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      • May 1999
      • Teaching Note

      Advent Israel Venture Capital Program TN

      By: Paul A. Gompers
      Teaching Note for (9-298-072). View Details
      Keywords: Financial Services Industry; Israel
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      Gompers, Paul A. "Advent Israel Venture Capital Program TN." Harvard Business School Teaching Note 299-054, May 1999.
      • May 1999
      • Case

      Susan Brown

      By: William A. Sahlman
      A number of issues confront an associate in a venture capital firm. She has just learned that her senior partners are not yet willing to make her a general partner of the firm. She has several options and must decide what to do. View Details
      Keywords: Human Resources; Venture Capital; Personal Development and Career; Leadership Development; Organizational Change and Adaptation; Financial Services Industry
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      Sahlman, William A. "Susan Brown." Harvard Business School Case 899-282, May 1999.
      • April 1999
      • Case

      General Property Trust

      By: Peter Tufano
      In 1994 General Property Trust, an Australian property investment trust, was anticipating future cash needs beyond those that the Trust could fund with internal cash flows. The managers of the Trust were considering a novel financing structure whereby it would sell... View Details
      Keywords: Financing and Loans; Financial Institutions; Financial Services Industry; Financial Services Industry; Australia
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      Tufano, Peter, and John C Handley. "General Property Trust." Harvard Business School Case 299-098, April 1999.
      • April 1999 (Revised March 2001)
      • Case

      Be Our Guest, Inc.

      By: Dwight B. Crane and Penny Joseph
      Be Our Guest is a rapidly growing equipment rental company with substantial seasonality in its revenues and profits. In the spring of 1998, the senior management team is reviewing its financial plans in preparation for a meeting with the company's bank. The case... View Details
      Keywords: Financial Strategy; Borrowing and Debt; Banks and Banking; Revenue; Management Teams; Business Plan; Forecasting and Prediction; Service Industry; Service Industry
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      Crane, Dwight B., and Penny Joseph. "Be Our Guest, Inc." Harvard Business School Case 299-001, April 1999. (Revised March 2001.)
      • March 1999
      • Teaching Note

      Harbus Foundation, The TN

      By: James E. Austin
      Teaching Note for (9-399-031). View Details
      Keywords: Financial Services Industry
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      Austin, James E. "Harbus Foundation, The TN." Harvard Business School Teaching Note 399-144, March 1999.
      • March 1999 (Revised February 2000)
      • Case

      Patient Care Delivery Model at the Massachusetts General Hospital, The

      By: Amy C. Edmondson, Richard M.J. Bohmer and Emily Heaphy
      Examines the implementation of a new patient care delivery model at Massachusetts General Hospital. Uses clinical and financial data to examine different choices for staffing non-physician health care professionals and to understand the challenges of managing change... View Details
      Keywords: Change Management; Service Delivery; Health Care and Treatment; Health Industry; Massachusetts
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      Edmondson, Amy C., Richard M.J. Bohmer, and Emily Heaphy. "Patient Care Delivery Model at the Massachusetts General Hospital, The." Harvard Business School Case 699-154, March 1999. (Revised February 2000.)
      • 1999
      • Working Paper

      Effective Call Center Management: Evidence from Financial Services

      By: Ann Evensen, Patrick T. Harker and Frances X. Frei
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      Evensen, Ann, Patrick T. Harker, and Frances X. Frei. "Effective Call Center Management: Evidence from Financial Services." Harvard Business School Working Paper, No. 99-110, March 1999.
      • 1999
      • Chapter

      The Global Financial System Project

      By: Robert C. Merton and Peter Tufano
      Keywords: International Finance; Globalized Markets and Industries; Projects; Financial Services Industry; Financial Services Industry
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      Merton, Robert C., and Peter Tufano. "The Global Financial System Project." In The Intellectual Venture Capitalist: John H. McArthur and the Work of the Harvard Business School, 1980-1995, edited by T. K. McCraw and J. L. Cruikshank. Boston: Harvard Business School Press, 1999.
      • February 1999
      • Case

      Lifeline Systems, Inc. (B)

      By: H. Kent Bowen and Marilyn Matis
      In 1997, Lifeline Systems continues to grow its service business to $32 million, 56% of the company's total revenues. More local hospital Lifeline programs turn over their monitoring service to Lifeline Central, expanding the company's subscriber base by 30%. The... View Details
      Keywords: Health Care and Treatment; Information Technology; Expansion; Cost Management; Growth and Development Strategy; Partners and Partnerships; Change; Customer Relationship Management; Service Operations; Age; Investment; Health Industry; Technology Industry; Cambridge; Boston
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      Bowen, H. Kent, and Marilyn Matis. "Lifeline Systems, Inc. (B)." Harvard Business School Case 699-038, February 1999.
      • February 1999 (Revised June 2010)
      • Case

      Car Wash Partners, Inc.

      By: Paul A. Gompers
      Examines the investment decision of Cabot Brown and Bill Burgin, two venture capitalists, to finance Car Wash Partners (CWP). CWP intends to purchase automatic car washes around the country. Investment strategy and deal structuring are discussed. View Details
      Keywords: Mergers and Acquisitions; Entrepreneurship; Venture Capital; Financial Strategy; Service Industry; Service Industry
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      Gompers, Paul A. "Car Wash Partners, Inc." Harvard Business School Case 299-034, February 1999. (Revised June 2010.)
      • January 1999 (Revised March 2000)
      • Case

      ZEFER: November 1998

      By: Paul A. Gompers
      ZEFER, a young Internet professional service firm, is considering its expansion options. Organic growth versus growth by acquisition is a central theme. The firm's financing strategy will be determined by its business strategy. View Details
      Keywords: Acquisition; Financial Strategy; Service Operations; Business Strategy; Expansion; Internet; Service Industry
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      Gompers, Paul A. "ZEFER: November 1998." Harvard Business School Case 299-032, January 1999. (Revised March 2000.)
      • January 1999
      • Case

      State Street Corporation: Leading with Information Technology (B)

      By: Stephen P. Bradley and Kelley Porter
      With Multi-currency HORIZON, a real-time multi-currency accounting system that replaced the traditional batch-oriented single-currency accounting system, successfully launched, State Street Corp. (State Street) began to focus on growing the scope of its business... View Details
      Keywords: Accounting; Trends; Global Strategy; Growth and Development Strategy; Competitive Strategy; Information Technology; Value Creation; Financial Services Industry
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      Bradley, Stephen P., and Kelley Porter. "State Street Corporation: Leading with Information Technology (B)." Harvard Business School Case 799-034, January 1999.
      • December 1998 (Revised May 1999)
      • Case

      Flagstar Companies, Inc.

      By: Stuart C. Gilson and Jeremy Cott
      A large restaurant chain undergoes a leveraged buyout and subsequent recapitalization. Financial and operating problems at the company force it to consider various restructuring options, including a "prepackaged" Chapter 11 exchange offer to its public bondholders. A... View Details
      Keywords: Leveraged Buyouts; Restructuring; Capital; Insolvency and Bankruptcy; Debt Securities; Financial Services Industry; United States
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      Gilson, Stuart C., and Jeremy Cott. "Flagstar Companies, Inc." Harvard Business School Case 299-038, December 1998. (Revised May 1999.)
      • December 1998 (Revised December 1999)
      • Case

      Morgan Stanley Dean Witter Private Client Services

      By: Thomas J. DeLong, David M. Darst, Ann K Rusher and Catherine M. Conneely
      The 1997 merger of retail giant Dean Witter and investment bank Morgan Stanley was a year old when Bob Sculthorpe was appointed director of Private Client Services (PCS) at Morgan Stanley Dean Witter (MSDW). The firm was still operating under two separate broker-dealer... View Details
      Keywords: Mergers and Acquisitions; Business Divisions; Investment Banking; Brands and Branding; Salesforce Management; Competitive Strategy; Retail Industry
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      DeLong, Thomas J., David M. Darst, Ann K Rusher, and Catherine M. Conneely. "Morgan Stanley Dean Witter Private Client Services." Harvard Business School Case 899-107, December 1998. (Revised December 1999.)
      • December 1998
      • Background Note

      Retail Financial Services in 1998

      By: Stephen P. Bradley and Takia Mahmood
      Provides an overview of the current restructuring that is taking place in the retail financial services industry. Provides a brief overview of the structural changes in banking, brokerage, insurance, and mutual funds. Used as background for examining the strategies of... View Details
      Keywords: Economic Sectors; Economy; Financial Institutions; Financial Markets; Industry Growth; Strategy; Competitive Strategy; Financial Services Industry; Financial Services Industry
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      Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998." Harvard Business School Background Note 799-051, December 1998.
      • December 1998
      • Case

      Retail Financial Services in 1998: Charles Schwab

      By: Stephen P. Bradley and Takia Mahmood
      Provides an overview of Charles Schwab's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details
      Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
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      Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: Charles Schwab." Harvard Business School Case 799-052, December 1998.
      • December 1998
      • Case

      Retail Financial Services in 1998: Fidelity Investments

      By: Stephen P. Bradley and Takia Mahmood
      Provides an overview of Fidelity Investment's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the... View Details
      Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
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      Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: Fidelity Investments." Harvard Business School Case 799-053, December 1998.
      • December 1998
      • Case

      Retail Financial Services in 1998: First Union

      By: Stephen P. Bradley and Takia Mahmood
      Provides an overview of First Union's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details
      Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
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      Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: First Union." Harvard Business School Case 799-054, December 1998.
      • December 1998
      • Case

      Retail Financial Services in 1998: Merrill Lynch

      By: Stephen P. Bradley and Takia Mahmood
      Provides an overview of Merrill Lynch's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the following... View Details
      Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
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      Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: Merrill Lynch." Harvard Business School Case 799-055, December 1998.
      • December 1998
      • Case

      Retail Financial Services in 1998: Travelers

      By: Stephen P. Bradley and Takia Mahmood
      Provides an overview of Travelers Group's current strategy for retail financial services. Retail Financial Services in 1998 should be given to all students as background material. The class should then be split into groups, with each group receiving one of the... View Details
      Keywords: Investment Funds; Management Analysis, Tools, and Techniques; Industry Structures; Competition; Competitive Strategy; Financial Services Industry
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      Bradley, Stephen P., and Takia Mahmood. "Retail Financial Services in 1998: Travelers." Harvard Business School Case 799-056, December 1998.
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