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      • May 1986 (Revised July 1986)
      • Case

      MBAs at Merrill Lynch

      By: George C. Lodge
      Keywords: Financial Services Industry
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      Lodge, George C. "MBAs at Merrill Lynch." Harvard Business School Case 386-194, May 1986. (Revised July 1986.)
      • April 1986 (Revised February 1988)
      • Case

      Batterymarch Financial Management (B)

      By: Andre F. Perold
      Keywords: Financial Services Industry
      Citation
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      Perold, Andre F. "Batterymarch Financial Management (B)." Harvard Business School Case 286-115, April 1986. (Revised February 1988.)
      • 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
      Citation
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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
      Citation
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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.)
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