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← Page 18 of 1,691 Results →
  • September 2002 (Revised July 2012)
  • Case

Athleta

By: William A. Sahlman and Taslim Pirmohamed
The management team at Athleta is attempting to raise equity capital for the company in March 2002. Athleta is a catalog and online retailer of women's athletic clothing. The company has made substantial progress, with anticipated 2002 sales over $20 million, but has... View Details
Keywords: Management Teams; Financing and Loans; Business Model; Business Strategy; Equity; Capital; Retail Industry
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Sahlman, William A., and Taslim Pirmohamed. "Athleta." Harvard Business School Case 803-045, September 2002. (Revised July 2012.)
  • June 2017
  • Teaching Note

Project Sun Devil and Project Paris

By: Nori Gerardo Lietz and Alexander W. Schultz
Tony Lee is preparing to present a project to the investment committee of Howard Street Capital. He will be recommending an investment in Project Sun Devil, a high-quality 225-unit student housing rental property near Tempe, Arizona. Tony Lee will compete for capital... View Details
Keywords: General Management; Financial Analysis; Return On Assets; Accounting; Performance Measurement; Financial Ratios; Return On Equity; Financial Statements; Profitability Analysis; Portfolio Investment; Portfolio Management; Real Estate; Property; Investment Portfolio; Investment Return; Analysis; Real Estate Industry; United States
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Lietz, Nori Gerardo, and Alexander W. Schultz. "Project Sun Devil and Project Paris." Harvard Business School Teaching Note 217-086, June 2017.
  • November 1998 (Revised July 2000)
  • Case

Deere & Company: Sustaining Value

By: Malcolm S. Salter and Marlowe Dayley
The question facing Deere & Co. is whether or not to adopt some of the organizational technologies of private equity investors (decentralized equity holdings, use of leverage to control the disposition of cash flows, the externalization of the capital budgeting... View Details
Keywords: Budgets and Budgeting; Decision Choices and Conditions; Cash Flow; Private Equity; Wealth; Adoption; Manufacturing Industry
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Salter, Malcolm S., and Marlowe Dayley. "Deere & Company: Sustaining Value." Harvard Business School Case 899-001, November 1998. (Revised July 2000.)
  • 03 Sep 2010
  • News

More PE reform and more emerging markets

    Edward B. Berk

    Ted Berk is the Barry and Teri Volpert Fellow and a Senior Lecturer of Business Administration in the Finance Unit at Harvard Business School. He teaches Private Equity Finance in the elective curriculum and Finance I & II in the required curriculum.

    Ted... View Details

    • November 2022 (Revised September 2023)
    • Technical Note

    SAFE Notes: An Introduction

    By: Álvaro Rodríguez Arregui and Jo Tango
    A SAFE ("Simple Agreement for Future Equity") is a security increasingly used in seed financings. Not equity or debt, SAFEs allow founders to "get capital now and sell equity later." This Technical Note covers: 1. What is a SAFE and why use one?, 2. The key concepts... View Details
    Keywords: Seed Financing; Seed Investing; Entrepreneurial Finance; Financing and Loans
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    Rodríguez Arregui, Álvaro, and Jo Tango. "SAFE Notes: An Introduction." Harvard Business School Technical Note 823-026, November 2022. (Revised September 2023.)
    • 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
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    Gompers, Paul A., and Emily Weisburst. "Charter Communications Bankruptcy." Harvard Business School Case 211-035, October 2010. (Revised January 2011.)
    • February 2013 (Revised June 2017)
    • Case

    Project Sun Devil and Project Paris

    By: Nori Gerardo Lietz
    Tony Lee is preparing to present a project to the investment committee of Howard Street Capital. He will be recommending an investment in Project Sun Devil, a high-quality 225-unit student housing rental property near Tempe, Arizona. Tony Lee will compete for capital... View Details
    Keywords: General Management; Financial Analysis; Return On Assets; Accounting; Performance Measurement; Financial Ratios; Return On Equity; Financial Statements; Profitability Analysis; Portfolio Investment; Portfolio Management; Real Estate; Property; Investment Portfolio; Investment Return; Real Estate Industry; United States
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    Lietz, Nori Gerardo. "Project Sun Devil and Project Paris." Harvard Business School Case 213-078, February 2013. (Revised June 2017.)
    • April 2011 (Revised April 2012)
    • Case

    Angels in British Columbia

    By: Josh Lerner, Thomas Hellmann and Ilkin Ilyaszade
    The case study provides an overview of the angel investment practices and describes government policies towards angel and venture capital investing in British Columbia, Canada. It focuses in particular on the Equity Capital Program (BCECP henceforth), which provides... View Details
    Keywords: Venture Capital; Private Equity; Investment; Policy; Taxation; Performance Improvement; Programs; British Columbia
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    Lerner, Josh, Thomas Hellmann, and Ilkin Ilyaszade. "Angels in British Columbia." Harvard Business School Case 811-100, April 2011. (Revised April 2012.)
    • April 2025
    • Case

    Japan Industrial Partners Powers the Leveraged Buyout of Toshiba

    By: Brian K. Baik, Joseph Pacelli and James Barnett
    The case explores Japan Industrial Partners (JIP) $14 billion takeover of Toshiba Corporation (Toshiba). JIP was a private equity firm that took over the troubled electronics corporation in late 2023. The deal, which had been labeled one of the largest leveraged... View Details
    Keywords: International Accounting; Borrowing and Debt; Management Analysis, Tools, and Techniques; Ownership; Risk and Uncertainty; Strategy; Valuation; Leveraged Buyouts; Restructuring; Capital Structure; Cost of Capital; Private Equity; Bids and Bidding; Accounting Industry; Electronics Industry; Energy Industry; Manufacturing Industry; Semiconductor Industry; Asia; Japan
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    Baik, Brian K., Joseph Pacelli, and James Barnett. "Japan Industrial Partners Powers the Leveraged Buyout of Toshiba." Harvard Business School Case 125-055, April 2025.
    • 21 Feb 2005
    • Research & Ideas

    The VC Quandary: Too Much Money

    home run" or for U.S. firms that need to penetrate the European market. Mullen spoke as a member of the panel "State of the Venture Capital Industry: Past, Present and Future" at the 11th Annual Venture View Details
    Keywords: by Julie Jette; Financial Services
    • Research Summary

    The Cross Section of Expected Firm (Not Equity) Returns

    This paper provides the first comprehensive study of expected firm (unlevered equity) returns. After accounting for the debt component of the firm return, I find that many of the cross sectional determinants of expected equity returns, such as the book-to-market... View Details
    • January 1989 (Revised October 1993)
    • Background Note

    Note: Valuing a Business Acquisition Opportunity

    By: William E. Fruhan Jr.
    Describes how to value an acquisition opportunity as a capital budgeting problem. Cash flows are discounted at the cost of capital and debt is deducted to value the equity capital of the target company. A key contribution of the note is the discussion of five methods... View Details
    Keywords: Valuation; Acquisition; Opportunities
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    Fruhan, William E., Jr. "Note: Valuing a Business Acquisition Opportunity." Harvard Business School Background Note 289-039, January 1989. (Revised October 1993.)
    • December 2010
    • Compilation

    VCPE Strategy Vignettes II

    By: Josh Lerner, G. Felda Hardymon, Matthew Rhodes-Kropf, Ann Leamon and Lisa Strope
    These three vignettes present various issues around the strategy and management of venture capital and private equity firms. In one, a senior partner must decide how to manage an over-extended colleague and how to reduce the risk of the firm's portfolio; the second... View Details
    Keywords: Venture Capital; Private Equity; Cost vs Benefits; Insolvency and Bankruptcy; Investment Portfolio; Ownership; Partners and Partnerships; Risk Management; Stocks; Problems and Challenges; United States
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    Lerner, Josh, G. Felda Hardymon, Matthew Rhodes-Kropf, Ann Leamon, and Lisa Strope. "VCPE Strategy Vignettes II." Harvard Business School Compilation 811-054, December 2010.
    • November 2008 (Revised January 2009)
    • Case

    The Restructuring of Daiei

    By: Richard S. Ruback
    In 2004, the Industrial Revitalization Corporation of Japan (IRCJ) was given the task of restructuring Daiei, one of the largest Japanese retailers and the country's most prominent zombie companies. The IRCJ was a government-sponsored organization that was funded with... View Details
    Keywords: Restructuring; Capital Structure; Private Equity; Performance Effectiveness; Retail Industry; Japan
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    Ruback, Richard S. "The Restructuring of Daiei." Harvard Business School Case 209-060, November 2008. (Revised January 2009.)
    • March 2001
    • Background Note

    Valuing the Option Component of Debt and Its Relevance to DCF-Based Valuation Methods

    The flows-to-equity or equity cash flows valuation method is a discounted cash flow method used to estimate the equity portion of the capital structure. It is closely related to the venture capital/buyout valuation method, which estimates the IRR of the stream of cash... View Details
    Keywords: Cash Flow; Valuation; Equity
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    Meulbroek, Lisa K. "Valuing the Option Component of Debt and Its Relevance to DCF-Based Valuation Methods." Harvard Business School Background Note 201-110, March 2001.
    • January 2008 (Revised March 2009)
    • Case

    Framedia (A) Abridged

    By: Li Jin, Carliss Y. Baldwin, Li Liao, Huabing Li and Jielun Zhu
    Examines an acquisition in the highly competitive outdoor media advertising industry in China in late 2005. The transaction leads to eventual consolidation of the whole industry and positive stock reactions. Discusses equity consideration in the context of an M&A... View Details
    Keywords: Mergers and Acquisitions; Venture Capital; Equity; Private Equity; Corporate Governance; Emerging Markets; Organizations; Consolidation; Valuation; Advertising Industry; China
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    Jin, Li, Carliss Y. Baldwin, Li Liao, Huabing Li, and Jielun Zhu. "Framedia (A) Abridged." Harvard Business School Case 208-048, January 2008. (Revised March 2009.)
    • 25 Mar 2016
    • Video

    Jim Southern, Founding Partner, Pacific Lake Partners

    • 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
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    Lerner, Josh, and Yiwen Jin. "Hony, CIFA, and Zoomlion: Creating Value and Strategic Choices in a Dynamic Market." Harvard Business School Case 811-032, October 2010. (Revised January 2012.)
    • 2014
    • Article

    The Growth and Limits of Arbitrage: Evidence from Short Interest

    By: Samuel G. Hanson and Adi Sunderam
    We develop a novel methodology to infer the amount of capital allocated to quantitative equity arbitrage strategies. Using this methodology, which exploits time-variation in the cross section of short interest, we document that the amount of capital devoted to value... View Details
    Keywords: Strategy; Financial Instruments; Capital Markets; Investment
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    Hanson, Samuel G., and Adi Sunderam. "The Growth and Limits of Arbitrage: Evidence from Short Interest." Review of Financial Studies 27, no. 4 (April 2014): 1238–1286. (Winner of the RFS Rising Scholar Prize 2014. Internet Appendix Here.)
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