Shareholder Value Maximization - Publications - Faculty & Research

February 2011 (Revised April 2012)
Teaching Note

Braddock Industries, Inc. (TN)

Teaching Note for 211061. View Details

Keywords: Value Creation; Business and Shareholder Relations; Motivation and Incentives; Compensation and Benefits; Economics; Business Units; Performance Evaluation

Citation

Purchase

11 Nov 2013
Research & Ideas

A Smarter Way to Reduce Customer Defections

often fail to take into account the complete value of the customers they are trying to retain. "What's missing from traditional methods is that they focus only on a customer's likelihood to churn, but not on the overall profitability of... View Details

Keywords: by Dina Gerdeman; Retail; Service

08 Mar 2004
Research & Ideas

Secret to Success: Go for “Just Enough”

If we value achievement and adopt celebrity standards, we will certainly fall victim to our own excess. Nothing will be enough, and success will never satisfy. If we're high achievers, we may be plagued with self-doubt, feeling that we've... View Details

Keywords: by Laura Nash & Howard Stevenson

02 Apr 2008
Research & Ideas

Four Companies that Conquered America

built up a strong retail market share in the U.S., not under the RBS brand, but through a series of acquisitions of regional (not national) banks. RBS is adding value for its shareholders by letting these... View Details

Keywords: by John Quelch

May 2021 (Revised June 2021)
Supplement

'GEnron'? Markopolos versus General Electric (B)

By: Jonas Heese and David Lane

Supplement to the (A) case that offers an assessment of the August 2019 Markopolos report on General Electric. View Details

Keywords: Financial Statements; Communication; Energy; Financial Condition; Insurance; Performance; Planning; Business and Shareholder Relations; Risk and Uncertainty; Value; Insurance Industry; Financial Services Industry; Energy Industry

Citation

Purchase

24 Mar 2002
Lessons from the Classroom

Case Study: A Lesson in Private Venture Financing

owners opted for an IPO in March 2000. Valued at 400 million Rand on the Johannesburg Stock Exchange, its shareholders included about 1,000 of the company's security guards. From Ipo To Acquisition "An... View Details

Keywords: by Julia Hanna

November 2010
Teaching Note

Mellon Financial and The Bank of New York (TN)

By: Ryan D. Taliaferro and Carliss Y. Baldwin

Teaching Note for 208129. View Details

Keywords: Valuation; Business and Shareholder Relations; Mergers and Acquisitions; Banks and Banking; Equity; Business Earnings; Banking Industry; New York (state, US)

Citation

Purchase

16 Aug 2010
Lessons from the Classroom

HBS Introduces Marketing Analysis Tools for Managers

purchasing life. The CLV formula incorporates metrics that capture the outputs of three key customer strategies that firms employ: asset acquisition (attracting new customers to the firm); asset maximization (maximizing the View Details

Keywords: by Sarah Jane Gilbert

17 Mar 2022
Research & Ideas

Navigating Tradeoffs: How Purpose Becomes a Company's ‘Lighthouse in the Storm’

my new book Deep Purpose: The Heart and Soul of High-Performance Companies, I explore how purpose-driven leaders find success by going beyond focusing only on shareholders and customers and also considering their employees, communities,... View Details

Keywords: by Ranjay Gulati

07 Dec 2010
First Look

First Look: Dec. 7

Subramanian Abstract We measure the value of shareholder proxy access by using a recent development in the ability of shareholders to nominate candidates for board seats. We... View Details

Keywords: Sean Silverthorne

16 Dec 2008
First Look

First Look: December 16, 2008

respond to a revised proposal from two private equity firms to take the company private. In November of 2006, the Board had unanimously approved an offer of $37.60 per share after going through intense negotiations with numerous firms, but institutional View Details

Keywords: Sean Silverthorne

18 Nov 2010
Research & Ideas

GM’s IPO: Back to the Future

Steve Rattner, who chaired the government task force, found the initial assessments of their needs woefully understated and badly documented, reflecting decades of lost market share and destroyed shareholder value. The deal that was... View Details

Keywords: by Staff; Auto

18 Feb 2014
First Look

First Look: February 18

Most Successful CEOs Come from Within By: Bower, Joseph L. Abstract—The financial crisis of 2008 and the Great Recession caused a crisis of public confidence in business and American-style capitalism, with its focus on maximizing View Details

Keywords: Sean Silverthorne

17 Jan 2007
Op-Ed

Learning from Private-Equity Boards

If Enron had been owned and controlled by a small group of private-equity investors, could the monitoring and control practices of a professionally run buyout shop have protected Enron's shareholders and employees from the problems that... View Details

Keywords: by Malcolm Salter; Financial Services

19 Jul 2016
First Look

July 19, 2016

might be appropriate to redesign (“refactor”) a system, to reduce what has been called “architectural debt.” Unfortunately, we lack robust data by which to evaluate the relationship between architectural design choices and system maintenance costs, and hence to predict... View Details

Keywords: Sean Silverthorne

July 1995 (Revised May 1997)
Case

Nutra Foods

By: David F. Hawkins

An investor reviews his equity investment and asks for help in understanding how the stock splits and dividends impact his investment and the company's stockholders' equity portion of the balance sheet. View Details

Keywords: History; Financial Management; Private Equity; Capital Structure; Valuation; Investment Return; Business and Shareholder Relations; Financial Services Industry; Food and Beverage Industry

Citation

Find at Harvard

November 2006 (Revised December 2011)
Case

HCA, Inc. (A)

By: Richard S. Ruback

Focuses on the buyout of HCA by three private equity firms: Bain Capital, KKR, and Merrill Lynch Global Private Equity. It provides an opportunity to discuss a variety of issues related to leveraged buyouts including the process, the role of private equity, the... View Details

Keywords: Leveraged Buyouts; Private Equity; Investment; Business and Shareholder Relations; Conflict and Resolution; Valuation

Citation

Educators

Purchase

08 Dec 2015
First Look

December 8, 2015

Argentina and Chile over recent decades. Publisher's link: https://www.hbs.edu/faculty/Pages/item.aspx?num=50182 forthcoming Management Science Creating Reciprocal Value Through Operational Transparency By: Buell, Ryan W., Tami Kim, and... View Details

Keywords: Sean Silverthorne

21 Feb 2017
First Look

First Look at New Research: February 21

“linguistic expats” who live in their home country yet have to give up their native language in the workplace; “cultural expats” or native speakers of the lingua franca who struggle with organizational values that are more easily... View Details

Keywords: Carmen Nobel

March 1995 (Revised April 1995)
Case

UAL Corporation

By: Stuart C. Gilson and Jeremy Cott

In the largest attempted employee-buyout in history, a large U.S. commercial airline seeks substantial wage concessions from its employees in return for 53% stake in the airline's commmon stock and guaranteed seats on the board of directors. Management must convince... View Details