Skip to Main Content
HBS Home
  • About
  • Academic Programs
  • Alumni
  • Faculty & Research
  • Baker Library
  • Giving
  • Harvard Business Review
  • Initiatives
  • News
  • Recruit
  • Map / Directions
Faculty & Research
  • Faculty
  • Research
  • Featured Topics
  • Academic Units
  • …→
  • Harvard Business School→
  • Faculty & Research→
  • Research
    • Research
    • Publications
    • Global Research Centers
    • Case Development
    • Initiatives & Projects
    • Research Services
    • Seminars & Conferences
    →
  • Publications→

Publications

Publications

Filter Results: (1,331) Arrow Down
Filter Results: (1,331) Arrow Down Arrow Up

Show Results For

  • All HBS Web  (2,373)
    • People  (16)
    • News  (457)
    • Research  (1,331)
    • Events  (1)
    • Multimedia  (16)
  • Faculty Publications  (953)

Show Results For

  • All HBS Web  (2,373)
    • People  (16)
    • News  (457)
    • Research  (1,331)
    • Events  (1)
    • Multimedia  (16)
  • Faculty Publications  (953)
← Page 20 of 1,331 Results →
Sort by

Are you looking for?

→Search All HBS Web
  • December 1997 (Revised September 1998)
  • Case

Yale University Investments Office: November 1997

By: Josh Lerner
David Swensen, chief investment officer at Yale University, reviews the $6 billion endowment strategy, which places an unusually heavy emphasis on private equity and other illiquid securities. Changing market conditions in November 1997 cause him to rethink... View Details
Keywords: Change; Private Equity; Financial Liquidity; Investment; Marketing Strategy; Strategy; Education Industry
Citation
Educators
Purchase
Related
Lerner, Josh. "Yale University Investments Office: November 1997." Harvard Business School Case 298-077, December 1997. (Revised September 1998.)
  • September 2016 (Revised April 2018)
  • Case

Western Technology Investment

By: Ramana Nanda, William A. Sahlman and Nicole Keller
Based in Portola Valley, California, Western Technology Investment (WTI) specialized in a hybrid form of debt and equity financing for early-stage companies. Like traditional venture capital and private equity firms, WTI raised funds from institutional investors and... View Details
Keywords: Entrepreneurial Finance; Equity; Finance; Venture Capital; Entrepreneurship; Financing and Loans; California
Citation
Educators
Purchase
Related
Nanda, Ramana, William A. Sahlman, and Nicole Keller. "Western Technology Investment." Harvard Business School Case 817-019, September 2016. (Revised April 2018.)
  • March 2018 (Revised July 2018)
  • Case

Cadre

By: Thomas R. Eisenmann, Scott Duke Kominers and David Lane
Late in 2017, CEO Ryan Williams and his team debated whether Cadre should become not only a technology-enabled investment manager, but also an online trading exchange providing high levels of liquidity for investors in commercial real estate (CRE) equity. Cadre was a... View Details
Keywords: "Cadre,"; Entrepreneurship; Market Design; Digital Platforms; Strategy; Internet and the Web; Private Equity; Financial Services Industry; Real Estate Industry; United States
Citation
Educators
Purchase
Related
Eisenmann, Thomas R., Scott Duke Kominers, and David Lane. "Cadre." Harvard Business School Case 818-058, March 2018. (Revised July 2018.)
  • 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
Citation
Educators
Purchase
Related
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.)
  • August 2007
  • Case

Satelite Distribuidora de Petroleo

By: Lynda M. Applegate and Andrea M.A.F. Minardi
Marcelo Alecrim, the owner of SAT, a gas distribution company in Brazil, envisioned many growth opportunities but lacked financial resources to pursue them. He was approaching an American private equity fund to raise money. Describes Alecrim's challenge in creating SAT... View Details
Keywords: Business Model; Entrepreneurship; Private Equity; Growth and Development Strategy; Emerging Markets; Utilities Industry; Brazil
Citation
Educators
Purchase
Related
Applegate, Lynda M., and Andrea M.A.F. Minardi. "Satelite Distribuidora de Petroleo." Harvard Business School Case 808-062, August 2007.
  • October 2009 (Revised October 2010)
  • Case

Grove Street Advisors: September 2009

By: Matthew Rhodes-Kropf and Ann Leamon
The investment committee of Grove Street Advisors, a pioneer in the provision of customized private equity funds-of-funds for pension fund clients, must decide how to respond to the market opportunities and challenges presented by the turmoil of 2008 and 2009. How can... View Details
Keywords: Private Equity; Expansion; Investment Funds; Financial Services Industry
Citation
Educators
Purchase
Related
Rhodes-Kropf, Matthew, and Ann Leamon. "Grove Street Advisors: September 2009." Harvard Business School Case 810-064, October 2009. (Revised October 2010.)
  • January 1997 (Revised November 1997)
  • Case

Fojtasek Companies and Heritage Partners, The: March 1995

By: Samuel L. Hayes III and Josh Lerner
The Fojtasek Companies, a family business, faces several financing choices to address generational succession issues. Several buyouts have expressed interest in acquiring the firm outright; an investment bank has proposed a leveraged recapitalization; and a private... View Details
Keywords: Family Ownership; Financing and Loans; Private Equity; Mergers and Acquisitions; Investment Banking; Partners and Partnerships; Management Succession; Capital Structure; Financial Strategy
Citation
Educators
Purchase
Related
Hayes, Samuel L., III, and Josh Lerner. "Fojtasek Companies and Heritage Partners, The: March 1995." Harvard Business School Case 297-046, January 1997. (Revised November 1997.)
  • February 1997 (Revised October 2002)
  • Case

The Exxel Group: September 1995

By: Josh Lerner, Alex Hoye and Gonzalo Pacanins
The Exxel Group, a private equity group based in Buenos Aires, is considering a buyout of Argencard, Mastercard's exclusive licensee in Argentina. To complete the deal, however, it will need to raise additional financing from U.S. investors. Both the valuation and the... View Details
Keywords: Leveraged Buyouts; Developing Countries and Economies; Private Equity; Financing and Loans; Investment; Negotiation Deal; Problems and Challenges; Valuation; United States; Buenos Aires
Citation
Educators
Purchase
Related
Lerner, Josh, Alex Hoye, and Gonzalo Pacanins. "The Exxel Group: September 1995." Harvard Business School Case 297-068, February 1997. (Revised October 2002.)
  • February 2010 (Revised March 2010)
  • Supplement

Leading Change at Simmons (E)

By: Amy C. Edmondson and Susan Thyne
This case updates the “Leading Change at Simmons” series by examining Simmons' increasing debt under the ownership of Thomas H. Lee, a private equity firm. Charlie Eitel, the former CEO, wonders what the company's, and his, legacy will be after declaring bankruptcy... View Details
Keywords: Borrowing and Debt; Private Equity; Insolvency and Bankruptcy; Leading Change; Operations; Organizational Change and Adaptation; Organizational Culture; Ownership; Performance Improvement; Consumer Products Industry
Citation
Purchase
Related
Edmondson, Amy C., and Susan Thyne. "Leading Change at Simmons (E)." Harvard Business School Supplement 610-061, February 2010. (Revised March 2010.)
  • November 1995 (Revised October 2000)
  • Case

Acme Investment Trust

By: Josh Lerner
Acme Investment Trust is considering investing in a private equity partnership that is seeking only 15% of the profits, instead of the standard 20%. The management fee requested, however, is higher than in its earlier fund. The pension managers must consider the... View Details
Keywords: Compensation and Benefits; Private Equity; Organizations; Investment Funds; Motivation and Incentives; Financial Services Industry
Citation
Educators
Purchase
Related
Lerner, Josh. "Acme Investment Trust." Harvard Business School Case 296-042, November 1995. (Revised October 2000.)
  • December 2008 (Revised October 2010)
  • Case

Paul Capital Partners: Secondary Limited Partnership Investing

By: David S. Scharfstein
This case examines the proposed purchase by Paul Capital Partners of a limited partnership (LP) interest in a private equity fund. Paul Capital has a fund dedicated to buying these "secondary" LP interests. The case is intended as a vehicle for discussing the secondary... View Details
Keywords: Capital; Investment; Private Equity; Valuation; Partners and Partnerships; Interests; Markets; Debates; Financial Services Industry
Citation
Educators
Purchase
Related
Scharfstein, David S. "Paul Capital Partners: Secondary Limited Partnership Investing." Harvard Business School Case 209-089, December 2008. (Revised October 2010.)
  • March 2003 (Revised November 2003)
  • Case

3i Group plc

By: G. Felda Hardymon, Josh Lerner and Ann Leamon
Brian Larcombe, CEO of 3i Group, one of the world's largest private equity firms and one of the few publicly listed ones, is deciding how best to use his firm's international network to deliver superior returns to shareholders. This case presents 3i's history and... View Details
Keywords: Business History; Networks; Private Equity; Growth Management; Global Strategy; Public Ownership; Business and Shareholder Relations; Growth and Development Strategy; Financial Services Industry
Citation
Educators
Purchase
Related
Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "3i Group plc." Harvard Business School Case 803-020, March 2003. (Revised November 2003.)
  • 2025
  • Working Paper

Impact Investing and Worker Outcomes

By: Josh Lerner, Markus Lithell and Gordon M. Phillips
Impact investors claim to distinguish themselves from traditional venture capital and growth equity investors by also pursuing environmental, social, and governance (ESG) objectives. Whether they successfully do so in practice is unclear. We use confidential Census... View Details
Keywords: ESG; Corporate Social Responsibility and Impact; Private Equity; Venture Capital; Wages
Citation
SSRN
Read Now
Related
Lerner, Josh, Markus Lithell, and Gordon M. Phillips. "Impact Investing and Worker Outcomes." Harvard Business School Working Paper, No. 25-040, February 2025. (Revised May 2025.)
  • 11 Oct 2006
  • Research & Ideas

The Success of Reverse Leveraged Buyouts

years, the buyout team sells its stakes in these firms. "This exit can be accomplished through a sale to a strategic buyer, such as a corporation, or to another private View Details
Keywords: by Sean Silverthorne; Banking; Financial Services
  • 2016
  • Working Paper

Alternative Paths of Green Entrepreneurship: The Environmental Legacies of The North Face's Doug Tompkins and Patagonia's Yvon Chouinard

By: Geoffrey Jones and Ben Gettinger
This working paper examines the impact of two entrepreneurs who offered alternative paths to reach their shared goal of a more sustainable world. Yvon Chouinard and Doug Tompkins were respective founders of the prominent outdoor apparel brands Patagonia and The North... View Details
Keywords: Corporate Social Responsibility and Impact; Entrepreneurship; Environmental Sustainability; Apparel and Accessories Industry
Citation
SSRN
Read Now
Related
Jones, Geoffrey, and Ben Gettinger. "Alternative Paths of Green Entrepreneurship: The Environmental Legacies of The North Face's Doug Tompkins and Patagonia's Yvon Chouinard." Harvard Business School Working Paper, No. 17-034, October 2016.
  • July 2004 (Revised June 2005)
  • Case

Digitas (A)

By: Jay W. Lorsch and Ashley Robertson
Raises issues about how the nature and function of a board changes as its company moves from ownership by its employees (including the founder) to ownership by a private equity firm, Hellman & Friedman, to public ownership. Teaching Purpose: To consider changes in... View Details
Keywords: Private Equity; Governing and Advisory Boards; Behavior; Organizations; Employee Ownership; Public Ownership
Citation
Educators
Purchase
Related
Lorsch, Jay W., and Ashley Robertson. "Digitas (A)." Harvard Business School Case 405-023, July 2004. (Revised June 2005.)
  • September 1995 (Revised May 1998)
  • Case

RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge

By: Josh Lerner
RogersCasey Alternative Investments faces the challenge of managing distributions of stock by the private equity investors in which their clients have invested. These distributed shares appear to behave in complex ways, apparently at odds with market efficiency. A... View Details
Keywords: Private Equity; Stocks; Financial Strategy; Investment; Innovation Strategy; Management; Distribution; Performance; Behavior
Citation
Educators
Purchase
Related
Lerner, Josh. "RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge." Harvard Business School Case 296-024, September 1995. (Revised May 1998.)
  • September 2011
  • Case

Anne Riley: Laid Off

By: Sandra J. Sucher and Phillip Andrews
This case describes the experience of Anne Riley, a 28 year old private equity analyst, who was laid off in 2008. The case explores the emotions she felt throughout the process and how she handled the experience. View Details
Keywords: Resignation and Termination
Citation
Educators
Purchase
Related
Sucher, Sandra J., and Phillip Andrews. "Anne Riley: Laid Off." Harvard Business School Case 612-008, September 2011.
  • December 2022 (Revised June 2023)
  • Case

KKR at CHI Overhead Doors (A)

By: Dennis Campbell and Ethan Rouen
This case examines the decision by private equity firm KKR to grant equity to every employee at portfolio company CHI Overhead Doors upon purchasing the company in 2015. The case explores whether this initiative will create shared value, growing profits through better... View Details
Keywords: Performance Improvement; Profit Sharing; Compensation and Benefits; Organizational Culture
Citation
Educators
Purchase
Related
Campbell, Dennis, and Ethan Rouen. "KKR at CHI Overhead Doors (A)." Harvard Business School Case 123-018, December 2022. (Revised June 2023.)
  • Research Summary

Negotiation Analysis and the Structuring of Financial Transactions

Jay O. Light is developing materials that will explore how negotiation analysis and related techniques can be used in structuring financial transactions in the context of entrepreneurial situations, and how they might be used to enhance value in private equity... View Details
  • ←
  • 20
  • 21
  • …
  • 66
  • 67
  • →

Are you looking for?

→Search All HBS Web
ǁ
Campus Map
Harvard Business School
Soldiers Field
Boston, MA 02163
→Map & Directions
→More Contact Information
  • Make a Gift
  • Site Map
  • Jobs
  • Harvard University
  • Trademarks
  • Policies
  • Accessibility
  • Digital Accessibility
Copyright © President & Fellows of Harvard College.