Publications

August 2022 (Revised January 2025)
Case

NOW PT (A): Should We Invest?

By: George A Riedel, Amy Klopfenstein and Mel Martin

In fall 2021, a team of students from the HBS Impact Investing Fund considered Neurologic Optimal Wellness Physical Therapy (NOW PT) for a potential investment. Dr. Banks, the founder of NOW PT, drove to visit patients. She sought an investment from the fund to open a... View Details

Keywords: Entrepreneurship; Social Entrepreneurship; Finance; Investment; Health; Health Care and Treatment; Medical Specialties; Buildings and Facilities; Financial Services Industry; Financial Services Industry; North and Central America; United States; Massachusetts

March 2021
Supplement

CashDrop (B1)

By: Rembrand Koning, Paul A. Gompers and Sarah Gulick

After the events in CashDrop A, Flores-Martinez received two concrete offers from VC funds for his startup business, CashDrop. This case describes the tensions between the two funds: a traditional VC fund who would offer Flores-Martinez a prestigious platform, and a... View Details

Keywords: Small Business; Entrepreneurship; Business Startups; Venture Capital; Internet and the Web; Decision Choices and Conditions; Financial Services Industry; Financial Services Industry; Chicago; Illinois

March 2021
Supplement

CashDrop (B2)

By: Rembrand Koning, Paul A. Gompers and Sarah Gulick

After the events in CashDrop A, Jarrid Tingle and Henri Pierre-Jacques, the founders of Harlem Capital partners, worried that Ruben Flores-Martinez, CashDrop’s founder, would take another offer while he waited for them to officially make an offer. HCP traditionally... View Details

Keywords: Small Business; Entrepreneurship; Business Startups; Venture Capital; Online Technology; Financial Services Industry; Financial Services Industry; New York (city, NY)

January 2021 (Revised March 2021)
Supplement

Juno (B): Leveraging Student Power

By: Joshua Schwartzstein, Kathleen L. McGinn and Amy Klopfenstein

In March 2020, Juno co-founders Chris Abkarians and Nikhil Agarwal decided to pitch banks in anticipation of their annual auction while negotiating directly with private lender Eager. Responses from the majority of private lenders—including Juno’s 2019 partner—were not... View Details

September 2019
Case

Dementia Discovery Fund

By: Richard G. Hamermesh, Kathy Giusti and Sarah Gulick

The case is set in March 2019, and tells the story of the founding of the Dementia Discovery Fund (DDF). The idea for the fund began in 2015, when then-Prime Minister David Cameron spoke about the importance of making breakthroughs in dementia research, and pledged... View Details

Keywords: Venture Capital; Investment Funds; Mission and Purpose; Recruitment; Health Care and Treatment; Financial Services Industry; Financial Services Industry; Boston; Massachusetts; London; England

2015
Case

Advanced Leadership Pathways: Robert Whelan and the Student Loan Crisis (B)

By: Rosabeth M. Kanter, Grace Sza-Hua Chen and Ai-Ling Jamila Malone

Bob Whelan developed an idea with partners that was a seed before his fellowship year and addressed a significant national challenge - college financing - with a creative concept and experience from his years in investment banking. His nonprofit was called 13th Avenue... View Details

Keywords: Social Enterprise; Higher Education; Financing and Loans; Borrowing and Debt; Leading Change; Financial Services Industry; Financial Services Industry

July 2012
Supplement

Generation Investment Management, Video

By: Sandra J. Sucher

Examines the Investment process of Generation Investment Management, a "sustainable" investing firm established in 2004 by David Blood and U.S. Vice President Al Gore. Places students in the position of David Lowish, director of global industrials, who must decide... View Details

Keywords: Leadership And Managing People; Accountability; Investment Management; Social Issues; Investment; Corporate Accountability; Ethics; Development Economics; Natural Environment; Financial Services Industry; Financial Services Industry

June 2001
Teaching Note

Garanti Bank: Transformation in Turkey TN

By: Rosabeth M. Kanter

Teaching Note for (9-300-114). View Details

Keywords: Financial Services Industry; Financial Services Industry; Turkey

February 2001 (Revised March 2001)
Case

Apax Partners and Dialog Semiconductor: March 1998

By: G. Felda Hardymon, Josh Lerner, Antonio Alvarez-Cano and Borja Martinez

Apax Partners is considering a complex buyout of a semiconductor manufacturer. The firms must assess in a compressed timeframe the complex technological, financial, and operational risks that the proposed transaction poses. View Details

Keywords: Market Transactions; Leveraged Buyouts; Restructuring; Time Management; Production; Risk Management; Financial Services Industry; Financial Services Industry

Profile

Dan Vallone

You graduated from West Point, which is famous for leadership, and served as an infantry officer for five years. What did HBS add to your understanding of leadership? In the military, I was accustomed to thinking five to ten years in advance. After two years at HBS,... View Details

Keywords: Financial Services; Financial Services

12 Oct 1999
Research & Ideas

How to Write a Great Business Plan

Every seasoned investor knows that detailed financial projections for a new company are an act of imagination. Nevertheless, most business plans pour far too much ink on the numbers—and far too little on the information that really... View Details

Keywords: Re: William A. Sahlman

29 Jan 2008
First Look

First Look: January 29, 2008

responsibilities; and address matters of size, scale, and complexity while maintaining the qualities that make professional services firms unique. A valuable new resource, this book redefines the role of leadership in professional View Details

Keywords: Martha Lagace

25 Mar 2021
News

Alumni Honor Nitin Nohria and Support His Legacy

School and strengthened its role in the University. Furthermore, by building the pipeline of faculty, launching new global research offices and centers, increasing financial aid to attract students from diverse backgrounds, fostering One... View Details

01 Mar 2012
News

What Makes Israel Tick?

1951). The group also traveled to the Palestinian West Bank to assess the status of financial and social institutions required for successful statehood. Poorvu Family Professor of Management Practice Arthur Segel chaired the Israel... View Details

Keywords: Educational Services; Educational Services; Educational Services; Educational Services

01 Jun 2014
News

Ask the Expert: Braving an Insecure New World

more private letter, to choosing to use a credit card rather than cash for our purchases. Make no mistake: Big Data knows more about you than Big Brother ever will! Data-driven innovation to improve the technologies and services that we... View Details

Keywords: cybersecurity; Information

01 Mar 2007
News

…and They Will Come

At HBS this spring, the world-renowned architect A. Eugene Kohn is teaching Design, Construction & Development Risk in Commercial Construction, an MBA elective. Kohn is the founder and chairman of Kohn Pedersen Fox Associates (KPF), a firm he has shaped into a world... View Details

Keywords: Educational Services; Educational Services; Educational Services; Educational Services

01 Mar 2009
News

A New Approach to Health-Care Reform

they know what disruptive innovation means, but I’ve found it’s often misunderstood. The simplest way to describe it — in a way that applies to health care or any industry — is innovation that transforms a product or service that... View Details

Keywords: Deborah Blagg; Health, Social Assistance

08 Apr 2016
Research & Ideas

How to Hire a Millennial

loyal in the traditional sense, ready to jump ship when their employers fail to meet expectations. Yet too many companies are falling short in their efforts to recruit the best and brightest young minds. Most try to convince skeptical millennials of the merits of their... View Details

Keywords: by Joseph Fuller

December 1999
Case

Sendwine.com

By: Thomas R. Eisenmann, Charmaine C Ess and Ann A. O'Hara

Sendwine.com, an online retailer of premium gifts of wine by the bottle, faced decisions about its growth strategy in mid-1999. Mike Lannon, president and founder, had established his company as a prominent player in an increasingly crowded field. But with success came... View Details

Keywords: Decision Choices and Conditions; Venture Capital; Financial Strategy; Problems and Challenges; Luxury; Diversification; Internet; Web Services Industry