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  • Research Summary

Overview

My focus is empirical financial accounting research, with particular interests in governance, valuation, M&A, and short-sellers. All three of my papers to date fall under the broad heading of “alternative governance mechanisms”—studies of how accounting information is... View Details
Keywords: Mergers and Acquisitions; Corporate Governance; Valuation; Law
  • Research Summary

Overview

My focus is empirical financial accounting research, with particular interests in governance, valuation, M&A, and short-sellers. All three of my papers to date fall under the broad heading of “alternative governance mechanisms”—studies of how accounting information is... View Details
Keywords: Mergers and Acquisitions; Corporate Governance; Valuation; Law
  • February 2024
  • Case

Oak Street Health: From Start-up to Strategic Acquisition

By: Leemore S. Dafny and Thomas H. Lee
Oak Street Health opened its first primary care center for seniors in underserved communities in 2013. By 2022 the company had 169 centers and a market valuation exceeding $10 billion. Oak Street created value by accepting risk-adjusted, capitated payments for Medicare... View Details
Keywords: Value Creation; Mergers and Acquisitions; Business Strategy; Health Industry
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Dafny, Leemore S., and Thomas H. Lee. "Oak Street Health: From Start-up to Strategic Acquisition." Harvard Business School Case 324-053, February 2024.
  • January 2006
  • Article

Hospital Integration and Vertical Consolidation: An Analysis of Acquisitions in New York State

By: Robert S. Huckman
Keywords: Integration; Health; Consolidation; Theory; Mergers and Acquisitions
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Huckman, Robert S. "Hospital Integration and Vertical Consolidation: An Analysis of Acquisitions in New York State." Journal of Health Economics 25, no. 1 (January 2006): 58–80.
  • September 2024
  • Supplement

National Public Broadcasting (B)

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: This (B) case supplement is designed for use by faculty only to support classroom instruction in conjunction with... View Details
Keywords: Financial Strategy; Financial Management; Media; Ownership; Strategy; Advertising; Decision Choices and Conditions; Entrepreneurship; Financing and Loans; Mergers and Acquisitions; Private Equity; Journalism and News Industry; Media and Broadcasting Industry; United States
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Ruback, Richard S., and Royce Yudkoff. "National Public Broadcasting (B)." Harvard Business School Multimedia/Video Supplement 225-706, September 2024.
  • January 1994 (Revised March 1995)
  • Case

NovaCare, Inc.: Living the Vision

By: Lynn S. Paine
NovaCare's CEO is considering how further to institutionalize the company's espoused values and beliefs. One challenge is integrating two newly acquired businesses; another is better aligning the values of the company's managers with those of its front-line... View Details
Keywords: Organizational Change and Adaptation; Health Care and Treatment; Labor and Management Relations; Management Teams; Values and Beliefs; Mergers and Acquisitions; Mission and Purpose; Health Industry
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Paine, Lynn S. "NovaCare, Inc.: Living the Vision." Harvard Business School Case 394-110, January 1994. (Revised March 1995.)
  • June 1998 (Revised May 2001)
  • Teaching Note

Acquisition of Consolidated Rail Corporation, The (A and B) TN

By: Benjamin C. Esty and Mathew M Millett
Teaching Note for (9-298-006) and (9-298-095). View Details
Keywords: Mergers and Acquisitions; Rail Industry
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Esty, Benjamin C., and Mathew M Millett. "Acquisition of Consolidated Rail Corporation, The (A and B) TN." Harvard Business School Teaching Note 298-087, June 1998. (Revised May 2001.)
  • September 2004
  • Supplement

Allianz-Dresdner Merger, The: An Interview with Dr. Holger Hatje

By: Joseph L. Bower
Keywords: Mergers and Acquisitions; Financial Services Industry
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Bower, Joseph L. "Allianz-Dresdner Merger, The: An Interview with Dr. Holger Hatje." Harvard Business School Video Supplement 305-704, September 2004.
  • February 2007 (Revised April 2010)
  • Teaching Note

Furman Selz LLC (TN) (A) and (B): A Tale of Two Acquisitions

By: Boris Groysberg and Geoff Eckman Marietta
Keywords: Mergers and Acquisitions
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Groysberg, Boris, and Geoff Eckman Marietta. "Furman Selz LLC (TN) (A) and (B): A Tale of Two Acquisitions." Harvard Business School Teaching Note 407-078, February 2007. (Revised April 2010.)
  • July–August 1999
  • Article

Are You Paying Too Much for That Acquisition?

By: Robert G. Eccles Jr., Kersten Lia Lanes and Thomas C. Wilson
Keywords: Mergers and Acquisitions
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Eccles, Robert G., Jr., Kersten Lia Lanes, and Thomas C. Wilson. "Are You Paying Too Much for That Acquisition?" Harvard Business Review 77, no. 4 (July–August 1999): 136–146.
  • August 1991 (Revised December 1994)
  • Supplement

Marks and Spencer Ltd. (C)

By: Cynthia A. Montgomery
Describes post-acquisition activity in Brooks Brothers and Kings Supermarkets from 1988 to 1991. View Details
Keywords: Mergers and Acquisitions; Retail Industry; Food and Beverage Industry
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Montgomery, Cynthia A. "Marks and Spencer Ltd. (C)." Harvard Business School Supplement 792-007, August 1991. (Revised December 1994.)
  • June 1984
  • Background Note

Techniques of Purchasing a Company

By: Howard H. Stevenson
Keywords: Mergers and Acquisitions
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Stevenson, Howard H. "Techniques of Purchasing a Company." Harvard Business School Background Note 384-189, June 1984.
  • January 2011 (Revised March 2011)
  • Case

Predictive Biosciences

By: Thomas R. Eisenmann, Jeffrey J. Bussgang and David Kiron
A small cancer diagnostics start-up is deciding whether to acquire a laboratory to make and sell its bladder cancer test or build its own manufacturing and sales team. View Details
Keywords: Mergers and Acquisitions; Factories, Labs, and Plants; Business Startups; Entrepreneurship; Health Testing and Trials; Growth and Development Strategy; Product Development; Biotechnology Industry
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Eisenmann, Thomas R., Jeffrey J. Bussgang, and David Kiron. "Predictive Biosciences." Harvard Business School Case 811-015, January 2011. (Revised March 2011.)
  • September 2006 (Revised January 2008)
  • Case

Providian Financial Corporation

By: John R. Wells
On October 3, 2005, Washington Mutual acquired Providian Financial Corporation, the ninth-largest credit card issuer in the U.S., for $6.5 billion. At the time, Providian had approximately 10 million customer relationships and a balance of $18.6 billion. For some... View Details
Keywords: Mergers and Acquisitions; Restructuring; Customer Relationship Management; Insolvency and Bankruptcy; Credit Cards; Organizational Change and Adaptation; Financial Services Industry; United States
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Wells, John R. "Providian Financial Corporation." Harvard Business School Case 707-446, September 2006. (Revised January 2008.)
  • February 2025
  • Case

Ingersoll Rand: Broadening Employee Ownership

By: Ethan Rouen and Jenyfeer Martinez Buitrago
Set in 2024, this case examines how Ingersoll Rand—a global leader in air, liquid, and gas handling technologies—approached broadening employee ownership. The company granted restricted stock units (RSUs) to all employees on their one-year anniversary, reinforcing a... View Details
Keywords: Stock Shares; Employee Stock Ownership Plan; Retention; Employee Ownership; Mergers and Acquisitions; Organizational Culture; Expansion; Africa; Asia; Europe; Latin America; Middle East; North and Central America
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Rouen, Ethan, and Jenyfeer Martinez Buitrago. "Ingersoll Rand: Broadening Employee Ownership." Harvard Business School Case 125-076, February 2025.
  • February 2003 (Revised October 2003)
  • Case

Versity.com

By: Leslie A. Perlow
Versity.com has grown from four college students working out of a dorm to a $125 million venture capital-backed company. The young founders and new professional managers struggle to create a company vision and grapple with the question of whether to acquire another... View Details
Keywords: Business Startups; Growth and Development; Organizational Design; Mission and Purpose; Strategic Planning; Conflict and Resolution; Mergers and Acquisitions; Management Teams; Core Relationships
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Perlow, Leslie A. "Versity.com." Harvard Business School Case 403-132, February 2003. (Revised October 2003.)
  • 22 Apr 2014
  • First Look

First Look: April 22

misvaluation on merger and acquisition activity. Debt misvaluation helps explain the shifting dominance of financial acquirers (private equity firms) relative to strategic acquirers (operating companies). The effects of overvalued debt... View Details
Keywords: Sean Silverthorne
  • 06 Aug 2013
  • First Look

First Look: August 6

behavior are reduced (Study 5). Our results have important implications for models of ethical decision making, moral behavior, and self-regulatory theory. Publisher's link: http://www.francescagino.com August 2013 Journal of Finance The Real Product Market Impact of... View Details
Keywords: Anna Secino
  • May 1996 (Revised May 1997)
  • Case

Colliers International Property Consultants, Inc.: Managing a Virtual Organization

By: Lynda M. Applegate and Carin-Isabel Knoop
In less than 20 years, the real estate firm Colliers International expanded into a federation of 180 offices with close to 4,500 professionals in over 30 countries. Because Colliers expanded by signing up existing firms strong in their local markets, its leaders had to... View Details
Keywords: Demand and Consumers; Globalized Firms and Management; Management Practices and Processes; Service Operations; Information Technology; Organizational Structure; Mergers and Acquisitions; Business Strategy; Budgets and Budgeting; Real Estate Industry
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Applegate, Lynda M., and Carin-Isabel Knoop. "Colliers International Property Consultants, Inc.: Managing a Virtual Organization." Harvard Business School Case 396-080, May 1996. (Revised May 1997.)
  • October 2007 (Revised December 2008)
  • Background Note

Evaluating M&A Deals: How Poison Pills Work

By: Carliss Y. Baldwin
The poison pill defense against hostile takeovers was invented in 1982 by Martin Lipton, of Wachtell, Lipton, Rosen and Katz. Pills are considered the most effective of all the normal defenses against a hostile bidder. Describes the two basic types of poison pills... View Details
Keywords: Negotiation Deal; Mergers and Acquisitions
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Baldwin, Carliss Y. "Evaluating M&A Deals: How Poison Pills Work." Harvard Business School Background Note 208-061, October 2007. (Revised December 2008.)
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