Publications

14 Mar 2023
Blog Post

How Inclusive Managers Create Glass-Shattering Organizations

Unless men embrace their role in eliminating gender bias and barriers, organizations and institutions will never leverage the value that women bring to the workplace. “Most positions of power are still held by men,” says Colleen Ammerman,... View Details

April 2011 (Revised April 2012)
Case

Angels in British Columbia

By: Josh Lerner, Thomas Hellmann and Ilkin Ilyaszade

The case study provides an overview of the angel investment practices and describes government policies towards angel and venture capital investing in British Columbia, Canada. It focuses in particular on the Equity Capital Program (BCECP henceforth), which provides... View Details

Keywords: Venture Capital; Private Equity; Investment; Policy; Taxation; Performance Improvement; Programs; British Columbia

30 Nov 2020
Research & Ideas

COVID Not Slowing VC Investment

expect their investments to outperform major equity indexes going forward, and they’re continuing to fund new endeavors. “It’s sort of the opposite of doom and gloom,” Gompers... View Details

Keywords: by Danielle Kost; Financial Services; Banking

September 1986 (Revised April 1990)
Case

Mueller-Lehmkuhl GmbH

Mueller-Lehmkuhl sells apparel fasteners and rents attaching machines. It views these two products as effectively a single item and prices them accordingly, the fasteners at high profit and its attaching machines at a loss. The cost system allocates the cost of the... View Details

Keywords: Cost Accounting; Profit; Manufacturing Industry; Apparel and Accessories Industry; Japan; Germany

October 2006 (Revised September 2014)
Case

Summit Partners - The FleetCor Investment (A)

By: Michael J. Roberts

Part of a 3-case series in which students get to see the unfolding of due diligence on private equity (buy out) deal. In this, the A case, the deal team has negotiated a letter of intent with FleetCor, a firm that operates a fuel payment network for vehicle fleets.... View Details

Keywords: Negotiation Preparation; Private Equity; Leveraged Buyouts; Investment; Negotiation Offer; Service Industry

October 2020 (Revised June 2021)
Case

Francisco Partners Private Credit Opportunity Fund

By: Luis M. Viceira, John D. Dionne, Soracha Prathanrasnikorn and Ari Sunshine

In April 2020, Scott Einsenberg, the Head of Credit at the private equity firm Francisco Partners, is deciding whether to go ahead with extending a private lending agreement to Eventbrite, Inc. (NYSE: EB), a leading global event management and online ticketing... View Details

Keywords: Private Debt; Private Credit; Industry Evolution; Private Equity; Investment; Analysis

May 1995 (Revised April 1998)
Case

AT&T Paradyne

By: Robert S. Kaplan

A company making data communication devices has adopted a Total Quality philosophy for working with suppliers, employees, and customers. The finance group finds its existing cost system has become obsolete because of a shift from manual to automatic production... View Details

Keywords: Decisions; Product; Corporate Accountability; Activity Based Costing and Management; System; Performance Efficiency; Financial Reporting; Operations; Technology Industry; Telecommunications Industry

March 2023
Case

Ownership Works: Scaling a Profitable Social Mission

By: Ethan Rouen, Dennis Campbell and Andrew Robinson

Pete Stavros was on a high after his latest experiment with employee ownership. As the head of industrial investments for KKR, Stavros orchestrated the sale of CHI Overhead Doors, which turned into KKR’s best investment in more than two decades and created $360 million... View Details

Keywords: Employee Ownership; Knowledge Sharing; Nonprofit Organizations

Bridging the GAAPs

Inconsistencies in accounting treatment across countries are a major obstacle for global equity investment. Founded in 1985, HOLT is an equity valuation service provider that offers its clients (e.g., global equity investors) a consistent performance metrics from... View Details

28 Jan 2016
Blog Post

Why Get an MBA?

These days you don’t have to look far to find someone questioning the value of an MBA. It seems like every week brings another article on rising costs and evolving employers. Even if you don’t believe the... View Details

June 2005 (Revised February 2009)
Case

Samsung Electronics

By: Jordan I. Siegel and James Jinho Chang

When is it possible to create a dual advantage of being both low cost and differentiated? In this case, students assess whether Samsung Electronics has been able to achieve such a dual advantage, and if so, how this was possible. Moreover, Samsung Electronics'... View Details

Keywords: Market Entry and Exit; Competitive Strategy; Competitive Advantage; Electronics Industry; China; South Korea

February 2005 (Revised March 2005)
Case

Tots R Us

By: Thomas D. Fields and Susan L. Kulp

Presents an overview of many issues associated with cost accounting and control. View Details

Keywords: Management; Cost Accounting

October 2001 (Revised February 2002)
Case

Acme Investment Trust: January 2001

By: Josh Lerner

The managers of a large corporate pension fund must decide whether to invest in a private equity fund that is offering a guaranteed rate of return of 20% on part of its portfolio. The background behind and implications of the guarantee are explored. View Details

Keywords: Decisions; Private Equity; Motivation and Incentives; Asset Management; Investment Funds; Financial Strategy; Financial Services Industry

Nori Gerardo Lietz

Nori Gerardo Lietz is a Senior Lecturer of Business Administration in the Finance and Entrepreneurial Management Units. She presently teaches Real Estate Private Equity and Starting a Private Investment Firm.

Nori Gerardo Lietz is the founder of Areté... View Details

September 2009 (Revised June 2011)
Case

Mercury Athletic: Valuing the Opportunity

By: Timothy A. Luehrman and Joel L. Heilprin

In January 2007, West Coast Fashions, Inc., a large designer and marketer of branded apparel, announced a strategic reorganization that would result in the divestiture of their wholly owned footwear subsidiary, Mercury Athletic. John Liedtke, the head of business... View Details

Keywords: Mergers ＆ Acquisitions; Sensitivity Analysis; Cost of Capital; Restructuring; Valuation; Cash Flow; Mergers and Acquisitions; Corporate Finance; Apparel and Accessories Industry

March 1998 (Revised October 2001)
Case

Xedia and Silicon Valley Bank (A)

By: Paul A. Gompers and Jon Biotti

Xedia, a networking equipment manufacturer that helps provide high-speed Internet service for corporate clients through access routing, wants a bridge loan to fund daily operations until it raises its next round of equity financing. View Details

Keywords: Venture Capital; Equity; Financing and Loans; Negotiation; Production; Internet; Banking Industry

July 2020
Case

Applying Data Science and Analytics at P&G

By: Srikant M. Datar, Sarah Mehta and Paul Hamilton

Set in December 2019, this case explores how P&G has applied data science and analytics to cut costs and improve outcomes across its business units. The case provides an overview of P&G’s approach to data management and governance, and reviews the challenges associated... View Details

Keywords: Data Science; Analytics; Analysis; Information; Information Management; Information Types; Innovation and Invention; Strategy; Analytics and Data Science; Consumer Products Industry; United States; Ohio