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  • All HBS Web  (4,543)
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  • February 2021 (Revised March 2025)
  • Case

Walt Disney: Changing the World

By: Robert Simons and Shirley Sun
This case describes the rise of Walt Disney, founder of the worldwide entertainment company. The case describes how Disney, as a young artist, created memorable figures such as Mickey Mouse and went on to produce Academy-award-winning films and build the world’s most... View Details
Keywords: Creativity Teams; Entertainment Industry; Family; Entertainment; Creativity; Personal Characteristics; Business Startups; Work-Life Balance; Personal Development and Career; Success; Entertainment and Recreation Industry
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Simons, Robert, and Shirley Sun. "Walt Disney: Changing the World." Harvard Business School Case 121-056, February 2021. (Revised March 2025.)
  • 2003
  • Chapter

Zai zhanzheng he zhengzhi kunjing zhong zhengqu jiating he gongsi liyi (Negotiating Family and Corporate Interests during War and Occupation)

By: Elisabeth Koll
Keywords: Negotiation; Business Ventures; Family and Family Relationships; Family Business; War
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Koll, Elisabeth. "Zai zhanzheng he zhengzhi kunjing zhong zhengqu jiating he gongsi liyi (Negotiating Family and Corporate Interests during War and Occupation)." In Qiye fazhan zhong de zhidu bianqian (Institutional Change in Chinese Business History), edited by Lu Xinglong and Zhang Zhongmin, 156–173. Shanghai: Shanghai Academy of Social Sciences Press, 2003, Chinese Mandarin ed.
  • 01 Dec 2022
  • News

Built to Last

Weisiger at Carolina Tractor & Equipment: laying a foundation for employee development and company values The third generation to lead Carolina Tractor & Equipment (CTE), Ed Weisiger Jr. (MBA 1986) wants to rewrite the typical Hollywood script when it comes to View Details
Keywords: Julia Hanna; family business; leadershp; employee management; Machinery Manufacturing; Manufacturing
  • February 2023 (Revised April 2023)
  • Case

Kvadrat: Focus, Execute, and Grow

By: Boris Groysberg and Sarah L. Abbott
Kvadrat was a family-owned global textiles company. The company had enjoyed impressive top-line growth and was shifting gears to emphasize profitability via a shorter strategic agenda. Agenda items included: U.S. expansion, generating improved margins in its consumer... View Details
Keywords: Growth; Culture; International Expansion; Organization; Family Business; Leadership; Growth and Development; Strategy; Organizations; Supply Chain; Family Ownership; Profit; Organizational Culture; Denmark
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Groysberg, Boris, and Sarah L. Abbott. "Kvadrat: Focus, Execute, and Grow." Harvard Business School Case 423-071, February 2023. (Revised April 2023.)
  • July 2012 (Revised August 2012)
  • Case

Friend Bank: The Time for Hope (Abridged)

By: Clayton Rose and Aldo Sesia
In 2010, Friend Bank was entering the fifth year of Hope Harris Johnson's ambitious 20-year growth plan to transform her family's one-branch community bank into an institution with a substantial presence in southeastern Alabama. Harris Johnson was pleased, so far, with... View Details
Keywords: Banking; Family Business; Strategy And Execution; Banks and Banking; Family Ownership; Financial Institutions; Strategy; Banking Industry; United States; Alabama
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Rose, Clayton, and Aldo Sesia. "Friend Bank: The Time for Hope (Abridged)." Harvard Business School Case 313-010, July 2012. (Revised August 2012.)
  • March 2011
  • Case

Calveta Dining Services, Inc.: A Recipe for Growth?

By: James L. Heskett and Patricia Girardi
Calveta Dining Services contracts with senior living facilities (SLFs) for the management of food service to residents. Created by Antonio Calveta and built on his passion for food and traditional family values, the firm had enjoyed three decades of strong growth when... View Details
Keywords: Corporate Vision; Employee Empowerment; Service Management; Family Businesses; Growth Strategy; Family Business; Expansion; Communication; Employee Relationship Management; Service Operations; Organizational Structure; Growth and Development Strategy; Service Industry; Food and Beverage Industry
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Heskett, James L., and Patricia Girardi. "Calveta Dining Services, Inc.: A Recipe for Growth?" Harvard Business School Brief Case 114-261, March 2011.
  • 01 Sep 2023
  • News

Returning to the Roots

It’s not a role he sought or expected. But when his brother died of a brain tumor late last year, Florent Latour (MBA 1999) became CEO of Maison Louis Latour, a winemaker established in 1797 in the Burgundy region of France. The 11th generation of his View Details
Keywords: Julia Hanna; wine; entrepreneurship; family business; innovation; climate change; Beverage and Tobacco Product Manufacturing; Manufacturing
  • 05 Dec 2014
  • News

Putting Her Stamp on Fidelity

Keywords: career advancement; family busiensses; Finance; leadership; Finance
  • October 2023
  • Case

Shredder Setups or Straightlining into Risk?: Investing in What You Love

By: Lauren Cohen and Grace Headinger
Bob Hall, President of Green Gables Partners, evaluated whether to angel invest into an up-and-coming ski brand. As the son-in-law of the founder of Vera Bradley and having retired from a lengthy career on Wall Street, Hall was well-versed in both direct investing and... View Details
Keywords: Family Office; Angel Investors; Direct Investment; Family Business; Business Growth and Maturation; Small Business; Financial Strategy; Personal Finance; Investment Portfolio; Private Equity; Decision Choices and Conditions; Risk and Uncertainty; Consumer Products Industry; Montana; United States
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Cohen, Lauren, and Grace Headinger. "Shredder Setups or Straightlining into Risk?: Investing in What You Love." Harvard Business School Case 224-018, October 2023.
  • February 2022
  • Teaching Note

Stoy Foods

By: John Beshears
Teaching Note for the "Stoy Foods" Exercise (Harvard Business School Exercise 918-044, 918-045, 918-046, and 918-047). View Details
Keywords: Motivation; Framing; Job Design; Family Business
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Beshears, John. "Stoy Foods." Harvard Business School Teaching Note 922-035, February 2022.
  • May 2016 (Revised June 2016)
  • Case

A Succession as the Engine for Success

By: Jay Lorsch, Emily McTague and Rosa Maria Fite
Francisco J. Riberas sat in his office reflecting on his first summer working at the family business, in 1989. Growing up, Francisco Riberas had learned about the company through conversations with his father, Francisco Riberas Pampliega, over the dinner table and in... View Details
Keywords: Organizational Alignment; Organizational Behavior; Corporate Governance; Family Business; Family-owned Business; Succession; CEO Mentoring; Spain; Family and Family Relationships; Management; Leadership; Auto Industry; Europe; Spain
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Lorsch, Jay, Emily McTague, and Rosa Maria Fite. "A Succession as the Engine for Success." Harvard Business School Case 416-060, May 2016. (Revised June 2016.)
  • October 2019 (Revised January 2020)
  • Supplement

Dulcie Madden (B)—A Difficult Choice

By: Shikhar Ghosh and Shweta Bagai
This is part of a three-case series that follows Dulcie Madden's journey as a founder over five years. Case (A) is about managing growth and cash flow; Case (B) is about the exit decision and conditions on a sale; Case (C) shows Madden dealing with adversity and the... View Details
Keywords: Entrepreneurial Management; Family; Family Conflicts; Founders' Agreements; Growth And Development; Hardware; VC; Scaling; Start-up; Female Ceo; Risk Assessment; Entrepreneurship; Growth Management; Cash Flow; Equity; Success; Failure; Acquisition; Business Model; Information Technology; Valuation; Family and Family Relationships; Information Infrastructure
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Ghosh, Shikhar, and Shweta Bagai. "Dulcie Madden (B)—A Difficult Choice." Harvard Business School Supplement 820-053, October 2019. (Revised January 2020.)
  • 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
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Wells, John R., and Galen Danskin. "High Liner Foods, 2015." Harvard Business School Case 715-463, June 2015. (Revised October 2015.)
  • October 2019 (Revised January 2020)
  • Case

Dulcie Madden (A)—Growth or Exit?

By: Shikhar Ghosh, Christopher Payton and Shweta Bagai
This is part of a three-case series that follows Dulcie Madden's journey as a founder over five years. Case (A) is about managing growth and cash flow; Case (B) is about the exit decision and conditions on a sale; Case (C) shows Madden dealing with adversity and the... View Details
Keywords: Entrepreneurial Management; Family; Family Conflicts; Founders' Agreements; Growth And Development; Hardware; VC; Scaling; Start-up; Female Ceo; Risk Assessment; Entrepreneurship; Growth Management; Equity; Cash Flow; Success; Failure; Acquisition; Business Model; Information Technology; Valuation; Family and Family Relationships; Information Infrastructure; Apparel and Accessories Industry; Technology Industry; United States
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Ghosh, Shikhar, Christopher Payton, and Shweta Bagai. "Dulcie Madden (A)—Growth or Exit?" Harvard Business School Case 820-052, October 2019. (Revised January 2020.)
  • March 2023 (Revised April 2023)
  • Case

Shelly Sun at BrightStar Care: The Evolution of a Leader

By: Boris Groysberg, Colleen Ammerman and Sarah L. Abbott
Shelly Sun had founded BrightStar Care, a home health care and medical staffing agency, 20 years earlier and had grown the business to over 300 franchised locations and $654 million in annual system-wide sales. Sun had spent years working to get “the right people in... View Details
Keywords: Entrepreneur; Family Business; Franchising; Health Care; Women-owned Businesses; Growth And Scaling; Organization; Franchise Ownership; Entrepreneurship; Work-Life Balance; Growth and Development; Health Industry; United States
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Groysberg, Boris, Colleen Ammerman, and Sarah L. Abbott. "Shelly Sun at BrightStar Care: The Evolution of a Leader." Harvard Business School Case 423-067, March 2023. (Revised April 2023.)
  • 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 Mighty Ducks of Anaheim, and the... View Details
Keywords: Amy Burton; hockey; education; family; career paths; personal priorities; Performing Arts, Spectator Sports, and Related Industries; Arts, Entertainment; Mining
  • 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
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Padilla, Nicolas, and Eva Ascarza. "Overcoming the Cold Start Problem of CRM Using a Probabilistic Machine Learning Approach." Harvard Business School Working Paper, No. 19-091, February 2019. (Revised May 2020. Accepted at the Journal of Marketing Research.)
  • 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
  • 2018
  • Book Review

Review of: Stéphanie Ginalski: Du capitalisme familial au capitalisme financier? Le cas de l’industrie suisse des machines, de l’électrotechnique et de la métallurgie au XXe siècle, Alphil, 2015

By: Sabine Pitteloud
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Pitteloud, Sabine. "Review of: Stéphanie Ginalski: Du capitalisme familial au capitalisme financier? Le cas de l’industrie suisse des machines, de l’électrotechnique et de la métallurgie au XXe siècle, Alphil, 2015." Schweizerische Zeitschrift für Geschichte = Revue suisse d'histoire 68, no. 1 (2018): 190–192.
  • 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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Padilla, Nicolas, and Eva Ascarza. "Overcoming the Cold Start Problem of CRM Using a Probabilistic Machine Learning Approach." Journal of Marketing Research (JMR) 58, no. 5 (October 2021): 981–1006.
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