Filter Results:
(3,961)
Show Results For
- All HBS Web
(3,961)
- People (16)
- News (899)
- Research (2,231)
- Events (10)
- Multimedia (94)
- Faculty Publications (1,699)
Show Results For
- All HBS Web
(3,961)
- People (16)
- News (899)
- Research (2,231)
- Events (10)
- Multimedia (94)
- Faculty Publications (1,699)
- 2007
- Working Paper
Taxes and Portfolio Choice: Evidence from JGTRRA's Treatment of International Dividends
By: Mihir A. Desai and Dhammika Dharmapala
This paper investigates how taxes influence portfolio choices by exploring the response to the distinctive treatment of foreign dividends in the Jobs and Growth Tax Relief Reconciliation Act (JGTRRA). JGTRRA lowered the dividend tax rate to 15% for American equities... View Details
- January 1983 (Revised February 1988)
- Case
Hospital Corp. of America (B)
By: W. Carl Kester
Focuses on HCAs financing options for reaching its target capital structure. The options include new equity conversion of convertible debentures, a debt-for-equity swap, the sale of assets, and fixed-rate debt. Students must address the problem of market timing and... View Details
Keywords: Assets; Capital Structure; Cash Flow; Equity; Debt Securities; Credit Derivatives and Swaps; Health Industry; United States
Kester, W. Carl. "Hospital Corp. of America (B)." Harvard Business School Case 283-054, January 1983. (Revised February 1988.)
- August 2021
- Case
Apax Digital
By: Jo Tango and Alys Ferragamo
The Apax Digital team faced important decisions as they contemplated raising a second fund. Apax Digital Fund I was a $1.1 billion vehicle focused on mid-market growth equity and growth buyouts in the technology sector. The fund had performed well, and the Managing... View Details
Keywords: Growth and Development Strategy; Acquisition; Investment Portfolio; Decision Choices and Conditions; Venture Capital; Technology Industry; Financial Services Industry; United States
Tango, Jo, and Alys Ferragamo. "Apax Digital." Harvard Business School Case 822-016, August 2021.
- November 2006 (Revised July 2021)
- Case
Kerr-McGee
By: Robin Greenwood and André Perold
Activist investors Carl Icahn and Barry Rosenstein acquire a stake in Oklahoma-based company Kerr-McGee. They demand two board seats and ask the company to make several operational and financial changes, including the repurchase of equity and divestiture of their... View Details
Keywords: Investment Activism; Restructuring; Equity; Investment; Management; Governance Controls; Corporate Strategy; Chemical Industry; Energy Industry; United States
Greenwood, Robin, and André Perold. "Kerr-McGee." Harvard Business School Case 207-020, November 2006. (Revised July 2021.)
- February 2025
- Supplement
Align Partners and SM Entertainment: Korean Shareholder Activism Meets K-Pop (B)
By: Charles C.Y. Wang and Billy Chan
Supplements the (A) case, HBS No. 125-065. For years, institutional investors had experienced very limited success in influencing the management of listed companies through shareholder activist campaigns in Korea. The common practice of circular ownership and public... View Details
Keywords: Financial Reporting; Public Equity; Stocks; Investment Activism; Music Entertainment; Corporate Governance; Success; Business and Shareholder Relations; Entertainment and Recreation Industry; South Korea
Wang, Charles C.Y., and Billy Chan. "Align Partners and SM Entertainment: Korean Shareholder Activism Meets K-Pop (B)." Harvard Business School Supplement 125-066, February 2025.
- February 2011 (Revised June 2011)
- Case
Stock Reform of Shenzhen Development Bank
By: Li Jin, Li Liao, Aldo Sesia and Jianyi Wu
Shenzhen Development Bank, China's first publicly traded company, was undergoing the non-tradable share reform. Its current controlling shareholder, private equity firm Newbridge Capital LLC, needs to negotiate with its diverse minority shareholders to find a... View Details
Keywords: Capital; Private Equity; Investment; Corporate Governance; Managerial Roles; Emerging Markets; Negotiation; Business and Shareholder Relations; Conflict of Interests; Banking Industry; China
Jin, Li, Li Liao, Aldo Sesia, and Jianyi Wu. "Stock Reform of Shenzhen Development Bank." Harvard Business School Case 211-080, February 2011. (Revised June 2011.)
- November 2019
- Case
Gillette: Cutting Prices to Regain Share
By: Benjamin C. Esty and Daniel Fisher
After losing market share to low-priced competitors such as Harry’s and Dollar Shave Club for several years, Gillette decided to fight back by launching new products and increasing advertising. When these efforts failed to stem the losses, Gillette decided to cut the... View Details
Keywords: Marketing Strategy; Product Positioning; Business Strategy; Competition; Price; Public Equity; Retail Industry; Consumer Products Industry; United States
Esty, Benjamin C., and Daniel Fisher. "Gillette: Cutting Prices to Regain Share." Harvard Business School Case 720-378, November 2019.
- 21 Mar 2014
- Blog Post
East Asia MBA Market Update
retail, consumer goods, and technology companies. Private equity opportunities have generally decreased and although a lot of money has been raised in Asia, much has yet to be invested. According to Private View Details
- September 2011
- Case
Anne Riley: Laid Off
By: Sandra J. Sucher and Phillip Andrews
This case describes the experience of Anne Riley, a 28 year old private equity analyst, who was laid off in 2008. The case explores the emotions she felt throughout the process and how she handled the experience. View Details
Keywords: Resignation and Termination
Sucher, Sandra J., and Phillip Andrews. "Anne Riley: Laid Off." Harvard Business School Case 612-008, September 2011.
- February 2011
- Article
Dividend Taxes and International Portfolio Choice
By: Mihir Desai and Dhammika Dharmapala
This paper investigates how dividend taxes influence portfolio choices, using the response to the distinctive treatment of a subset of foreign dividends in the Jobs and Growth Tax Relief Reconciliation Act (JGTRRA) of 2003. An open-economy after-tax capital asset... View Details
Keywords: Dividends; Portfolio Choice; Taxes; Tax Treaties; Foreign Portfolio Investment; Taxation; Lawfulness; Economy; Price; Equity; Stocks; Investment Portfolio; Opportunities; Behavior; United States
Desai, Mihir, and Dhammika Dharmapala. "Dividend Taxes and International Portfolio Choice." Review of Economics and Statistics 93, no. 1 (February 2011): 266–284.
- December 2008 (Revised October 2010)
- Case
Paul Capital Partners: Secondary Limited Partnership Investing
This case examines the proposed purchase by Paul Capital Partners of a limited partnership (LP) interest in a private equity fund. Paul Capital has a fund dedicated to buying these "secondary" LP interests. The case is intended as a vehicle for discussing the secondary... View Details
Keywords: Capital; Investment; Private Equity; Valuation; Partners and Partnerships; Interests; Markets; Debates; Financial Services Industry
Scharfstein, David S. "Paul Capital Partners: Secondary Limited Partnership Investing." Harvard Business School Case 209-089, December 2008. (Revised October 2010.)
- 12 Feb 2018
- Working Paper Summaries
Private Equity, Jobs, and Productivity: Reply to Ayash and Rastad
- 15 Jun 2008
- News
Turning 'dirt to dollars'
- September 2009
- Case
One South: Investing in Emerging Markets (A)
By: Nicolas P. Retsinas and Justin Seth Ginsburgh
A United States private equity fund, The Saboput Group, must decide whether to invest in a new technology park development in Chennai, India. The case provides the reader with a detailed investment memorandum from the local Indian operating partner, and the reader must... View Details
Keywords: Private Equity; Investment; Emerging Markets; Partners and Partnerships; Urban Development; Real Estate Industry; Chennai; United States
Retsinas, Nicolas P., and Justin Seth Ginsburgh. "One South: Investing in Emerging Markets (A)." Harvard Business School Case 210-024, September 2009.
- 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
Ivashina, Victoria, and Marc Homsy. "Qalaa Holdings and the Egyptian Refining Company." Harvard Business School Case 217-011, September 2016. (Revised March 2018.)
- Video
Gonzalo Restrepo
Gonzalo Restrepo, former President of the Colombia-based Almacenes Éxito, the largest South American retail company, describes his search for an international partner, which eventually led... View Details
- November 2010
- Case
Morgan Asset Management
By: Boris Groysberg, Paul M. Healy and Sarah Abbott
It is 2010 and Guillermo Araoz, the equity research director at Morgan Asset Management (MAM), is considering his research budget for the year. Due to recent declines in the equity markets and MAM's sale of its mutual funds business, MAM has seen a decline in its... View Details
Keywords: Budgets and Budgeting; Asset Management; Financial Strategy; Investment; Resource Allocation; Research and Development; Financial Services Industry
Groysberg, Boris, Paul M. Healy, and Sarah Abbott. "Morgan Asset Management." Harvard Business School Case 411-058, November 2010.
- Working Paper
How Do Venture Capitalists Make Decisions?
By: Paul A. Gompers, William Gornall, Steven N. Kaplan and Ilya A. Strebulaev
We survey 885 institutional venture capitalists (VCs) at 681 firms to learn how they make decisions across eight areas: deal sourcing, investment selection, valuation, deal structure, post-investment value-added, exits, internal firm organization, and relationships... View Details
Gompers, Paul A., William Gornall, Steven N. Kaplan, and Ilya A. Strebulaev. "How Do Venture Capitalists Make Decisions?" NBER Working Paper Series, No. 22587, September 2016.
- 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
Lorsch, Jay W., and Ashley Robertson. "Digitas (A)." Harvard Business School Case 405-023, July 2004. (Revised June 2005.)
- November 2012 (Revised July 2014)
- Case
Doing Deals and Leading Teams at XAF Partners
By: Boris Groysberg and Kerry Herman
Private equity firm XAF Partners, created out of the 2003 merger of Shanghai-based Xuan Partners and AF Group, a spin out of the Shanghai-based, emerging market-focused private equity arm of a large European bank, had grown steadily over the last decade, establishing... View Details
Keywords: Professional Service Firms; Leading Teams; Producing Managers; Delegation; Giving And Receiving Feedback; Managing Performance; Leadership; Work-Life Balance; Managerial Roles; Talent and Talent Management; Service Operations; Time Management; Performance; Financial Services Industry; Asia
Groysberg, Boris, and Kerry Herman. "Doing Deals and Leading Teams at XAF Partners." Harvard Business School Case 413-032, November 2012. (Revised July 2014.)