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  • All HBS Web  (801)
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  • November 2015 (Revised October 2017)
  • Case

Dollar General Bids for Family Dollar

By: Jonas Heese, Paula A. Price, Suraj Srinivasan and David Lane
In spring 2015, Dollar General's CEO Rick Dreiling was looking ahead to retiring at year's end but worried about ensuring continued growth for the company he had built since 2008 into a market leader in the U.S. discount retail world. Dollar General operated over... View Details
Keywords: Dollar General; Family Dollar; Dollar Tree; Antitrust; Board Of Directors; Activist Investors; Federal Trade Commission; Acquisition; Valuation; Corporate Strategy; Retail Industry; United States
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Heese, Jonas, Paula A. Price, Suraj Srinivasan, and David Lane. "Dollar General Bids for Family Dollar." Harvard Business School Case 116-007, November 2015. (Revised October 2017.)
  • Research Summary

Corporate Governance

By: Charles C.Y. Wang

The characteristics and structure of boards of directors have important implications for firm performance. Professor Wang has found that firms with well-connected boards whose members have strong network connections provide economic benefits that are not immediately... View Details

  • 19 Mar 2018
  • Sharpening Your Skills

8 Ways To Be An Environmentally Conscious Manager

iPhoto In an interview about his recent book Profits and Sustainability, which portrays the iconoclastic entrepreneurs who built green startups in the 19th century, Harvard Business School historian Geoffrey Jones notes that being a business-environmentalist can be... View Details
Keywords: by Sean Silverthorne; Energy
  • October 2017 (Revised April 2024)
  • Case

Snap Inc. Goes Public (A)

By: Lynn Sharp Paine and Will Hurwitz
Snap Inc.’s chairman must decide how to address investor concerns about the company’s unprecedented plans to issue only non-voting shares in its upcoming IPO. The case is set in early 2017 following the public availability of Snap’s IPO filing with the U.S. Securities... View Details
Keywords: Ethics; Capital Structure; Corporate Accountability; Governing and Advisory Boards; Corporate Governance; Going Public; Business and Shareholder Relations; Leadership; Management; Mobile and Wireless Technology; Venture Capital; Technology Industry; Telecommunications Industry; Information Technology Industry; United States; California
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Paine, Lynn Sharp, and Will Hurwitz. "Snap Inc. Goes Public (A)." Harvard Business School Case 318-042, October 2017. (Revised April 2024.)
  • 2019
  • Working Paper

Intelligent Design of Inclusive Growth Strategies

By: Robert S. Kaplan, George Serafeim and Eduardo Tugendhat
Improving corporate engagement with society, as advocated in the Business Roundtable’s 2019 statement, should not be viewed as a zero-sum proposition where attention to new stakeholders detracts from delivering shareholder value. Corporate programs for sustainable and... View Details
Keywords: Inclusion; Sustainability; Performance Measures; Environmental Sustainability; Social Issues; Strategy; Governance; Corporate Social Responsibility and Impact; Business and Stakeholder Relations
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Kaplan, Robert S., George Serafeim, and Eduardo Tugendhat. "Intelligent Design of Inclusive Growth Strategies." Harvard Business School Working Paper, No. 20-050, October 2019.
  • November 2009
  • Article

Responding to Public and Private Politics: Corporate Disclosure of Climate Change Strategies

By: Erin Marie Reid and Michael W. Toffel
The challenges associated with climate change will require governments, citizens, and firms to work collaboratively to reduce greenhouse gas emissions, a task that requires information on companies' emissions levels, risks, and reduction opportunities. This paper... View Details
Keywords: Climate Change; Problems and Challenges; Pollutants; Risk and Uncertainty; Business and Shareholder Relations; Management Practices and Processes; Social Issues; Corporate Disclosure; Values and Beliefs; Governing Rules, Regulations, and Reforms; Government and Politics
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Reid, Erin Marie, and Michael W. Toffel. "Responding to Public and Private Politics: Corporate Disclosure of Climate Change Strategies." Strategic Management Journal 30, no. 11 (November 2009): 1157–1178. (Featured by the Network for Business Sustainability.)
  • 2024
  • Working Paper

Corporate Culture Homogeneity and Top Executive Incentive Design: Evidence from CEO Compensation Contracts

By: Dennis Campbell, Ruidi Shang and Zhifang Zhang
We examine how corporate cultures characterized by high degrees of homogeneity in the underlying values and beliefs of organizational members are related to the design of CEO incentive compensation contracts. We argue that culture homogeneity within firms lowers... View Details
Keywords: Corporate Culture; Compensation Design; Accounting; Management Control; Incentive Systems; Organizational Culture; Job Design and Levels; Governance; Executive Compensation; Motivation and Incentives
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Campbell, Dennis, Ruidi Shang, and Zhifang Zhang. "Corporate Culture Homogeneity and Top Executive Incentive Design: Evidence from CEO Compensation Contracts." Harvard Business School Working Paper, No. 24-054, February 2024.
  • 2009
  • Book

Supercorp: How Vanguard Companies Create Opportunity, Profits, Growth, and Social Good

By: Rosabeth M. Kanter
Supercorp is based on a 3-year study involving more than 350 interviews in 20 countries to identify the leadership practices and operating methods of major companies seeking profitable growth through innovation that benefits society. For example, when the tsunami and... View Details
Keywords: Profit; Leadership; Mission and Purpose; Opportunities; Welfare
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Kanter, Rosabeth M. Supercorp: How Vanguard Companies Create Opportunity, Profits, Growth, and Social Good. New York: Crown Business, 2009.
  • 17 Aug 2012
  • Working Paper Summaries

Dividends as Reference Points: A Behavioral Signaling Approach

Keywords: by Malcolm Baker & Jeffrey Wurgler
  • November 2017
  • Case

Third Point Paints a Target on Sotheby's

By: Lena G. Goldberg
When faced with the increasing accumulation of its stock by activist investors led by Daniel Loeb’s Third Point LLC and the activists’ stated objective to replace management and at least some Sotheby’s Board members, Sotheby’s, the world’s oldest auction house,... View Details
Keywords: Fiduciary Duties; Activists; Activist Investors; Rights Plan; Poison Pills; Takeover Defenses; Corporate Governance; Laws and Statutes; Lawsuits and Litigation; Ownership Stake; Value Creation; Crisis Management
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Goldberg, Lena G. "Third Point Paints a Target on Sotheby's." Harvard Business School Case 318-086, November 2017.
  • February 2009 (Revised June 2010)
  • Background Note

Note on Measuring Controlling Shareholder's Ownership, Voting, and Control Rights

Founders and their families can raise equity without relinquishing control of their companies through the use of mechanisms such as dual-class stock, pyramidal ownership, voting agreements, and disproportionate board representation. The use of these mechanisms in... View Details
Keywords: Equity; Corporate Governance; Governing and Advisory Boards; Measurement and Metrics; Ownership Stake; Business and Shareholder Relations; Valuation
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Villalonga, Belen. "Note on Measuring Controlling Shareholder's Ownership, Voting, and Control Rights." Harvard Business School Background Note 209-109, February 2009. (Revised June 2010.)
  • February 2006 (Revised October 2006)
  • Case

The Children's Investment Fund, 2005

By: Randolph B. Cohen and Joshua B. Sandbulte
TCI, The Children's Investment Fund, is a London-based hedge fund. The firm donates a significant fraction of the fees it earns to a charitable foundation. In 2005, TCI took a large stake in Deutsche Borse, the stock exchange in Frankfurt. Its battle with management... View Details
Keywords: Value Creation; Financial Markets; Investment Activism; Philanthropy and Charitable Giving; Financial Services Industry; London; Germany
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Cohen, Randolph B., and Joshua B. Sandbulte. "The Children's Investment Fund, 2005." Harvard Business School Case 206-092, February 2006. (Revised October 2006.)
  • June 2007 (Revised January 2009)
  • Case

Nextel Partners: Put Option

By: Timothy A. Luehrman and Douglas Scott
Nextel Partners' shareholders have voted to exercise a put option that will require the company's largest shareholder, Sprint Nextel Corp., to purchase all the shares it does not already own. However, the put option does not stipulate a price to be paid, but rather a... View Details
Keywords: Mergers and Acquisitions; Stock Options; Price; Public Ownership; Valuation
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Luehrman, Timothy A., and Douglas Scott. "Nextel Partners: Put Option." Harvard Business School Case 207-128, June 2007. (Revised January 2009.)
  • November 2010 (Revised April 2011)
  • Supplement

Magna International, Inc. (A) (CW)

By: Timothy A. Luehrman and Yuhai Xuan
Magna International, Inc., a Canadian-based automotive parts manufacturer, is considering whether and how to unwind its dual-class ownership structure. A family trust controlled by the founder owns a 0.65% economic interest in the company but has 66% of the votes via a... View Details
Keywords: Cost vs Benefits; Voting; Governance Controls; Market Transactions; Production; Ownership; Business and Shareholder Relations; Value Creation; Auto Industry; Manufacturing Industry; Canada
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Luehrman, Timothy A., and Yuhai Xuan. "Magna International, Inc. (A) (CW)." Harvard Business School Spreadsheet Supplement 211-707, November 2010. (Revised April 2011.)
  • March 2009
  • Article

Risk Management and Calculative Cultures

By: Anette Mikes
Enterprise risk management (ERM) has recently emerged as a widespread practice in financial institutions. It has been increasingly codified and encrypted into regulatory, corporate governance and organisational management blueprints. A burgeoning literature of... View Details
Keywords: Risk Management; Practice; Banks and Banking; Corporate Governance; Value; Business and Shareholder Relations; Managerial Roles; Culture; Governing Rules, Regulations, and Reforms; Business or Company Management; Financial Services Industry
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Mikes, Anette. "Risk Management and Calculative Cultures." Management Accounting Research 20, no. 1 (March 2009): 18–40. (

Winner of David Solomons Prize For the best paper in each annual volume of Management Accounting Research presented by Chartered Institute of Management Accountants​

.)
  • October 2012
  • Article

The Effect of Reference Point Prices on Mergers and Acquisitions

By: Malcolm Baker, Xin Pan and Jeffrey Wurgler
Prior stock price peaks of targets affect several aspects of merger and acquisition activity. Offer prices are biased toward recent peak prices although they are economically unremarkable. An offer's probability of acceptance jumps discontinuously when it exceeds a... View Details
Keywords: Mergers and Acquisitions; Stocks; Price; Valuation; Negotiation
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Baker, Malcolm, Xin Pan, and Jeffrey Wurgler. "The Effect of Reference Point Prices on Mergers and Acquisitions." Journal of Financial Economics 106, no. 1 (October 2012): 49–71.
  • February 2021 (Revised June 2023)
  • Case

Henry Ford: Changing the World

By: Robert Simons and Max Saffer
This case traces the rise of Henry Ford from a small farm in Michigan to the controlling shareholder of the Ford Motor Company. The case describes how Ford, as young man, acquired engineering skills and the risks he took as he built and marketed one of the first... View Details
Keywords: Technology; Entrepreneurship; Personal Characteristics; Business Startups; Management; Success; Values and Beliefs; Technological Innovation; Personal Development and Career; Auto Industry; United States; Michigan
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Simons, Robert, and Max Saffer. "Henry Ford: Changing the World." Harvard Business School Case 121-063, February 2021. (Revised June 2023.)
  • May 2013 (Revised March 2014)
  • Case

Benetton Group S.p.A., 2012

By: John R. Wells and Galen Danskin
On May 31, 2012, after 36 years on the Milan Stock Exchange, Benetton was officially delisted and taken private by Edizione, the Benetton family's holding company. Since 2000, Benetton shareholders had seen its market value fall from $4.3 billion to $720 million at the... View Details
Keywords: Strategy; Fashion; Retail; Privatization; Family Ownership; Performance Improvement; Problems and Challenges; Management Teams; Globalized Firms and Management; Change Management; Restructuring; Competitive Strategy; Retail Industry; Fashion Industry; Apparel and Accessories Industry; Italy
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Wells, John R., and Galen Danskin. "Benetton Group S.p.A., 2012." Harvard Business School Case 713-513, May 2013. (Revised March 2014.)
  • January 2007
  • Article

Acquisitions and Firm Growth: Creating Unilever's Ice Cream and Tea Business

By: G. Jones and Peter Miskell
This article provides a longitudinal case study of the use of acquisitions by the Anglo-Dutch multinational Unilever to build the world's largest ice cream and tea businesses. The study supports recent resource-based theory which argues that complementary rather than... View Details
Keywords: Mergers and Acquisitions; Integration; Value; Knowledge Use and Leverage; Business and Shareholder Relations; Interests; Business Ventures; Employees; Food and Beverage Industry
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Jones, G., and Peter Miskell. "Acquisitions and Firm Growth: Creating Unilever's Ice Cream and Tea Business." Business History 49, no. 1 (January 2007).
  • 2015
  • Working Paper

Business Groups Exist in Developed Markets Also: Britain Since 1850

By: Geoffrey Jones
Diversified business groups are well-known phenomena in emerging markets, both today and historically. This is often explained by the prevalence of institutional voids or the nature of government-business relations. It is typically assumed that such groups were much... View Details
Keywords: Business Groups; Business History; Economic History; Conglomerates; Entrepreneurship; Globalization; Management; Organizations; United Kingdom
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Jones, Geoffrey. "Business Groups Exist in Developed Markets Also: Britain Since 1850." Harvard Business School Working Paper, No. 16-066, November 2015.
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