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      • April 1986 (Revised February 1989)
      • Case

      Tribal Assets Management: The Dragon Proposal

      By: William A. Sahlman and Norman Klein
      Keywords: Financial Services Industry
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      Sahlman, William A., and Norman Klein. "Tribal Assets Management: The Dragon Proposal." Harvard Business School Case 286-110, April 1986. (Revised February 1989.)
      • April 1986 (Revised February 1988)
      • Case

      Batterymarch Financial Management (A)

      By: Andre F. Perold
      Keywords: Financial Services Industry
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      Perold, Andre F. "Batterymarch Financial Management (A)." Harvard Business School Case 286-113, April 1986. (Revised February 1988.)
      • April 1986 (Revised July 1986)
      • Supplement

      Duncan Field (B)

      By: Howard H. Stevenson
      Following the acquisition of a new business, the manager is approached for the "continuation" of a regular payment for services to "insure labor peace" and maintain a parking lot. The case allows discussion of ethical, legal, and practical issues involved. View Details
      Keywords: Acquisition; Ethics; Law; Management; Service Industry
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      Stevenson, Howard H. "Duncan Field (B)." Harvard Business School Supplement 386-179, April 1986. (Revised July 1986.)
      • March 1986 (Revised February 1987)
      • Case

      Spear Securities, Inc.

      By: Andre F. Perold
      Keywords: Finance; Financial Services Industry
      Citation
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      Perold, Andre F. "Spear Securities, Inc." Harvard Business School Case 286-049, March 1986. (Revised February 1987.)
      • November 1985
      • Case

      Paine Webber (A): Choosing a Corporate Strategy

      By: Dwight B. Crane and Robert G. Eccles Jr.
      Keywords: Corporate Strategy; Decision Choices and Conditions; Financial Institutions; Financial Services Industry
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      Crane, Dwight B., and Robert G. Eccles Jr. "Paine Webber (A): Choosing a Corporate Strategy." Harvard Business School Case 286-033, November 1985.
      • October 1985 (Revised December 1989)
      • Case

      CompuServe (B)

      By: James L. Heskett
      Keywords: Internet and the Web; Web Services Industry
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      Heskett, James L. "CompuServe (B)." Harvard Business School Case 386-095, October 1985. (Revised December 1989.)
      • October 1985
      • Case

      Merrill Lynch: Underwriting Beverly Enterprises (A)

      By: Dwight B. Crane
      Keywords: Financial Services Industry
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      Crane, Dwight B. "Merrill Lynch: Underwriting Beverly Enterprises (A)." Harvard Business School Case 286-027, October 1985.
      • September 1985 (Revised January 1986)
      • Case

      Peter Wendell

      By: William A. Sahlman
      Contains a description of a decision confronting an employee of IBM in late 1981. Should he leave IBM to become head of a new venture capital fund which will specialize in technology investments? The case is designed to expose students to the nature of the opportunity... View Details
      Keywords: Personal Development and Career; Jobs and Positions; Opportunities; Valuation; Decision Choices and Conditions; Resignation and Termination; Venture Capital; Financial Services Industry; Financial Services Industry
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      Sahlman, William A. "Peter Wendell." Harvard Business School Case 286-008, September 1985. (Revised January 1986.)
      • September 1985
      • Case

      Citicorp Investment Management

      By: Andre F. Perold
      Keywords: Investment Funds; Management; Financial Services Industry
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      Perold, Andre F. "Citicorp Investment Management." Harvard Business School Case 286-002, September 1985.
      • February 1985 (Revised January 1989)
      • Teaching Note

      SSS (Scientific Systems Services), Teaching Note

      By: Howard H. Stevenson and Michael J. Roberts
      Keywords: Service Industry
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      Stevenson, Howard H., and Michael J. Roberts. "SSS (Scientific Systems Services), Teaching Note." Harvard Business School Teaching Note 385-091, February 1985. (Revised January 1989.)
      • January 1985
      • Case

      Business Research Corp. (A)

      By: William A. Sahlman
      Contains a description of a decision confronting an entrepreneur: which of two investment proposals should he accept to fund the creation and marketing of a database that comprises the full text of research reports produced by Wall Street investment banking firms? The... View Details
      Keywords: Strategy; Cost vs Benefits; Valuation; Investment Banking; Negotiation Participants; Negotiation Deal; Financing and Loans; Financial Strategy; Corporate Finance; Service Industry
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      Sahlman, William A. "Business Research Corp. (A)." Harvard Business School Case 285-089, January 1985.
      • December 1984
      • Teaching Note

      Colonial Food Services Co., James Cranston, and Eugene Kirby (A), Teaching Note

      By: Michael Beer
      Teaching Note for (9-478-005), (9-478-006), and (9-478-007). View Details
      Keywords: Food and Beverage Industry
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      Beer, Michael. "Colonial Food Services Co., James Cranston, and Eugene Kirby (A), Teaching Note." Harvard Business School Teaching Note 485-009, December 1984.
      • October 1984 (Revised July 2003)
      • Case

      At the T. Rowe Price Trading Desk (A)

      By: Andre F. Perold
      Describes the events surrounding the sale of a particular large block of a thinly traded stock. Brings the situation to the point at which the seller has received an offer, and must now decide what to do. View Details
      Keywords: Asset Management; Stocks; Financial Services Industry
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      Perold, Andre F. "At the T. Rowe Price Trading Desk (A)." Harvard Business School Case 285-041, October 1984. (Revised July 2003.)
      • October 1984 (Revised July 2003)
      • Supplement

      At the T. Rowe Price Trading Desk (B)

      By: Andre F. Perold
      Supplements the (A) case. View Details
      Keywords: Financial Services Industry
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      Perold, Andre F. "At the T. Rowe Price Trading Desk (B)." Harvard Business School Supplement 285-042, October 1984. (Revised July 2003.)
      • October 1984 (Revised July 1988)
      • Case

      Mark Twain Bancshares, Inc.

      By: Joseph L. Badaracco Jr.
      Describes the history, management, and organization of an extremely successful bank holding company. The company has had a very charismatic chairman, has made MBAs bank presidents at very early ages, and has a long record of innovation. Now deregulation and a coming... View Details
      Keywords: Management Style; Financial Services Industry
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      Badaracco, Joseph L., Jr. "Mark Twain Bancshares, Inc." Harvard Business School Case 385-178, October 1984. (Revised July 1988.)
      • June 1984 (Revised June 1987)
      • Case

      Sanford C. Bernstein & Co., Inc.

      By: Andre F. Perold
      Keywords: Financial Management; Investment Portfolio; Management; Financial Services Industry
      Citation
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      Perold, Andre F. "Sanford C. Bernstein & Co., Inc." Harvard Business School Case 184-194, June 1984. (Revised June 1987.)
      • September 1983 (Revised October 1985)
      • Case

      Lehman Management Co., Inc.

      By: Andre F. Perold
      Keywords: Investment Funds; Management; Financial Services Industry
      Citation
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      Perold, Andre F. "Lehman Management Co., Inc." Harvard Business School Case 284-027, September 1983. (Revised October 1985.)
      • May 1983 (Revised December 1987)
      • Case

      Technical Data Corp.

      By: William A. Sahlman
      Describes a decision confronting the president of a small company about selling some or all of the shares in his company to another firm. Technical Data Corp. provides analytical services to professional bond market traders over a system of computer terminals operated... View Details
      Keywords: Stocks; Entrepreneurship; Business Startups; Internet and the Web; Information Infrastructure; Mobile and Wireless Technology; Valuation; Negotiation Tactics; Mergers and Acquisitions; Corporate Strategy; Horizontal Integration; Information Industry; Information Industry
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      Sahlman, William A. "Technical Data Corp." Harvard Business School Case 283-072, May 1983. (Revised December 1987.)
      • April 1983 (Revised June 1993)
      • Case

      Trade In Services and American Express

      By: Joseph L. Badaracco Jr. and David B. Yoffie
      Keywords: Financial Services Industry
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      Badaracco, Joseph L., Jr., and David B. Yoffie. "Trade In Services and American Express." Harvard Business School Case 383-114, April 1983. (Revised June 1993.)
      • April 1983 (Revised June 2003)
      • Case

      Shouldice Hospital Limited

      By: James L. Heskett
      Various proposals are set forth for expanding the capacity of the hospital. In assessing them, serious consideration has to be given to the culture of the organization and the importance of preserving it in a service delivery system. In addition to issues of capacity... View Details
      Keywords: Expansion; Health Care and Treatment; Performance Capacity; Organizational Culture; Service Delivery; Growth Management; Strategic Planning; Quality; Social Enterprise; Health Industry; Canada
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      Heskett, James L. "Shouldice Hospital Limited." Harvard Business School Case 683-068, April 1983. (Revised June 2003.)
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