Publications

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April 2020
Teaching Note

Cambridge Franchise Partners

By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld

Teaching Note for HBS No. 217-082. Cambridge Franchise Partners (CFP) was established by Matt Perelman and Alex Sloane (both HBS ’15) to pursue a roll-up strategy in the quick service restaurant (QSR) sector. Burger King (BK) approved CFP’s request to become a... View Details

Keywords: Roll-up; Franchise; Franchise Management; Small Firms Management; Franchise Ownership; Small Business; Management; Acquisition

February 2025
Case

RedBird Capital Partners

By: Anita Elberse and David Moreno Vicente

In July 2024, Gerry Cardinale, the founder and managing partner of RedBird Capital Partners (‘RedBird’) has helped orchestrate a high-profile deal in the world of entertainment: one in which Skydance Media (‘Skydance’), a content production studio led by David Ellison... View Details

Keywords: Entertainment; Media; Film; Television; Sports; Superstars; Marketing; Strategy; General Management; Investing; Mergers and Acquisitions; Private Equity; Asset Management

March 2013 (Revised July 2014)
Supplement

Bay Partners (B)

By: Josh Lerner and Lauren Barley

In December 2012, Salil Deshpande has rejoined Bay Partners (Bay), which had been restructured following the 2010 departures of three of its general partners. Life was good for Deshpande: his firm had distributed roughly $1 billion to its limited partners (LPs) over... View Details

Keywords: Decision Choices and Conditions; Investment Funds; Growth and Development Strategy; Financial Services Industry

July 2003 (Revised June 2010)
Case

FrontPoint Partners

By: Jay O. Light

A hedge fund platform, a new and unique kind of asset management firm, contemplates various client markets for its services. View Details

Keywords: Asset Management; Investment; Demand and Consumers; Digital Platforms; Service Delivery; Financial Services Industry

Find at Harvard

January 2008 (Revised July 2008)
Case

Opportunity Partners

By: Robin Greenwood and James Quinn

Philip Goldstein, the principal in a growing hedge fund and prominent activist investor, has taken a position in a Mexico-based closed-end fund. Following a hard-fought proxy contest in which he advocated for management to eliminate the fund's substantial discount,... View Details

Keywords: Investment Activism; Investment Funds; Business and Shareholder Relations; Value; Financial Services Industry; Mexico

June 2004 (Revised January 2005)
Background Note

Principals, Agents, and Partners

By: Arthur I Segel, Armen Panossian and Jeff Mandelbaum

The establishment of the principal-agent relationship, the duties owed by the agent to the principal, and the principal's liability for illegal actions or representations made by the agent are all examined. Also covers the creation of partnerships and the duties of... View Details

Keywords: Partners and Partnerships; Agency Theory; Legal Liability

May 2023
Case

Legacy Partners

By: Royce Yudkoff and Richard S. Ruback

Stephen Holbrook and Austin Pulsipher (both HBS '19) had been leading Nutrishare since acquiring the company six months earlier in mid-2021. The company, based in Sacramento CA, was a compounding pharmacy serving Total Parenteral Nutrition ("TPN") patients nationwide.... View Details

Keywords: Acquisition; Growth and Development Strategy; Competitive Strategy; Business or Company Management; Pharmaceutical Industry

July 2024
Supplement

Pacific Lake Partners (B)

Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

Abstract: In 2009, Coley Andrews and Jim Southern endeavored to raise a private equity fund for investment solely in search... View Details

Keywords: Entrepreneurship Through Acquisition; Search Fund; Entrepreneurship; Private Equity; Investment Funds; Organizational Structure; United States

September 2009 (Revised March 2015)
Case

eBay Partner Network (A)

By: Benjamin Edelman and Ian Larkin

eBay considers adjustments to the structure and rules of its affiliate marketing program, eBay Partner Network (ePN). In particular, eBay reevaluates affiliate compensation structure, the role of bonuses for especially productive affiliates, and the overall rationale... View Details

Keywords: Compensation and Benefits; Marketing Strategy; Partners and Partnerships; Motivation and Incentives; Online Technology; Service Industry

December 2007 (Revised April 2008)
Exercise

The Elcer Products Transaction: Confidential Information for Pearl Equity Partners

By: James K. Sebenius

In a six-party negotiation exercise, the TNDA Corp. plans to sell the Elcer Products Division to one of four potential buyers (industrial, financial, U.S., German). This case contains confidential information for the Pearl Equity Partners management role. Challenges... View Details

Keywords: Negotiation

July 2024
Supplement

Pacific Lake Partners (A)

Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

Abstract: In 2009, Coley Andrews and Jim Southern endeavored to raise a private equity fund for investment solely in search... View Details

Keywords: Search Fund; Entrepreneurship Through Acquisition; Entrepreneurship; Private Equity; Investment; North America

March 2009
Teaching Note

Dogus Group: Weighing Partners for Garanti Bank (TN)

By: Tarun Khanna and Krishna G. Palepu

Teaching Note for [709401]. View Details

Keywords: Opportunities; Partners and Partnerships; Bids and Bidding; Financial Institutions; Financial Services Industry; Construction Industry

1998
Working Paper

Social Enterprise Series No. 5: Partnering for Progress

By: James E. Austin

September 2004 (Revised October 2005)
Case

Mt. Auburn Partners Search Fund

By: William A. Sahlman and Dan Heath

Provides background on search funds and follows two partners as they try to raise financing for a search fund. View Details

Keywords: Search Funds; Financing and Loans; Financial Condition

November 2008
Supplement

Dogus Group: Weighing Partners for Garanti Bank (Video)

By: Tarun Khanna and Krishna G. Palepu

Keywords: Partners and Partnerships; Banks and Banking; Banking Industry

July 2009
Teaching Note

The Miami Project to Cure Paralysis (TN)

By: Robert Steven Kaplan, Christopher Marquis and Ben Creo

Teaching Note for [408003]. View Details

Keywords: Nonprofit Organizations; Research; Health Care and Treatment; Medical Specialties; Financing and Loans; Leadership; Strategy; Problems and Challenges; Health Testing and Trials; Miami

June 2024
Supplement

Legacy Partners (A)

Instructors should consider the timing of making videos available to students, as they may reveal key case details.

Stephen Holbrook and Austin Pulsipher (both HBS '19) had been leading Nutrishare since acquiring the company six months earlier in mid-2021.... View Details

June 2024
Supplement

Legacy Partners (B)

Pre-abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

Abstract: Stephen Holbrook and Austin Pulsipher (both HBS '19) had been leading Nutrishare since acquiring the company six... View Details