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  • All HBS Web  (1,771)
    • People  (11)
    • News  (503)
    • Research  (840)
    • Events  (5)
    • Multimedia  (7)
  • Faculty Publications  (520)
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  • Web

Managing and Innovating in Financial Services - Course Catalog

HBS Course Catalog Managing and Innovating in Financial Services Course Number 1509 Professor David Scharfstein Spring; Q3Q4; 3.0 credits 27 Sessions Exam Course Content Financial services firms play a critically important role in the... View Details
  • December 2018 (Revised June 2021)
  • Case

Bulb 2015: Foundation

By: John R. Wells and Benjamin Weinstock
In late August 2015, Amit Gudka and Hayden Wood, co-founders of Bulb, Ltd (Bulb), were ready to offer affordable renewable energy to the United Kingdom’s 27 million households. They hoped to capitalize on the hundreds of thousands of customers switching their energy... View Details
Keywords: Green Energy; Start-up; Launch; Customer Acquisition; Customer Churn; Customer Engagement; Electricity; Resources; Growth Strategy; B-Corp; Entrepreneurial Journey; Entrepreneurial Management; Start-ups; Renewable Energy; Business Startups; Business Plan; Business Model; Working Capital; Customers; Growth and Development Strategy; United Kingdom
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Wells, John R., and Benjamin Weinstock. "Bulb 2015: Foundation." Harvard Business School Case 719-440, December 2018. (Revised June 2021.)
  • May 2013
  • Supplement

AME Learning Inc.

This is the Spreadsheet Supplement for HBS Case #810065 (AME Learning). Includes Exhibit 1, Exhibit 2, Exhibit 8, and Exhibit 9. View Details
Keywords: Entrepreneurial Management; Entrepreneurs; Angels; Angel Investors; Growth Planning And Management; Growth Strategy; Family Businesses; Family-owned Business; Careers; Venture Capital; Entrepreneurship; Personal Development and Career; Family and Family Relationships; Family Business; Canada; United States
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Sharpe, Jim. "AME Learning Inc. ." Harvard Business School Spreadsheet Supplement 813-712, May 2013.
  • July 2012 (Revised November 2012)
  • Case

Dragonfly Corporation

By: Howard H. Stevenson and Jim Sharpe
After 3 years of losses and under legal threats from their landlord, a husband and wife team are faced with shutting the company down, buying time with the landlord or turning to their parents for additional funds. Despite opening a new location and seeing that sales... View Details
Keywords: Entrepreneurs; Entrepreneurial Management; Turnarounds; Bankruptcy; Bank Loan; Crisis Management; Family Business; Retail Trade; Financial Crisis; Financial Analysis; Entrepreneurship; Insolvency and Bankruptcy; Retail Industry; United States
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Stevenson, Howard H., and Jim Sharpe. "Dragonfly Corporation." Harvard Business School Case 813-042, July 2012. (Revised November 2012.)
  • January 2013 (Revised January 2013)
  • Course Overview Note

Running Small and Medium Size Enterprises (RSME) Winter Term 2013: Course Overview and Syllabus

Course Overview and Syllabus for RSME View Details
Keywords: Entrepreneurial Management; Entrepreneurial Organizations; Entrepreneurs; Small & Medium-sized Enterprises; Small And Medium-sized Enterprises; Small Business; Small And Medium Enterprises; Small Company Management; Small Companies; Operations Management; Growth Management; Growth Strategy; Growth Planning And Management; Pricing; Hiring; Firm Growth; Firm Organization; Leadership And Managing People; Entrepreneurship; Operations; Management; Leadership
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Sharpe, Jim. "Running Small and Medium Size Enterprises (RSME) Winter Term 2013: Course Overview and Syllabus." Harvard Business School Course Overview Note 813-128, January 2013. (Revised January 2013.)
  • February 2013 (Revised September 2013)
  • Case

Elasto Therm: The Next Step

By: Jim Sharpe and James Weber
Julia and Nate Burstein were living their dream running their own business and balancing the demands between their work and family obligations while creating a company that was responsive to their employees' and their customers' needs. The Bursteins had joined a large... View Details
Keywords: Entrepreneurial Management; Entrepreneurs; Pricing; Pricing Policies; Pricing Strategy; Pricing Structure; Sales Force Management; Acquisitions; Work/family Balance; Family-owned Business; Entrepreneurship; Growth and Development Strategy; Expansion; Work-Life Balance; Manufacturing Industry; Rubber Industry; United States
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Sharpe, Jim, and James Weber. "Elasto Therm: The Next Step." Harvard Business School Case 813-030, February 2013. (Revised September 2013.)
  • June 2013
  • Supplement

AME Learning Inc. (Video Supplement)

By: Jim Sharpe
This is the Video Supplement for AME Learning, Inc., HBS Case #810065. View Details
Keywords: Entrepreneurial Management; Entrepreneurs; Angels; Angel Investors; Growth Planning And Management; Growth Strategy; Family Businesses; Family-owned Business; Careers; Venture Capital; Entrepreneurship; Personal Development and Career; Family and Family Relationships; Family Business; Publishing Industry; Education Industry; Canada; United States
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Sharpe, Jim. "AME Learning Inc. (Video Supplement)." Harvard Business School Video Supplement 813-719, June 2013.
  • June 2013
  • Teaching Note

Eric Weston (TN)

By: Jim Sharpe and Noah Fisher
This is the Teaching Note Associated with case #813045 (Eric Weston). View Details
Keywords: Acquisitions; Bankruptcy; Financing; Turnarounds; Liquidation; Negotiation; Entrepreneurial Management; Crisis Management; Entrepreneurs; Bank Loan; Career Planning; Financial Analysis; Insolvency and Bankruptcy; Entrepreneurship; Acquisition; Retail Industry; United States
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Sharpe, Jim, and Noah Fisher. "Eric Weston (TN)." Harvard Business School Teaching Note 813-089, June 2013.
  • July 2012 (Revised April 2013)
  • Case

Eric Weston

Facing bankruptcy or keeping the doors open, Eric Weston assesses his continued survival in the retail garden supply business he has owned for seven years. View Details
Keywords: Acquisitions; Bankruptcy; Financing; Turnarounds; Liquidation; Negotiation; Entrepreneurial Management; Crisis Management; Entrepreneurs; Bank Loan; Career Planning; Financial Analysis; Insolvency and Bankruptcy; Entrepreneurship; Acquisition; Retail Industry; United States
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Roberts, Michael J., and Jim Sharpe. "Eric Weston." Harvard Business School Case 813-045, July 2012. (Revised April 2013.)
  • June 2013
  • Teaching Note

Dragonfly Corporation

By: Jim Sharpe and Michael Norris
This is the teaching note to HBS Case 813042. View Details
Keywords: Entrepreneurs; Entrepreneurial Management; Turnarounds; Bankruptcy; Bank Loan; Crisis Management; Family Business; Retail Trade; Financial Crisis; Financial Analysis; Entrepreneurship; Insolvency and Bankruptcy; Retail Industry; United States
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Sharpe, Jim, and Michael Norris. "Dragonfly Corporation." Harvard Business School Teaching Note 813-071, June 2013.
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Hiring at HBS: How Summer Interns Make an Impact at Bridges Fund Management - Recruiting

make a positive impact on the world, one exciting path forward is investing in mission-centered businesses. Areas like healthcare, education, energy, and the environment attract innovative and entrepreneurial minds, and just like the team... View Details
  • May 2013
  • Supplement

Elasto Therm: The Next Step

This is the spreadsheet supplement for case ElastoTherm: The Next Step(813030). This contains the electronic copy of exhibits 1 and 2. View Details
Keywords: Entrepreneurial Management; Entrepreneurs; Pricing; Pricing Policies; Pricing Strategy; Pricing Structure; Sales Force Management; Acquisitions; Work/family Balance; Family-owned Business; Entrepreneurship; Growth and Development Strategy; Expansion; Work-Life Balance; Manufacturing Industry; Rubber Industry; United States
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Sharpe, Jim. "Elasto Therm: The Next Step." Harvard Business School Spreadsheet Supplement 813-705, May 2013.
  • September 2018 (Revised May 2021)
  • Teaching Plan

Eastern Bank: Innovating Through Eastern Labs

By: Karen Mills, Dennis Campbell and Aaron Mukerjee
Eastern Bank is a 200-year-old New England mutual bank with a community focus. Eastern specializes in small business lending, having made strategic investments to become the top SBA lender in New England in the midst of the Great Recession, when other banks were... View Details
Keywords: Banks; Fintech; Innovation; Innovation & Entrepreneurship; Innovation And Strategy; Technological Change; Technology And Innovation Management; Entrepreneurial Management; Intrapreneurship; Banks and Banking; Innovation and Invention; Entrepreneurship; Innovation Strategy; Technological Innovation; Information Technology; Management
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Mills, Karen, Dennis Campbell, and Aaron Mukerjee. "Eastern Bank: Innovating Through Eastern Labs." Harvard Business School Teaching Plan 319-037, September 2018. (Revised May 2021.)
  • July 2012 (Revised May 2024)
  • Supplement

Lyric Dinner Theater (B)

By: Richard G. Hamermesh and Jim Sharpe
Supplements the (A) Case. Deborah Denenberg reflects on the results and actions taken during the 12 months following her first 6 months on the job. View Details
Keywords: Entrepreneurs; Entrepreneurial Management; Crisis; Turn; Family Business; Financial Crisis; Boards Of Directors; Operations Management; Strategy Implementation; Career Planning; Entrepreneurship; Entertainment and Recreation Industry; United States
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Hamermesh, Richard G., and Jim Sharpe. "Lyric Dinner Theater (B)." Harvard Business School Supplement 813-044, July 2012. (Revised May 2024.)
  • Research Summary

Overview

By: Shikhar Ghosh
I am focused on exploring the human side of developing early stage entrepreneurial ventures. These enterprises are characterized by the pursuit of opportunity, shortage of resources to pursue their goals and uncertainty at every step of the journey. Some of the... View Details
Keywords: Scale; Exit; Founders' Agreements; Success Measures; Entrepreneurial Risk; Founding Teams; Entrepreneurship; Failure; Europe; Middle East; Asia
  • October 2019 (Revised January 2020)
  • Supplement

Dulcie Madden (B)—A Difficult Choice

By: Shikhar Ghosh and Shweta Bagai
This is part of a three-case series that follows Dulcie Madden's journey as a founder over five years. Case (A) is about managing growth and cash flow; Case (B) is about the exit decision and conditions on a sale; Case (C) shows Madden dealing with adversity and the... View Details
Keywords: Entrepreneurial Management; Family; Family Conflicts; Founders' Agreements; Growth And Development; Hardware; VC; Scaling; Start-up; Female Ceo; Risk Assessment; Entrepreneurship; Growth Management; Cash Flow; Equity; Success; Failure; Acquisition; Business Model; Information Technology; Valuation; Family and Family Relationships; Information Infrastructure
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Ghosh, Shikhar, and Shweta Bagai. "Dulcie Madden (B)—A Difficult Choice." Harvard Business School Supplement 820-053, October 2019. (Revised January 2020.)
  • May 2017 (Revised June 2017)
  • Case

ATH Technologies (A): Making the Numbers

By: Robert Simons and Jennifer Packard
An exercise that takes students through five stages of growth in an entrepreneurial start-up in the medical devices industry: 1) founding, 2) growth, 3) push to profitability, 4) refocusing process, and 5) takeover by new management. At each stage, students must... View Details
Keywords: Strategy And Execution; Management Control Systems; Balancing Innovation And Control; Performance Management; Business Growth and Maturation; Business Startups; Profit; Geographic Location; Governance Controls; Innovation and Invention; Management Succession; Performance Evaluation; Medical Devices and Supplies Industry
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Simons, Robert, and Jennifer Packard. "ATH Technologies (A): Making the Numbers." Harvard Business School Case 117-013, May 2017. (Revised June 2017.)
  • March 2019 (Revised March 2020)
  • Case

Choosing the Right Esports Business Model

By: David Collis and Alexander MacKay
Two esports entrepreneurs must choose on which business model to focus their time and money. After successfully launching an online esports coaching platform, a number of new opportunities emerge in the rapidly growing esports space that now has close to one billion... View Details
Keywords: Entrepreneurial Ecosystems; Business Development; Esports; Business Ventures; Entrepreneurship; Business Model; Management; Strategy; Sports; Entertainment and Recreation Industry; Information Technology Industry; Media and Broadcasting Industry; Sports Industry; Video Game Industry; North and Central America; Europe; Asia
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Collis, David, and Alexander MacKay. "Choosing the Right Esports Business Model." Harvard Business School Case 719-459, March 2019. (Revised March 2020.)
  • March 2020
  • Case

Forbidden City: Launching a Craft Beer in China

By: Christopher A. Bartlett and Carole Carlson
This case describes a difficult choice faced by Victor Wang, Managing Director of Singapore-based Eurasian Brewing Company (EBC), concerning the competing product launch plans of Le Jie, Vice President of EBC's China and East Asian operations, and Vivian Chin, EBC's... View Details
Keywords: Subsidiary Management; Craft Brewing; Strategy; Decision Making; Organizational Structure; Business Model; Growth and Development Strategy; Entrepreneurship; Management Style; Food and Beverage Industry; China; East Asia
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Bartlett, Christopher A., and Carole Carlson. "Forbidden City: Launching a Craft Beer in China." Harvard Business School Brief Case 920-559, March 2020.
  • October 2019
  • Supplement

Harlem Capital: Changing the Face of Entrepreneurship (B)

By: George Serafeim
The (B) case describes Tingle and Pierre-Jacques’ decision to commit fully to Harlem Capital as their post-graduation job. The case explores the results of their fundraising efforts, new strategic partnerships, and how they plan to “build the market” in order to... View Details
Keywords: Impact Investing; Gender Bias; Gender Inequality; Minority Representation; Entrepreneurial Finance; Investment Management; Investing; Inequality; Venture Capital; Entrepreneurship; Diversity; Gender; Equality and Inequality; Equity; Mission and Purpose; Investment Funds; Financial Services Industry
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Serafeim, George, and David Freiberg. "Harlem Capital: Changing the Face of Entrepreneurship (B)." Harvard Business School Supplement 120-041, October 2019.
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