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  • October 2012 (Revised February 2013)
  • Case

Innova Capital: The Transition

By: Josh Lerner and Ann Leamon
The partners at Innova Capital, a leading mid-market private equity investor in Poland, must negotiate a transition of power between the two ex-patriate founders and three talented young Polish partners. If they fail to find an accomodation, the entire firm will... View Details
Keywords: Firm Structure; Career Management; Emerging Market; Succession; Entrepreneurship; Private Equity; Venture Capital; Negotiation; Investment; Restructuring; Transition
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Lerner, Josh, and Ann Leamon. "Innova Capital: The Transition." Harvard Business School Case 813-064, October 2012. (Revised February 2013.)
  • 2012
  • Book

The Future of Boards: Meeting the Governance Challenges of the Twenty-First Century

By: Jay W. Lorsch
This book is a collection of chapters written by Harvard Business School faculty and alums who have experience with corporate boards. It will provide a uniquely HBS perspective on the future of boards. View Details
Keywords: Corporate Governance; Boards Of Directors; Compensation; Succession; Governing and Advisory Boards; Books; Perspective; Governance
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Lorsch, Jay W., ed. The Future of Boards: Meeting the Governance Challenges of the Twenty-First Century. Boston, MA: Harvard Business Review Press, 2012.
  • January 2019
  • Teaching Note

Innova Capital: The Transition

By: Josh Lerner, Nori Gerardo Lietz and Terrence Shu
Teaching Note for HBS No. 813-064. View Details
Keywords: Private Equity; Succession Planning; Finance; Eastern Europe; Poland
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Lerner, Josh, Nori Gerardo Lietz, and Terrence Shu. "Innova Capital: The Transition." Harvard Business School Teaching Note 819-085, January 2019.
  • April 2018
  • Exercise

Stoy Foods: Role Information for Milan Stoyanovic

By: John Beshears
In this simulation exercise, four family members must negotiate over the future of the family business. Should the business be sold to a strategic buyer, or should the family retain control? If the business is sold, how should the proceeds of the sale be distributed... View Details
Keywords: Succession; Sale Of Business; Understanding Interests; Value Creation; Family Business; Business Exit or Shutdown; Negotiation; Ownership Stake; Perspective; Agreements and Arrangements
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Beshears, John. "Stoy Foods: Role Information for Milan Stoyanovic." Harvard Business School Exercise 918-046, April 2018.
  • December 2018
  • Case

CIR Group: Passing Wealth through the Generations

By: Lauren Cohen, Christopher J. Malloy and Elena Corsi
Rodolfo, Marco, and Edoardo De Benedetti had received from their father his controlling shares in COFIDE, a publicly listed holding company that held 45.8% of CIR Group, another publicly listed holding. The latter held majority shares in GEDI, Italy’s largest print... View Details
Keywords: Succession Planning; Transferring Shares; Wealth Management; Holding Structures; Family Ownership; Ownership Stake; Management Succession; Governing and Advisory Boards; Policy; Media and Broadcasting Industry; Health Industry; Italy
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Cohen, Lauren, Christopher J. Malloy, and Elena Corsi. "CIR Group: Passing Wealth through the Generations." Harvard Business School Case 219-060, December 2018.
  • September 2022
  • Article

How HBR Has Covered Women and Business: From Articles on 'Successful Wives of Successful Executives' to 'Women Rising: The Unseen Barriers'

By: Colleen Ammerman and Boris Groysberg
Over the course of its century-long history, HBR has evolved significantly in its coverage of women and business. At first the magazine barely acknowledged the existence of women in the workforce, but in the 1950s it began to pay attention to the roles women were... View Details
Keywords: Women; Business; Gender; Journals and Magazines; Trends
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Ammerman, Colleen, and Boris Groysberg. "How HBR Has Covered Women and Business: From Articles on 'Successful Wives of Successful Executives' to 'Women Rising: The Unseen Barriers'." Special Issue on 100 Years of HBR. Harvard Business Review: The Big Idea (September 2022).
  • April 2018
  • Exercise

Stoy Foods: Role Information for Katrina Stoyanovic

By: John Beshears
In this simulation exercise, four family members must negotiate over the future of the family business. Should the business be sold to a strategic buyer, or should the family retain control? If the business is sold, how should the proceeds of the sale be distributed... View Details
Keywords: Succession; Sale Of Business; Understanding Interests; Value Creation; Family Business; Business Exit or Shutdown; Negotiation; Ownership Stake; Perspective; Agreements and Arrangements
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Beshears, John. "Stoy Foods: Role Information for Katrina Stoyanovic." Harvard Business School Exercise 918-045, April 2018.
  • February 2013
  • Supplement

Cincinnati Children's Hospital Medical Center, Video Supplement 2012

By: Anita Tucker and Amy Edmondson
Keywords: Process Improvement; Leadership Succession; Healthcare; Quality And Safety; Transparency; Organizational Change and Adaptation; Management Succession; Health Care and Treatment; Performance Improvement; Business Processes; Health Industry; Ohio
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Tucker, Anita, and Amy Edmondson. "Cincinnati Children's Hospital Medical Center, Video Supplement 2012." Harvard Business School Video Supplement 613-710, February 2013.
  • September 2016 (Revised May 2018)
  • Case

Zurich Insurance: Fostering People Management Practices

By: Boris Groysberg and Katherine Connolly
Zurich Insurance was undergoing organizational change after implementing five new people practices focused on manager development, diversity and inclusion, job model and data analytics, recruitment, and talent pipeline. The case provides background for the company, as... View Details
Keywords: Managing Change; Organizational Behavior; Diversity Management; Organizational Architecture; Recruiting; Succession Planning; Management; Organizational Culture; Organizational Change and Adaptation; Leading Change; Human Capital; Human Resources; Insurance; Leadership; Diversity; Organizational Structure; Recruitment; Management Succession; Insurance Industry
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Groysberg, Boris, and Katherine Connolly. "Zurich Insurance: Fostering People Management Practices." Harvard Business School Case 417-035, September 2016. (Revised May 2018.)
  • October 2022 (Revised December 2022)
  • Case

Reimagining Enel: Enabling Sustainable Progress

By: Michael L. Tushman and Kerry Herman
CEO Francesco Starace is considering what is next for Enel SpA, one of world's largest energy companies. From 2014 to 2022, he has wrought a dramatic transformation at Enel, restructuring the company's business units; redeploying senior talent across functions and... View Details
Keywords: Leadership; Leadership And Change Management; Leadership Style; Leadership Succession; Renewables; Energy; Transformation; Renewable Energy; Business Divisions; Digital Transformation; Restructuring; Organizational Structure; Energy Industry; Europe; Latin America; North America; Spain; Italy
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Tushman, Michael L., and Kerry Herman. "Reimagining Enel: Enabling Sustainable Progress (A)." Harvard Business School Case 423-001, October 2022. (Revised December 2022.)
  • June 2018
  • Teaching Note

Zurich Insurance

By: Boris Groysberg, David Lane and Joni Coughlin
This teaching note addresses six cases in the Zurich Insurance series, the overview case (HBS No. 417-035) and five cases focused on particular change efforts (HBS Nos. 417-036 through 417-040).
Zurich Insurance was undergoing organizational change after... View Details
Keywords: Managing Change; Organizational Behavior; Diversity Management; Organizational Architecture; Recruiting; Succession Planning; Management; Organizational Culture; Organizational Change and Adaptation; Leading Change; Human Capital; Human Resources; Insurance; Leadership; Diversity; Organizational Structure; Recruitment; Leadership Development; Management Succession; Insurance Industry
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Groysberg, Boris, David Lane, and Joni Coughlin. "Zurich Insurance." Harvard Business School Teaching Note 418-071, June 2018.
  • Research Summary

Changing the World: Life Choices of Influential Leaders

By: Robert Simons

This project studies the life choices made by a variety of people who have left a lasting legacy. Using biographical data, we are examining the choices that high-impact individuals faced in their lives and the paths they chose to follow. The leaders we study come... View Details

Keywords: Leadership Style; Personal Characteristics; Work-life Balance; Entrepreneurship; Business Startups; Success
  • January 2020
  • Case

Blackstone at 35: Performance, Innovation, and the Next Generation

By: Josh Lerner
Keywords: Finance; Private Equity; Investing; Succession Planning; Leadership; Fund Management; Fund Raising
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Lerner, Josh. "Blackstone at 35: Performance, Innovation, and the Next Generation." Harvard Business School Case 220-051, January 2020.
  • Research Summary

Overview

My research examines CEO succession, top management teams, and corporate governance. View Details
Keywords: Strategy; Strategic Leadership; Leadership; Strategic Human Resource Management; CEO Succession; Top Management Teams; Corporate Governance; Organizational Change And Adaptation
  • November 2018
  • Case

Governance Transition at Anadolu Group

By: Paul M. Healy and Esel Y. Cekin
Kamil Yazici and Izzet Ozilhan founded and built Anadolu Group Holding—a family business that grew into a multi-billion-dollar regional powerhouse. For 57 years they were equal partners in running the company. They then handed over a leadership role to a next... View Details
Keywords: Family-managed Business; Professionally-run Company; Second-generation; Third-generation; Governance; Governance Changes; Succession Planning; Corporate Culture; Shareholders; Board Of Directors; Long-term Sustainability; Conglomerate; Family Business; Corporate Governance; Change Management; Management Succession; Leadership; Transition; Organizational Structure; Consumer Products Industry; Turkey; Central Asia; Middle East
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Healy, Paul M., and Esel Y. Cekin. "Governance Transition at Anadolu Group." Harvard Business School Case 119-048, November 2018.
  • May 2013
  • Supplement

To JV or Not To JV? That Is the Question (for XTech in China)

This is the Spreadsheet Supplement for To JV or Not To JV? That is the Question (for XTech in China) HBS Case 807118. Includes Exhibit 1. View Details
Keywords: Entrepreneurs; Entrepreneurial Management; Growth Planning And Management; Partnerships; Supply Chain Management; Succession; Private Equity; International; International Business; International Expansion; Entrepreneurship; Growth and Development Strategy; Partners and Partnerships; Management Succession; Joint Ventures; Trade; Manufacturing Industry; United States; China; Singapore
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Sharpe, Jim. "To JV or Not To JV? That Is the Question (for XTech in China) ." Harvard Business School Spreadsheet Supplement 813-711, May 2013.
  • June 2013
  • Supplement

To JV or Not To JV? That is the Question (for XTech in China) - Video Supplement

By: Jim Sharpe
This is the Video Supplement for To JV or Not To JV? That is the Question (for XTech in China) HBS Case 807118. View Details
Keywords: Entrepreneurs; Entrepreneurial Management; Growth Planning And Management; Partnerships; Supply Chain Management; Succession; Private Equity; International; International Business; International Expansion; Entrepreneurship; Growth and Development Strategy; Partners and Partnerships; Management Succession; Joint Ventures; Trade; Manufacturing Industry; United States; China; Singapore
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Sharpe, Jim. "To JV or Not To JV? That is the Question (for XTech in China) - Video Supplement." Harvard Business School Video Supplement 813-718, June 2013.
  • September 2018 (Revised November 2018)
  • Case

From Beirut With Love (A)

By: Christina R. Wing, Esel Y. Cekin and Samer Al-Rachedy
This case describes how Robert Fadel, CEO and chairman of ABC, one of Lebanon’s leading retail and real estate groups, professionalized the family business. Robert was the second son of the company’s founder, Maurice Fadel, who had run it single-handedly. Concerned... View Details
Keywords: Family Conflicts; Sibling Rivalry; Second-generation; Foundation; Trust; Work-life Balance; Succession Planning; Corporate Culture; Shareholders; Board Of Directors; Retail; Department Store; Shopping Mall; Real Estate; Growth; Non-executive Chairman; Sustainability; Family Business; Conflict Management; Management Succession; Governance; Leadership; Transformation; Leading Change; Organizational Structure; Management; Growth and Development; Retail Industry; Real Estate Industry; Lebanon; Middle East
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Wing, Christina R., Esel Y. Cekin, and Samer Al-Rachedy. "From Beirut With Love (A)." Harvard Business School Case 619-024, September 2018. (Revised November 2018.)
  • 24 Jun 2002
  • Research & Ideas

Four Keys of Enduring Success: How High Achievers Win

would you want your children to be these people? Defining your own yardstick for success can often be quite difficult, according to Stevenson. "A ton of books on success all say, 'Choose your target and... View Details
Keywords: by Martha Lagace
  • 20 Sep 2017
  • Research & Ideas

The Three Types of Leaders Who Create Radical Change

long-time scholar of institutional change, has identified common themes among those social movements that don't merely broadcast the need for a social change, but actually create long-term impact. According to Battilana, every successful... View Details
Keywords: by Carmen Nobel
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