Managerial Equity Ownership - Publications - Faculty & Research - Harvard Business School

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November 2019 (Revised February 2020)
Case

Constellation Brands' Investment in Canopy Growth: Aiming High

By: Stuart C. Gilson and Sarah L. Abbott

In 2017, Constellation Brands, the U.S.-based beverage company, acquired a 9.9% equity interest in the Canadian marijuana company, Canopy Growth. In 2018, Constellation announced a subsequent investment in Canopy—taking its ownership interest to 37%. However, Canopy’s... View Details

Keywords: Equity Investment; Marijuana; Growth Investing; New Market Development; Beverage Industry; Equity; Investment; Strategy; Consulting Industry; Food and Beverage Industry; Canada; United States

Fast Answer

Field Course: Private Equity Projects and Ecosystems: Company, Industry, Market and Transaction Research

transaction data, corporate filings, ownership profiles and sell-side equity research. FactSet
Platform used to analyze financial data from global equity and fixed income... View Details

November 2013
Teaching Plan

Hotel Ivory

By: Nicolas P. Retsinas and Lisa Strope

Cheick Sanankoua is an MBA student who believes that he has found the perfect investment property, a small, independently-owned hotel, on the Ivory Coast. However, he has had trouble raising money for the investment beyond friends and family. Through contacts in the... View Details

Keywords: Real Estate; Emerging Market; Private Equity; Property; Real Estate Industry; Africa

March 2014
Supplement

Transforming Tommy Hilfiger (B)

By: Raffaella Sadun, Hanoch Feit, Vaibhav Gujral and Gerard Zouein

Keywords: Turnaround; Private Equity; Private Ownership; Diversification; Acquisition; Retail Industry; Apparel and Accessories Industry; United States; Europe

November 2016 (Revised April 2018)
Case

Darby's Investment in Sirma: Professionalizing an Entrepreneurial Firm

By: Suraj Srinivasan and Eren Kuzucu

In March 2010, Burak Dalgın (HBS MBA 2004) led private equity firm Darby's investment in Sırma, a local Turkish water and beverage company. Sırma was owned and managed by members of two Turkish business families. The existing management, while being highly... View Details

Keywords: Control Systems; Variance Analysis; Emerging Markets; Debt; Family Ownership; Turkey; Valuation; Business or Company Management; Private Equity; Financial Reporting; Investment; Budgets and Budgeting; Food and Beverage Industry; Turkey

March 2014
Case

Transforming Tommy Hilfiger (A)

By: Raffaella Sadun, Hanoch Feit, Vaibhav Gujral and Gerard Zouein

At the end of 2005, Tommy Hilfiger is taken private by Apax Partners after years of disappointing performance and strategic impasse. Students are asked to evaluate alternative strategic options for the company, and to propose a concrete turnaround plan for the first... View Details

Keywords: Turnaround; Private Equity; Private Ownership; Diversification; Acquisition; Retail Industry; Apparel and Accessories Industry; United States; Europe

March 2014
Teaching Note

Transforming Tommy Hilfiger (A) and (B)

By: Raffaella Sadun

Teaching Note for "Transforming Tommy Hilfiger (A)" and "Transforming Tommy Hilfiger (B)" View Details

Keywords: Turnaround; Private Equity; Private Ownership; Diversification; Acquisition; Retail Industry; Apparel and Accessories Industry; United States; Europe

2017
Working Paper

The Benefits of Selective Disclosure: Evidence from Private Firms

By: Joan Farre-Mensa

Private firms’ ability to communicate confidentially with selected investors implies that valuation disagreements between firms and investors are larger at public firms than at private ones. Consistent with the notion that misvaluation concerns lead public firms to... View Details

Keywords: Finance; Equity; Private Companies; Corporate Cash; Precautionary Motives; Share Issuance; IPOs; Selective Disclosure; Private Ownership; Cash; Market Timing; Corporate Finance; Public Ownership; Corporate Disclosure; United States

2009
Chapter

Do Private Equity-owned Firms Have Better Management Practices?

By: Nicholas Bloom, Raffaella Sadun and John Van Reenen

We use an innovative survey tool to collect management practice data from over 4,000 medium sized manufacturing firms across Asia, Europe and the US. These measures of managerial practice are strongly associated with firm-level performance (e.g. productivity,... View Details

Keywords: Private Equity; Management Practices and Processes; Production; Private Ownership; Performance Improvement; Performance Productivity

12 Feb 2025
Video

Beyond traditional ownership: Capitalism's next chapter

October 2020 (Revised November 2020)
Case

Wilderness Safaris: Impact Investing and Ecotourism Conservation in Africa

By: James E. Austin, Megan Epler Wood and Herman B. "Dutch" Leonard

In 2018 the majority ownership of publicly owned Wilderness Safaris, the leading high-end ecotourism company in Africa with safari operations in eight countries, was acquired by The Rise Fund, one of the world’s largest private social impact investing funds, and by FS... View Details

July 2004 (Revised June 2005)
Case

Digitas (A)

By: Jay W. Lorsch and Ashley Robertson

Raises issues about how the nature and function of a board changes as its company moves from ownership by its employees (including the founder) to ownership by a private equity firm, Hellman & Friedman, to public ownership. Teaching Purpose: To consider changes in... View Details

Keywords: Private Equity; Governing and Advisory Boards; Behavior; Organizations; Employee Ownership; Public Ownership

March 2020
Article

Governance Through Shame and Aspiration: Index Creation and Corporate Behavior

By: Akash Chattopadhyay, Matthew D. Shaffer and Charles C.Y. Wang

After decades of deprioritizing shareholders' economic interests and low corporate profitability, Japan introduced the JPX-Nikkei400 in 2014. The index highlighted the country's "best-run" companies by annually selecting the 400 most profitable of its large and liquid... View Details

Keywords: JPX-Nikkei 400 Index; Status Incentives; Return On Equity; Capital Efficiency; Social Norms; Index Inclusion; Reputation Incentives; Motivation and Incentives; Corporate Governance; Behavior; Investment Return; Status and Position; Japan

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December 2022 (Revised June 2023)
Case

KKR at CHI Overhead Doors (A)

By: Dennis Campbell and Ethan Rouen

This case examines the decision by private equity firm KKR to grant equity to every employee at portfolio company CHI Overhead Doors upon purchasing the company in 2015. The case explores whether this initiative will create shared value, growing profits through better... View Details

Keywords: Performance Improvement; Profit Sharing; Compensation and Benefits; Organizational Culture

October 2004 (Revised July 2005)
Case

Kinetic Concepts, Inc.

By: Jay W. Lorsch, Dwight B. Crane and Ashley Robertson

Raises issues about how the nature and function of a board changes as a company moves from ownership by its employees, including the founder, to ownership by a private equity firm, Fremont Partners, culminating in a highly successful IPO. Gives students the opportunity... View Details

Keywords: Private Equity; Governing and Advisory Boards; Initial Public Offering; Behavior; Organizations; Employee Ownership; Health Care and Treatment; Medical Devices and Supplies Industry; Health Industry; United States

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01 Jun 2024
News

Firm Foundation

firm specializes in building partnerships to help successful midsize and family-run businesses shape their legacies. “In my mind, the world doesn’t need another middle-market private equity firm,” Britt Cool says. “Companies that endure... View Details

Keywords: Janelle Nanos; private equity; Warren Buffett; career path; investment strategy; family business; Finance

January 2000 (Revised May 2007)
Case

Dressen

By: Thomas R. Piper and Jeremy Cott

Divisional management must decide whether to support a leveraged buyout by a private equity group and, if so, what percent of ownership should go to the various partners involved. The appropriateness of the financing structure and the value of the equity depend on the... View Details

Keywords: Leveraged Buyouts; Capital Structure; Valuation; Ownership Stake; Forecasting and Prediction

August 2012
Case

Messer Griesheim (A) (Abridged)

By: Josh Lerner, Eva Lutz and Kerry Herman

In 2001, Allianz Capital Partners and Goldman Sachs acquired a majority stake in Messer Griesheim, a European industrial gas concern held by Hoechst. The dealmakers faced several challenges, including delicate corporate governance issues due to partial family... View Details

Keywords: Germany; Energy; Private Equity; Venture Capital; Energy Industry; European Union

Article

Merchants as Business Groups: British Trading Companies in Asia before 1945

By: G. Jones and Judith Wale

Merchants formed an important component of British foregn direct investment before 1945. Locating in parts of Asia, Latin America and other developing economies, they often diversified into non-trading activities, inclding the ownership of plantations. This article... View Details

Keywords: Trade; Developing Countries and Economies; Diversification; Competency and Skills; Entrepreneurship; Foreign Direct Investment; Asia; Latin America; Europe; Africa; North and Central America

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February 2010 (Revised March 2010)
Supplement

Leading Change at Simmons (E)

By: Amy C. Edmondson and Susan Thyne

This case updates the “Leading Change at Simmons” series by examining Simmons' increasing debt under the ownership of Thomas H. Lee, a private equity firm. Charlie Eitel, the former CEO, wonders what the company's, and his, legacy will be after declaring bankruptcy... View Details

Keywords: Borrowing and Debt; Private Equity; Insolvency and Bankruptcy; Leading Change; Operations; Organizational Change and Adaptation; Organizational Culture; Ownership; Performance Improvement; Consumer Products Industry

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