and Bankruptcy; Financial Strategy; Financial Crisis; Air Transportation Industry; United States
Citation
Find at Harvard
Related
Schlesinger, Leonard A., and Davis Dyer. "Northwest Airlines: Brush with Bankruptcy (A)--November 1992." Harvard Business School Case 897-030, July 1996. (Revised January 1997.)
  • December 2002 (Revised June 2003)
  • Case

Vignette: The Rebar Dilemma

By: G. Felda Hardymon, Josh Lerner and Ann Leamon
Martin Smith, a new associate at an LBO firm, must respond to a problem posed by his boss, based on an historical deal that suddenly came undone. After months of negotiation, his firm's plan to buy a bankrupt competitor of one of its portfolio companies and close it... View Details
Keywords: Leveraged Buyouts; Insolvency and Bankruptcy; Competition; Growth and Development Strategy; Business or Company Management
Citation
Educators
Purchase
Related
Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Vignette: The Rebar Dilemma." Harvard Business School Case 803-091, December 2002. (Revised June 2003.)
  • December 1990 (Revised February 2000)
  • Supplement

Wisconsin Central Ltd. Railroad and Berkshire Partners, Video

By: Michael C. Jensen and Brian Barry
Edward Burkhardt, president and CEO of Wisconsin Central, and Carl Freebback, general partner of Berkshire Partners, engage in a question and answer session with the students. View Details
Keywords: Financial Management; Governing and Advisory Boards; Leveraged Buyouts; Financial Condition; Financing and Loans; Corporate Finance; Rail Industry
Citation
Purchase
Related
Jensen, Michael C., and Brian Barry. "Wisconsin Central Ltd. Railroad and Berkshire Partners, Video." Harvard Business School Video Supplement 891-509, December 1990. (Revised February 2000.)
  • 20 Aug 2012
  • Research & Ideas

The Acquirers

M&A research examined topics such as how structured credit impacted the buyout boom and bidding strategies of private equity firms, little focus had been placed on the competition between acquiring companies themselves. In earlier... View Details
Keywords: by Kim Girard; Financial Services
  • March 2021 (Revised January 2022)
  • Case

Revlon: Surviving Covid-19

By: Kristin Mugford and Sarah Gulick
In October 2020, Revlon faced a crossroads. While it had been struggling with high levels of debt before COVID-19, the pandemic had caused it to go further into debt. Unlike other financial crises, many consumers had stopped buying skincare or cosmetics, and sales of... View Details
Keywords: COVID-19 Pandemic; Leveraged Buyouts; Insolvency and Bankruptcy; Financial Liquidity; Bonds; Corporate Finance; Borrowing and Debt; Beauty and Cosmetics Industry; Financial Services Industry; United States
Citation
Educators
Purchase
Related
Mugford, Kristin, and Sarah Gulick. "Revlon: Surviving Covid-19." Harvard Business School Case 221-084, March 2021. (Revised January 2022.)
  • September 2013
  • Article

Combining Banking with Private Equity Investing

By: Lily H. Fang, Victoria Ivashina and Josh Lerner
Bank-affiliated private equity groups account for 30% of all private equity investments. Their market share is highest during peaks of the private equity market, when the parent banks arrange more debt financing for in-house transactions yet have the lowest exposure to... View Details
Keywords: Regulation; Private Equity; Leveraged Buyouts; Banks and Banking; Banking Industry
Citation
SSRN
Find at Harvard
Related
Fang, Lily H., Victoria Ivashina, and Josh Lerner. "Combining Banking with Private Equity Investing." Review of Financial Studies 26, no. 9 (September 2013): 2139–2173.
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