Publications

June 2010
Teaching Note

Ebro Puleva (TN)

By: David E. Bell and Mary Louise Shelman

Teaching Note for 510026. View Details

Keywords: Mergers and Acquisitions; Transformation; Decision Choices and Conditions; Business or Company Management; Strategy; Brands and Branding; Financial Crisis; Business Exit or Shutdown; Organizational Structure; Globalization; Food and Beverage Industry; Spain

November 2003 (Revised November 2004)
Case

Ottawa Devices, Inc. (B)

By: Henry B. Reiling and Harry Clegg Midgley IV

The Rollins family assembly was meeting to discuss and decide which one or combination from among an estate freeze, installment sale of stock, ESOP (employee stock ownership plan), leveraged capitalization, annual gifts of stock, one-time outright gift of stock, or... View Details

Keywords: Employee Stock Ownership Plan; Property; Mergers and Acquisitions; Decision Choices and Conditions; Stocks; Business Exit or Shutdown; Organizational Change and Adaptation; Family Business; Human Needs; Financial Strategy; Manufacturing Industry

18 Feb 2015
First Look

First Look: February 18

this period of doctrinal evolution. In general, we find that deal outcomes have converged in the eight years since the Delaware Chancery Court's decision in Cox Communications, but approximately half of merger freezeouts in the post-Cox... View Details

Keywords: Sean Silverthorne

03 Feb 2015
First Look

First Look: February 3

then illustrates how the strategy field can contribute to antitrust merger analysis. The article then assesses the influence of the strategy field on antitrust law and scholarship based on a citation analysis, which reveals little... View Details

Keywords: Sean Silverthorne

July 2003 (Revised April 2005)
Case

Branding Citigroup's Consumer Business

By: Rohit Deshpande and Carin-Isabel Knoop

In Spring 1998, Citicorp and Travelers merged to create a financial powerhouse that united the bank with Travelers' consumer finance and brokerage businesses, including Salomon Smith Barney and Primerica. It was the first U.S. financial services company to combine... View Details

Keywords: Mergers and Acquisitions; Customer Focus and Relationships; Customer Relationship Management; Decisions; Asset Management; Investment Banking; Management Teams; Brands and Branding; Relationships; Business and Shareholder Relations; Banking Industry; United States

12 Dec 2017
First Look

New Research and Ideas, December 12, 2017

roughly equal representation from both airlines? Parker’s choice will send important signals to employees about the extent to which the transaction will be viewed as a merger of equals or as a takeover by US Airways. Purchase this... View Details

Keywords: Sean Silverthorne

15 Aug 2017
First Look

First Look at New Research and Ideas, August 15, 2017

https://www.hbs.edu/faculty/Pages/item.aspx?num=53092 April 2017 Stanford Law Review The New Look of Deal Protection By: Subramanian, Guhan, and Fernan Restrepo Abstract—Deal protection in mergers and acquisitions (M&A) evolves in... View Details

Keywords: Sean Silverthorne

28 Aug 2012
First Look

First Look: August 28

Strine's view of their effects on the outcome, and the reason he was unable to grant the plaintiff's request, instead allowing the merger vote to proceed. The case is a companion case to "Barclays Capital and the Sale of Del Monte... View Details

Keywords: Sean Silverthorne

04 Mar 2014
First Look

First Look: March 4

The role of private equity in Japan is also explored and allows students to compare the Japanese merger and acquisition market to that of the U.S. and Europe. Purchase this case:... View Details

Keywords: Sean Silverthorne

08 May 2012
First Look

First Look: May 8

is more than the sum of its parts. Download the paper: http://www.hbs.edu/research/pdf/12-097.pdf Financial vs. Strategic Buyers Authors:Marc Martos-Vila, Matthew Rhodes-Kropf, and Jarrad Harford Abstract Within the great oscillations of overall View Details

Keywords: Carmen Nobel

27 Jan 2009
First Look

First Look: January 27, 2009

b01/en/common/item_detail.jhtml?id=509032 Offering the Right Service in the Right Place: Growing Orthopedics at the Brigham and Women's/Faulkner (BW/F) Hospitals Harvard Business School Case 108-016 After the merger of two local... View Details

Keywords: Martha Lagace

January 2025
Case

Negotiating a Legacy at Sustainable Harvest (A)

By: Jillian Jordan, Julian Zlatev, Alicia Dadlani and Martha Hostetter

The specialty coffee importer Sustainable Harvest was the first certified B Corp in the coffee industry due to its investments in building coffee farmers’ capacity and livelihood. But in 2022, after coffee prices plummeted and the company’s bank declined to extend its... View Details

Keywords: Negotiation; Mergers and Acquisitions; Trust; Ethics; Plant-Based Agribusiness; Volatility; Futures and Commodity Futures; Social Enterprise; Valuation; Business Model; Credit; Corporate Social Responsibility and Impact; Food and Beverage Industry; United States; Europe

March 2025
Teaching Note

Kering Eyewear

By: Rohit Deshpandé and Nicole Zelazko

This teaching note provides comprehensive documentation of how to use the Kering Eyewear case (HBS No. 525-027). View Details

Keywords: Mergers and Acquisitions; Business Conglomerates; Business Subsidiaries; Global Strategy; Growth and Development Strategy; Brands and Branding; Marketing Strategy; Product Marketing; Product Positioning; Distribution; Product; Luxury; Apparel and Accessories Industry; Fashion Industry; Retail Industry; United States

October 2021
Case

Diversifying P&G's Supplier Base (A)

By: Kris Ferreira, Kym Lew Nelson, Carin-Isabel Knoop and Sarah Mehta

In February 2003, P&G hosted two meetings—one with its largest woman- and minority-owned suppliers and one with its largest non-minority-owned suppliers. Attendees in each meeting heard the same message: P&G was keen to grow its commitment to inclusive supply chains,... View Details

Keywords: Business Ventures; Mergers and Acquisitions; Business Model; Business Organization; Family Business; Joint Ventures; Demographics; Diversity; Ethnicity; Race; Ethics; Fairness; Ownership; Supply Chain Management; Consumer Products Industry; Service Industry; United States; Ohio

June 2009
Teaching Note

COFCO Xinjiang Tunhe Co., Ltd. (TN)

By: David E. Bell, Sarah Morton and Mary Louise Shelman

Teaching Note for [508079]. View Details

Keywords: Mergers and Acquisitions; Customer Focus and Relationships; Goals and Objectives; Quality; Price; Competitive Strategy; Contracts; Supply and Industry; Business or Company Management; Problems and Challenges; Safety; Cost Management; Food and Beverage Industry; Agriculture and Agribusiness Industry; China

August 1997 (Revised March 1998)
Case

Unilever's Butter-Beater: Innovation for Global Diversity

By: Clayton M. Christensen and Jorg Zobel

Unilever, one of the world's largest food product manufacturers, has achieved impressive growth in Europe, primarily by acquiring local food companies. Initially Unilever allowed each acquired company to manage its own product development in a way that was tailored to... View Details

Keywords: Growth Management; Brands and Branding; Product Development; Mergers and Acquisitions; Local Range; Cross-Cultural and Cross-Border Issues; Marketing Strategy; Multinational Firms and Management; Innovation and Management; Food; Conflict Management; Food and Beverage Industry; Manufacturing Industry; Europe