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  • All HBS Web  (1,639)
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  • September 2017 (Revised April 2022)
  • Supplement

Tempur Sealy International (A)

By: Benjamin C. Esty
This case explores the long-term relationship between Tempur Sealy (TPX, a mattress manufacturer) and Mattress Firm (MFRM, a bedding retailer and TPX's largest customer). For almost 20 years, the firms enjoyed a mutually beneficial and commercially prosperous... View Details
Keywords: Porter's 5 Forces; Bargaining Power; Buyer Power; Customer Power; Supplier Power; Negotiations; Value Capture; Private Equity; Consumer Durables; Consumer Discretionary; Mattresses; B-2-B; Industry Dynamics; Leadership; Compensation; Corporate Strategy; Business Strategy; Value Creation; Competition; Cooperation; Distribution; Negotiation; Industry Structures; Customers; Relationships; Distribution Industry; Manufacturing Industry; Retail Industry; Consumer Products Industry; United States; South Africa
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Esty, Benjamin C. "Tempur Sealy International (A)." Harvard Business School Spreadsheet Supplement 718-801, September 2017. (Revised April 2022.)
  • 18 Apr 2023
  • Research & Ideas

The Best Person to Lead Your Company Doesn't Work There—Yet

had been with the PE-owned company less than a year from when it was acquired until the PE fund’s exit. Some 30,000 private equity deals valued at $4 trillion took place in the five years ending in 2021, the... View Details
Keywords: by Rachel Layne; Financial Services
  • 05 Sep 2018
  • Video

James Mwangi CEM Full Interview (Private Link)

  • 20 Aug 2020
  • Blog Post

“Business as Usual, In a Different Way” – Creating an Impactful Remote Internship at Actis

For Nikki Mason, Rachael Henley, and their team at Actis, it was never a matter of if they should continue their Global Summer Associate Programme in 2020, but how they would do it well. The Actis Internship Program Actis is a global View Details
Keywords: Venture Capital / Private Equity; Venture Capital / Private Equity
  • May 2017 (Revised August 2021)
  • Case

Mavi: Fashioning a Path to Brand Growth

By: Jill Avery and Gamze Yucaoglu
This case examines the strategic choices and business model with regards to branding at Mavi, a leading Turkish apparel retailer. The case is presented from the perspective of the company CEO and its global brand director who is also part owner. In 2015, Mavi had sales... View Details
Keywords: Brand Management; Brand Architecture; Brand Portfolio Strategy; Brand Positioning; International Expansion; Retailing; Fashion; Pricing; Fast Fashion; Emerging Economies; Brand Extension; Marketing; Marketing Strategy; Brands and Branding; Emerging Markets; Growth and Development Strategy; Expansion; Global Range; Decision Choices and Conditions; Fashion Industry; Retail Industry; Turkey; Europe; Asia
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Avery, Jill, and Gamze Yucaoglu. "Mavi: Fashioning a Path to Brand Growth." Harvard Business School Case 517-075, May 2017. (Revised August 2021.)
  • January 2008 (Revised March 2009)
  • Case

Framedia (A) Abridged

By: Li Jin, Carliss Y. Baldwin, Li Liao, Huabing Li and Jielun Zhu
Examines an acquisition in the highly competitive outdoor media advertising industry in China in late 2005. The transaction leads to eventual consolidation of the whole industry and positive stock reactions. Discusses equity consideration in the context of an M&A... View Details
Keywords: Mergers and Acquisitions; Venture Capital; Equity; Private Equity; Corporate Governance; Emerging Markets; Organizations; Consolidation; Valuation; Advertising Industry; China
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Jin, Li, Carliss Y. Baldwin, Li Liao, Huabing Li, and Jielun Zhu. "Framedia (A) Abridged." Harvard Business School Case 208-048, January 2008. (Revised March 2009.)
  • January 1998 (Revised September 2001)
  • Background Note

A Note on Angel Financing

By: Paul A. Gompers
Discusses the economics of the private equity market and recent efforts by the U.S. Small Business Administration to promote greater angel financing. View Details
Keywords: Financial Markets; Government and Politics; Financing and Loans; Financial Services Industry; United States
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Gompers, Paul A. "A Note on Angel Financing." Harvard Business School Background Note 298-083, January 1998. (Revised September 2001.)

    Sara L. Fleiss

    Sara Fleiss was the co-founder and co-portfolio manager of Emeth Partners, an emerging markets arbitrage hedge fund.  Prior to founding Emeth, Sara was the lead analyst on the Emerging Markets Equities portfolio at Harvard Management Company (HMC). At HMC, Sara... View Details

    • June 2010
    • Case

    Legendary Pictures & ABRY Partners

    This case focuses on the review by the private equity firm ABRY Partners of an opportunity to invest in a film financing vehicle, Legendary Pictures. Before 2004, private equity firms had avoided co-investing with film studios in film productions because of their... View Details
    Keywords: Private Equity; Investment; Film Entertainment; Entertainment and Recreation Industry
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    El-Hage, Nabil N., and Anne Katherine Kofol. "Legendary Pictures & ABRY Partners." Harvard Business School Case 210-094, June 2010.
    • December 1995 (Revised December 1995)
    • Case

    Yale University Investments Office

    By: Josh Lerner and Jay O. Light
    Yale University's investment office was responsible for managing its endowment, which totaled nearly $4 billion in June 1995. Yale had developed a rather different approach to endowment management, including substantial investments in "less efficient" equity markets... View Details
    Keywords: Assets; Private Equity; Investment; Investment Return; Management; Markets; Strategy; Education Industry
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    Lerner, Josh, and Jay O. Light. "Yale University Investments Office." Harvard Business School Case 296-040, December 1995. (Revised December 1995.)
    • October 2022 (Revised February 2024)
    • Case

    Masdar City: Aiming for Sustainable and Profitable Real Estate

    By: Boris Vallee and Fares Khrais
    Masdar City broke ground in 2008 and was conceived by the Abu Dhabi government to be an international beacon of innovation in sustainable energy and real estate. It was also to be a profitable investment for the government. At first glance, the two goals pulled in... View Details
    Keywords: Analysis; Business Growth And Maturation; Decisions; Public Sector; Financial Crisis; Construction; Climate Change; Green Technology; Borrowing And Debt; Corporate Finance; Capital; Capital Budgeting; Capital Structure; Cost Of Capital; Equity; REIT; Financial Management; Financial Strategy; Initial Public Offering; Innovation; Growth And Development Strategy; Emerging Markets; Urban Development; Middle East; United Arab Emirates; Sustainable Cities; Green Building; Business and Government Relations; Decision Choices and Conditions; Financing and Loans; Real Estate Industry; Construction Industry; Energy Industry; Green Technology Industry; Abu Dhabi
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    Vallee, Boris, and Fares Khrais. "Masdar City: Aiming for Sustainable and Profitable Real Estate." Harvard Business School Case 223-036, October 2022. (Revised February 2024.)
    • November 2000 (Revised March 2001)
    • Case

    Yale University Investments Office: July 2000

    By: Josh Lerner
    David Swensen, chief investment officer at Yale University, reviews the $10 billion endowment strategy, that places an unusually heavy emphasis on private equity and other illiquid securities. Changing market conditions in July 2000 cause him to rethink historically... View Details
    Keywords: Private Equity; Financial Liquidity; Investment; Strategy; Education Industry
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    Lerner, Josh. "Yale University Investments Office: July 2000." Harvard Business School Case 201-048, November 2000. (Revised March 2001.)
    • October 2009 (Revised October 2010)
    • Case

    Grove Street Advisors: September 2009

    By: Matthew Rhodes-Kropf and Ann Leamon
    The investment committee of Grove Street Advisors, a pioneer in the provision of customized private equity funds-of-funds for pension fund clients, must decide how to respond to the market opportunities and challenges presented by the turmoil of 2008 and 2009. How can... View Details
    Keywords: Private Equity; Expansion; Investment Funds; Financial Services Industry
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    Rhodes-Kropf, Matthew, and Ann Leamon. "Grove Street Advisors: September 2009." Harvard Business School Case 810-064, October 2009. (Revised October 2010.)
    • June 2021
    • Case

    The Canada Pension Plan Investment Board (CPP Investments): April 2021

    By: Josh Lerner, Reza Satchu and Alys Ferragamo
    The Canada Pension Plan Investment Board (CPPIB) is one of the largest pools of investment capital in the world and follows a rigorous “Total Portfolio Framework” in its approach to investment management. In April of 2021, John Graham was just two months into his role... View Details
    Keywords: Pension Funds; Investment Strategy; Capital Markets; Financial Strategy; Investment; Asset Management; Financial Institutions; Private Equity; Growth and Development Strategy; Investment Portfolio; Assets; Financial Markets; Financial Services Industry; Canada
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    Lerner, Josh, Reza Satchu, and Alys Ferragamo. "The Canada Pension Plan Investment Board (CPP Investments): April 2021." Harvard Business School Case 821-125, June 2021.
    • 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.)
    • March 1998
    • Case

    Bumper Acquisition (A1), A: Confidential Information for Thermo-Impact, Inc.

    By: James K. Sebenius and David T. Kotchen
    Located in Mundelein, IL, Thermo-Impact, Inc. is a rapidly growing, private firm that manufactures automotive bumpers. In 1995, a number of large automotive supply companies and a private equity investment firm offer to buy Thermo-Impact. The cases in this series focus... View Details
    Keywords: Private Equity; Valuation; Negotiation Participants; Decision Making; Negotiation Process; Entrepreneurship; Negotiation Offer; Acquisition; Manufacturing Industry; Auto Industry; Illinois
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    Sebenius, James K., and David T. Kotchen. "Bumper Acquisition (A1), A: Confidential Information for Thermo-Impact, Inc." Harvard Business School Case 898-198, March 1998.
    • November 2012 (Revised July 2014)
    • Case

    Doing Deals and Leading Teams at XAF Partners

    By: Boris Groysberg and Kerry Herman
    Private equity firm XAF Partners, created out of the 2003 merger of Shanghai-based Xuan Partners and AF Group, a spin out of the Shanghai-based, emerging market-focused private equity arm of a large European bank, had grown steadily over the last decade, establishing... View Details
    Keywords: Professional Service Firms; Leading Teams; Producing Managers; Delegation; Giving And Receiving Feedback; Managing Performance; Leadership; Work-Life Balance; Managerial Roles; Talent and Talent Management; Service Operations; Time Management; Performance; Financial Services Industry; Asia
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    Groysberg, Boris, and Kerry Herman. "Doing Deals and Leading Teams at XAF Partners." Harvard Business School Case 413-032, November 2012. (Revised July 2014.)
    • December 1997 (Revised September 1998)
    • Case

    Yale University Investments Office: November 1997

    By: Josh Lerner
    David Swensen, chief investment officer at Yale University, reviews the $6 billion endowment strategy, which places an unusually heavy emphasis on private equity and other illiquid securities. Changing market conditions in November 1997 cause him to rethink... View Details
    Keywords: Change; Private Equity; Financial Liquidity; Investment; Marketing Strategy; Strategy; Education Industry
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    Lerner, Josh. "Yale University Investments Office: November 1997." Harvard Business School Case 298-077, December 1997. (Revised September 1998.)
    • January 2007 (Revised February 2009)
    • Case

    Austin, Blakeley, & Cambridge, LLC

    The founding partners of ABC, LLC, one of the leading private equity firms in the world, are trying to understand why some of the other top firms in the business, such as KKR and Apollo, have been tapping the public equity markets for their own funds, and whether they... View Details
    Keywords: Private Equity; Public Equity; Investment Funds; Going Public; Financial Services Industry
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    El-Hage, Nabil N., and Christopher Laconi. "Austin, Blakeley, & Cambridge, LLC." Harvard Business School Case 207-098, January 2007. (Revised February 2009.)
    • April 2025
    • Case

    Japan Industrial Partners Powers the Leveraged Buyout of Toshiba

    By: Brian K. Baik, Joseph Pacelli and James Barnett
    The case explores Japan Industrial Partners (JIP) $14 billion takeover of Toshiba Corporation (Toshiba). JIP was a private equity firm that took over the troubled electronics corporation in late 2023. The deal, which had been labeled one of the largest leveraged... View Details
    Keywords: International Accounting; Borrowing and Debt; Management Analysis, Tools, and Techniques; Ownership; Risk and Uncertainty; Strategy; Valuation; Leveraged Buyouts; Restructuring; Capital Structure; Cost of Capital; Private Equity; Bids and Bidding; Accounting Industry; Electronics Industry; Energy Industry; Manufacturing Industry; Semiconductor Industry; Asia; Japan
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    Baik, Brian K., Joseph Pacelli, and James Barnett. "Japan Industrial Partners Powers the Leveraged Buyout of Toshiba." Harvard Business School Case 125-055, April 2025.
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