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  • October 2012
  • Teaching Plan

Vertex Pharmaceuticals and the Cystic Fibrosis Foundation: Venture Philanthropy Funding for Biotech (TP)

By: Robert F. Higgins
This is the teaching note related to HBS case 808005. In 2001, Vertex Pharmaceuticals Incorporated acquired the San Diego-based biotech company, Aurora Biosciences. The combination of Vertex's and Aurora's technologies would improve the flow of novel drug candidates... View Details
Keywords: Venture Philanthropy; Biotechnology; Funding Philanthropy Venture; Cystic Fibrosis; Foundations; Pharmaceuticals; Mergers and Acquisitions; For-Profit Firms; Venture Capital; Philanthropy and Charitable Giving; Science-Based Business; Nonprofit Organizations; Pharmaceutical Industry; Biotechnology Industry; United States; San Diego
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Higgins, Robert F. "Vertex Pharmaceuticals and the Cystic Fibrosis Foundation: Venture Philanthropy Funding for Biotech (TP)." Harvard Business School Teaching Plan 813-021, October 2012.
  • Article

Investor Activism and Takeovers

By: Robin Greenwood and Michael Schor
Recent work documents large positive abnormal returns around the time that a hedge fund announces its activist intentions with a publicly listed firm. We show that these returns are largely explained by the ability of activists to force target firms into a takeover: In... View Details
Keywords: Mergers and Acquisitions; Private Equity; Investment Return; Investment Activism; Investment Portfolio; Public Ownership
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Greenwood, Robin, and Michael Schor. "Investor Activism and Takeovers." Journal of Financial Economics 92, no. 3 (June 2009): 362–375.
  • 2007
  • Working Paper

Hedge Fund Investor Activism and Takeovers

By: Robin Greenwood and Michael Schor
We examine long-horizon stock returns around hedge fund activism in a comprehensive sample of 13D filings by portfolio investors between 1993 and 2006. Abnormal returns surrounding investor activism are high for the subset of targets that are... View Details
Keywords: Mergers and Acquisitions; Private Equity; Investment Return; Investment Activism; Investment Portfolio; Corporate Governance
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Greenwood, Robin, and Michael Schor. "Hedge Fund Investor Activism and Takeovers." Harvard Business School Working Paper, No. 08-004, July 2007.
  • February 2003 (Revised January 2006)
  • Case

AIT Group Plc

By: G. Felda Hardymon, Josh Lerner and Ann Leamon
A U.S. venture capital firm has just learned that the deal structure for purchasing an illiquid U.K. software firm is unacceptable to institutional investors. The group must decide if it still wants to go through with the deal. This decision hinges on whether the... View Details
Keywords: Price; Business and Stakeholder Relations; Mergers and Acquisitions; Venture Capital; Financial Condition; Risk and Uncertainty; Decision Making; Financial Services Industry; United States; United Kingdom
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Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "AIT Group Plc." Harvard Business School Case 803-104, February 2003. (Revised January 2006.)
  • 02 Feb 2016
  • First Look

February 2, 2016

detail on the design strategy for the Watson system. Purchase this case: https://cb.hbsp.harvard.edu/cbmp/product/616025-PDF-ENG Harvard Business School Case 616-027 Upwork: Reimagining the Future of Work Upwork, the world's largest freelance talent platform, was the... View Details
Keywords: Sean Silverthorne
  • 11 Dec 2007
  • First Look

First Look: December 11, 2007

merger or acquisition is called "consideration." Consideration can be in the form of cash, shares, or a combination of the two. Lays out the basic mechanics of equity consideration. Derives formulas for the Deal NPV of an... View Details
Keywords: Martha Lagace
  • May–June 2021
  • Article

Capturing Value in Platform Business Models that Rely on User-Generated Content

By: Hemang Subramanian, Sabyasachi Mitra and Sam Ransbotham
Business models increasingly depend on inputs from outside traditional organizational boundaries. For example, platforms that generate revenue from advertising, subscription, or referral fees often rely on user-generated content (UGC). But there is considerable... View Details
Keywords: Business Model; Network Effects; Mergers and Acquisitions; Valuation; Risk and Uncertainty
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Subramanian, Hemang, Sabyasachi Mitra, and Sam Ransbotham. "Capturing Value in Platform Business Models that Rely on User-Generated Content." Organization Science 32, no. 3 (May–June 2021): 804–823.
  • Article

Using the Balanced Scorecard for Successful Health Care M&A Integration

By: Robert S. Kaplan
The failure of merged organizations to achieve stated goals is commonplace. In health care, the challenge is exacerbated by the industry’s third-party payer system and multiple stakeholders, especially the physicians in the merging entities. This article describes how... View Details
Keywords: Health Care and Treatment; Mergers and Acquisitions; Integration; Balanced Scorecard
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Kaplan, Robert S. "Using the Balanced Scorecard for Successful Health Care M&A Integration." NEJM Catalyst (May 21, 2020).
  • April 2011
  • Teaching Note

Consumer Lending in Japan: Citi CFJ (TN) (A) & (B)

By: J. Gunnar Trumbull
Teaching Note for 709017 and 710018. View Details
Keywords: Profit; Saving; Situation or Environment; Mergers and Acquisitions; Governing Rules, Regulations, and Reforms; Japan
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Trumbull, J. Gunnar. "Consumer Lending in Japan: Citi CFJ (TN) (A) & (B)." Harvard Business School Teaching Note 711-102, April 2011.
  • May 2008 (Revised October 2010)
  • Case

Tribune Company, 2007

By: Timothy A. Luehrman and Eric Seth Gordon
This case describes the proposed acquisition of Tribune Company by Sam Zell in 2007. Tribune Company is one of the largest newspapers and broadcasting companies in the United States. Zell's proposed acquisition is unusual in several respects. It is two-tiered, employs... View Details
Keywords: Mergers and Acquisitions; Financial Markets; Employee Stock Ownership Plan; Negotiation Offer; Journalism and News Industry; Publishing Industry
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Luehrman, Timothy A., and Eric Seth Gordon. "Tribune Company, 2007." Harvard Business School Case 208-148, May 2008. (Revised October 2010.)
  • February 2008 (Revised October 2010)
  • Case

Mellon Financial and The Bank of New York

By: Carliss Y. Baldwin and Ryan Taliaferro
Bob Kelly, the new CEO of Mellon Financial, is considering the terms of a proposed "merger of equals" with The Bank of New York, just before the final Board meeting to approve the deal. The combination offers a great strategic fit, and the expected synergies are large.... View Details
Keywords: Mergers and Acquisitions; Equity; Banks and Banking; Business and Shareholder Relations; Valuation; Banking Industry; Pittsburgh
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Baldwin, Carliss Y., and Ryan Taliaferro. "Mellon Financial and The Bank of New York." Harvard Business School Case 208-129, February 2008. (Revised October 2010.)
  • April 2001
  • Teaching Note

MindSpring TN

By: Jeffrey F. Rayport, Steven Silverman and William A. Sahlman
Teaching Note for (9-899-178). For book only - not listed on case. View Details
Keywords: Customer Satisfaction; Growth and Development Strategy; Mergers and Acquisitions; Organizational Culture; Competitive Strategy; Web Services Industry
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Rayport, Jeffrey F., Steven Silverman, and William A. Sahlman. "MindSpring TN." Harvard Business School Teaching Note 901-039, April 2001.
  • 1993
  • Chapter

The Strategy of a Merger: Fleet and Bank of New England

By: D. B. Crane and J.C. Linder
Keywords: Mergers and Acquisitions; Business Strategy; Banks and Banking; Banking Industry; New England
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Crane, D. B., and J.C. Linder. "The Strategy of a Merger: Fleet and Bank of New England." In Proceedings of the Twenty-ninth Annual Conference on Bank Structure and Competition. Chicago, IL: Federal Reserve Bank of Chicago, 1993.
  • October 2018 (Revised October 2019)
  • Case

Rio Tinto vs. the Securities and Exchange Commission

By: Aiyesha Dey, Krishna G. Palepu and Sarah Gulick
Keywords: Coal Mining; SEC Enforcement; FCPA; Mining; Fraud; Acquisition; Financial Reporting; Mergers and Acquisitions; Non-Renewable Energy; Ethics; Financial Management; Investment; Corporate Governance; Laws and Statutes; Lawsuits and Litigation; Risk Management; Risk and Uncertainty; Energy Industry; Mining Industry; Financial Services Industry; Mozambique; United States; Australia; England
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Dey, Aiyesha, Krishna G. Palepu, and Sarah Gulick. "Rio Tinto vs. the Securities and Exchange Commission." Harvard Business School Case 119-046, October 2018. (Revised October 2019.)
  • December 2008
  • Teaching Note

LinkedIn Corp., 2008 (TN)

By: David B. Yoffie
Teaching Note for [709426]. View Details
Keywords: Internet and the Web; Social and Collaborative Networks; Rank and Position; Job Search; Revenue; Competition; Valuation; Financing and Loans; Mergers and Acquisitions
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Yoffie, David B. "LinkedIn Corp., 2008 (TN)." Harvard Business School Teaching Note 709-432, December 2008.
  • January 1999 (Revised November 1999)
  • Case

Metapath Software: September 1997

By: G. Felda Hardymon and Bill Wasik
In September 1997, John Hansen called together his board to debate an interesting choice that his company had to make. Hansen--the CEO of Metapath Software, a provider of software and services to wireless carriers--had two offers to describe. The first was an offer to... View Details
Keywords: Private Ownership; Mergers and Acquisitions; Private Equity; Decision Choices and Conditions; Governing and Advisory Boards; Management Teams; Stocks; Public Ownership; Negotiation Deal; Telecommunications Industry; Information Technology Industry
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Hardymon, G. Felda, and Bill Wasik. "Metapath Software: September 1997." Harvard Business School Case 899-160, January 1999. (Revised November 1999.)
  • September 2015 (Revised February 2023)
  • Case

Emdeon's Acquisition of Change Healthcare: Innovating Transparency Solutions for Health Care Consumers

By: Regina E. Herzlinger, Jeet Guram and Aanchal Raj
Case describes acquisition of Change Healthcare, which provides health care cost and quality information, by Emdeon, a health information exchange, and discusses health care transparency. Emdeon is a billion-dollar company that has grown through acquisitions; at its... View Details
Keywords: Healthcare; Healthcare Industry; Healthcare Innovation; Health Care and Treatment; Acquisition; Integration; Analytics and Data Science; Mergers and Acquisitions; Competitive Strategy; Health Industry; United States
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Herzlinger, Regina E., Jeet Guram, and Aanchal Raj. "Emdeon's Acquisition of Change Healthcare: Innovating Transparency Solutions for Health Care Consumers." Harvard Business School Case 316-026, September 2015. (Revised February 2023.)
  • December 2011 (Revised June 2013)
  • Case

Bananas (A)

By: Eric Van den Steen
As owner and CEO, Wim Van der Borght had grown Bananas in 8 years from a 4.5 million euro company into a 40 million euro group of companies with a range of field marketing activities in Belgium and the Netherlands. The core of the group consisted of two companies —... View Details
Keywords: Sustainable Competitive Advantage; Growth Strategy; Strategic Analysis; PVA; Culture As Commitment; Competitive Advantage; Organizational Culture; Growth and Development Strategy; Competitive Strategy; Mergers and Acquisitions; Strategy; Corporate Strategy; Belgium
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Van den Steen, Eric. "Bananas (A)." Harvard Business School Case 712-451, December 2011. (Revised June 2013.)
  • June 2010
  • Case

The Shaw Group Inc.: Entrepreneurial Innovation

By: Lynda M. Applegate and Edward Watson
The case describes the founding and evolution of the Shaw Group through acquisition. The case is set at the time that the company is redesigning its business processes, organization, and information technology infrastructure to support aggressive growth and increased... View Details
Keywords: Mergers and Acquisitions; Entrepreneurship; Innovation and Invention; Leadership; Growth and Development Strategy; Infrastructure; Business Processes; Organizational Design; Information Technology
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Applegate, Lynda M., and Edward Watson. "The Shaw Group Inc.: Entrepreneurial Innovation." Harvard Business School Case 810-135, June 2010.
  • September 1997 (Revised May 1999)
  • Case

Automated Intelligence Corporation

By: James K. Sebenius and David T. Kotchen
Precision Controls is a Minnesota-based manufacturer of electronic control devices. To enhance its product line, Precision would like to establish an artificial intelligence research group, either through internal development or, preferably, by merging with or... View Details
Keywords: Information Technology; Valuation; Research and Development; Stock Shares; Negotiation Process; Negotiation Tactics; Mergers and Acquisitions; Manufacturing Industry; Electronics Industry; Minnesota
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Sebenius, James K., and David T. Kotchen. "Automated Intelligence Corporation." Harvard Business School Case 898-045, September 1997. (Revised May 1999.)
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