Publications

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September 2014 (Revised March 2017)
Case

The Road to Kolkata: NH-34 and PPP in India

By: Sid Yog and Ben Eppler

In 2014, Arjun Dhawan (MBA 2004), President of HCC Concessions, is working toward the completion of his largest road development project yet. The route, a 250-km stretch leading from the critical eastern Indian port of Kolkata into the interior of the province of West... View Details

Keywords: India; Real Estate; Roads; Transportation; Project Finance; Property; Infrastructure; Finance; Partners and Partnerships; Construction Industry; Construction Industry; India

March 2013 (Revised March 2014)
Case

Brazos Partners and the Tri-Northern Exit

By: Matthew Rhodes-Kropf and Nathaniel Burbank

Randall Fojtasek, a partner at the Dallas-based Brazos Private Equity Partners, must decide whether now is the time to sell his firm's investment in Tri-Northern Distribution. Brazos, a middle-market leveraged buyout group, created the company two years earlier through... View Details

Keywords: Private Equity Exit; LBO; Leveraged Buyout Transaction; Texas; Security; Brazos; Tri-Northern; Tri-Ed; Northern Video; Private Equity; Partners and Partnerships; Distribution; Leveraged Buyouts; Decision Choices and Conditions; Investment Funds; Financial Services Industry; Financial Services Industry; Texas

January 2013
Case

Arthur Rock

By: Felda Hardymon, Tom Nicholas and Liz Kind

Arthur Rock was known as one of the country's first venture capitalists and was instrumental in launching major Silicon Valley firms, such as Fairchild Semiconductor, Intel Corporation, Apple Computer, Inc., Scientific Data Systems and Teledyne Incorporated. He was the... View Details

Keywords: Venture Capital; Success; Financial Services Industry; Financial Services Industry; California

November 2012 (Revised May 2013)
Case

Naina Lal Kidwai: Investing in Her Country

By: Boris Groysberg and Anjali Raina

This case showcases the 30-year career of Naina Lal Kidwai, Chairman of HSBC India, a leading woman business leader globally. It demonstrates how Kidwai spent a lifetime overcoming barriers as a woman in a male-dominated profession and as an Indian in the global... View Details

Keywords: Leadership; Financial Services Industry; Financial Services Industry; India

July 2012
Case

Transatlantic Holdings, Inc. - The Belle of the Ball

By: Clayton S. Rose and Aldo Sesia

In November of 2011 Transatlantic Holdings, Inc., a global property and casualty reinsurance company, announced it had agreed to sell itself to Alleghany Corporation, ending "the most frenzied takeover battle" of 2011, which involved competitors, Warren Buffett's... View Details

Keywords: Mergers ＆ Acquisitions; Finance; Insurance And Reinsurance; Governance; Insurance; Mergers and Acquisitions; Strategy; Valuation; Financial Services Industry; Financial Services Industry; United States; Bermuda; Switzerland

November 2001 (Revised July 2011)
Case

Grupo Elektra

By: David J. Arnold, Gustavo Herrero and Luiz Felipe Monteiro

Grupo Elektra is Latin America's largest consumer finance company based on credit sales in its hard goods retail outlets. It has started to internationalize in Latin America but now must to decide whether to enter the U.S. Hispanic market and which of its two core... View Details

Keywords: Decision Choices and Conditions; Emerging Markets; Global Strategy; Financial Services Industry; Financial Services Industry; Latin America; United States; Mexico

August 2001
Teaching Note

Apax Partners and Dialog Semiconductor: March 1998 TN

By: G. Felda Hardymon, Josh Lerner and Ann Leamon

Teaching Note for (9-201-044). View Details

Keywords: Financial Services Industry; Financial Services Industry

July 2001 (Revised December 2001)
Case

American Express Interactive

By: Lynda M. Applegate

Follows the protagonist, Sonia Sharpe, as she and her American Express Interactive Team attempt to develop and market an interactive, on-line, corporate travel service in a highly competitive environment. Looks at the possible resources and partnerships a company needs... View Details

Keywords: Corporate Entrepreneurship; Partners and Partnerships; Growth and Development Strategy; Competitive Strategy; Marketing Strategy; Product Positioning; Applications and Software; Technological Innovation; Global Strategy; Expansion; Information Technology; Vertical Integration; Financial Services Industry; Financial Services Industry

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March 2001 (Revised March 2001)
Teaching Note

Old Mutual TN

By: Tarun Khanna

Teaching Note for (9-701-026). View Details

Keywords: Financial Services Industry; Financial Services Industry; South Africa

March 2001
Teaching Note

Lucent Technologies New Ventures Group TN

By: Rosabeth M. Kanter

Teaching Note for (9-300-085). View Details

Keywords: Financial Services Industry; Financial Services Industry; New Jersey

September 2000 (Revised March 2001)
Teaching Note

Korea Stock Exchange 1998 TN

By: Tarun Khanna and Krishna G. Palepu

Teaching Note for (9-199-033). View Details

Keywords: Accounting Industry; Accounting Industry; South Korea

2000
Chapter

Is a Career in Finance (and which one?) Right for You?

By: James Waldroop and Timothy Butler

Keywords: Decision Choices and Conditions; Personal Development and Career; Finance; Financial Services Industry; Financial Services Industry

April 1985 (Revised November 1987)
Case

American Express Travel Related Services Co.

Describes the company's new focus on entrepreneurship during the era of Lou Gerstner, chairman and CEO since 1982. View Details

Keywords: Change Management; Corporate Entrepreneurship; Financial Services Industry; Financial Services Industry

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Web

Marketing - HBS Online

than some in-person courses I've taken. Ryan Dumlao MBA Candidate Financial Accounting I’ve found HBS Online's courses to be immediately applicable to my work, and they’ve made me a more productive member of our strategic team. Laura... View Details

01 Mar 2017
News

Lego Stays on Script

the Lego brand,” Moynihan recalls. “Ultimately, that led to an extremely difficult period around 2003 and 2004, when we almost lost our financial independence as a private entity.” After that, the company refocused its attention on... View Details

Keywords: Julia Hanna

March 2005 (Revised May 2006)
Case

Buckingham Park

By: Arthur I Segel and Joshua A. Katzin

In September, 2004, Stephen Lebowitz, President of CBL, a $6 billion publicly traded shopping mall real estate investment trust (REIT) with over 70 million square feet, is considering acquiring 170 acres for a new retail development at a racetrack site in Southern New... View Details

Keywords: Buildings and Facilities; Debt Securities; Investment; Real Estate Industry; New Hampshire