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  • July 2008 (Revised November 2012)
  • Case

Negotiating Equity Splits at UpDown

By: Noam Wasserman and Deepak Malhotra
Michael Reich is having severe doubts about how he split the equity with his co-founders two months ago, when they completed a one-page "November Agreement." Since then, Michael has found an angel investor and has worked non-stop on the business, while one co-founder... View Details
Keywords: Business Startups; Entrepreneurship; Capital; Venture Capital; Equity; Compensation and Benefits; Negotiation; Partners and Partnerships
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Wasserman, Noam, and Deepak Malhotra. "Negotiating Equity Splits at UpDown." Harvard Business School Case 809-020, July 2008. (Revised November 2012.)
  • November 1997
  • Case

Royal Ahold NV: Shopkeeper to the Global Village

By: Ray A. Goldberg and Tom Clay
Royal Ahold has become one of the top U.S. food retailers in the United States and Europe, with a family firm that began in the Netherlands and grew to a listing on the U.S. Stock Exchange. It wants to be a global player and is trying to develop a global strategy. View Details
Keywords: Family Business; Cross-Cultural and Cross-Border Issues; Global Strategy; Leadership Style; Public Ownership; Food and Beverage Industry
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Goldberg, Ray A., and Tom Clay. "Royal Ahold NV: Shopkeeper to the Global Village." Harvard Business School Case 598-055, November 1997.
  • February 2025 (Revised February 2025)
  • Case

What's Heiring Next? The Saga of the Murdoch Media Empire

By: Lauren Cohen, Mayra Gazel and Sophia Pan
As Lachlan Murdoch left the courthouse, he puzzled on the next phase of his battle for control over his father Rupert Murdoch’s media empire. With Rupert aging and his siblings determined to retain their voting rights, Lachlan was convinced that the future of News... View Details
Keywords: Family Business; Lawsuits and Litigation; Rights; Management Succession; Family Ownership; Family and Family Relationships; Power and Influence; Media and Broadcasting Industry
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Cohen, Lauren, Mayra Gazel, and Sophia Pan. "What's Heiring Next? The Saga of the Murdoch Media Empire." Harvard Business School Case 225-085, February 2025. (Revised February 2025.)
  • 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
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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.)
  • June 2016 (Revised December 2017)
  • Case

The Cheese and the Oligarchs: The Politics, the Media, and Israel's Dream of a Start-Up Nation

By: Rafael Di Tella and Christine Snively
Israel enjoyed the highest concentration of technology start-ups in the world per capita. Despite regional instability, the country maintained strong economic growth and was considered a high-tech powerhouse. But not all Israelis benefited. Between the 1980s and 2010s,... View Details
Keywords: Entrepreneurship; Information Technology; Business Conglomerates; Business Startups; Israel
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Di Tella, Rafael, and Christine Snively. "The Cheese and the Oligarchs: The Politics, the Media, and Israel's Dream of a Start-Up Nation." Harvard Business School Case 716-060, June 2016. (Revised December 2017.)
  • September 1994
  • Case

BayFunds

By: Alvin J. Silk, Lisa Klein Pearo and Jamie Harper
In June, 1994, the Senior Vice President of BayBank's Investment Management Group is preparing a strategic plan for her organization's line of mutual funds. Sixteen months earlier, BayBank, Massachusetts's leading retail bank, had entered the mutual fund business by... View Details
Keywords: Banks and Banking; Marketing Strategy; Brands and Branding; Investment Funds; Product Marketing; Integration; Financial Services Industry
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Silk, Alvin J., Lisa Klein Pearo, and Jamie Harper. "BayFunds." Harvard Business School Case 595-031, September 1994.
  • 14 Nov 2007
  • First Look

First Look: November 14, 2007

  Working PapersNone Available This Week   Cases & Course MaterialsAssessing and Enhancing Individual Power in the Family Business System Harvard Business School Note... View Details
Keywords: Martha Lagace
  • February 2008 (Revised September 2010)
  • Case

Enterprise Culture in Chinese History: Zhang Jian and the Dasheng Cotton Mills

By: Elisabeth Koll
This case focuses on the legal and managerial evolution of limited-liability firms in China, using the example of the Dasheng cotton mills in Nantong near Shanghai. Dasheng, one of the earliest and most successful industrial enterprises in pre-war China, was founded by... View Details
Keywords: History; Law; Organizational Culture; Family Ownership; State Ownership; Corporate Governance; Financial Crisis; Business and Government Relations; Entrepreneurship; Change; Manufacturing Industry; Shanghai; China
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Koll, Elisabeth. "Enterprise Culture in Chinese History: Zhang Jian and the Dasheng Cotton Mills." Harvard Business School Case 308-068, February 2008. (Revised September 2010.)
  • November 2016 (Revised February 2017)
  • Case

BrightStar Care: The Evolution of a Leadership Team

By: Boris Groysberg, Colleen Ammerman and John D. Vaughan
BrightStar Care was a rapidly growing franchise of home health care agencies. Founded by husband and wife team JD and Shelly Sun as a single agency near Chicago in 2002, BrightStar had opened nearly 300 franchises across the United States by 2016, generating over $300... View Details
Keywords: Health Care Services; Entrepreneurs; Board Of Directors; Boards Of Directors; Health Care Industry; Growth Strategy; Organizational Change; Brand Positioning; Entrepreneurial Organizations; Entrepreneurial Management; Franchising; Family-owned Business; Home Health Care; Managing Growth; Management Styles; Organizational Development; Talent Management; Women Executives; Women And Leadership; Business Startups; Family Business; Small Business; Talent and Talent Management; Governing and Advisory Boards; Health Care and Treatment; Human Capital; Leadership Development; Leadership Style; Business or Company Management; Growth and Development Strategy; Management Analysis, Tools, and Techniques; Management Skills; Management Style; Management Succession; Management Systems; Management Teams; Brands and Branding; Marketing Strategy; Strategy
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Groysberg, Boris, Colleen Ammerman, and John D. Vaughan. "BrightStar Care: The Evolution of a Leadership Team." Harvard Business School Case 417-020, November 2016. (Revised February 2017.)
  • September 2013 (Revised April 2014)
  • Teaching Note

Transitions Asia: Managing Across Cultures

By: Roy Y.J. Chua, Sharon Mozgai and Dawn Lau
The director of an interim executive research firm, Chee Lung Tham, faced a clash of culture and management styles when his mainland China client threatened to fire the American interim manager that Tham had assigned. The client, Wong Lung, ran a family-owned garment... View Details
Keywords: China; Cross-cultural Management; Family Business; Cross-Cultural and Cross-Border Issues; Management Style; Service Industry; China
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Chua, Roy Y.J., Sharon Mozgai, and Dawn Lau. "Transitions Asia: Managing Across Cultures." Harvard Business School Teaching Note 414-045, September 2013. (Revised April 2014.)
  • March 2020
  • Case

Maven Clinic: Women's Health in the Digital Age

By: Ariel D. Stern and Sarah Mehta
In late 2017, Kate Ryder, the founder and CEO of digital women’s health telemedicine company Maven Clinic, faced an important decision. Maven offered both a direct to consumer (D2C) product that anyone could use to book virtual appointments with health practitioners... View Details
Keywords: Business Growth and Maturation; Business Model; Business Startups; Entrepreneurship; Health; Health Care and Treatment; Strategy; Information Technology; Applications and Software; Health Industry; Technology Industry; United States
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Stern, Ariel D., and Sarah Mehta. "Maven Clinic: Women's Health in the Digital Age." Harvard Business School Case 620-035, March 2020.
  • January 2005 (Revised March 2008)
  • Case

Kohler Co. (A)

Kohler Co., best known for its plumbing fixtures, is a large, private family firm. As part of a recapitalization aimed at preserving family ownership of Kohler Co., nonfamily shareholders, who held 4% of common stock, were required to sell their shares to the company.... View Details
Keywords: Family Business; Capital Structure; Cash Flow; Stocks; Price; Family Ownership; Business and Shareholder Relations; Valuation
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Villalonga, Belen, and Raphael Amit. "Kohler Co. (A)." Harvard Business School Case 205-034, January 2005. (Revised March 2008.)
  • August 2019 (Revised November 2019)
  • Case

Sustainable Investing at J.P. Morgan Private Bank

By: Sara Fleiss and Luis Viceira
This case features Monica Issar, then Global Head of J.P. Morgan Endowments & Foundations Group in the Private Bank. In just five years, she and J.P. Morgan have grown the Outsourced Chief Investment Officer (OCIO) business from $5 billion in AUM from primarily family... View Details
Keywords: Sustainability; Investment; Management; Strategy; Social Issues; Environmental Sustainability; Banking Industry
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Fleiss, Sara, and Luis Viceira. "Sustainable Investing at J.P. Morgan Private Bank." Harvard Business School Case 220-016, August 2019. (Revised November 2019.)
  • September 2006 (Revised November 2007)
  • Case

Patrimonio Hoy: A Financial Perspective

By: Arthur I Segel, Michael Chu and Gustavo A. Herrero
Patrimonio Hoy, a program targeting the housing needs of low-income families launched by CEMEX, a major Mexican corporation and a leading global cement company, has gone from a market research project to a highly visible initiative in 22 cities and has earned public... View Details
Keywords: Diversification; Housing; Income; Corporate Social Responsibility and Impact; Emerging Markets; Finance; Mexico
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Segel, Arthur I., Michael Chu, and Gustavo A. Herrero. "Patrimonio Hoy: A Financial Perspective." Harvard Business School Case 207-059, September 2006. (Revised November 2007.)
  • August 2001 (Revised May 2004)
  • Case

Maria Hernandez & Associates

By: William J. Bruns Jr.
This case presents the situation of an unemployed web page designer who starts a new consulting firm with personal savings and a family loan. Two months later, she is to report on operations to her father, using financial reports she must design and construct. View Details
Keywords: Financial Reporting; Accounting; Business Startups; Design; Borrowing and Debt; Service Industry
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Bruns, William J., Jr. "Maria Hernandez & Associates." Harvard Business School Case 902-401, August 2001. (Revised May 2004.)
  • November 2006 (Revised June 2010)
  • Case

SUN Brewing (B)

In July 2004, Shiv, Nand, and Uday Khemka are discussing their holdings in SUN Interbrew, a leading Russian beer producer that is part of the family's global portfolio of businesses. SUN Interbrew has been operating as a joint venture since 1998, when the Khemka... View Details
Keywords: Mergers and Acquisitions; Investment; Globalized Markets and Industries; Ownership Stake; Family Ownership; Valuation; Food and Beverage Industry; Russia
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Villalonga, Belen, and Raphael Amit. "SUN Brewing (B)." Harvard Business School Case 207-039, November 2006. (Revised June 2010.)
  • November 2023 (Revised July 2024)
  • Case

'Care in Every Drop': Ayala Corporation and Manila Water (A)

By: Debora L. Spar, Paul Healy, Tricia Peralta and Julia M. Comeau
Since 1834, eight generations of the Ayala family have used their conglomerate to fund nation-building projects in the Philippines, including investments in tramcars, telecommunications, hospitals, and schools. In 1997, Ayala’s subsidiary, Manila Water, took control of... View Details
Keywords: Family Business; Economic Growth; Social Entrepreneurship; Climate Change; Natural Resources; Crisis Management; Failure; Privatization; Social Issues; Urban Development; Adaptation; Public Opinion; Mission and Purpose; Utilities Industry; Asia; Philippines
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Spar, Debora L., Paul Healy, Tricia Peralta, and Julia M. Comeau. "'Care in Every Drop': Ayala Corporation and Manila Water (A)." Harvard Business School Case 324-038, November 2023. (Revised July 2024.)
  • 29 Mar 2022
  • Book

5 Qualities That Help Companies Thrive for Decades—Even Centuries

chairperson of Narayana Health; and Rahul Bajaj, the late chairperson of the Bajaj Group. Leadership to Last finds five common characteristics among Indian and other South Asian companies that built lasting enterprises and a legacy of leadership. 1. The View Details
Keywords: by Sean Silverthorne
  • May 1994
  • Case

Colgate-Palmolive: Managing International Careers

Colgate-Palmolive, the U.S.-based consumer products firm, has long emphasized international experience for its managers and has developed a comprehensive policy to manage expatriate assignments. The rise in dual-career families has made some managers reluctant to... View Details
Keywords: Business or Company Management; Multinational Firms and Management; Personal Development and Career; Experience and Expertise; Consumer Products Industry; United States
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Rosenzweig, Philip M. "Colgate-Palmolive: Managing International Careers." Harvard Business School Case 394-184, May 1994.
  • October 2016 (Revised April 2017)
  • Case

Succession Planning at Samsung: The Merger Formula of Cheil Industries and Samsung C&T

By: Gwen Yu and Tim Gray
A merger deal of two Samsung group companies becomes a center of a corruption scandal. The merger of Cheil Industries and Samsung C&T was seen as a crucial step to transfer power to Lee Jae Yong, the heir of Samsung group. The deal was criticized to purposefully... View Details
Keywords: Merger; Mergers and Acquisitions
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Yu, Gwen, and Tim Gray. "Succession Planning at Samsung: The Merger Formula of Cheil Industries and Samsung C&T." Harvard Business School Case 117-036, October 2016. (Revised April 2017.)
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