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  • All HBS Web  (1,972)
    • People  (5)
    • News  (455)
    • Research  (1,208)
    • Events  (5)
    • Multimedia  (2)
  • Faculty Publications  (609)
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  • 15 Nov 2011
  • First Look

First Look: November 15

http://www.wiley.com/WileyCDA/WileyTitle/productCd-0470905905,descCd-tableOfContents.html   Working PapersComparing the Investment Behavior of Public and Private Firms Authors:John Asker, Joan Farre-Mensa,... View Details
Keywords: Sean Silverthorne
  • August 2007
  • Case

The Battle Of Union Square

Union Square Ventures, a Private Equity firm founded in 2003, filed a trademark infringement suit against Union Square Partners, another private equity firm founded in November 2006. Examines the possible impact that public litigation will have on the two firms. The... View Details
Keywords: Private Equity; Investment; Trademarks; Lawsuits and Litigation; Conflict Management; Reputation; Financial Services Industry
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El-Hage, Nabil N., and Stephen Parks. "The Battle Of Union Square." Harvard Business School Case 208-036, August 2007.
  • 2022
  • Working Paper

Capitalism and Global Governance in Business History: A Roundtable Discussion

By: Sabine Pitteloud, Grace Ballor, Patricia Clavin, Nicolás M. Perrone, Neil Rollings and Quinn Slobodian
This working paper brings together a diverse group of scholars to discuss the historiography of capitalism, business history and global governance and lay the foundations for further research in this area. Grace Ballor and Sabine Pitteloud open the discussion with a... View Details
Keywords: Capitalism; Business History; Multinational Corporation; Business And Government Relations; Business And Society; Business And The Environment; International Relations; Regulation; Business Interest Association; Lobbying; Private Governance; State-business Relations; Political Risk; Neo-Liberalism; Governance; Globalized Firms and Management; Government and Politics
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Pitteloud, Sabine, Grace Ballor, Patricia Clavin, Nicolás M. Perrone, Neil Rollings, and Quinn Slobodian. "Capitalism and Global Governance in Business History: A Roundtable Discussion." Harvard Business School Working Paper, No. 22-081, June 2022.
  • 17 Jan 2013
  • Working Paper Summaries

Deregulation, Misallocation, and Size: Evidence from India

Keywords: by Laura Alfaro & Anusha Chari

    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

    • 20 Aug 2012
    • News

    The Acquirers

    • November 2007 (Revised August 2009)
    • Case

    WL Ross & Co. and INVESCO

    Wilbur Ross has built a successful private equity firm focused on distressed investing, WL Ross & Co. In 2006, INVESCO, an asset management company, approaches him about acquiring his firm. INVESCO has had weak performance in recent years and is looking to increase its... View Details
    Keywords: Private Equity; Decision Choices and Conditions; Investment; Acquisition; Financial Services Industry
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    El-Hage, Nabil N., and Leslie Pierson. "WL Ross & Co. and INVESCO." Harvard Business School Case 208-020, November 2007. (Revised August 2009.)
    • 19 Aug 2012
    • News

    A realistic discount rate for pensions

    • March 2020 (Revised May 2020)
    • Case

    Generation Investment Management

    By: Vikram S. Gandhi and Sarah Mehta
    By January 2020, sustainable investment firm Generation Investment Management (Generation), founded in London in 2004, had grown from a shared vision among seven founders to a 90-person firm managing $27 billion in public and private equity. Throughout its history,... View Details
    Keywords: Sustainable Investing; Climate Change; Environmental Sustainability; Finance; Equity; Governance; Private Equity; Public Equity; Financial Markets; Investment; Investment Return; Investment Activism; Investment Funds; Investment Portfolio; Institutional Investing; Corporate Social Responsibility and Impact; Financial Services Industry; United Kingdom; England; London
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    Gandhi, Vikram S., and Sarah Mehta. "Generation Investment Management." Harvard Business School Case 820-033, March 2020. (Revised May 2020.)
    • 15 Jun 2008
    • News

    Turning 'dirt to dollars'

    • May–June 2020
    • Article

    Interfirm Ties Between Ventures and Limited Partners of Venture Capital Funds: Performance Effects in Financial Markets

    By: Umit Ozmel, M. Deniz Yavuz, Timothy E. Trombley and Ranjay Gulati
    We argue that strong indirect ties are conducive to the transfer of private information, which provides an advantage in identifying profitable investment opportunities. In our context, a strong indirect tie is generated between an investor and a focal firm if the... View Details
    Keywords: Interfirm Ties; Social Networks; Venture Capital; Entrepreneurship; Performance
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    Ozmel, Umit, M. Deniz Yavuz, Timothy E. Trombley, and Ranjay Gulati. "Interfirm Ties Between Ventures and Limited Partners of Venture Capital Funds: Performance Effects in Financial Markets." Organization Science 31, no. 3 (May–June 2020): 698–719.
    • May 2022
    • Case

    Grupo Big Exit: Options for Advent and Walmart

    By: Victoria Ivashina, Ruth Costas and Pedro Levindo
    After conducting an impressive turnaround in Walmart’s subsidiary in Brazil, Private Equity firm Advent International has to decide how to exit this investment: through an IPO or selling the business to Carrefour. View Details
    Keywords: Turnaround; Divestiture; Finance; Strategy; Private Equity; Brazil; Latin America
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    Ivashina, Victoria, Ruth Costas, and Pedro Levindo. "Grupo Big Exit: Options for Advent and Walmart." Harvard Business School Case 222-086, May 2022.
    • February 2024 (Revised May 2025)
    • Case

    Shore Capital Partners: The Next Ten Years

    By: Boris Groysberg and Kerry Herman
    Private equity firm Shore Capital Partners is at an inflection point, after 12 years of phenomenal growth and success. Now, as the partners consider options, should Shore remain micro-cap focused, or move into more mid-cap investments? Should Shore hold investments... View Details
    Keywords: Organizational Change and Adaptation; Strategy; Financial Services Industry
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    Groysberg, Boris, and Kerry Herman. "Shore Capital Partners: The Next Ten Years." Harvard Business School Case 424-036, February 2024. (Revised May 2025.)
    • November 2017 (Revised April 2019)
    • Case

    Summa Equity: Building Purpose-Driven Organizations

    By: George Serafeim
    In 2015, Reynir Indahl left top Nordic private equity firm Altor Equity Partners to found Summa Equity (Summa). After long contemplation following the financial crisis, Indahl was convinced the financial system was producing negative externalities and that the current... View Details
    Keywords: Corporate Purpose; ESG; ESG (Environmental, Social, Governance) Performance; Social Impact; Investment Management; Management Practices; Innovation; Voice; Environmental Impact; Private Equity; Social Enterprise; Finance; Capital Markets; Management Practices and Processes; Innovation Leadership; Leadership; Innovation and Management; Entrepreneurship; Mission and Purpose; Value Creation; Financial Services Industry; Norway; Sweden; Scandinavia
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    Serafeim, George, and David Freiberg. "Summa Equity: Building Purpose-Driven Organizations." Harvard Business School Case 118-028, November 2017. (Revised April 2019.)
    • 23 Apr 2009
    • Working Paper Summaries

    Does Public Ownership of Equity Improve Earnings Quality?

    Keywords: by Dan Givoly, Carla Hayn & Sharon P. Katz
    • 2016
    • Working Paper

    Intellectual Property Rights Protection, Ownership, and Innovation: Evidence from China

    By: Lily Fang, Josh Lerner and Chaopeng Wu
    Using a difference-in-difference approach, we study how intellectual property right (IPR) protection affects innovation in China in the years around the privatizations of state-owned enterprises (SOEs). Innovation increases after SOE privatizations, and this increase... View Details
    Keywords: Privatization; Copyright; Innovation and Invention; China
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    Fang, Lily, Josh Lerner, and Chaopeng Wu. "Intellectual Property Rights Protection, Ownership, and Innovation: Evidence from China." NBER Working Paper Series, No. 22685, September 2016.
    • September 2016
    • Case

    Partners Group: Ain't No Mountain High Enough

    By: Nori Gerardo Lietz and Ricardo Andrade
    Partners Group (PG), a Swiss-based PE manager, initiated a series of strategic shifts and evolved from a predominately fund-of-funds manager into a large, multi-asset class PE firm focused on direct investments. PG was the first PE firm to go public in 2006. A number... View Details
    Keywords: Business Model; Management Practices and Processes; Entrepreneurship
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    Lietz, Nori Gerardo, and Ricardo Andrade. "Partners Group: Ain't No Mountain High Enough." Harvard Business School Case 217-035, September 2016.
    • 03 Nov 2009
    • First Look

    First Look: Nov. 3

    listed and unlisted firms from across a wide spectrum of manufacturing and services industries and ownership structures such as state-owned firms, business groups, and private and foreign firms. Detailed... View Details
    Keywords: Martha Lagace
    • October 2007
    • Case

    Blue River Capital

    By: Krishna G. Palepu, Tarun Khanna and Richard Bullock
    Examines the strategy and experience of Indian private equity firm Blue River Capital. Blue River was established in 2005 to invest primarily in middle market, particularly family-run, businesses in India. Blue River caters to this niche as an active investor,... View Details
    Keywords: Private Equity; Investment Portfolio; Corporate Governance; Emerging Markets; Family Ownership; Competitive Strategy; Financial Services Industry; India
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    Palepu, Krishna G., Tarun Khanna, and Richard Bullock. "Blue River Capital." Harvard Business School Case 708-448, October 2007.
    • December 2010 (Revised October 2021)
    • Case

    Silver Lake

    By: David J. Collis and Elizabeth A. Kind
    Dave Roux, co-founder and chairman of Silver Lake, a private equity (PE) firm specializing in technology investments, was meeting with the firm's investment committee via video conference to discuss options for Silver Lake's future growth. While the private equity... View Details
    Keywords: Growth and Development Strategy; Competitive Strategy; Private Equity; Expansion; Global Range; Financial Services Industry
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    Collis, David J., and Elizabeth A. Kind. "Silver Lake." Harvard Business School Case 711-420, December 2010. (Revised October 2021.)
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