Publications

01 Sep 2015
News

Case Study: Golden Ticket

other gate-related event services. The company—which formed in late 2014 in a merger of a ticket-selling operation and a youth sports–focused custom commemoratives business—currently works with about two dozen schools in California, has... View Details

01 Sep 2009
News

Alumni Books

mistakes that doom individual investors to market underperformance. Investment Banking: Valuation, Leveraged Buyouts, and Mergers & Acquisitions by Joshua Rosenbaum (MBA ’01) and Joshua Pearl (Wiley) As the world of finance returns to the... View Details

01 Dec 2003
News

Roger Ullman: Going Green with E2

Can white-collar corporate America do business with “green” environmentalists? Roger Ullman (MBA ’89) thinks so. Ullman, who worked in the mergers and acquisitions division of Merrill Lynch for twelve years, retired from his post as a... View Details

Keywords: Julia Hanna; Management, Scientific, and Technical Consulting Services; Professional Services

24 Jul 2000
Research & Ideas

Something Ventured, Something Gained: A European View of Venture Capital

"that's where we have a distinct advantage." For Tazartes and his colleagues, in fact, the demand for the services they render has never been greater, as governments privatize state-run operations and companies consolidate in a heady period of View Details

Keywords: by James E. Aisner; Financial Services

01 Jan 2006
News

William H. Donaldson, MBA 1958

News. And as soon as he graduated in 1953, he joined the U.S. Marine Corps and became an officer. Fast forward to 1959. Just out of Harvard Business School, Donaldson, 28, was rooming with Dan Lufkin (MBA ’57) in New York and working in the View Details

October 2011 (Revised July 2012)
Case

ATR KimEng Financial Corporation

By: Li Jin, Michael Shih-ta Chen and Dawn Lau

ATR KimEng is a Philippino asset management business. It is making an important decision on its own strategy going forward: should it stay independent, or be taken over by a large bank in the region. Through this case, we discuss the financial service industry in South... View Details

Keywords: Asset Management; Mergers and Acquisitions; Capital Markets; Investment; Financial Services Industry; Philippines

July 2008 (Revised September 2008)
Case

Recent Developments in the Ranbaxy Case

By: Robert C. Pozen

This brief case describes settlements Indian drug maker Ranbaxy has made with Pfizer and AstraZeneca, as well as Daiichi Kangyo's purchase of a majority shareholding in Ranbaxy in 2008. View Details

Keywords: Mergers and Acquisitions; Patents; Lawsuits and Litigation; Ownership Stake; Pharmaceutical Industry; India

Find at Harvard

March 2003 (Revised November 2009)
Case

Hudson Manufacturing Company

By: Paul A. Gompers and Vanessa del Valle Broussard

Concerns the decision by Brett Keith and Owen Colligan to purchase Hudson Manufacturing, a maker of heaters and air filtration units for the military. Keith and Colligan have organized a search fund and identified Hudson as a potential buyout. The decline in the... View Details

Keywords: Mergers and Acquisitions; Decision Choices and Conditions; Investment; Pollutants; Industrial Products Industry; Manufacturing Industry

January 2021 (Revised June 2021)
Case

Eaton Corporation: Portfolio Transformation and the Cost of Capital (Abridged)

By: Benjamin C. Esty, E. Scott Mayfield and Daniel Fisher

In 2000, Eaton Corporation was a broadly diversified industrial conglomerate. But its strategy was evolving and its focus was narrowing around “power management” and more recently on “intelligent power,” the use of digitally enabled products and services designed to... View Details

Keywords: Mergers and Acquisitions; Business Conglomerates; Business Divisions; Cost of Capital; Corporate Finance; Value; Valuation; Industrial Products Industry; United States; Denmark; Republic of Ireland

July 2009 (Revised July 2009)
Case

Blue Ocean or Stormy Waters? Buying Nix Check Cashing

By: Peter Tufano

Kinecta Federal Credit Union has the opportunity to purchase Nix Check Cashing as part of their "blue ocean" strategy to reach the financially underserved and increase credit union membership and deposits. But they face financial as well as reputational risk. Check... View Details

Keywords: Mergers and Acquisitions; Credit; Financing and Loans; Personal Finance; Strategic Planning; Partners and Partnerships; Reputation; Banking Industry; Financial Services Industry

October 2008 (Revised September 2011)
Supplement

PepsiCo's Bid for Quaker Oats (D)

By: Carliss Y. Baldwin

Describes the final deal struck between PepsiCo and Quaker Oats, including the terms of collared consideration. Summarizes stock price announcement effects. View Details

Keywords: Mergers and Acquisitions; Announcements; Stocks; Price; Risk Management; Negotiation Deal; Valuation; Food and Beverage Industry

July 2008 (Revised January 2010)
Case

Affinity Labs, Inc.

By: Joseph B. Lassiter III and Elizabeth Kind

In November 2006, Chris Michel left Military.com, which he founded in 1999, to start Affinity Labs, a global network of online communities. That month, Michel raised a Series A round of venture funding and established a partnership with Monster, which he had sold... View Details

Keywords: Mergers and Acquisitions; Business Startups; Entrepreneurship; Demand and Consumers; Partners and Partnerships; Social and Collaborative Networks; Online Technology

January 2018 (Revised March 2018)
Case

Lagunitas Brewing Company

By: Joshua Margolis, Allison Ciechanover and Jeff Huizinga

The CEO of a California-based craft brewery manages new partnership with—and potential acquisition by—industry giant Heineken. View Details

Keywords: Culture; Non-profit; International; Organizational Behavior; Food; Leadership; Mergers and Acquisitions; Organizational Culture; Management; Partners and Partnerships; Technology Industry; Food and Beverage Industry; United States

January 2011 (Revised July 2012)
Case

National Public Broadcasting

By: Richard S. Ruback and Royce Yudkoff

Bob Williams, the CEO of National Public Broadcasting (NPB), was considering an unsolicited offer to purchase the company in the early spring of 2006. The company was a media underwriting representative for public television and radio stations throughout the United... View Details

Keywords: Mergers and Acquisitions; Decision Choices and Conditions; Financial Management; Ownership; Advertising Industry; Media and Broadcasting Industry

February 1998
Teaching Note

Aladdin Knowledge Systems TN

By: Das Narayandas

Teaching Note for (9-598-018). View Details

Keywords: Mergers and Acquisitions; Competition; Marketing; Sales; Distribution; Safety; Globalization; Integration; Information Technology Industry; Europe; United States