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  • November 2005 (Revised October 2012)
  • Case

The MCI Takeover Battle: Verizon versus Qwest

By: Malcolm P. Baker and James Quinn
MCI's board of directors is considering competing bids from Verizon and Qwest. Qwest, a smaller company with a weaker balance sheet, is offering almost a billion dollars more. But Verizon, one of the largest telecommunications companies in the world, has a history of... View Details
Keywords: Mergers and Acquisitions; Decision Choices and Conditions; Capital Markets; Financial Strategy; Governing and Advisory Boards; Valuation; Telecommunications Industry; United States
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Baker, Malcolm P., and James Quinn. "The MCI Takeover Battle: Verizon versus Qwest." Harvard Business School Case 206-045, November 2005. (Revised October 2012.)
  • December 1990 (Revised November 1992)
  • Case

Anheuser-Busch and Campbell Taggart

In 1984, the SEC accused Paul Thayer and eight others of insider trading. Some of Thayer's inside information came from his position on the board of Anheuser-Busch, where he had learned about Busch's 1982 merger with Campbell Taggart before the merger was publicly... View Details
Keywords: Crime and Corruption; Ethics; Capital Markets; Manufacturing Industry; Food and Beverage Industry; United States
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Sirri, Erik R. "Anheuser-Busch and Campbell Taggart." Harvard Business School Case 291-020, December 1990. (Revised November 1992.)
  • October 2000 (Revised November 2000)
  • Case

Harmonized Savings Plan at BP Amoco, The

By: Luis M. Viceira
On August 11, 1998, United States' Amoco Corp. (NYSE: AR) and the British Petroleum Co. (BP) p.l.c. (NYSE: BP) announced the BPC merger with Amoco. This deal was the largest industrial merger to date, and created the world's third-largest oil company, BP (NYSE: BP).... View Details
Keywords: Financial Strategy; Mergers and Acquisitions; Compensation and Benefits; Energy Industry; North and Central America
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Viceira, Luis M. "Harmonized Savings Plan at BP Amoco, The." Harvard Business School Case 201-052, October 2000. (Revised November 2000.)
  • November 2016 (Revised July 2019)
  • Case

Lenovo to Buy IBM PC: Integration Challenges

By: David G. Fubini and Christine Snively
In December 2004, Chinese computer manufacturer Lenovo announced its purchase of IBM’s PC division. At the time, few industry observers were optimistic about the merger of these entities with seemingly opposite company cultures. How should the two entities plan to... View Details
Keywords: Integration; Strategy; Organizational Culture; Computer Industry; Technology Industry; United States; China
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Fubini, David G., and Christine Snively. "Lenovo to Buy IBM PC: Integration Challenges." Harvard Business School Case 417-042, November 2016. (Revised July 2019.)
  • August 1995 (Revised March 1998)
  • Background Note

Competition Policy in the European Union in 1995

Describes the history of the competition policy in the European Union, and focuses on the evolution of pan-European and member-state statutes. The tension between policy and enforcement at various levels draws attention to issues of market definition, especially in... View Details
Keywords: Competition; Policy; European Union
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McGahan, Anita M., and Geoffrey Verter. "Competition Policy in the European Union in 1995." Harvard Business School Background Note 796-038, August 1995. (Revised March 1998.)
  • December 2007
  • Case

Cinergy and Duke Energy 2005: Think BIG

By: Boris Groysberg, Nitin Nohria, Colleen Kaftan and Geoff Eckman Marietta
Jim Rogers, CEO of Cinergy Energy, has just announced the company's merger with Duke Energy to Employees. Rogers has had success in the past leading his firm though a merger, but will he be able to achieve similar results this time around? This case also illustrates... View Details
Keywords: Mergers and Acquisitions; Leading Change; Integration; Energy Industry
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Groysberg, Boris, Nitin Nohria, Colleen Kaftan, and Geoff Eckman Marietta. "Cinergy and Duke Energy 2005: Think BIG." Harvard Business School Case 408-096, December 2007.
  • 12 Aug 2009
  • Working Paper Summaries

Culture Clash: The Costs and Benefits of Homogeneity

Keywords: by Eric J. Van den Steen
  • 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.)
  • March 2002 (Revised June 2005)
  • Case

AOL Time Warner, Inc.

By: Stephen P. Bradley and Erin Sullivan
AOL Time Warner, which has been billed as the "first fully integrated media and communications company of the Internet Century," raises the fundamental question of how value will be created and captured by the merger of AOL and Time Warner. This case describes just how... View Details
Keywords: Mergers and Acquisitions; Internet and the Web; Value Creation; Organizational Culture; Consolidation; Change Management; Telecommunications Industry; Media and Broadcasting Industry; United States
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Bradley, Stephen P., and Erin Sullivan. "AOL Time Warner, Inc." Harvard Business School Case 702-421, March 2002. (Revised June 2005.)
  • August 2012 (Revised December 2012)
  • Case

Telecommunications Regulation and Coordinated Competition in Romania

By: Arthur Daemmrich, Alex Radu and Ana Sarbu
Leaders of the Romanian telecommunications agency must decide about a proposed international merger and how to structure bandwidth auctions critical to the telecoms market. The case is designed to teach about regulatory choices from the perspective of a regulatory... View Details
Keywords: Regulation; Auction Policy; European Union; Government Policy; Cell Phone Industry; Mergers and Acquisitions; Telecommunications Industry; Romania
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Daemmrich, Arthur, Alex Radu, and Ana Sarbu. "Telecommunications Regulation and Coordinated Competition in Romania." Harvard Business School Case 713-016, August 2012. (Revised December 2012.)
  • October 2007 (Revised November 2010)
  • Module Note

Evaluating M&A Deals-Equity Consideration

By: Carliss Y. Baldwin
What the acquiring company pays for a target in a merger or acquisition is called "consideration." Consideration can be in the form of cash, shares, or a combination of the two. Lays out the basic mechanics of equity consideration. Derives formulas for the Deal NPV of... View Details
Keywords: Mergers and Acquisitions; Equity
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Baldwin, Carliss Y. "Evaluating M&A Deals-Equity Consideration." Harvard Business School Module Note 208-077, October 2007. (Revised November 2010.)
  • February 1984 (Revised November 1993)
  • Case

E.I. du Pont de Nemours & Co.--1983

Reviews changes in Du Pont's debt policy from 1965 to 1982. This period ended with a dramatic increase in Du Pont's debt level attendant upon the merger with Conoco. Students are asked to develop a new debt policy for Du Pont in the 1980s. View Details
Keywords: Mergers and Acquisitions; Policy; Borrowing and Debt
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Glauber, Robert R. "E.I. du Pont de Nemours & Co.--1983." Harvard Business School Case 284-062, February 1984. (Revised November 1993.)
  • April 2020
  • Case

TiVo 2020

By: David B. Yoffie and Daniel Fisher
This short case provides an update on TiVo from 2016-2020. The case covers TiVo merger with Rovi, the turnover of several CEOs, and struggles on how to reposition its product business (the digital video recorder). View Details
Keywords: Streaming; Media; Technological Innovation; Strategy; Media and Broadcasting Industry
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Yoffie, David B., and Daniel Fisher. "TiVo 2020." Harvard Business School Case 720-457, April 2020.
  • June 2018
  • Case

Burton Sensors, Inc.

By: William E. Fruhan and Wei Wang
Burton Sensors presents a realistic situation where a small, rapidly growing, and profitable temperature sensor original equipment manufacturer (OEM) reaches its debt capacity and seeks equity financing to sustain high growth. The president of the company must decide... View Details
Keywords: Financing and Loans; Acquisition; Investment; Financial Strategy; Decision Choices and Conditions
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Fruhan, William E., and Wei Wang. "Burton Sensors, Inc." Harvard Business School Brief Case 918-539, June 2018.
  • Research Summary

Overview

My research examines internal governance, leadership, and the strategy and performance of organizations. I have published papers on the evolution of corporate structure, financial and non-financial incentives, the allocation of decision rights, innovation and... View Details
  • September 2015
  • Case

Hexion/Apollo's Courtship of Huntsman Corporation (A)

By: Lena G. Goldberg and Danielle V. Holland
In July 2007, after several failed attempts to acquire Huntsman Corporation, Hexion/Apollo prevailed in a bidding war for the company and signed a definitive merger agreement. Apollo had down bid Huntsman during previous attempts to acquire the company, and Huntsman... View Details
Keywords: Fiduciary Outs; Topping Rights; Revlon Duties; Solvency Opinions; Reverse Termination Fees; Litigation Strategy; Law
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Goldberg, Lena G., and Danielle V. Holland. "Hexion/Apollo's Courtship of Huntsman Corporation (A)." Harvard Business School Case 316-028, September 2015.
  • 2007
  • Book

Mergers: Leadership, Performance & Corporate Health

By: David G. Fubini, Colin Price and Maurizio Zollo
Drawing on their own extensive integration experience, the systematic analysis of 167 mergers, and cutting edge academic research, the authors of this book identify the common leadership challenges to be tackled for the achievement of what we call 'corporate health',... View Details
Keywords: Corporate Health; Mergers and Acquisitions; Leadership; Organizational Change and Adaptation; Success
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Fubini, David G., Colin Price, and Maurizio Zollo. Mergers: Leadership, Performance & Corporate Health. Palgrave Macmillan, 2007.
  • 20 Dec 2018
  • News

I’m an Expert on Negotiations, and I Have Some Advice for Theresa May

  • 21 May 2020
  • News

Using the Balanced Scorecard for Successful Health Care M&A Integration

  • December 1999
  • Case

E-Business at Honeywell International (A): AlliedSignal 1999

By: Rosabeth M. Kanter
AlliedSignal develops its e-business and merges with Honeywell, Inc. Throughout 1999 CEO Larry Bossidy leads activities to educate managers about e-business and the Internet, then requires strategic plans. This case looks at the planning process, barriers, and ideas in... View Details
Keywords: Mergers and Acquisitions; Executive Education; Leadership; Strategic Planning; Business Model; Change Management; Internet; Industrial Products Industry
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Kanter, Rosabeth M. "E-Business at Honeywell International (A): AlliedSignal 1999." Harvard Business School Case 300-088, December 1999.
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