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  • All HBS Web  (3,069)
    • People  (18)
    • News  (698)
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    • Events  (1)
    • Multimedia  (17)
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← Page 13 of 3,069 Results →
  • November 2020 (Revised April 2021)
  • Case

Roll-Ups and Surprise Billing: Collisions at the Intersection of Private Equity and Patient Care

By: Trevor Fetter and Kira Seiger
This case describes the increasing investment by private equity (PE) firms in patient care and other healthcare services. The case focuses on investments in physician staffing firms and roll-up strategy investments in physician practice management (PPM). Included in... View Details
Keywords: Business Ventures; Acquisition; Mergers and Acquisitions; Business Model; Change; Disruption; Fluctuation; Trends; Customers; Customer Value and Value Chain; Ethics; Fairness; Finance; Equity; Insurance; Private Equity; Geography; Geographic Scope; Health; Health Care and Treatment; Markets; Demand and Consumers; Supply and Industry; Industry Structures; Ownership; Ownership Type; Private Ownership; Relationships; Agency Theory; Business and Community Relations; Business and Shareholder Relations; Business and Stakeholder Relations; Networks; Strategy; Competition; Consolidation; Expansion; Integration; Horizontal Integration; Vertical Integration; Value; Value Creation; Health Industry; Insurance Industry; United States
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Fetter, Trevor, and Kira Seiger. "Roll-Ups and Surprise Billing: Collisions at the Intersection of Private Equity and Patient Care." Harvard Business School Case 321-049, November 2020. (Revised April 2021.)
  • 06 Oct 2019
  • News

Private equity takeovers of listed companies hit jobs hardest, study finds

  • 29 Oct 2012
  • News

Private equity guru's mission to show big business can do altruism

Keywords: Funds, Trusts, and Other Financial Vehicles; Finance
  • 2019
  • Casebook

Private Equity: A Casebook

By: Paul A. Gompers, Victoria Ivashina and Richard S. Ruback
This book is a collection of cases and notes that have been used in Private Equity Finance, an advanced corporate finance course offered in the second year of the Harvard Business School’s MBA curriculum, over several years. Our goal is to provide detailed insight into... View Details
Keywords: Private Equity; Value Creation; Cases
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Gompers, Paul A., Victoria Ivashina, and Richard S. Ruback. Private Equity: A Casebook. London: Anthem Press, 2019.
  • July 2024
  • Case

Michael Ross: Whether to Move from Private Equity to Pest Control

By: David L. Ager, Zeynep Ton and Amanda Silver
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Ager, David L., Zeynep Ton, and Amanda Silver. "Michael Ross: Whether to Move from Private Equity to Pest Control." Harvard Business School Case 925-301, July 2024.
  • 2007
  • Other Paper

Venture Capital and Private Equity Distributions: Pricing Policies and Price Reactions

By: P. Gompers, Andrew Metrick and Timothy Dore
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Gompers, P., Andrew Metrick, and Timothy Dore. "Venture Capital and Private Equity Distributions: Pricing Policies and Price Reactions."
  • 01 Dec 2010
  • News

Chaotic Funding Derails Research

"Of course it would be a different story entirely if we could extract crude oil from stem cells." © Jack Ziegler/The New Yorker Collection/www.cartoonbank.com In light of the latest developments of the on-again, off-again, on-again government View Details
Keywords: William Sahlman; Science funding; stem cell research; Colleges, Universities, and Professional Schools; Educational Services
  • Article

Private Equity and Portfolio Companies: Lessons from the Global Financial Crisis

By: Shai Bernstein, Josh Lerner and Filippo Mezzanotti
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Bernstein, Shai, Josh Lerner, and Filippo Mezzanotti. "Private Equity and Portfolio Companies: Lessons from the Global Financial Crisis." Journal of Applied Corporate Finance 32, no. 3 (Summer 2020): 21–41.
  • March 2013
  • Teaching Note

Silver Lake and Private Equity in Brazil: Carnaval or Calamity? (TN)

By: Aldo Musacchio
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Musacchio, Aldo. "Silver Lake and Private Equity in Brazil: Carnaval or Calamity? (TN)." Harvard Business School Teaching Note 713-076, March 2013.
  • 18 Jan 2023
  • News

Should You Trust Private Equity to Take Care of Your Dog?

  • July 2007 (Revised March 2008)
  • Case

ABRY Fund V

By: Nabil N. El-Hage, Richard S. Ruback and Leslie Pierson
In January 2006, Andrew Banks and Royce Yudkoff were considering raising a 5th fund for their media-focused private equity firm, ABRY Partners. ABRY had a strong track record that the co-founders attributed to their group's deep knowledge of the media industry and... View Details
Keywords: Cooperative Ownership; Venture Capital; Customer Relationship Management; Asset Management; Private Equity; Judgments; Competitive Strategy; Media; Corporate Finance; Media and Broadcasting Industry; Financial Services Industry
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El-Hage, Nabil N., Richard S. Ruback, and Leslie Pierson. "ABRY Fund V." Harvard Business School Case 208-027, July 2007. (Revised March 2008.)
  • July 2017 (Revised January 2020)
  • Background Note

Primer on Multiples Valuation and Its Use in the Private Equity Industry

By: Victoria Ivashina and Henrik Boe
This note explores the mechanics of multiples, different types of multiples, when and how to use them, and common pitfalls associated with multiples valuation. While a multiples approach is a very convenient valuation method, breaking down the underlying assumptions... View Details
Keywords: Valuation Methods; Multiples; Private Equity; Valuation; Measurement and Metrics
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Ivashina, Victoria, and Henrik Boe. "Primer on Multiples Valuation and Its Use in the Private Equity Industry." Harvard Business School Background Note 218-017, July 2017. (Revised January 2020.)
  • Article

Does Legal Enforcement Affect Financial Transactions?: The Contractual Channel in Private Equity

By: Josh Lerner and Antoinette Schoar
Keywords: Law Enforcement; Finance; Contracts; Private Equity
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Lerner, Josh, and Antoinette Schoar. "Does Legal Enforcement Affect Financial Transactions?: The Contractual Channel in Private Equity." Quarterly Journal of Economics 120, no. 1 (February 2005): 223–246. (Earlier version distributed as National Bureau of Economic Research Working Paper No. 10348.)
  • February 1999 (Revised June 1999)
  • Case

Investitori Associati: Exiting the Savio LBO (A)

By: Josh Lerner, Dino Cattaneo and Giampiero Mazza
Investitori Associati seeks to exit a leveraged buyout investment. Choosing the appropriate way in which to undertake their exit-an initial public offering or sale of the firm-proves problematic. View Details
Keywords: Private Equity; Initial Public Offering; Business Exit or Shutdown; Leveraged Buyouts
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Lerner, Josh, Dino Cattaneo, and Giampiero Mazza. "Investitori Associati: Exiting the Savio LBO (A)." Harvard Business School Case 299-048, February 1999. (Revised June 1999.)
  • winter 1997
  • Article

Risk and Reward in Private Equity Investments: The Challenge of Performance Assessment

By: Paul A. Gompers and J. Lerner
Keywords: Risk and Uncertainty; Motivation and Incentives; For-Profit Firms; Equity; Investment; Problems and Challenges; Performance
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Gompers, Paul A., and J. Lerner. "Risk and Reward in Private Equity Investments: The Challenge of Performance Assessment." Journal of Private Equity 1 (winter 1997): 5–12.
  • October 1996 (Revised April 2011)
  • Module Note

Venture Capital and Private Equity: Module I

By: Josh Lerner, G. Felda Hardymon and Ann Leamon
Provides an overview of a module that focuses on how private equity funds are raised and structured. View Details
Keywords: Venture Capital; Private Equity; Investment Funds
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Lerner, Josh, G. Felda Hardymon, and Ann Leamon. "Venture Capital and Private Equity: Module I." Harvard Business School Module Note 297-040, October 1996. (Revised April 2011.)
  • March 2013 (Revised March 2014)
  • Case

Brazos Partners and the Tri-Northern Exit

By: Matthew Rhodes-Kropf and Nathaniel Burbank
Randall Fojtasek, a partner at the Dallas-based Brazos Private Equity Partners, must decide whether now is the time to sell his firm's investment in Tri-Northern Distribution. Brazos, a middle-market leveraged buyout group, created the company two years earlier through... View Details
Keywords: Private Equity Exit; LBO; Leveraged Buyout Transaction; Texas; Security; Brazos; Tri-Northern; Tri-Ed; Northern Video; Private Equity; Partners and Partnerships; Distribution; Leveraged Buyouts; Decision Choices and Conditions; Investment Funds; Financial Services Industry; Distribution Industry; Texas
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Rhodes-Kropf, Matthew, and Nathaniel Burbank. "Brazos Partners and the Tri-Northern Exit." Harvard Business School Case 813-157, March 2013. (Revised March 2014.)
  • February 2024 (Revised June 2024)
  • Case

Can Families Conquer Private Equity? Pritzker Private Capital

By: Lauren Cohen and Sophia Pan
Anthony (Tony) Pritkzer, Paul Carbone, and the Pritzker Private Capital (PPC) team wondered how to approach the firm’s next phase of growth. PPC was a private equity firm that offered a differentiated approach to the family capital market. Back in 2016, the partners... View Details
Keywords: Family Office; External Financing; Succession; Leadership Transition; Family Business; Private Equity; Investment; Business Growth and Maturation; Financial Strategy; Investment Portfolio; Business Model; Private Sector; Financial Liquidity; Risk Management; Organizational Structure; Competitive Advantage; Venture Capital; Management Succession; Financial Services Industry; Chicago; Illinois; United States
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Cohen, Lauren, and Sophia Pan. "Can Families Conquer Private Equity? Pritzker Private Capital." Harvard Business School Case 224-078, February 2024. (Revised June 2024.)
  • August 2007 (Revised January 2008)
  • Case

Dollar General Going Private

Intended to improve students' understanding and encourage their use of financial statement analysis. The context is Dollar General Corporation's acquisition by private equity sponsor KKR, which took the company private in 2007. Although the proposed merger generated a... View Details
Keywords: Financial Statements; Mergers and Acquisitions; Private Equity; Price; Privatization; Valuation; Retail Industry
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Katz, Sharon P. "Dollar General Going Private." Harvard Business School Case 108-015, August 2007. (Revised January 2008.)
  • August 2017 (Revised September 2023)
  • Case

Altoona State Investment Board & Bain Capital Fund XI

By: Josh Lerner and Ted Berk
Considers the decision faced by state pension fund manager Rod Calhoun as he decides whether to invest $200 million in Bain Capital's eleventh global buyout fund: Bain Capital Fund XI. For the fund, Bain was offering its limited partners a choice among three different... View Details
Keywords: Equity Method; Leveraged Buyout; Management Buyout; Capital; Design; Entrepreneurship; Finance; Leveraged Buyouts; Management; Private Equity; Venture Capital; Banking Industry; Massachusetts
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Lerner, Josh, and Ted Berk. "Altoona State Investment Board & Bain Capital Fund XI." Harvard Business School Case 218-022, August 2017. (Revised September 2023.)
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