Family and Family Relationships - Publications - Faculty & Research - Harvard Business School

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April 2015
Case

Dutch Bros. Coffee: A Compelling Future

By: Joshua Margolis and Christine Snively

Travis Boersma, co-founder and President of the Dutch Bros. coffee chain, faces three operational decisions that will shape the company's growth trajectory and distinctive culture. First, should they offer a specialty coffee at a subset of their stores in one region... View Details

Keywords: Culture And Community; Service Management; Retail; Food; Managing Growth; Family Business; Small Business; Leadership; Culture; Food and Beverage Industry; Oregon

June 2015 (Revised October 2015)
Case

High Liner Foods, 2015

By: John R. Wells and Galen Danskin

In 2015, Canadian-based High Liner Foods Ltd was one of North America's largest frozen fish processors with extensive shares of both the food service and retail channels in Canada, the USA and Mexico. With over C$1 billion in revenues, the company had grown four fold... View Details

Keywords: Strategic Analysis; Strategic Decision Making; Family Business; Commodities; Strategic Planning; Strategy; Competitive Strategy; Food and Beverage Industry; North America; Canada

2020
Working Paper

Overcoming the Cold Start Problem of CRM Using a Probabilistic Machine Learning Approach

By: Eva Ascarza

The success of Customer Relationship Management (CRM) programs ultimately depends on the firm's ability to understand consumers' preferences and precisely capture how these preferences may differ across customers. Only by understanding customer heterogeneity, firms can... View Details

Keywords: Customer Management; Targeting; Deep Exponential Families; Probabilistic Machine Learning; Cold Start Problem; Customer Relationship Management; Customer Value and Value Chain; Consumer Behavior; Analytics and Data Science; Mathematical Methods; Retail Industry

October 2021
Article

Overcoming the Cold Start Problem of CRM Using a Probabilistic Machine Learning Approach

By: Nicolas Padilla and Eva Ascarza

The success of Customer Relationship Management (CRM) programs ultimately depends on the firm's ability to understand consumers' preferences and precisely capture how these preferences may differ across customers. Only by understanding customer heterogeneity, firms can... View Details

Keywords: Customer Management; Targeting; Deep Exponential Families; Probabilistic Machine Learning; Cold Start Problem; Customer Relationship Management; Programs; Consumer Behavior; Analysis

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01 Jun 2002
News

Up to the Challenge: Ken Baumgartner - Sticking with It

some classes, and finish my degree when I got out of the NHL,” explains Baumgartner, who found, instead, that one season in the NHL led to another — twelve in all — with the LA Kings, the New York Islanders, the Toronto Maple Leafs, the... View Details

Keywords: Amy Burton; hockey; education; family; career paths; personal priorities; Performing Arts, Spectator Sports, and Related Industries; Performing Arts, Spectator Sports, and Related Industries; Performing Arts, Spectator Sports, and Related Industries

Research Summary

Overview

In my research historical inquiry plays an important part in understanding the continuities from the pre-1949 past and the complex convergence of business institutions in the process of China’s current economic, political, and social modernization. Historians are able... View Details

Keywords: Business History; China; Business Government Relations; Entrepreneurs; Family Business; Industrial Development; Infrastructure; Transportation; Entrepreneurship; History; Manufacturing Industry; Transportation Industry; Rail Industry; Construction Industry; Asia

May 2013
Supplement

AME Learning Inc.

This is the Spreadsheet Supplement for HBS Case #810065 (AME Learning). Includes Exhibit 1, Exhibit 2, Exhibit 8, and Exhibit 9. View Details

Keywords: Entrepreneurial Management; Entrepreneurs; Angels; Angel Investors; Growth Planning And Management; Growth Strategy; Family Businesses; Family-owned Business; Careers; Venture Capital; Entrepreneurship; Personal Development and Career; Family and Family Relationships; Family Business; Canada; United States

February 2018 (Revised August 2018)
Case

Blue Haven Initiative: The PEGAfrica Investment

By: Vikram S. Gandhi, Caitlin Reimers Brumme and Amram Migdal

This case examines Blue Haven Initiative (BHI), an impact investing fund and family office, and one of its investments, PEGAfrica (PEG). BHI founder Liesel Pritzker Simmons’ motivations for using her family wealth to start a family office focused on impact investing,... View Details

Keywords: Impact Investing; Family Office; Development; International Development; International Development Investing; Development Fund; Sustainability; Solar Energy; Solar; Pay As You Go; PAYG; MFI; Social Venture; Business Ventures; Acquisition; Business Growth and Maturation; Business Startups; Economics; Development Economics; Energy; Energy Conservation; Energy Sources; Renewable Energy; Social Entrepreneurship; Finance; Assets; Asset Pricing; Capital; Capital Budgeting; Capital Structure; Venture Capital; Cash; Cash Flow; Currency; Currency Exchange Rate; Equity; Private Equity; Financial Instruments; Debt Securities; Stock Shares; Financing and Loans; Microfinance; International Finance; Investment; Investment Return; Investment Activism; Investment Funds; Investment Portfolio; Price; Geography; Geographic Location; Emerging Markets; Ownership; Ownership Stake; Private Ownership; Social Enterprise; Value; Valuation; Value Creation; Energy Industry; Financial Services Industry; Green Technology Industry; Africa; United States

2012
Case

Advanced Leadership Pathways: Shelly London and Ethics Education—'Strengthening Our Moral Compass'

By: Rosabeth Moss Kanter and Anne Arlinghaus

Shelly London and Ethics Education — 'Strengthening Our Moral Compass' 2009 AL Fellow
Following a successful career as a Senior Vice President, Vice President, and Chief Communications Officer at two large corporate companies, Shelly London set out to promote... View Details

March 2011
Teaching Note

Calveta Dining Services, Inc.: A Recipe for Growth? (Brief Case)

By: James L. Heskett and Patricia Girardi

Teaching Note for #4261. View Details

Keywords: Corporate Vision; Employee Empowerment; Service Management; Family Businesses; Growth Strategy; Mission and Purpose; Family Business; Employee Relationship Management; Communication; Organizational Structure; Operations; Growth and Development Strategy

December 2017 (Revised January 2018)
Case

Alltech

By: David E. Bell and Natalie Kindred

Alltech was a Lexington, Kentucky–based producer of supplements for animal feed, with revenues of over $2 billion (projected to reach $3 billion in 2018), sales in 120 countries, 5,000 employees, and 100 manufacturing plants worldwide. For nearly four decades, Alltech... View Details

July 2012 (Revised May 2024)
Case

Lyric Dinner Theater (A)

By: Richard G. Hamermesh and Jim Sharpe

Looking back at five years of losses, Rivka Belzer, a newly minted MBA, steps into her family owned business with their mandate to turn it around or close it. In her first six months, she has made a number of changes, with mixed results, but is beginning to show a... View Details

Keywords: Entrepreneurs; Entrepreneurial Management; Crisis Management; Family Business; Turnarounds; Financial Crisis; Boards Of Directors; Operations Management; Strategy Implementation; Career Planning; Entrepreneurship; Entertainment and Recreation Industry; United States

01 Jun 2024
News

Firm Foundation

Courtesy Tracy Britt Cool Courtesy Tracy Britt Cool Tracy Britt Cool (MBA 2009) has been playing the long game as long as she can remember. The former Berkshire Hathaway executive grew up in a family business: Her father was a... View Details

Keywords: Janelle Nanos; private equity; Warren Buffett; career path; investment strategy; family business; Finance

November 2021 (Revised November 2023)
Case

Hitting Home: Amazon and Mary's Place

By: Paul M. Healy, Debora L. Spar and Amy Klopfenstein

In 2020, Amazon, the $386 billion online retail behemoth, built an eight-story shelter for women and families experiencing homelessness on its expanding headquarters in Seattle, Washington. The shelter, operated in partnership with a non-profit organization known as... View Details

Keywords: Business Ethics; Homelessness; Business And Society; Corporate Social Responsibility and Impact; Social Issues; Corporate Accountability; Urban Development; Society; Information Technology; Ethics; Technology Industry; Seattle; United States; North America

June 2013
Supplement

AME Learning Inc. (Video Supplement)

By: Jim Sharpe

This is the Video Supplement for AME Learning, Inc., HBS Case #810065. View Details

Keywords: Entrepreneurial Management; Entrepreneurs; Angels; Angel Investors; Growth Planning And Management; Growth Strategy; Family Businesses; Family-owned Business; Careers; Venture Capital; Entrepreneurship; Personal Development and Career; Family and Family Relationships; Family Business; Publishing Industry; Education Industry; Canada; United States

November 2016 (Revised April 2018)
Case

Darby's Investment in Sirma: Professionalizing an Entrepreneurial Firm

By: Suraj Srinivasan and Eren Kuzucu

In March 2010, Burak Dalgın (HBS MBA 2004) led private equity firm Darby's investment in Sırma, a local Turkish water and beverage company. Sırma was owned and managed by members of two Turkish business families. The existing management, while being highly... View Details

Keywords: Control Systems; Variance Analysis; Emerging Markets; Debt; Family Ownership; Turkey; Valuation; Business or Company Management; Private Equity; Financial Reporting; Investment; Budgets and Budgeting; Food and Beverage Industry; Turkey

September 2018 (Revised November 2018)
Case

From Beirut With Love (A)

By: Christina R. Wing, Esel Y. Cekin and Samer Al-Rachedy

This case describes how Robert Fadel, CEO and chairman of ABC, one of Lebanon’s leading retail and real estate groups, professionalized the family business. Robert was the second son of the company’s founder, Maurice Fadel, who had run it single-handedly. Concerned... View Details

April 2022
Article

Consumers Value Effort over Ease When Caring for Close Others

By: Ximena Garcia-Rada, Mary Steffel, Elanor F. Williams and Michael I. Norton

Many products and services are designed to make caregiving easier, from premade meals for feeding families to robo-cribs that automatically rock babies to sleep. Yet, using these products may come with a cost: consumers may feel they have not exerted enough effort.... View Details

Keywords: Effor; Caregiving; Close Relationships; Symbolic Meaning; Signaling; Relationships; Consumer Behavior; Perception

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September 2023 (Revised October 2023)
Case

Ghassan Nuqul and the Nuqul Group: Preserving a Father's Legacy

By: Christina R. Wing, Lauren Cohen and Alpana Thapar

The Nuqul Group was established in 1952 by Elia Nuqul, a Palestinian refugee who fled his hometown in 1948 with his family to Jordan. He overcame many hardships in his initial years there, but subsequently started a trading business that grew to become one of Jordan’s... View Details

Keywords: Family Business; Family Ownership; Organizational Change and Adaptation; Management Succession; Jordan

June 2018
Supplement

Amil and the Health Care System in Brazil (B)

By: Regina Herzlinger, Ana Maria Malik, Ruth Costas and Priscilla Zogbi

Brazilian Managed Care Organization Amil faces a series of challenges while trying to redefine the terms of its relationship with hospitals and clinics and to implement a new health care model based on primary care and family medicine. View Details

Keywords: Health Care; Brazil; Managed Care; Innovation; Health Care Industry; Health Care and Treatment; Health; Cost Management; Innovation and Invention; Competitive Strategy; Health Industry; Insurance Industry; Brazil

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