Filter Results:
(1,333)
Show Results For
- All HBS Web
(2,373)
- People (16)
- News (457)
- Research (1,333)
- Events (1)
- Multimedia (16)
- Faculty Publications (955)
Show Results For
- All HBS Web
(2,373)
- People (16)
- News (457)
- Research (1,333)
- Events (1)
- Multimedia (16)
- Faculty Publications (955)
Sort by
- April 2001 (Revised March 2002)
- Case
Seagate Technology Buyout
By: Gregor M. Andrade, Stuart C. Gilson and Todd C. Pulvino
In March 2000, a group of private investors and senior managers were negotiating a deal to acquire the disk drive operations of Seagate Technology. The motivating factor for the buyout was the apparently anomalous market value of Seagate's equity: Seagate's equity... View Details
Andrade, Gregor M., Stuart C. Gilson, and Todd C. Pulvino. "Seagate Technology Buyout." Harvard Business School Case 201-063, April 2001. (Revised March 2002.)
- August 2009 (Revised August 2010)
- Supplement
Eddie Bauer (B)
By: Paul M. Healy, Sharon P. Katz and Aldo Sesia
In February 2007, shareholders of Eddie Bauer, the specialty apparel retailer, were scheduled to vote on management's proposed sale of the company to two private equity firms. More than 50% of outstanding shares in Eddie Bauer needed to be voted in favor of the deal... View Details
Keywords: Financial Statements; Mergers and Acquisitions; Governing and Advisory Boards; Privatization; Valuation; Apparel and Accessories Industry; Retail Industry; United States
Healy, Paul M., Sharon P. Katz, and Aldo Sesia. "Eddie Bauer (B)." Harvard Business School Supplement 110-009, August 2009. (Revised August 2010.)
- June 2022 (Revised November 2023)
- Case
Individual FoodService, Kelso, and Ken Sweder
By: Jo Tango and Alys Ferragamo
When and how much risk to take? In October 2020, Ken Sweder, CEO of Individual FoodService (“IFS”), contemplated this question as he evaluated a proposal to acquire Brady Industries, a distributor of janitorial and sanitation products. Sweder and his private equity... View Details
Keywords: COVID-19 Pandemic; Risk Management; Mergers and Acquisitions; Value Creation; Business Divisions
Tango, Jo, and Alys Ferragamo. "Individual FoodService, Kelso, and Ken Sweder." Harvard Business School Case 822-144, June 2022. (Revised November 2023.)
- February 2025 (Revised May 2025)
- Case
Align Partners and SM Entertainment: Korean Shareholder Activism Meets K-Pop (A)
By: Charles C.Y. Wang and Billy Chan
For years, institutional investors had experienced very limited success in influencing the management of listed companies through shareholder activist campaigns in Korea. The common practice of circular ownership and public resentment toward foreign shareholder... View Details
Keywords: Financial Reporting; Public Equity; Stocks; Investment Activism; Music Entertainment; Corporate Governance; Success; Business and Shareholder Relations; Entertainment and Recreation Industry; South Korea
Wang, Charles C.Y., and Billy Chan. "Align Partners and SM Entertainment: Korean Shareholder Activism Meets K-Pop (A)." Harvard Business School Case 125-065, February 2025. (Revised May 2025.)
- December 2010
- Compilation
VCPE Strategy Vignettes I
By: Josh Lerner, G. Felda Hardymon, Matthew Rhodes-Kropf, Ann Leamon and Lisa Strope
These three vignettes present various issues around the strategy and management of venture capital and private equity firms. In one, the general partners must decide whether to invest in an intriguing opportunity that lies outside the firm's carefully developed... View Details
Keywords: Venture Capital; Private Equity; Financial Strategy; Projects; Decision Choices and Conditions; Partners and Partnerships; Opportunities; Investment Portfolio; Business or Company Management; China
Lerner, Josh, G. Felda Hardymon, Matthew Rhodes-Kropf, Ann Leamon, and Lisa Strope. "VCPE Strategy Vignettes I." Harvard Business School Compilation 811-043, December 2010.
- July 2024
- Supplement
Pacific Lake Partners (A)
By: Richard S. Ruback and Royce Yudkoff
Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.
Abstract: In 2009, Coley Andrews and Jim Southern endeavored to raise a private equity fund for investment solely in search... View Details
Abstract: In 2009, Coley Andrews and Jim Southern endeavored to raise a private equity fund for investment solely in search... View Details
Keywords: Search Fund; Entrepreneurship Through Acquisition; Entrepreneurship; Private Equity; Investment; North America
Ruback, Richard S., and Royce Yudkoff. "Pacific Lake Partners (A)." Harvard Business School Multimedia/Video Supplement 224-715, July 2024.
- September 2003
- Case
Valuing a Cross-Border LBO: Bidding on the Yell Group
By: Mihir A. Desai, Paolo Notarnicola and Mark Veblen
A team of private equity investors must value the leveraged buyout of a Yellow Pages business that operated in both the United States and the United Kingdom. In the process, they must wrestle with issues of how to conduct cross-border valuations and how to value a... View Details
Keywords: Leveraged Buyouts; Cash Flow; Private Equity; Cross-Cultural and Cross-Border Issues; Valuation
Desai, Mihir A., Paolo Notarnicola, and Mark Veblen. "Valuing a Cross-Border LBO: Bidding on the Yell Group." Harvard Business School Case 204-033, September 2003.
- April 1999 (Revised November 1999)
- Case
Columbia Capital Corporation: Summer 1998
By: G. Felda Hardymon and Justin D. Wasik
In August 1998, the partners of Columbia Capital in Arlington, Va. made a decision about whether or not to raise an outside fund for venture capital investing. Columbia had begun in 1988 as a boutique investment bank focused on the telecommunications industry, but had... View Details
Keywords: Decisions; Venture Capital; Private Equity; Partners and Partnerships; Investment Funds; Banks and Banking; Financial Services Industry; Telecommunications Industry; United States
Hardymon, G. Felda, and Justin D. Wasik. "Columbia Capital Corporation: Summer 1998." Harvard Business School Case 899-255, April 1999. (Revised November 1999.)
- January 2009 (Revised May 2010)
- Case
Altoona State Investment Board: December 2008
By: Josh Lerner
Rod Calhoun, the head of the Altoona State Investment Board's private equity investment program, considered the communication he had just received. It was from Permira, the leading European buyout fund, and concerned its fourth fund, to which Altoona had made a £ 100... View Details
Keywords: Private Equity; Financial Management; Financial Strategy; Investment Funds; Partners and Partnerships
Lerner, Josh. "Altoona State Investment Board: December 2008." Harvard Business School Case 809-095, January 2009. (Revised May 2010.)
- October 2001 (Revised March 2003)
- Case
Exxel Group, The: March 2001
By: Josh Lerner and Alberto Ballve
The Exxel Group, a leading Latin American buyout fund, faces a challenge when deciding whether and how to exit its largest investment. The capital markets are very weak, precluding an initial public offering. Undertaking a trade sale of the firm, however, proves to be... View Details
Keywords: Venture Capital; Private Equity; Leveraged Buyouts; Capital Markets; Investment Funds; Financial Strategy; Financial Services Industry; Latin America
Lerner, Josh, and Alberto Ballve. "Exxel Group, The: March 2001." Harvard Business School Case 202-053, October 2001. (Revised March 2003.)
- 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; Insurance Industry; United States; Bermuda; Switzerland
Rose, Clayton S., and Aldo Sesia. "Transatlantic Holdings, Inc. - The Belle of the Ball." Harvard Business School Case 313-017, July 2012.
- 2010
- Chapter
The Financing of R&D and Innovation
By: Bronwyn H. Hall and Josh Lerner
Evidence on the “funding gap” for investment innovation is surveyed. The focus is on financial market reasons for underinvestment that exist even when externality-induced underinvestment is absent. We conclude that while small and new innovative firms experience high... View Details
Hall, Bronwyn H., and Josh Lerner. "The Financing of R&D and Innovation." Chap. 14 in Handbook of the Economics of Innovation: Volume 1, by Bronwyn H. Hall and Nathan Rosenberg, 609–639. Amsterdam: Elsevier, 2010.
- June 2007 (Revised August 2007)
- Case
Dressen (Abridged) (A)
By: Thomas R. Piper
John Lynch, CEO of the Dressen Division of Westinghouse, was elated by the proposed leveraged buyout by the private equity firm, Warburg Pincus Ventures. The buyout would rid the division of a 'bad' parent and place the division's destiny in its own hands. A recently... View Details
Keywords: Leveraged Buyouts; Restructuring; Forecasting and Prediction; Private Equity; Bids and Bidding; Valuation
Piper, Thomas R. "Dressen (Abridged) (A)." Harvard Business School Case 207-125, June 2007. (Revised August 2007.)
- February 2016 (Revised September 2017)
- Case
Mohamed Azab and Seha Capital
By: Richard G. Hamermesh and Sarah McAra
In January 2011, Mohamed Azab, founder and CEO of health care investment firm Seha Capital, made his first health care investment in Hassab Labs, a diagnostic lab in Alexandria, Egypt. Weeks later, a revolution erupted across the country as the Arab Spring swept... View Details
Keywords: Health Care; Health; Pan-Africa; Health Care Investment; Financing; Developing World; Entrepreneurship; Health Care and Treatment; Investment; Financing and Loans; Developing Countries and Economies; Egypt; Africa
Hamermesh, Richard G., and Sarah McAra. "Mohamed Azab and Seha Capital." Harvard Business School Case 816-066, February 2016. (Revised September 2017.)
- June 2025
- Case
The Venetian Resort: Frontline Engagement as Value Driver
By: Hubert Joly, Leonard A. Schlesinger, Laura Zhang and Matthew Keeley
In the aftermath of the COVID pandemic, private equity firm Apollo Global Management completed the acquisition of The Venetian Resort, one of the most successful and opulent institutions on the Las Vegas Strip. Apollo executives appointed Patrick Nichols, a career... View Details
Joly, Hubert, Leonard A. Schlesinger, Laura Zhang, and Matthew Keeley. "The Venetian Resort: Frontline Engagement as Value Driver." Harvard Business School Case 325-118, June 2025.
- February 2025
- Supplement
Align Partners and SM Entertainment: Korean Shareholder Activism Meets K-Pop (B)
By: Charles C.Y. Wang and Billy Chan
Supplements the (A) case, HBS No. 125-065. For years, institutional investors had experienced very limited success in influencing the management of listed companies through shareholder activist campaigns in Korea. The common practice of circular ownership and public... View Details
Keywords: Financial Reporting; Public Equity; Stocks; Investment Activism; Music Entertainment; Corporate Governance; Success; Business and Shareholder Relations; Entertainment and Recreation Industry; South Korea
Wang, Charles C.Y., and Billy Chan. "Align Partners and SM Entertainment: Korean Shareholder Activism Meets K-Pop (B)." Harvard Business School Supplement 125-066, February 2025.
- February 2010
- Case
Corporate Strategy at Berkshire Partners
By: Julie M. Wulf and Scott Waggoner
The managing directors of Berkshire Partners, a mid-sized private equity firm, address strategic and organizational challenges in response to turbulent market conditions, rapid firm growth, and the transition of leadership from its founding partners to the next... View Details
Keywords: Private Equity; Management Teams; Organizational Change and Adaptation; Organizational Design; Organizational Structure; Competitive Advantage; Corporate Strategy; Financial Services Industry; Boston
Wulf, Julie M., and Scott Waggoner. "Corporate Strategy at Berkshire Partners." Harvard Business School Case 710-414, February 2010.
- July 2010
- Case
Mekong Capital: Building a Culture of Leadership in Vietnam
By: Christopher Marquis, Vinay Ganti, Kevin Smith and Doug Guthrie
Mekong Capital, a private equity firm specializing in investing in Vietnam, had grown dramatically since its inception in 2002 and faced numerous organizational issues in 2007. There was a shortage of qualified middle managers, an overall lack of leadership, and a... View Details
Keywords: Entrepreneurship; Leading Change; Organizational Change and Adaptation; Organizational Culture; Performance Improvement; Groups and Teams; Alignment; Financial Services Industry
Marquis, Christopher, Vinay Ganti, Kevin Smith, and Doug Guthrie. "Mekong Capital: Building a Culture of Leadership in Vietnam." Harvard Business School Case 411-023, July 2010.
- January 2024
- Article
Investing with the Government: A Field Experiment in China
By: Emanuele Colonnelli, Bo Li and Ernest Liu
We study the demand for government participation in China’s venture capital and private equity market. We conduct a large-scale, non-deceptive field experiment in collaboration with the leading industry service provider, through which we survey both capital investors... View Details
Keywords: Venture Capital; Private Equity; Business and Government Relations; Entrepreneurship; China
Colonnelli, Emanuele, Bo Li, and Ernest Liu. "Investing with the Government: A Field Experiment in China." Journal of Political Economy 132, no. 1 (January 2024): 248–294.
- September 2012 (Revised March 2013)
- Case
Entrepreneurial Finance in Finland?
By: William R. Kerr, Ramana Nanda and Alexis Brownell
This case describes a new venture attempting to bring early-stage entrepreneurial financing to Finland and other Nordic countries. Entrepreneurship is taking off in Finland, an area that historically has had little venture capital or high-growth start-up activity, but... View Details
Keywords: Angels; Angel Investors; VC; Micro-VC; Accelerator; Incubator; Entrepreneurial Finance; Entrepreneurship; Venture Capital; Private Equity; Business Startups; Financial Services Industry; Finland; Scandinavia; Europe
Kerr, William R., Ramana Nanda, and Alexis Brownell. "Entrepreneurial Finance in Finland?" Harvard Business School Case 813-068, September 2012. (Revised March 2013.)