Publications

July 2017 (Revised July 2019)
Supplement

"Doctor My Eyes"--The Acquisition of Bausch & Lomb by Warburg Pincus (B)

By: Nori Gerardo Lietz and Ricardo Andrade

The B Case of "Dr. My Eyes" provides the answer as to what happened after the ending fact pattern in Case A and the imminent choices faced by the protagonist in the primary case. At the end of the Case A, Bess Weatherman of Warburg Pincus, must chose one option of two... View Details

Keywords: Private Equity; Health Care and Treatment; Mergers and Acquisitions; Corporate Governance; Decision Choices and Conditions; Outcome or Result; Health Industry; Consumer Products Industry; Pharmaceutical Industry

June 2009
Supplement

Executive Remuneration at Royal Dutch Shell (B)

By: Jay W. Lorsch and Kaitlyn Simpson

At the 2009 Shell annual meeting, the majority of shareholders vote against the exclusive pay package. The B case compares the remuneration committee perspective (and their rationale for using discretion to award the bonuses) as well as the shareholder perspective (and... View Details

Keywords: Voting; Corporate Governance; Governance Controls; Executive Compensation; Business and Shareholder Relations; Perspective; Energy Industry

February 2020 (Revised January 2024)
Case

Wellthy: The Economics of Caring

By: Brian L. Trelstad and Joseph B. Fuller

In 2014, Lindsay Jurist-Rosner (MBA ’09) founded Wellthy, a B2C business that coordinates care for working professionals seeking help to support loved ones with chronic diseases or aging parents. With personal experience as a young professional providing care for her... View Details

Keywords: B2B Vs. B2C; Future Of Work; Health; Social Entrepreneurship; Growth and Development Strategy; Health Industry; United States

July 2022
Teaching Plan

Wellthy: The Economics of Caring

By: Brian Trelstad

Teaching Plan for HBS Case No. 320-028. In 2014, Lindsay Jurist-Rosner (MBA ’09) founded Wellthy, a B2C business that coordinates care for working professionals seeking help to support loved ones with chronic diseases or aging parents. With personal experience as a... View Details

Keywords: B2B Vs. B2C; Future Of Work; Health; Social Entrepreneurship; Growth and Development Strategy; Health Care and Treatment; Recruitment; Corporate Social Responsibility and Impact; Health Industry; United States

19 Feb 2020
News

Breaking the Salary Sharing Taboo

August 2012
Supplement

William Jeffrey: Performance at Bay Colony (B)

By: Lena G. Goldberg

The decision-making process, policies and procedures, and legal obligations of the Board, the company's inside counsel and the company's outside counsel are explored in connection with on-boarding, investigating alleged misconduct of, and terminating a company's CEO,... View Details

Keywords: Leadership And Managing People; Employment Law; Business or Company Management; Law; Leadership; Governing and Advisory Boards; Employment; Corporate Governance; Financial Services Industry; Massachusetts

August 2012
Case

William Jeffrey at Bay Colony: On-Boarding (A)

By: Lena G. Goldberg

The decision-making process, policies and procedures, and legal obligations of the Board, the company's inside counsel and the company's outside counsel are explored in connection with on-boarding, investigating alleged misconduct of, and terminating a company's CEO,... View Details

Keywords: Leadership And Managing People; Employment Law; Business or Company Management; Law; Leadership; Governing and Advisory Boards; Employment; Corporate Governance; Financial Services Industry; Massachusetts

October 2021
Supplement

Engine No. 1: An Activist Hedge Fund Pursues Stakeholder Capitalism (B)

By: Mark Kramer

Engine Number 1's proxy fight succeeded in part because Exxon shareholders had lost money in the preceding years and because climate change was a high-profile issue. The B case raises the question of whether Engine No. 1's next target should be Facebook, where social... View Details

Keywords: Proxy Fight; Hedge Fund Activism; Social Impact; Business and Shareholder Relations; Climate Change; Corporate Social Responsibility and Impact; Goals and Objectives

December 2019 (Revised June 2021)
Case

Mãe Terra and Unilever (A)

By: Lynn S. Paine, Ruth Costas and Priscilla Zogbi

The case concerns the sale of Mãe Terra, one of Brazil's leading brands for packaged organic foods, to the consumer goods giant Unilever in 2017. Working with Unilever management, Mãe Terra’s CEO Alexandre Borges must determine whether and how to keep Mãe Terra's B... View Details

Keywords: Mergers ＆ Acquisitions; Brand Management; Sustainability; Mergers and Acquisitions; Mission and Purpose; Social Enterprise; Corporate Governance; Governing and Advisory Boards; Environmental Sustainability; Organizational Culture; Food and Beverage Industry; Agriculture and Agribusiness Industry; Brazil; Latin America

October 2020
Supplement

TowerBrook: ESG in Action (B)

By: Victoria Ivashina, Brian Trelstad and Meaghan Conway

This case is the second of a two-part series that follows Ramez Sousou and his team at TowerBrook Capital Partners as they face a challenging investment decision in February of 2013. It is intended to be distributed at the end of the discussion of “TowerBrook: ESG in... View Details

Keywords: ESG; Finance; Private Equity; Corporate Governance; Value Creation

December 2018 (Revised March 2019)
Case

iyzico: Fundraising in Emerging Markets (A)

By: Marco Di Maggio and Gamze Yucaoglu

The case opens in 2016 as Barbaros Ozbugutu, co-founder and CEO of the Istanbul-based payment technology start-up iyzico, contemplates the offers the company received for its Series C round. The case then describes iyzico’s origins and provides a detailed overview of... View Details

Keywords: Iyzico; Fundraising; Business Startups; Venture Capital; Emerging Markets; Private Sector; For-Profit Firms; Management; Information Technology; Growth Management; Corporate Entrepreneurship; Negotiation Offer; Decision Making; Turkey