Publications

25 Aug 2022
News

The Exchange: The Road Ahead for Crypto

want to sell you. Cryptocurrencies have not yet reached that state. Digital financial transactions are commonplace now, but cryptocurrency, per se, is not something very large numbers of individuals or businesses are willing to trade for... View Details

Keywords: Jen McFarland Flint; Securities, Commodities, and Other Financial Investments; Securities, Commodities, and Other Financial Investments

01 Mar 2007
News

Private Equity under Investigation

capital.” Now modern-day trustbusters have again launched an investigation into collusion in financial services, this time focusing on private-equity firms. The Justice Department is concerned that private-equity firms are teaming up to... View Details

Keywords: Josh Lerner; syndication; antitrust enforcement; Funds, Trusts, and Other Financial Vehicles; Funds, Trusts, and Other Financial Vehicles

1981
Case

Town of Holden Health Insurance Procurement

By: Dutch Leonard

Keywords: Health; Local Range; Insurance; Financial Management

May 2020
Teaching Note

Edward Jones: Implementing the Solutions Approach

By: David J. Collis

Teaching Note for HBS Case No. 719-411.Updates the classic Edward Jones strategy case as the firm shifts to a new "Solutions" business model from its previous "product" model in response to changes in the brokerage industry, technology and demographics, and its own... View Details

Keywords: Management; Strategy; Value; Business Model; Financial Services Industry; North and Central America

May 2018 (Revised January 2019)
Teaching Note

Lind Equipment

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

Teaching Note for HBS No. 212-012. Lind Equipment, a Canadian manufacturer and distributor of industrial electrical safety equipment, was purchased in December 2007 by Brian Astl (HBS 2006) and Sean Van Doorselaer. Lind’s performance was negatively impacted by the... View Details

Keywords: Recession; Seller Debt; Equity; Financial Condition; Borrowing and Debt; Capital; Revenue; Financing and Loans; Financial Strategy; Financial Management; Acquisition; Financial Crisis; Currency Exchange Rate; Insolvency and Bankruptcy; Manufacturing Industry; Industrial Products Industry

December 2021
Case

Bunge: Building a Sustainable Future?

By: Forest Reinhardt, David E. Bell, Pedro Levindo and Ruth Costas

Bunge, one of the world’s leading agribusiness traders and processors, strives to comply with its commitment to having a deforestation-free value chain by 2025 while it considers potential new business growth areas. After a complex turnaround, which involved one of the... View Details

Keywords: Deforestation; Value Chain; Agribusiness; Values and Beliefs; Growth and Development Strategy; Corporate Social Responsibility and Impact; Environmental Sustainability; Financial Strategy; Agriculture and Agribusiness Industry

March 2005
Case

Vignette: Waiting for a CEO

By: G. Felda Hardymon and Ann Leamon

A venture capitalist must decide how to respond to an e-mail from his long-time troubleshooter now installed as interim CEO at a struggling contract manufacturing exchange for the custom car business. The investors have been seeking a full-time CEO but have made little... View Details

Keywords: Venture Capital; Business or Company Management; Investment; Business Ventures; Corporate Governance; Business and Stakeholder Relations; Financial Strategy

December 2009 (Revised June 2010)
Supplement

Goldman Sachs: A Bank for All Seasons (B)

By: Lena G. Goldberg and Tiffany Lynne Obenchain

Having taken steps to shore up investor confidence, during the turbulent fourth quarter of 2008, Goldman Sachs confronts the challenge of whether its business model will continue to be viable under radically altered market conditions and a new regulatory regime. View Details

Keywords: Business Model; Financial Crisis; Investment Banking; Financial Management; Financial Strategy; Governing Rules, Regulations, and Reforms; Business Strategy; Banking Industry

01 Jan 2008
News

Anand G. Mahindra, MBA 1981

Vice Chairman & Managing Director, Mahindra & Mahindra Ltd. Return to Alumni Achievement Awards main page EARLIER EUDUCATION Harvard College, 1977 A.B., Visual Studies (Film) LESSONS FROM HBS “Having seen that ninety bright minds in an... View Details

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

February 2002 (Revised May 2002)
Background Note

That's a Wrap: The Dynamics of the Video Rental Industry

By: V.G. Narayanan and Lisa Brem

The history, current dynamics, and future trends of the $10 billion home video rental industry provides a platform to discuss revenue-sharing contracts between suppliers of home videocassettes and retailers. View Details

Keywords: Contracts; Motivation and Incentives; Supply Chain Management; Revenue; Financial Strategy; Motion Pictures and Video Industry

2005
Working Paper

Pseudo Market Timing and Predictive Regressions

By: Malcolm Baker, Ryan Taliaferro and Jeffrey Wurgler

A number of studies claim that aggregate managerial decision variables, such as aggregate equity issuance, have power to predict stock or bond market returns. Recent research argues that these results may be driven by an aggregate time-series version of Schultz's... View Details

Keywords: Managerial Roles; Equity; Market Timing; Financial Instruments; Investment Return; Mathematical Methods

Read Now

February 2001 (Revised March 2001)
Case

Apax Partners and Dialog Semiconductor: March 1998

By: G. Felda Hardymon, Josh Lerner, Antonio Alvarez-Cano and Borja Martinez

Apax Partners is considering a complex buyout of a semiconductor manufacturer. The firms must assess in a compressed timeframe the complex technological, financial, and operational risks that the proposed transaction poses. View Details

Keywords: Market Transactions; Leveraged Buyouts; Restructuring; Time Management; Production; Risk Management; Financial Services Industry; Financial Services Industry

01 Jun 2001
News

HBS Alumni Association Board of Directors: President's Report

all expectations. We are indebted, as well, to the extraordinary cadre of HBS Fund volunteers, who are uniquely qualified to articulate the reasons why HBS needs your financial support. Given the vast number of organizations vying for... View Details

Keywords: Business Schools & Computer & Management Training; Business Schools & Computer & Management Training

26 Sep 2018
News

Getting Life Back in Balance

Wattle Range Council. “I was becoming more and more disillusioned with working for a nameless, faceless shareholder, where short-term financial returns were becoming more important than long-term sustainability,” he says. That said, a... View Details

01 Jun 2023
News

Alumni and Faculty Books

Sinking By James B Lockhart (MBA 1974) Koehler Books James B. Lockhart, a former submarine officer with the U.S. Navy who went on to play a large part in the government ’s response to the global financial crisis, tells an important story... View Details

Keywords: Publishing Industries (except Internet); Information

April 2025 (Revised April 2025)
Case

JPMorganChase: Leadership in the Age of GenAI

By: Iavor I. Bojinov, Karim R. Lakhani and David Lane

This case study examines JPMorgan Chase's (JPMC) journey in adopting and implementing Generative AI (GenAI) following the release of ChatGPT. It outlines JPMC's initial cautious approach focused on data security, followed by strategic investments in internal platforms... View Details