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  • All HBS Web  (2,675)
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  • January 2020 (Revised December 2024)
  • Case

Governing PG&E

By: Lynn S. Paine and Will Hurwitz
The five commissioners of the California Public Utilities Commission (CPUC) listened intently at a public forum in April 2019 as PG&E Corporation’s out-going chairman Richard Kelly described the company’s proposed new board. PG&E, which provided electricity and natural... View Details
Keywords: Bankruptcy; Board Of Directors; Board Dynamics; Business Ethics; Business Model Innovation; Corporate Boards; Energy Efficiency; Environmental And Social Sustainability; Government And Business; Hedge Funds; Institutional Investors; Legal Aspects Of Business; Regulated Monopolies; Regulation; Shareholders; Stakeholder Management; Strategy And Execution; Utilities; Insolvency and Bankruptcy; Governing and Advisory Boards; Ethics; Capital Structure; Climate Change; Corporate Accountability; Corporate Governance; Environmental Sustainability; Executive Compensation; Leadership; Management; Safety; Business and Government Relations; Energy Industry; Utilities Industry; California; United States
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Paine, Lynn S., and Will Hurwitz. "Governing PG&E." Harvard Business School Case 320-024, January 2020. (Revised December 2024.)
  • January 2021
  • Supplement

A Half-Deal

By: Marco Di Maggio, Pedro Levindo and Carla Larangeira
In June 2020, XP and Itaú faced intensified competition and tension in their partnership, with the latter owning a minority stake at XP. Two years earlier, in May 2017, Itaú had announced it would acquire 49.9% of XP for $1.8 billion, followed by three additional... View Details
Keywords: Fintech; Financing Strategy; Competition; Partners and Partnerships; Financing and Loans; Strategy; Latin America; Brazil
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Di Maggio, Marco, Pedro Levindo, and Carla Larangeira. "A Half-Deal." Harvard Business School Supplement 221-058, January 2021.
  • June 2010 (Revised November 2013)
  • Case

Momentive Performance Materials, Inc.

By: Victoria Ivashina and David Scharfstein
After nearly violating its loan covenants in 2009, Momentive Performance Materials, backed by its financial sponsor Apollo Global Management, took a variety of actions to restructure its debt. The restructuring steps included an open market repurchase of publicly held... View Details
Keywords: Restructuring; Financial Crisis; Borrowing and Debt; Private Equity; Financing and Loans
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Ivashina, Victoria, and David Scharfstein. "Momentive Performance Materials, Inc." Harvard Business School Case 210-081, June 2010. (Revised November 2013.)
  • July 2021
  • Teaching Plan

Aligning Mission and Margin at Southern Bancorp

By: Rebecca Henderson, Brian Trelstad and Eren Kuzucu
Teaching Plan for HBS Case No. 321-099. In October 2020, after spending almost a decade to turnaround Southern Bancorp, an Arkansan bank founded with the mission to provide financial services to rural, underserved communities, CEO Darrin Williams is wondering how... View Details
Keywords: Racial Wealth Gap; Banks and Banking; Growth and Development; Corporate Social Responsibility and Impact; Mission and Purpose; Going Public; Investment Return; Social Issues; Wealth and Poverty; Banking Industry; Financial Services Industry; United States; Arkansas
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Henderson, Rebecca, Brian Trelstad, and Eren Kuzucu. "Aligning Mission and Margin at Southern Bancorp." Harvard Business School Teaching Plan 322-018, July 2021.
  • 25 Oct 2010
  • HBS Case

Tesco’s Stumble into the US Market

makes ideal Harvard Business School case material for teaching everything from multinational strategy to on-the-ground logistics. Marketing professor John A. Quelch recently introduced Tesco PLC: Fresh & Easy in the United States, developed from View Details
Keywords: by Sean Silverthorne; Retail
  • 04 Apr 2018
  • Op-Ed

Op-Ed: Why Private Investors Must Fund 'New Nuclear' Power Right Now

category known as “new nuclear,” which offers the potential to dramatically reduce costs and rapidly ramp up installations when compared to today’s nuclear power plants. But the success of new nuclear—and perhaps the future of the planet—requires big, immediate View Details
Keywords: by Joseph Lassiter; Energy; Green Technology
  • May 1998 (Revised October 1998)
  • Case

Teleswitch (A)

Describes the financing history of Teleswitch, a maker of small digital telephone switches for the wireless/cellular industry. As the case ends, Teleswitch is revisiting its selection of an investment banker for its hoped-for IPO. A rewritten version of an earlier... View Details
Keywords: Initial Public Offering; Investment Banking; Entrepreneurship; Financing and Loans; Wireless Technology; Manufacturing Industry; Telecommunications Industry
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Roberts, Michael J. "Teleswitch (A)." Harvard Business School Case 898-207, May 1998. (Revised October 1998.)
  • 06 Nov 2006
  • Research & Ideas

How South Africa Challenges Our Thinking on FDI

going to entail is major public investment that is going to be a continued stimulus for the economy. The event may even provide a long enough stimulus that it might be able to turn around some of the... View Details
Keywords: by Martha Lagace
  • December 2015 (Revised May 2017)
  • Case

Corning, 2002

By: Malcolm Baker
Corning, with large investments in fiber optic technology, was hit particularly hard by the collapse of the telecommunications industry in 2001. With over $4 billion in debt, the firm's survival appears to rest on raising additional equity capital. James Flaws, the... View Details
Keywords: Financial Strategy; Financial Condition; Financial Instruments; Valuation; Capital; Public Equity; Stock Shares; Business or Company Management; Strategy; Manufacturing Industry; Industrial Products Industry
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Baker, Malcolm. "Corning, 2002." Harvard Business School Case 216-037, December 2015. (Revised May 2017.)
  • August 2021
  • Supplement

Aligning Mission and Margin at Southern Bancorp

By: Brian Trelstad
Video Supplement for HBS Case No. 321-099. In October 2020, after spending almost a decade to turnaround Southern Bancorp, an Arkansan bank founded with the mission to provide financial services to rural, underserved communities, CEO Darrin Williams is wondering how... View Details
Keywords: Racial Wealth Gap; Banks and Banking; Growth and Development; Corporate Social Responsibility and Impact; Mission and Purpose; Going Public; Investment Return; Social Issues; Wealth and Poverty; Banking Industry; Financial Services Industry; United States; Arkansas
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Trelstad, Brian. "Aligning Mission and Margin at Southern Bancorp." Harvard Business School Multimedia/Video Supplement 322-702, August 2021.
  • 14 Nov 2006
  • First Look

First Look: November 14, 2006

  Working PapersThe Business of Free Software: Enterprise Incentives, Investment, and Motivation in the Open Source Community Authors:Marco Iansiti and Gregory L. Richards Abstract In this paper, we examine the motivations of large information technology... View Details
Keywords: Sean Silverthorne
  • 12 Jan 2016
  • First Look

January 12, 2016

https://www.hbs.edu/faculty/Pages/item.aspx?num=50177 The Globalization of Angel Investments: Evidence across Countries By: Lerner, Josh, Antoinette Schoar, Stanislav Sokolinski, and Karen Wilson Abstract—This paper examines investments... View Details
Keywords: Carmen Nobel
  • 04 Dec 2006
  • Research & Ideas

The Money Connection—Understanding VC Networks

faculty, Toby Stuart studies networks and how they enable or impede certain organizational and entrepreneurial behaviors. In a working paper, "The Evolution of Venture Capital Investment Networks," he and coauthor Olav Sorenson... View Details
Keywords: by Julia Hanna; Financial Services
  • September 1992 (Revised March 1993)
  • Case

Empresas ICA and the Mexican Road Privatization Program

By: Willis M. Emmons III and Monica Brand
Mexico's largest construction company, Empresas ICA, makes an initial public offering to international equity investors in April 1992 to help fund its participation in an ambitious new private-sector approach to highway development. Under the new program, launched by... View Details
Keywords: Construction; Transportation Networks; Infrastructure; Privatization; Private Equity; Investment; Initial Public Offering; Private Sector; Government and Politics; Policy; Construction Industry; Mexico
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Emmons, Willis M., III, and Monica Brand. "Empresas ICA and the Mexican Road Privatization Program." Harvard Business School Case 793-028, September 1992. (Revised March 1993.)
  • 16 Mar 2003
  • Research & Ideas

At the Center of Corporate Scandal Where Do We Go From Here?

economy. I know that a lot of things have been done to address these problems already, but my own sense is that what we've seen is incomplete. Too much of our public discussion has operated on the surface of the problems. We need to go a... View Details
Keywords: by Kim B. Clark
  • October 2001 (Revised March 2003)
  • Case

Exxel Group, The: March 2001

By: Josh Lerner and Alberto Ballve
The Exxel Group, a leading Latin American buyout fund, faces a challenge when deciding whether and how to exit its largest investment. The capital markets are very weak, precluding an initial public offering. Undertaking a trade sale of the firm, however, proves to be... View Details
Keywords: Venture Capital; Private Equity; Leveraged Buyouts; Capital Markets; Investment Funds; Financial Strategy; Financial Services Industry; Latin America
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Lerner, Josh, and Alberto Ballve. "Exxel Group, The: March 2001." Harvard Business School Case 202-053, October 2001. (Revised March 2003.)
  • Research Summary

Financing New Business Formation

By: Paul A. Gompers
New business creation has become a potent force for economicdevelopment in the United States. Prior to 1980, large firms created the majority of new jobs in the American economy. While considerable debate rages over whether small firms are the source of recent job... View Details
  • September 1998 (Revised July 1999)
  • Case

Integral Capital Partners

By: Andre F. Perold and Markus Mullarkey
Integral Capital Partners is a small firm with a very distinctive approach to investing in high-technology stocks. The firm invests privately in small start-ups as well as in publicly traded companies, and it develops important financial and advisory relationships with... View Details
Keywords: Technology; Value Creation; Venture Capital; Asset Management; Partners and Partnerships; Public Sector; Private Sector; Business Startups; Corporate Finance; Financial Services Industry
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Perold, Andre F., and Markus Mullarkey. "Integral Capital Partners." Harvard Business School Case 299-019, September 1998. (Revised July 1999.)
  • May 2016
  • Case

The Inexorable Rise of Walmart? 1988—2016

By: John R. Wells and Gabriel Ellsworth
In October 2015, Walmart surprised investors by announcing that it expected flat sales growth for 2015 and growth of only 3% to 4% over the coming three years. Profits would also fall due to significant investments in people and technology. The company’s stock price... View Details
Keywords: Asda; Costco; David Glass; Convenience Stores; Discount Retailing; Dollar Stores; Doug McMillon; E-commerce; Online Retail; General Merchandise; Grocery; Lee Scott; Mike Duke; Multichannel Retailing; Omnichannel; Neighborhood Market; Sam Walton; Sam's Club; Store Formats; Supercenter; Supermarket; Warehouse Clubs; Merchandising; Walmart; Wal-Mart; Globalized Firms and Management; Competitive Strategy; Corporate Strategy; Growth and Development Strategy; Business Units; Business Divisions; Business Growth and Maturation; Business Model; Business Organization; For-Profit Firms; Film Entertainment; Television Entertainment; Banks and Banking; Price; Profit; Revenue; Food; Global Range; Cross-Cultural and Cross-Border Issues; Global Strategy; Business History; Compensation and Benefits; Employees; Human Capital; Labor Unions; Wages; Business or Company Management; Goals and Objectives; Management Succession; Brands and Branding; Product Positioning; Distribution; Supply Chain; Supply Chain Management; Public Ownership; Problems and Challenges; Labor and Management Relations; Strategy; Adaptation; Business Strategy; Competition; Competitive Advantage; Diversification; Expansion; Segmentation; Information Technology; Internet; Mobile Technology; Online Technology; Web; Web Sites; Retail Industry; Food and Beverage Industry; Distribution Industry; Banking Industry; United States; Arkansas; Bentonville
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Wells, John R., and Gabriel Ellsworth. "The Inexorable Rise of Walmart? 1988—2016." Harvard Business School Case 716-426, May 2016.
  • March 2022
  • Teaching Note

Sawiris Foundation: Elevating Education in Egypt

By: Brian Trelstad and Alpana Thapar
Teaching Note for HBS Case No. 322-023. Founded in 2001 by the Sawiris family, one of the wealthiest families in Egypt, the Sawiris Foundation for Social Development (SFSD) invested in human capital and provision of basic social services for the most marginalized... View Details
Keywords: Sustainable Development; Human Capital; Equality and Inequality; Education; Business Strategy; Social Enterprise; Social Issues; Partners and Partnerships; Growth and Development Strategy; Education Industry; Egypt
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Trelstad, Brian, and Alpana Thapar. "Sawiris Foundation: Elevating Education in Egypt." Harvard Business School Teaching Note 322-061, March 2022.
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