Publications

December 2008 (Revised July 2010)
Case

TravelCenters of America

By: Robin Greenwood, Daniel Jacob Goldberg and James Quinn

A New York-based hedge fund must decide whether to invest in TravelCenters of America (TA), a recent spin-off from a U.S.-based real estate investment trust. The case confronts students with the question: To what extent is this spin-off opportunity attractive from a... View Details

Keywords: Mergers and Acquisitions; Investment; Valuation; Real Estate Industry; Travel Industry; United States

June 2000
Teaching Note

Vermeer Technologies (C), (D), and (E) TN

By: Steven C. Wheelwright

Teaching Note for (9-397-081), (9-397-082), and (9-397-085). View Details

Keywords: Mergers and Acquisitions; Employees; Groups and Teams; Information Technology Industry

July 1982 (Revised August 2006)
Background Note

Tax Factors in Business Combinations

By: Henry B. Reiling

Discusses the theory and rules governing the taxation of business combinations (mergers and acquisitions). Related information from state corporate law, federal securities law, accounting, and finance is also provided. A rewritten version of an earlier note. View Details

Keywords: Taxation; Mergers and Acquisitions; Law

2009
Simulation

Finance Simulation: M&A in Wine Country (Facilitator's Guide)

By: Timothy A. Luehrman, W. Carl Kester and Heide Diener Abelli

Keywords: Mergers and Acquisitions; Negotiation; Valuation; Value Creation; Food and Beverage Industry; Agriculture and Agribusiness Industry

May 2000 (Revised August 2001)
Case

Telecom Italia Takeover (A)

By: Michael D. Watkins, James K. Sebenius and Ann Leamon

After two months at the helm of Telecom Italia, Franco Bernabe is confronted by a hostile takeover bid from a much smaller rival. He has a few days in which to maneuver. The case describes the background of Italian telecoms and of the bid itself. Also presents the... View Details

Keywords: Negotiation Process; Mergers and Acquisitions; Leadership Style; Telecommunications Industry; Italy

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2009
Case

Mercury Athletic Footwear, Inc.: Valuing the Opportunity (TN): Brief Case No. 4051.

By: Timothy A. Luehrman and Joel L. Heilprin

Keywords: Mergers and Acquisitions; Restructuring; Valuation; Apparel and Accessories Industry

February 1993
Article

Bank Mergers: Integration and Profitability

By: Dwight B. Crane and J. C. Linder

Keywords: Mergers and Acquisitions; Banks and Banking; Profit; Banking Industry

Keywords: Legal;#19;#Digital Health;#20;#Ecommerce;#23;#Education Technology;#31;#Finance;#54;#Medical Devices & Hardware;#60;#Services;#64;#Software/App;#75;#Venture Capital;#238;#Fintech

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of focus include entity structuring, founder issues, equity and debt financings, licensing agreements, commercial contracts, employment matters, mergers and acquisitions and other matters that inevitably... View Details

July 2016
Case

Product Portfolio Management at Genentech

By: Kevin Schulman and Jamie Gresh

Genentech, long the darling of the biotechnology industry, was acquired by Swiss pharmaceutical company Roche in 2009. The combined company retains the name Genentech in the US, but must now move to achieve the promises made at the time of this merger—to build from... View Details

Keywords: Portfolio Management; Drug Development; Postmerger Integration; Marketing Strategy; Mergers and Acquisitions; Integration; Biotechnology Industry; Pharmaceutical Industry; United States

Profile

Shaila Ittycheria

core set of skills in finance," says Shaila, "but became more intrigued by the business groups' strategy teams." She joined the Online Services Group to work on acquisitions strategies. By the time she left, Shaila was a... View Details

September 2013 (Revised March 2014)
Case

Progress Energy and Duke Energy (A)

By: Guhan Subramanian and Charlotte Krontiris

Just as Duke Energy and Progress Energy announce their merger—forming the largest utility company in the United States, to be led by the current Progress CEO—a nuclear reactor owned by Progress suffers major damage and must be taken offline. While Progress grapples... View Details

Keywords: Duke; Progress; Nuclear Energy; Mergers and Acquisitions; Corporate Governance; Energy Sources; Energy Industry; United States

03 Jun 2002
What Do You Think?

Are We Entering an Era of European Management Leadership?

Fourth, rely more heavily on operational improvements and the contributions of employees rather than mergers and acquisitions to build value. This philosophy seems to be gaining some credence in the U.S. as... View Details

Keywords: by James Heskett

Web

Law, Management and Entrepreneurship - Course Catalog

contracts, legal documentation, torts, and the dynamics of litigation; explore intellectual property (IP), mergers and acquisitions (M&A), and the basics of bankruptcy; and examine contemporary issues in... View Details

October 1986 (Revised February 2008)
Case

Congoleum Corp. (Abridged)

By: William E. Fruhan Jr.

Describes the development and terms of the largest leveraged buyout up to the date of the case. The main problem is to value the positions of the various participants: lenders, equity holders, investment bankers, and management. This is an abridged version of an... View Details

Keywords: Leveraged Buyouts; Mergers and Acquisitions; Financial Management; Negotiation Participants; Valuation

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

2010
Supplement

Berkshire Partners: Bidding for Carter's, Spreadsheet Supplement

By: Malcolm Baker and James Quinn

Keywords: Auctions; Valuation; Leveraged Buyouts; Mergers and Acquisitions; Apparel and Accessories Industry; Retail Industry; Massachusetts

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Fast Answer

Industries: financial analytical data and tools

Data on public and private companies, investment firms, capital transactions, and people. Print resources: Mergerstat Review Check Harvard availability
Ref. HD 2741 .M48 in the Stamps Reading Room Annual publication with data on View Details

January 2004
Case

America Latina Logistica

Describes the turnaround of America Latina Logistica, a $200 million revenue, formerly state-owned, railway in Brazil that has been restored to profitability by its CEO, a recent MBA graduate. After successfully transforming the company's operations, finances, and... View Details

Keywords: Rail Transportation; Mergers and Acquisitions; Business Strategy; Rail Industry; Brazil