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February 1995 (Revised April 1996)
Case

MW Petroleum Corporation (B)

By: Timothy A. Luehrman, Peter Tufano and Barbara Wall

Amoco Corp. is negotiating to sell a wholly-owned subsidiary, MW Petroleum, to Apache Corp. MW owns large reserves of oil and gas comprising many properties at different stages of engineering, development, and production. The proposed acquisition is a large one for... View Details

Keywords: Business Subsidiaries; Mergers and Acquisitions; Risk Management; Financing and Loans; Mining Industry; Energy Industry

2023
Article

Probabilistically Robust Recourse: Navigating the Trade-offs between Costs and Robustness in Algorithmic Recourse

By: Martin Pawelczyk, Teresa Datta, Johannes van-den-Heuvel, Gjergji Kasneci and Himabindu Lakkaraju

As machine learning models are increasingly being employed to make consequential decisions in real-world settings, it becomes critical to ensure that individuals who are adversely impacted (e.g., loan denied) by the predictions of these models are provided with a means... View Details

Keywords: AI and Machine Learning; Decision Choices and Conditions; Mathematical Methods

April 2016
Supplement

Preparing a Concession Bid at TAV Airports Holding

By: C. Fritz Foley and Çiğdem Çelik

In 2013, TAV Airports Holding prepared a bid for the concession to build and operate the third Istanbul airport. This process involved input from various parts of the firm with operating and financial expertise. Burcu Geriş, the CFO of TAV Airports Holding, and her... View Details

Keywords: Project Finance; Infrastructure Development; Equity Cash Flows; Capital Budgeting; Valuation; Financial Management; Financing and Loans; Air Transportation Industry; Transportation Industry; Turkey

July 1993
Case

Genzyme Corporation: A Financing History

By: Timothy A. Luehrman and Andrew D. Regan

Genzyme Corp.'s financing history is unusual compared to most biotech companies. This case presents the sequence of financings employed by Genzyme, along with the product--market and corporate-development strategies adopted by Henri Termeer, Genzyme's CEO. As such, the... View Details

Keywords: History; Marketing Strategy; Financing and Loans; Business Strategy; Growth and Development Strategy; Biotechnology Industry

2019
Working Paper

Do Banks Have an Edge?

By: Juliane Begenau and Erik Stafford

Overall, no! We show that the level and time series variation in cash flows for most bank activities are well matched by capital market portfolios with similar interest rate and credit risk to what banks report to hold. Ignoring operating expenses, bank loans earn high... View Details

Keywords: Banks; Market Efficiency; Bank Capital; Bank Debt; CAPM; Banking; Bank Deposits; Bank Funding Advantage; Leverage; Maturity Transformation; Replicating Portfolio; Efficiency; Banks and Banking; Capital Markets; Performance Evaluation; Performance Efficiency; Banking Industry; United States

June 1990 (Revised August 1990)
Case

Sun Microsystems, Inc.--1987 (A)

By: Carliss Y. Baldwin

An integrated sequence of three cases on the financing of a technical workstation manufacturer. This case focuses on Sun's competitive strategy which requires an inordinately high rate of growth (over 20% per quarter) and commensurate amounts of working capital.... View Details

Keywords: Cash Flow; Competitive Strategy; Financing and Loans; Capital; Financial Strategy; Public Equity; Corporate Finance; Information Technology Industry

November 1999
Case

Long-Term Capital Management, L.P. (C)

By: Andre F. Perold

Long-Term Capital Management, L.P. (LTCM) was in the business of engaging in trading strategies to exploit market pricing discrepancies. Because the firm employed strategies designed to make money over long horizons--from six months to two years or more--it adopted a... View Details

Keywords: Fluctuation; Capital; Financial Liquidity; Financing and Loans; Investment Funds; Investment Portfolio; Corporate Governance; Governing Rules, Regulations, and Reforms; Management; Risk Management; Markets; Motivation and Incentives; Financial Services Industry

August 2018 (Revised September 2018)
Supplement

LendingClub (B): Decision Trees & Random Forests

By: Srikant M. Datar and Caitlin N. Bowler

This case builds directly on the LendingClub (A) case. In this case students follow Emily Figel as she builds two tree-based models using historical LendingClub data to predict, with some probability, whether borrower will repay or default on his loan.
... View Details

Keywords: Data Science; Data Analytics; Decision Trees; Investment; Financing and Loans; Analytics and Data Science; Analysis; Forecasting and Prediction

July 2009 (Revised July 2009)
Case

Blue Ocean or Stormy Waters? Buying Nix Check Cashing

By: Peter Tufano

Kinecta Federal Credit Union has the opportunity to purchase Nix Check Cashing as part of their "blue ocean" strategy to reach the financially underserved and increase credit union membership and deposits. But they face financial as well as reputational risk. Check... View Details

Keywords: Mergers and Acquisitions; Credit; Financing and Loans; Personal Finance; Strategic Planning; Partners and Partnerships; Reputation; Banking Industry; Financial Services Industry

September 2021 (Revised October 2021)
Case

Dream: Impact Through Real Estate

By: Michael Chu and John Masko

The Canadian city of Toronto had one of the largest housing affordability problems of any city in the developed world. One company trying to address this problem was Dream, one of the largest real estate groups in Canada. In 2021, Dream had just launched a new system... View Details

31 Jul 2007
First Look

First Look: July 31, 2007

management's goals and that of academics in the prospective management enterprise. Finally we review and evaluate the efforts of Fenix, an academically based applied research institute, and TruePoint, a U.S. research based consultancy, in... View Details

Keywords: Martha Lagace

April 1999
Case

General Property Trust

By: Peter Tufano

In 1994 General Property Trust, an Australian property investment trust, was anticipating future cash needs beyond those that the Trust could fund with internal cash flows. The managers of the Trust were considering a novel financing structure whereby it would sell... View Details

Keywords: Financing and Loans; Financial Institutions; Financial Services Industry; Real Estate Industry; Australia

Find at Harvard

February 2015 (Revised April 2017)
Case

Edyficar and Mibanco: The Emergence of M&A in Microfinance

By: Michael Chu

Mibanco, a microfinance icon, is for sale, and Edyficar, owned by Banco del Credito (BCP), Peru's largest bank, is evaluating its acquisition. Until recently, such a transaction would have been fanciful given Mibanco's preeminent role in Peruvian microfinance, which... View Details

Keywords: Base Of The Pyramid; Peru; Latin America; Microfinance; Commercial Banking; Mergers and Acquisitions; Banking Industry; Latin America; Peru

October 2009
Case

Noble Group

By: C. Fritz Foley, Michael Shih-ta Chen, Matthew Johnson and Linnea Meyer

What role does trade finance play in facilitating global supply chain management? Richard S. Elman, founder and CEO of Noble Group Ltd., a global commodities trading company based in Hong Kong, must raise capital to support the firm's working capital and investment... View Details

Keywords: Trade; Capital; Financing and Loans; International Finance; Globalized Firms and Management; Risk Management; Supply Chain Management; Hong Kong

November 2002
Background Note

Strategy and Sources of Motion Picture Finance, The

By: Mihir A. Desai, Gabriel J. Loeb and Mark Veblen

This case considers the alternative financing mechanisms for film financing, the evolution of film finance in the United States, and the nature of tax-motivated film financing in the United States and around the world. It develops the strategy driving motion picture... View Details

Keywords: Film Entertainment; Financial Instruments; Financial Strategy; Financing and Loans; Globalized Markets and Industries; Taxation; Motivation and Incentives; Competitive Strategy; Entertainment and Recreation Industry; United States

April 2009 (Revised May 2010)
Case

Urbi and the City Licensee Managers

By: John D. Macomber and Regina Garcia-Cuellar

A leading low income housing builder in Mexico decides which prospective new local partner best extends its advantages in managing twin production lines of homes and clients. URBI has built substantial competitive advantage in the technology and culture that matches... View Details

Keywords: Mortgages; Government and Politics; Housing; Growth and Development Strategy; Brands and Branding; Market Entry and Exit; Production; Supply Chain; Organizational Culture; Franchise Ownership; Partners and Partnerships; Competitive Advantage; Real Estate Industry; China; India; Mexico; United States

June 2018
Teaching Note

ALAC International

By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld

ALAC International (ALAC) was awarded the U.S. distributorship of di-isononyl phthalate (DINP) which provided ALAC an opportunity to increase its sales and profits. But the opportunity required a significant additional investment in working capital. The DINP, shipped... View Details

Keywords: Working Capital; Financing and Loans; Growth Management

13 Oct 2011
Lessons from the Classroom

Building a Business in the Context of a Life

they have the same goal of allowing participants to evaluate what's important to them both personally and professionally and creating a "life plan" for getting where they want to go. Some MBA students, most of whom are in their 20s, have... View Details

Keywords: by Dina Gerdeman; Education

September 2016 (Revised April 2018)
Case

Western Technology Investment

By: Ramana Nanda, William A. Sahlman and Nicole Keller

Based in Portola Valley, California, Western Technology Investment (WTI) specialized in a hybrid form of debt and equity financing for early-stage companies. Like traditional venture capital and private equity firms, WTI raised funds from institutional investors and... View Details

Keywords: Entrepreneurial Finance; Equity; Finance; Venture Capital; Entrepreneurship; Financing and Loans; California

15 Jan 2008
First Look

First Look: January 15, 2008

Market Authors:Lauren Cohen, Karl B. Diether, and Christopher J. Malloy Periodical:Journal of Finance 62, no. 5 (October 2007) Abstract Using proprietary data on stock loan fees and quantities from a large institutional investor, we... View Details

Keywords: Martha Lagace

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