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Private Equity - Screening for Portfolio Operations Roles

Using Baker Library databases, it is possible to screen for firms that currently employ people in portfolio operations or in an operations department. Capital IQ Select Screening > Companies from the top menu bar. Under the section Investment/Advisory... View Details

Article

What is the Equity Size of Companies Receiving Private Equity in Latin America?: Evidence from Twenty-five Countries from 2002 to 2008

By: Roberto Charvel

This article reviews the equity size or value of the firms attracting private equity investments in Latin America over time. The information is on post money valuations. View Details

Keywords: Alternative Assets; Entrepreneurial Finance; Emerging Market; Venture Capital; Private Equity; Latin America

July 2017
Case

Centerbridge Partners and Great Wolf Resorts: Buying from a Highly Regarded Competitor

By: Josh Lerner, John D. Dionne and Amram Migdal

The case examines the March 2015 Centerbridge Partners investment decision regarding whether to acquire Great Wolf Resorts, a North American family-oriented indoor water parks and hotel operator, from a private equity (PE) competitor, Apollo Global Management. The case... View Details

Keywords: Private Equity Financing; Commercial Mortgage Backed Securities; CMBS; Secondary Buyouts; Business Ventures; Acquisition; Finance; Borrowing and Debt; Cost; Cost of Capital; Equity; Private Equity; Financial Instruments; Debt Securities; Accommodations Industry; Entertainment and Recreation Industry; Financial Services Industry; North and Central America; United States

March 2017
Teaching Note

Carmichael Roberts: To Create a Private Equity Firm?

By: Steven Rogers and Kenneth J. Cooper

Teaching Note for HBS No. 317-079. View Details

March 2016
Module Note

Venture Capital and Private Equity Simulation Administrators' Guide

By: Matthew Rhodes-Kropf and Nathaniel Burbank

20 Jun 2024

Take30 Impact Series: Diverse Alumni in Private Equity

Take 30 minutes out of your day to learn about how one alum is making an impact in their own way after HBS. We’ll touch on their experience as a student, and then “zoom” in on their career path and personal journey since graduating. On this episode, we’ll feature... View Details

2022
Working Paper

Racial Diversity in Private Capital Fundraising

By: Johan Cassel, Josh Lerner and Emmanuel Yimfor

Black- and Hispanic-owned funds control a very modest share of assets in the private capital industry. We find that the sensitivity of follow-on fundraising to fund performance is greater for minority-owned groups, particularly for underperforming groups. We... View Details

Keywords: Buyouts; Capital Formation; Minorities; Venture Capital; Minority-owned Businesses; Race; Diversity; Investment Funds; Financial Services Industry

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December 1995 (Revised March 1998)
Case

FOX Venture Partners: Enriching the Private Equity Investor Pool

By: Josh Lerner

FOX Venture Partners (FVP) is a proposed "Fund-of-Funds" that will enable wealthy individuals to invest in venture capital. While several leading venture capitalists are enthusiastic about the concept, FVP's general partners are finding it difficult to invest... View Details

Keywords: Private Equity; Investment Funds

Working Paper Summaries

How do Private Equity Fees Vary Across Public Pensions?

Keywords: by Juliane Begenau and Emil Siriwardane; Financial Services

29 Sep 2022
News

Study: Racism Hinders Minority VC and Private Equity Fundraising

December 2019 (Revised December 2022)
Case

TXU (A): Powering the Largest Leveraged Buyout in History

By: Trevor Fetter, Erik Snowberg and Rebecca M. Henderson

This case is designed to support a lively discussion about the relative merits of shareholder vs. stakeholder perspectives in the context of a company that provides a vital public service that has important environmental implications. The 2007 purchase of TXU, the... View Details

Keywords: Leveraged Buyouts; Transformation; Insolvency and Bankruptcy; Environmental Sustainability; Business and Shareholder Relations; Business and Stakeholder Relations; Energy Generation; Non-Renewable Energy; Governing Rules, Regulations, and Reforms; Utilities Industry; Energy Industry; Texas

February 2021 (Revised June 2021)
Case

Barbarians at the Gate or Turnaround Gurus? Private Equity and the Rise of the LBO

By: Tom Nicholas and John Masko

During the 1980s, leveraged buyouts (LBOs) and the private equity (PE) firms responsible for carrying them out revolutionized both investment and management in the U.S. Between 1980 and 1989, buyout activity in the U.S. surged from $1 billion per year to $60 billion.... View Details

Keywords: Leveraged Buyouts; Mergers and Acquisitions; Business Conglomerates; Restructuring; Borrowing and Debt; Private Equity; Bonds; Investment Return; Institutional Investing; Profit Sharing; Business History; Management Style; Private Ownership; Performance Effectiveness; Value Creation; Financial Services Industry; United States

April 2004
Article

The Illiquidity Puzzle: Theory and Evidence from Private Equity

By: Josh Lerner and Antoinette Schoar

Keywords: Financial Liquidity; Theory; Information