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October 2016 (Revised February 2019)
Module Note

Strategy Execution Module 5: Building a Profit Plan

By: Robert Simons

This module reading describes how to build a profit plan to reflect the strategy of a business in economic terms. After introducing the profit wheel, cash wheel, and ROE wheel, the module illustrates how to use a profit plan to assess the viability of different... View Details

Keywords: Management Control Systems; Implementing Strategy; Execution; Profit Planning; Cash Flow Analysis; Asset Utilization; Return On Equity; Business Planning; Testing Strategy; Analyzing Strategic Alternative; Strategy; Asset Management; Cash Flow; Investment Return; Management Systems; Profit

June 2020
Teaching Note

Shiseido Acquires Drunk Elephant

On October 7, 2019, the Shiseido Group announced that it would acquire clean skincare brand Drunk Elephant for $845 million, a valuation of 8.5 times sales. Did Shiseido pay too much or too little for this brand asset? How much was the Drunk Elephant brand worth and... View Details

August 2018
Case

Tapping Growth at Lord Hobo Brewing Company

By: Ethan Rouen and Susanna Gallani

Lord Hobo Brewing Company accounts for its inventory process as it prepares to create its first set of professional financial statements for investors. View Details

Keywords: Inventory; Start-ups; Craft Brewing; Investing; GAAP; Brand Management; Accounting; Working Capital; Entrepreneurship; Private Equity; Business Startups; Business and Shareholder Relations; Food and Beverage Industry; Boston; New England; United States

May 2021 (Revised September 2021)
Case

CPE and SUS Environmental: You've Got to Know When to Hold 'Em

By: Josh Lerner and Franko Jira

In July 2016, Di Yang and Grace Guo of the leading Chinese private equity group CPE faced a dilemma—a happy dilemma, but a challenge nonetheless. CPE’s investment in the waste-to-energy firm SUS Environment had proved to be exceedingly successful. This success had... View Details

Keywords: Decision Choices and Conditions; Private Equity; Financial Liquidity; Investment Return; Growth and Development

October 2010 (Revised January 2012)
Case

Hony, CIFA, and Zoomlion: Creating Value and Strategic Choices in a Dynamic Market

By: Josh Lerner and Yiwen Jin

The private equity group Hony Capital considers what to do with their investment in Zoomlion, which has been successful to date. The question is whether to take their money off the table or to invest in their acquisition of a large Italian competitor. View Details

Keywords: Private Equity; Financial Strategy; Investment; Emerging Markets; Financial Services Industry; China

August 2001 (Revised April 2002)
Case

Strategic Capital Management, LLC (A)

By: Mark L. Mitchell, Erik Stafford and Todd Pulvino

Strategic Capital Management, LLC, is a hedge fund that is planning to make financial investments in Creative Computers and Ubid. Creative Computers recently sold approximately 20% of its Internet auction subsidiary, Ubid, to the public at $15 per share. Ubid's stock... View Details

Keywords: Risk and Uncertainty; Business Subsidiaries; Internet and the Web; Investment Funds; Price; Performance Efficiency; Capital Markets; Auctions; Investment Return; Equity; Planning; Financial Services Industry

April 2014 (Revised October 2015)
Case

Texas Teachers and the New Texas Way

By: Matthew Rhodes-Kropf, Luis M. Viceira, John D. Dionne and Nathaniel Burbank

In 2011 Britt Harris, the Chief Investment Officer for the $107.4 billion Teachers Retirement System of Texas (TRS), was considering whether to pursue strategic partnerships with a group of large private equity firms. After spending four years aggressively moving the... View Details

Keywords: Texas; TRS; Texas Teachers; Private Equity; Texas

February 2016 (Revised January 2017)
Case

Bidding for Finansbank

By: David Scharfstein and Esel Çekin

Because of the deepening Greek crisis, in October 2015, National Bank of Greece (NBG) was required to sell one of its most valuable assets, Finansbank, the eighth largest Turkish bank. There were three potential buyers: Garanti Bank, Turkey's second largest private... View Details

Keywords: Banking; Acquisitions; International Acquisition; Cross-border Investment; Bidding; Bidders; Regulations; ROE; Cost Synergies; Regional Growth; Emerging Market; Sales Process; Valuation; Mergers and Acquisitions; Banking Industry; Turkey; Europe

December 1998 (Revised March 2000)
Case

Knot, The

By: William A. Sahlman, Michael J. Roberts and Matthew C. Lieb

An online wedding resource company is seeking an equity investment to grow the business. View Details

Keywords: Entrepreneurship; Business Model; Venture Capital; Value Creation; Internet and the Web; Finance; Expansion; Strategic Planning; Service Industry; Consulting Industry

June 2010
Case

Legendary Pictures & ABRY Partners

This case focuses on the review by the private equity firm ABRY Partners of an opportunity to invest in a film financing vehicle, Legendary Pictures. Before 2004, private equity firms had avoided co-investing with film studios in film productions because of their... View Details

Keywords: Private Equity; Investment; Film Entertainment; Entertainment and Recreation Industry

January 1994 (Revised November 2001)
Background Note

Note on the Venture Leasing Industry, A

By: Josh Lerner

Provides an overview of venture leasing, an innovative financing mechanism that resembles both venture equity investments and bank lending. View Details

Keywords: Finance

February 2006 (Revised January 2007)
Case

ABRY Partners, LLC: WideOpenWest

By: Josh Lerner and Smart Darren

ABRY, a Boston-based private equity group, is considering whether to terminate its investment in WideOpenWest or to try to salvage the transaction by acquiring a division of telecommunications unit Ameritech. View Details

Keywords: Private Equity; Investment Portfolio; Problems and Challenges; Financial Services Industry; Media and Broadcasting Industry; Boston

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October 2010 (Revised January 2011)
Case

Charter Communications Bankruptcy

By: Paul A. Gompers and Emily Weisburst

Charter Communications' bankruptcy presents an opportunity for some of its creditors to convert their debt holdings into equity. A mutual fund manager must determine how to maximize his debt investment in Charter given the restructuring and decide whether to... View Details

Keywords: Insolvency and Bankruptcy; Private Equity; Borrowing and Debt; Investment; Financial Strategy; Financial Services Industry

2014
Working Paper

Private Equity's Diversification Illusion: Economic Comovement and Fair Value Reporting

By: Kyle Travis Welch

This study examines how accounting has informed private equity diversification claims and demand for private equity investments. Despite research showing private equity lacks portfolio diversification benefits, those marketing private equity assets continue to... View Details

2012
Book

Venture Capital, Private Equity, and the Financing of Entrepreneurship

By: Josh Lerner, Ann Leamon and Felda Hardymon

Venture Capital, Private Equity, and the Financing of Entrepreneurship stems from a realization that private equity overall—defined in this volume as venture capital and buyouts but excluding hedge funds—has become a vastly more sizable and influential part of the... View Details

Keywords: Venture Capital; Private Equity; Financing and Loans; Entrepreneurship

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10 Feb 2017
Working Paper Summaries

The Persistent Effect of Initial Success: Evidence from Venture Capital

Keywords: by Ramana Nanda, Sampsa Samila, and Olav Sorenson; Financial Services

September 1994 (Revised May 2010)
Case

Hamilton Test Systems, Inc.

By: William A. Sahlman and Norman Klein

The protagonists must decide whether to invest in an auto emissions testing company as the first investment in the leveraged buyout fund they recently formed. Issues of how to raise the needed equity capital and how to structure the acquisition are emphasized. View Details

Keywords: Venture Capital; Leveraged Buyouts; Environmental Sustainability; Investment; Service Industry; Auto Industry

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December 2015 (Revised February 2017)
Case

Unigrains

By: David E. Bell and Natalie Kindred

Unigrains is a French agribusiness-focused private equity firm that has provided specialized financing to France's agribusiness sector for decades and, as a result, cultivated a strong reputation and relationships in that space. Now that the broader investment... View Details

Keywords: Change Management; Private Equity; Competitive Advantage; Agribusiness; Agriculture and Agribusiness Industry; France

October 2018
Case

Fairview Capital

By: Steven Rogers and Derrick Collins

JoAnn Price and Dr. Larry Morse were the first African-Americans to launch a fund of funds in the private equity industry. Their fund, Fairview capital, was created in response to the dearth of capital invested in private equity funds managed by black and other... View Details

Keywords: Alternative Assets; Fund Of Funds; Private Equity; Venture Capital; Decision Making; Strategy; United States

March 2018 (Revised July 2018)
Case

Cadre

By: Thomas R. Eisenmann, Scott Duke Kominers and David Lane

Late in 2017, CEO Ryan Williams and his team debated whether Cadre should become not only a technology-enabled investment manager, but also an online trading exchange providing high levels of liquidity for investors in commercial real estate (CRE) equity. Cadre was a... View Details

Keywords: ＂Cadre,＂; Entrepreneurship; Market Design; Digital Platforms; Strategy; Internet and the Web; Private Equity; Financial Services Industry; Real Estate Industry; United States

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