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  • All HBS Web  (1,605)
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  • All HBS Web  (1,605)
    • People  (1)
    • News  (249)
    • Research  (1,157)
    • Events  (1)
    • Multimedia  (14)
  • Faculty Publications  (854)
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  • July 1997
  • Teaching Note

Jupiter Management Company, Teaching Note

By: W. Carl Kester
Teaching Note for (9-292-107). View Details
Keywords: Investment Funds; Borrowing and Debt; Financial Services Industry
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Kester, W. Carl. "Jupiter Management Company, Teaching Note." Harvard Business School Teaching Note 298-023, July 1997.
  • January 2013 (Revised October 2014)
  • Teaching Note

Tombstones

By: Timothy A. Luehrman
This case consists primarily of excerpts from term sheets and prospectuses for six securities offerings made by US companies during 2009-2010, just after the financial crisis and recession of 2008-09. There are three issues of senior unsecured notes, one floating rate... View Details
Keywords: Debt Securities; Financial Crisis; United States
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Luehrman, Timothy A. "Tombstones." Harvard Business School Teaching Note 213-085, January 2013. (Revised October 2014.)
  • April 1977
  • Article

Purchasing Power Gains on Debt: The Effect of Expected and Unexpected Inflation

By: Robert S. Kaplan
Keywords: Borrowing and Debt; Inflation and Deflation
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Kaplan, Robert S. "Purchasing Power Gains on Debt: The Effect of Expected and Unexpected Inflation." Accounting Review 52 (April 1977): 369–378.
  • Web

HBS - Financials | Consolidated Balance Sheet

Deposits, Advances & Other $94 $69 $62 Deferred Revenue 194 206 191 Other Debt Owed to University 83 79 81 Building Debt 28 33 40 Total Liabilities $399 $387 $374 Net Assets 2022 2021 2020 Current Use... View Details
  • 26 Jan 2021
  • Research & Ideas

A New Way to Cut Credit Card Debt: Pay Off One Purchase at a Time

A novel approach to repaying debt could help consumers free themselves from crushing credit card balances faster, according to new research. Rather than asking borrowers to make payments toward their total balances, Harvard Business... View Details
Keywords: by Kristen Senz; Financial Services
  • Web

HBS - Financials | Consolidated Balance Sheet

Deposits, Advances & Other $90 $94 $69 Deferred Revenue 184 194 206 Other Debt Owed to University 83 83 79 Building Debt 22 28 33 Total Liabilities $379 $399 $387 Net Assets 2023 2022 2021 Current Use... View Details
  • December 1989
  • Article

Organizational Changes and Value Creation in Leveraged Buyouts: The Case of O.M. Scott & Sons Company

By: George P. Baker and Karen Wruck
Keywords: Change; Value; Borrowing and Debt; Financial Instruments; Leveraged Buyouts
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Baker, George P., and Karen Wruck. "Organizational Changes and Value Creation in Leveraged Buyouts: The Case of O.M. Scott & Sons Company." Journal of Financial Economics 25 (December 1989).
  • September 2003 (Revised January 2005)
  • Case

Emergence, Valhalla, and Orchid: Divergent Models for Venture Capital Funds

By: William A. Sahlman and Matthew Willis
Compares and contrasts three different venture capital funds from the perspective of a potential investor. The first fund has a technology-enabled services preference, the second a Mid-Atlantic region preference, and the third a seed round preference. Students are... View Details
Keywords: Borrowing and Debt; Entrepreneurship; Service Operations; Information Technology; Venture Capital
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Sahlman, William A., and Matthew Willis. "Emergence, Valhalla, and Orchid: Divergent Models for Venture Capital Funds." Harvard Business School Case 804-056, September 2003. (Revised January 2005.)
  • 29 Jan 2015
  • Op-Ed

The Fall of Greece

Editor's note. On Sunday, the left-leaning Syriza party and its leader Alexis Tsipra won a decisive national victory in Greece, partly on pledges to reduce current austerity measures and to seek a restructuring of debt commitments to... View Details
Keywords: by George Serafeim
  • February 2019 (Revised January 2021)
  • Case

Quiksilver Inc. and Oaktree Capital Management

By: Kristin Mugford and Mike Harmon
Sports lifestyle company Quiksilver filed for bankruptcy in September 2015. Oaktree is considering an additional investment in the company to facilitate the restructuring. Students must consider whether Oaktree should invest given the risks of the turnaround... View Details
Keywords: Bankruptcy; Bankruptcy Reorganization; Insolvency and Bankruptcy; Acquisition; Restructuring; Debt Securities; Transformation; Decision Making; Borrowing and Debt; Investment Return; Crisis Management; Negotiation; Retail Industry; Apparel and Accessories Industry; Consumer Products Industry; France; United States
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Mugford, Kristin, and Mike Harmon. "Quiksilver Inc. and Oaktree Capital Management." Harvard Business School Case 219-097, February 2019. (Revised January 2021.)

    Frederic N. Schwartz

    Schwartz orchestrated Bristol-Myers' growth as a multinational health and beauty care provider ushering in ten consecutive years of market value appreciation. He oversaw the successful acquisition of Clairol and repaid the debt in less... View Details
    Keywords: Healthcare
    • Fast Answer

    Industries: financial analytical data and tools

    sites typically don't have near the amount of equity, debt and fund market data coverage or analytical features of the licensed services such as Bloomberg and LSEG Workspace. LSEG Workspace Bloomberg Professional Vast array of stock,... View Details
    • 20 Nov 2018
    • First Look

    New Research and Ideas, November 20, 2018

    PE-backed companies increased investments relative to their peers, while also experiencing greater equity and debt inflows. The effects are stronger among financially constrained companies and those whose private equity investors had more... View Details
    Keywords: Dina Gerdeman
    • 27 Jun 2016
    • Working Paper Summaries

    Fiscal Rules and Sovereign Default

    Keywords: by Laura Alfaro and Fabio Kanczuk; Banking
    • October 1998 (Revised May 1999)
    • Case

    Kmart Corp.

    Describes a situation in which a company (Kmart) refinances a portion of its debt. Used to illustrate how the asset and liability sides of the balance sheet are linked. View Details
    Keywords: Restructuring; Accounting; Borrowing and Debt; Retail Industry
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    Noe, Christopher F. "Kmart Corp." Harvard Business School Case 199-017, October 1998. (Revised May 1999.)
    • 02 Jul 2015
    • Op-Ed

    The Future of the Greek Economy

    debt and served as Minister of National Planning and Economic Policy in her native Costa Rica from 2010 to 2012. Europe Needs More Europe The game of brinkmanship that the latest Greek government has played with the Eurozone is at its... View Details
    Keywords: by Laura Alfaro, Dante Roscini & George Serafeim; Banking
    • April 1993 (Revised December 1994)
    • Case

    American Express TRS Charge-Card Receivables

    By: Andre F. Perold and Kuljot Singh
    American Express (TRS) Co. is considering a proposal to securitize a portion of their consumer charge-card receivables portfolio. In the past, they have relied exclusively on a captive finance subsidiary, Credco, to perform this function. The proposed securitization... View Details
    Keywords: Credit Cards; Restructuring; Borrowing and Debt; Financial Management; Financial Strategy; Debt Securities; Travel Industry
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    Perold, Andre F., and Kuljot Singh. "American Express TRS Charge-Card Receivables." Harvard Business School Case 293-120, April 1993. (Revised December 1994.)
    • Portrait Project

    Tom Doyle

    Financial theory suggests that debt creates value. So, I want to spend my life accumulating more debt... ...debt to friends and classmates for extending their talent to transform a slum into a thriving community ...debt to academic... View Details
    • Fast Answer

    Bonds: data

    Where do I find data on bonds? Bloomberg Use the GOVT or CORP yellow keys For yield curves, type FMCI, then hit GO Capital IQ Screening Go to Screening > Fixed Income See Fixed Income section on the lower right hand side to screen by a variety of criteria View Details
    • 05 Jul 2006
    • Research & Ideas

    Reinventing the Dowdy Savings Bond

    moderate-income families. Low-risk and low-profile, savings bonds have been around for decades, offering the dual benefit of funding the national debt while acting as a savings vehicle for millions of Americans. In "Reinventing... View Details
    Keywords: by Julia Hanna; Banking; Financial Services
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