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  • All HBS Web  (3,948)
    • People  (16)
    • News  (898)
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  • Blog

Two-Year Action Plan Update: Q+A with Terrill Drake, Chief Diversity and Inclusion Officer at Harvard Business School

numbers, but the work within equity and inclusion can be less structured, and makes us all a little uncomfortable. Often, people just want to be given direction, but DEI doesn’t tend to be that easy. Getting to where we are today has been... 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
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Lorsch, Jay W., and Ashley Robertson. "Digitas (A)." Harvard Business School Case 405-023, July 2004. (Revised June 2005.)
  • September 2016 (Revised March 2018)
  • Case

Qalaa Holdings and the Egyptian Refining Company

By: Victoria Ivashina and Marc Homsy
This case follows Qalaa Holdings, a successful Egypt-based private equity firm, and gives insight into the types of investments it pursued, its growth over time, and the limited partner base it had at hand. It also allows students to consider and debate whether the... View Details
Keywords: Africa; Structuring And Financing Large Projects; Private Equity; Infrastructure; Project Finance; Emerging Markets; Financial Services Industry; Egypt; Africa
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Ivashina, Victoria, and Marc Homsy. "Qalaa Holdings and the Egyptian Refining Company." Harvard Business School Case 217-011, September 2016. (Revised March 2018.)
  • February 2000 (Revised April 2005)
  • Case

Gray Security: Building a South African Services Firm

Describes Gray Security Services, an entrepreneurial South African firm that has recently gone through a financial restructuring with the help of Brait Capital Partners, a private equity firm. Gray provides complete security services to companies in South Africa, other... View Details
Keywords: Initial Public Offering; Entrepreneurship; Equity; Growth and Development Strategy; Service Industry; South Africa
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Kuemmerle, Walter, William J. Coughlin Jr., and Chad S Ellis. "Gray Security: Building a South African Services Firm." Harvard Business School Case 800-193, February 2000. (Revised April 2005.)
  • 2025
  • Working Paper

Impact Investing and Worker Outcomes

By: Josh Lerner, Markus Lithell and Gordon M. Phillips
Impact investors claim to distinguish themselves from traditional venture capital and growth equity investors by also pursuing environmental, social, and governance (ESG) objectives. Whether they successfully do so in practice is unclear. We use confidential Census... View Details
Keywords: ESG; Corporate Social Responsibility and Impact; Private Equity; Venture Capital; Wages
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Lerner, Josh, Markus Lithell, and Gordon M. Phillips. "Impact Investing and Worker Outcomes." Harvard Business School Working Paper, No. 25-040, February 2025. (Revised May 2025.)
  • September 1994 (Revised May 2010)
  • Case

Hamilton Test Systems, Inc.

By: William A. Sahlman and Norman Klein
The protagonists must decide whether to invest in an auto emissions testing company as the first investment in the leveraged buyout fund they recently formed. Issues of how to raise the needed equity capital and how to structure the acquisition are emphasized. View Details
Keywords: Venture Capital; Leveraged Buyouts; Environmental Sustainability; Investment; Service Industry; Auto Industry
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Sahlman, William A., and Norman Klein. "Hamilton Test Systems, Inc." Harvard Business School Case 295-017, September 1994. (Revised May 2010.)
  • 17 Mar 2014
  • News

In Private Equity, the Popularity of Investing Alongside Managers - Not in Their Funds - Soars

  • 01 Jan 2003
  • News

  • September 1995 (Revised May 1998)
  • Case

RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge

By: Josh Lerner
RogersCasey Alternative Investments faces the challenge of managing distributions of stock by the private equity investors in which their clients have invested. These distributed shares appear to behave in complex ways, apparently at odds with market efficiency. A... View Details
Keywords: Private Equity; Stocks; Financial Strategy; Investment; Innovation Strategy; Management; Distribution; Performance; Behavior
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Lerner, Josh. "RogersCasey Alternative Investments: Innovative Response to the Distribution Challenge." Harvard Business School Case 296-024, September 1995. (Revised May 1998.)

    A New Way to Understand Corporate Leverage

    The link between measures of risk and return within the equity market has been very weak over the past 47 years: in the United States, returns on high-risk stocks have cumulatively fallen short of the returns on low-risk stocks, during a period when the equity market... View Details

      Jacqueline Ng Lane

      Jackie Lane is an Assistant Professor in the Technology and Operations Management Unit at Harvard Business School and a co-Principal Investigator of the Laboratory for Innovation Science at Harvard (LISH) at the Digital Data Design Institute (D^3) at Harvard. She... View Details

      • 11 Sep 2020
      • Video

      James Mwangi

      James Mwangi, CEO of Kenya’s Equity Bank, which has one of the largest customer bases of any bank in Africa, explains the challenges faced by his bank as it expanded into neighboring countries, especially lack of infrastructure, security and politics View Details
      • 19 May 2008
      • Research & Ideas

      Connecting School Ties and Stock Recommendations

      social networks in the form of school ties—bonds formed based on attendance at a common educational institution—helped equity analysts outperform on stock recommendations when the analysts enjoyed an educational link with a company's... View Details
      Keywords: by Martha Lagace; Financial Services
      • December 2006 (Revised May 2008)
      • Case

      Lion Capital and the Blackstone Group: The Orangina Deal

      By: G. Felda Hardymon, Josh Lerner and Ann Leamon
      The managing partners of two private equity firms are hoping to forestall a third bidding round for a target company, the European beverage division of Cadbury Schweppes. As they wait to meet with the CEO, they revisit their assumptions on the deal and review the... View Details
      Keywords: Mergers and Acquisitions; Private Equity; Negotiation Deal; Negotiation Process; Partners and Partnerships; Valuation; Europe
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      Hardymon, G. Felda, Josh Lerner, and Ann Leamon. "Lion Capital and the Blackstone Group: The Orangina Deal." Harvard Business School Case 807-005, December 2006. (Revised May 2008.)
      • 12 Oct 2016
      • Blog Post

      Interning as a Software Engineer while at HBS

      Today, we’re catching up with Andrea Coravos (HBS ‘17). Before coming to HBS, Andrea worked in private equity at KKR Capstone. She also spent three years at McKinsey in the Houston and then DC offices. This summer, she interned as a... View Details
      • Research Summary

      Negotiation Analysis and the Structuring of Financial Transactions

      Jay O. Light is developing materials that will explore how negotiation analysis and related techniques can be used in structuring financial transactions in the context of entrepreneurial situations, and how they might be used to enhance value in private equity... View Details
      • 09 Feb 2022
      • News

      When Will Hot Housing Market Finally Start to Cool?

      • Video

      Courtney McCluney & Veronica Caridad Rabelo present "Diversity Work: Beyond 'Narrow Perimeters of Change'"

      • 16 Jul 2010
      • News

      After Years of Anticipation, a Subdued Public Offering for Kohlberg Kravis

      • Article

      Capital Market-Driven Corporate Finance

      By: Malcolm Baker
      Much of empirical corporate finance focuses on sources of the demand for various forms of capital, not the supply. Recently, this has changed. Supply effects of equity and credit markets can arise from a combination of three ingredients: investor tastes, limited... View Details
      Keywords: Behavioral Finance; Limits To Arbitrage; Market Efficiency; Securities Issuance; Supply Effects; Corporate Finance; Investment; Price; Capital Markets; Equity; Financial Services Industry
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      Baker, Malcolm. "Capital Market-Driven Corporate Finance." Annual Review of Financial Economics 1 (2009): 181–205.
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