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  • All HBS Web  (4,931)
    • People  (23)
    • News  (1,821)
    • Research  (2,361)
    • Events  (8)
    • Multimedia  (6)
  • Faculty Publications  (1,228)
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  • July 2013 (Revised August 2017)
  • Case

TaKaDu

By: Elie Ofek and Matthew Preble
In December 2012, Amir Peleg, founder and CEO of TaKaDu, reflected on how to position his young firm for the next fiscal year and beyond. The small Israeli startup had developed an innovative software system that used patented algorithms and statistical analysis to... View Details
Keywords: Innovation; Customer Selection; Business Marketing; High-tech Marketing; Enterprise Resource Planning; Water Resources; Water Management; Utilities; Product Positioning; Expansion; Resource Allocation; Applications and Software; Entrepreneurship; Business Startups; Business Strategy; Innovation and Invention; Growth and Development Strategy; Utilities Industry; Australia; Israel
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Ofek, Elie, and Matthew Preble. "TaKaDu." Harvard Business School Case 514-011, July 2013. (Revised August 2017.)
  • November 2007 (Revised August 2009)
  • Case

WL Ross & Co. and INVESCO

Wilbur Ross has built a successful private equity firm focused on distressed investing, WL Ross & Co. In 2006, INVESCO, an asset management company, approaches him about acquiring his firm. INVESCO has had weak performance in recent years and is looking to increase its... View Details
Keywords: Private Equity; Decision Choices and Conditions; Investment; Acquisition; Financial Services Industry
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El-Hage, Nabil N., and Leslie Pierson. "WL Ross & Co. and INVESCO." Harvard Business School Case 208-020, November 2007. (Revised August 2009.)

    Luis M. Viceira

    Luis M. Viceira is the George E. Bates Professor in the Finance Unit  and a Research Associate at the National Bureau of Economic Research. His research, course development, and teaching focus on the areas of investment management... View Details

    Keywords: financial services; financial services; financial services; financial services; financial services
    • December 2019 (Revised January 2021)
    • Supplement

    The Leveraged Buyout of TXU: (B) Energy Future Holdings

    By: Trevor Fetter, Erik Snowberg and Rebecca M. Henderson
    This case is designed to support a lively discussion about the relative merits of shareholder vs. stakeholder perspectives in the context of a company that provides a vital public service that has important environmental implications. The 2007 purchase of TXU, the... View Details
    Keywords: Leveraged Buyouts; Transformation; Insolvency and Bankruptcy; Environmental Sustainability; Business and Shareholder Relations; Business and Stakeholder Relations; Energy Generation; Utilities Industry; Energy Industry; Texas
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    Fetter, Trevor, Erik Snowberg, and Rebecca M. Henderson. "The Leveraged Buyout of TXU: (B) Energy Future Holdings." Harvard Business School Supplement 320-065, December 2019. (Revised January 2021.)
    • 19 Feb 2007
    • Research & Ideas

    Inexperienced Investors and Market Bubbles

    MacKay observed in 1852, "even chimney-sweeps and old clotheswomen dabbled in tulips." These days it's not just chimney-sweeps who are lured to investment heartbreak. New research suggests that even professional fund managers—if... View Details
    Keywords: by Sean Silverthorne; Financial Services
    • 16 Apr 2019
    • First Look

    New Research and Ideas, April 16, 2019

    Recommendations are based on analyses of individuals’ career histories in the professional services sector and other settings, such as appliance manufacturing, oil and gas, health care, and education. The... View Details
    Keywords: Dina Gerdeman
    • Program

    Real Estate Management Program

    value through healthy, sustainable, and climate-friendly design Deliver projects on time and on budget Build and contract with industry talent Expand your personal and professional network Extend your network by living and working with... View Details
    Keywords: Real Estate; Real Estate
    • 23 Jun 2014
    • Research & Ideas

    In Venture Capital, Birds of a Feather Lose Money Together

    program at HBS, many of whom pursue careers in the venture capital industry. In fact, people with Harvard MBAs make up 24.4 percent of the professional ranks at venture capital firms in the United States,... View Details
    Keywords: by Carmen Nobel; Financial Services
    • September 2013
    • Article

    Do Short Sellers Front-Run Insider Sales?

    By: Mozaffar N. Khan and Hai Lu
    We study the behavior of short sellers as informed market participants and examine potential sources of their information. Using a newly available dataset with high-frequency short sales data, we find evidence of significant increases in short sales immediately prior... View Details
    Keywords: Information; Consumer Behavior; Accounting; Financial Services Industry
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    Khan, Mozaffar N., and Hai Lu. "Do Short Sellers Front-Run Insider Sales?" Accounting Review 88, no. 5 (September 2013): 1743–1768.
    • August 2020
    • Background Note

    US Private Equity Firms: ESG and Impact (A)

    By: Lynn S. Paine and Holly Fetter
    This Note has two parts. The first part (A) explores how U.S. private equity firms are incorporating ESG (Environmental, Social, & Governance) factors and impact objectives into their investment strategies and firm practices. It is based on publicly available... View Details
    Keywords: Private Equity; Corporate Social Responsibility and Impact; Social Issues; Financial Services Industry; United States
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    Paine, Lynn S., and Holly Fetter. "U.S. Private Equity Firms: ESG and Impact (A)." Harvard Business School Background Note 321-036, August 2020.
    • 18 Feb 2009
    • First Look

    First Look: February 18, 2009

    tax shelters. These changes included a common compensation bonus pool for the entire firm and rewarding people for professionalism as much as for business development; strengthening governance by adding a... View Details
    Keywords: Martha Lagace
    • January–February 2014
    • Article

    Building a Game-Changing Talent Strategy

    By: Douglas A. Ready, Linda A. Hill and Robert J. Thomas
    When most of the world's financial services giants were stumbling and retrenching in the aftermath of the 2008 recession, the asset management firm BlackRock was busy charting a course for growth. Its revenues, profits, and stock price all performed consistently... View Details
    Keywords: Talent and Talent Management; Success; Business Strategy; Financial Crisis; Financial Services Industry
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    Ready, Douglas A., Linda A. Hill, and Robert J. Thomas. "Building a Game-Changing Talent Strategy." Harvard Business Review 92, nos. 1-2 (January–February 2014): 62–68.
    • March 2000 (Revised August 2000)
    • Case

    Ethan Berman at RiskMetrics Group (A)

    Ethan Berman, CEO of J.P. Morgan's risk management spinoff, has grown RiskMetrics Group (RMG) from a small team of 30 to a 70-person firm contemplating an IPO. Along the way, the consensus-based decision-making process that he espoused started to prove unwieldy; his... View Details
    Keywords: Organizational Change and Adaptation; Management Style; Business Growth and Maturation; Decision Making; Service Industry; Service Industry
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    Ibarra, Herminia M., and Gillian Morris. "Ethan Berman at RiskMetrics Group (A)." Harvard Business School Case 400-066, March 2000. (Revised August 2000.)
    • April 2019 (Revised April 2021)
    • Case

    Wayfair

    By: Jeffrey F. Rayport, Susie L. Ma and Matthew G. Preble
    In 2016 Niraj Shah and Steve Conine, founders of online home goods retailer Wayfair, are faced with a decision about how to improve user experience on their e-commerce sites. A key driver of consumer interest and conversion to purchase in the home category is visual... View Details
    Keywords: Visual Assets; Corporate Entrepreneurship; Decision Making; Business or Company Management; Growth Management; Innovation and Invention; Operations; Strategy; Technology; Service Industry; Service Industry; United States; Massachusetts
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    Rayport, Jeffrey F., Susie L. Ma, and Matthew G. Preble. "Wayfair." Harvard Business School Case 819-045, April 2019. (Revised April 2021.)
    • January 2008 (Revised March 2009)
    • Case

    Fortress Investment Group

    By: Malcolm Baker, Carlos M. Galvez and James Quinn
    CEO Wesley Edens and the five Fortress principals are contemplating a move unprecedented in the industry: becoming the first hedge fund and private equity firm to complete an IPO on the New York Stock Exchange (NYSE). This case examines potential reasons for a leading... View Details
    Keywords: Private Equity; Public Equity; Initial Public Offering; Investment Funds; Going Public; Valuation; Financial Services Industry
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    Baker, Malcolm, Carlos M. Galvez, and James Quinn. "Fortress Investment Group." Harvard Business School Case 208-080, January 2008. (Revised March 2009.)
    • 22 May 2020
    • Blog Post

    Remembering Well and Making Meaning of Memorial Day

    pure well-wishing – “hope alone is not a course of action,” one of my commanders loved to say. I believe remembering well means both taking stock of where we’ve been, and taking action – in service – going forward.   One of the greatest... View Details
    • 09 Sep 2008
    • First Look

    First Look: September 9, 2008

      Working PapersHow Firms Respond to Being Rated Authors:Aaron K. Chatterji, Michael W. Toffel Abstract While many independent rating systems are designed primarily to help buyers overcome information asymmetries when making purchasing... View Details
    Keywords: Sean Silverthorne
    • Program

    Agribusiness Seminar

    Seminar is generally not appropriate for individuals from consultancies and other professional services firms. Learning and Living at HBS When you participate in an Executive Education program on the HBS... View Details
    Keywords: Agriculture; Agriculture
    • January 2003 (Revised September 2004)
    • Case

    Consulting by Auditors (B): The Compromise and its Fallout

    By: Ashish Nanda
    This case tracks the evolution from October 2000 to July 2001 of public debate, regulatory decisions, and firm perspectives on the subject of consulting by accounting firms. View Details
    Keywords: Conflict of Interests; Service Delivery; Accounting Industry; Consulting Industry
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    Nanda, Ashish, and Kimberly A. Haddad. "Consulting by Auditors (B): The Compromise and its Fallout." Harvard Business School Case 903-069, January 2003. (Revised September 2004.)
    • August 2012 (Revised August 2013)
    • Background Note

    Competency-Destroying Technology Transitions: Why the Transition to Digital Is Particularly Challenging

    By: Willy Shih
    Some technology transitions are exceedingly difficult for incumbent firms to execute. The bankruptcy filing by the Eastman Kodak Company highlighted the difficulty companies faced when their core business transitioned from an analog to a digital world. Kodak's business... View Details
    Keywords: Technology Transitions; Competency-destroying; Digital; Analog; Digital Transition; Modular; Modularity; Technological Change; Radical Innovation; Incremental Innovation; Architectural Innovation; Modular Innovation; Sustaining Innovation; Competency-enhancing; Noise Propagation; Perfect Copying; Digital Music; Digital Media; Consumer Electronics; Kodak; Sony; Panasonic; Disruptive Innovation; Technology Adoption; Transition; Change Management; Consumer Products Industry; United States
    Citation
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    Shih, Willy. "Competency-Destroying Technology Transitions: Why the Transition to Digital Is Particularly Challenging." Harvard Business School Background Note 613-024, August 2012. (Revised August 2013.)
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