private equity (LBO funds) - Publications - Faculty & Research

17 Mar 2014
News

In Private Equity, the Popularity of Investing Alongside Managers - Not in Their Funds - Soars

November 2017
Teaching Note

The Carlyle Group and Axalta

By: Josh Lerner and Alexey Tuzikov

Teaching Note for HBS No. 818-040. View Details

Keywords: Private Equity; Carlyle; Axalta; LBO; Leveraged Buyout

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February 1998
Case

Smith Breeden Associates: The Equity Plus Fund (B)

Supplements the (A) case. View Details

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HBS Course: Real Estate Private Equity - Research Resources

people, the deals, the funds and the financial trends of the industry. (Individual account required). Private Equity Real Estate (PERE) Provides global information on View Details

September 2023
Article

Corporate Purpose in Public and Private Firms

By: Claudine Gartenberg and George Serafeim

Analyzing data from approximately 1.5 million employees across 1,108 established public and private US companies, we find that the strength of employee beliefs related to purpose is weaker in public companies. Among public companies, those beliefs are stronger for... View Details

Keywords: Purpose; Corporate Purpose; Culture; Corporate Culture; Public And Private Organizations; Hedge Fund; Executive Pay; Corporate Governance; Corporate Strategy; Organizational Culture; Mission and Purpose; Employees; Attitudes; Executive Compensation; Ownership

February 2018
Case

Infrastructure in Nigeria: Unlocking Pension Fund Investments

By: John Macomber and Pippa Tubman Armerding

The so-called “infrastructure finance gap” was a problem in Nigeria as in many parts of the world. Infrastructure projects like power plants and dams were very large capital investments that could generate long-term consistent cash flows, but their financing and... View Details

Keywords: Pension Fund Investing; Infrastucture; Power/Energy; Credit Enhancement; Infrastructure; Project Finance; Investment Funds; Emerging Markets; Nigeria; Africa

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24 Jul 2025
News

Can Private Equity Reach Regular People? One Company’s Mission

2024
Working Paper

Does Private Equity Have Any Business Being in the Health Care Business?

By: Nori Gerardo Lietz and Zirui Song

Private Equity (“PE”) has come under increased scrutiny by the press, academics, and policymakers, as well as the public, for its investments in health care delivery. This scrutiny has been exacerbated by recent high profile hospital bankruptcies following PE... View Details

Keywords: Private Equity; Government Administration; Acquisition; Health Industry

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Field Course: Private Equity Projects and Ecosystems - Course Catalog

HBS Course Catalog Field Course: Private Equity Projects and Ecosystems Course Number 6440 Senior Lecturer John Dionne Spring; Q3Q4; 3.0 credits Weekly, two-hour classes Project Project/Lecture Series - No... View Details

November 2018
Teaching Note

The Tax Man: Taxes in Private Equity Real Estate

By: Nori Gerardo Lietz and Sayiddah Fatima McCree

Teaching Note for HBS No. 218-077. This teaching note provides the back up analysis for the various alternatives to be considered in choosing the optimal investment structure for the real estate acquisition. It contrasts the interests of the tax exempt investors... View Details

Keywords: Real Estate; Alternative Investment Structures; Taxation; Private Equity; Property; Acquisition; Conflict of Interests; Governing Rules, Regulations, and Reforms

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28 Aug 2009
Working Paper Summaries

The Impact of Private Equity Ownership on Portfolio Firms’ Corporate Tax Planning

Keywords: by Brad Badertscher, Sharon P. Katz & Sonja Olhoft Rego; Financial Services

Article

Private Equity in Emerging Markets: Yesterday, Today, and Tomorrow

By: Josh Lerner, Jake Ledbetter, Andrew Speen, Ann Leamon and Chris Allen

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August 2018
Supplement

The Tax Man: Taxes in Private Equity Real Estate

By: Nori Gerardo Lietz and Sayiddah Fatima McCree

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February 2018 (Revised August 2018)
Supplement

The Tax Man: Taxes in Private Equity Real Estate

By: Nori Gerardo Lietz, Timothy J. Becker, Ricardo Andrade and Sayiddah Fatima McCree

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17 Dec 2008
News

Private equity firms not immune as job cuts bite

31 Mar 2023
News

Are Private Equity Valuations Too High—and Would We Know?

28 May 2020
News

Private equity requests for flexibility may backfire during pandemic

August 2013
Article

The Price of Diversifiable Risk in Venture Capital and Private Equity

By: Michael Ewens, Charles Jones and Matthew Rhodes-Kropf

This paper explores the private equity and venture capital (VC) markets and extends the standard principal-agent problem between the investors and venture capitalist to show how it alters the interaction between the venture capitalist and the entrepreneur. Since the... View Details