Publications

October 2021
Supplement

Diversifying P&G's Supplier Base (B)

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

This (B) case accompanies the (A) case of the same title. View Details

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

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

1993
Chapter

The Strategy of a Merger: Fleet and Bank of New England

By: D. B. Crane and J.C. Linder

Keywords: Mergers and Acquisitions; Business Strategy; Banks and Banking; Banking Industry; New England

October 2024 (Revised December 2024)
Case

Kering Eyewear

By: Rohit Deshpandé, Dante Roscini and Elena Corsi

In June 2024, Roberto Vedovotto, CEO of Kering Eyewear, prepared to discuss the future of the recently acquired brands LINDBERG, a Danish optical eyewear brand, and Maui Jim, an American sunglasses brand. Vedovotto founded Kering Eyewear in 2014, convincing... View Details

Keywords: Marketing Strategy; Brands and Branding; Product Marketing; Mergers and Acquisitions; Business or Company Management; Growth and Development Strategy; Luxury; Fashion Industry; Apparel and Accessories Industry; Consumer Products Industry; Italy; Europe; China

March 2024
Teaching Note

CoPilot(s): Generative AI at Microsoft and GitHub

By: Frank Nagle and Maria P. Roche

This teaching note is the companion to case N9-624-010 CoPilot(s): Generative AI at Microsoft and GitHub, which takes place in late 2021. The case briefly describes the history of both GitHub and Microsoft with a particular focus on open source software (OSS)—software... View Details

Keywords: Mergers and Acquisitions; AI and Machine Learning; Applications and Software; Technological Innovation; Product Launch; Open Source Distribution; Product Development; Commercialization; Competition; Resource Allocation; Technology Industry

March 2010
Teaching Note

Rosetree Mortgage Opportunity Fund (TN)

By: Victoria Ivashina and Andre F. Perold

Teaching Note for [209088]. View Details

Keywords: Financial Crisis; Crisis Management; Capital; Mortgages; Mergers and Acquisitions; Valuation; Borrowing and Debt; Cash Flow; Bids and Bidding; Financing and Loans; Restructuring; Financial Markets; United States

April 2020
Supplement

Cisco Systems and OpenDNS: Strategic Integration (B)

By: Andy Wu and David Wang

With more than 72,000 employees and revenues approaching the $50B mark, Cisco Systems is one of the largest information technology and networking firms globally. As the company grew and expanded into different lines of businesses, Cisco consistently looked outwards for... View Details

Keywords: Mergers and Acquisitions; Integration; Corporate Strategy; Change Management; Entrepreneurship; Organizational Culture; Information Technology Industry

March 2020 (Revised May 2022)
Case

The Art of the Merger: The Museum of Modern Art and PS1

By: Dennis Yao and Hillary Greene

This case examines the organizational relationship between the Museum of Modern Art and its affiliate MoMA PS1. The relationship raises a number of business and corporate strategy questions regarding the evolution of organizational relationships and their management.... View Details

Keywords: Arts; Nonprofit Organizations; Corporate Strategy; Mergers and Acquisitions; Disruption; Decision Making; Fine Arts Industry; United States; New York (state, US)

March 2007 (Revised November 2012)
Case

Parmalat Uruguay (A)

By: Paul Marshall and Gustavo Herrero

Three young MBAs create a partnership to acquire the assets of Parmalat in Uruguay. Focuses on their analysis prior to submitting a bid and their plan for improving the operations once their bid is accepted. In addition to improving operations, they must negotiate with... View Details

Keywords: Mergers and Acquisitions; Restructuring; Entrepreneurship; Borrowing and Debt; Negotiation; Performance Improvement; Uruguay

04 Dec 2000
What Do You Think?

Have We Overdone Deregulation and Privatization?

selective increases in capacity, new approaches to managing consumption, and increased merger and acquisition activity, with attendant realization of synergies and lower costs (Jill Feblowitz), and (3) has delivered on its promise of... View Details

Keywords: by James Heskett

27 Feb 2020
Blog Post

Taking the LEAP into the Case Method

case materials we read were about world-renowned companies such as American Airlines, Big Apple Circus and Faber-Castell, etc.; the questions we needed to think about were complex and intractable, such as enterprise merger and... View Details

02 Oct 2007
First Look

First Look: October 2, 2007

successful NPD process. Each chapter outlines open questions and highlights needs for future research. Governance and Merger Accounting: Evidence from Stock Price Reactions to Purchase Versus Pooling Authors:Francisco de Asís... View Details

Keywords: Martha Lagace

01 Dec 1999
News

A Class Act

beard, his vast knowledge of finance, and particularly his caution about business getting too big for effective management. If he were alive today, he would find many supersized mergers to be concerned about. S. Francis Nicholson (MBA... View Details

Keywords: Nancy O. Perry

November 2003 (Revised March 2004)
Case

Drilling South: Petrobras Evaluates Pecom

By: Mihir A. Desai and Ricardo Reisen de Pinho

The Brazilian oil company, Petrobras, is evaluating the acquisition of an Argentine oil company, the Perez Companc Group (Pecom). The acquisition would increase Petrobras' oil reserves and expand its interests outside Brazil, a significant step for the largest company... View Details

Keywords: Mergers and Acquisitions; Forecasting and Prediction; Financial Crisis; Non-Renewable Energy; Cross-Cultural and Cross-Border Issues; Corporate Governance; Risk Management; Emerging Markets; State Ownership; Performance Evaluation; Risk and Uncertainty; Valuation; Energy Industry; Argentina; Brazil

01 Sep 2009
News

Alumni Books

mistakes that doom individual investors to market underperformance. Investment Banking: Valuation, Leveraged Buyouts, and Mergers & Acquisitions by Joshua Rosenbaum (MBA ’01) and Joshua Pearl (Wiley) As the world of finance returns to the... View Details

01 Dec 2003
News

Roger Ullman: Going Green with E2

Can white-collar corporate America do business with “green” environmentalists? Roger Ullman (MBA ’89) thinks so. Ullman, who worked in the mergers and acquisitions division of Merrill Lynch for twelve years, retired from his post as a... View Details

Keywords: Julia Hanna; Management, Scientific, and Technical Consulting Services; Professional Services

April 2018
Teaching Note

Publicis Groupe 2016: Maurice and the Millennials

By: Rosabeth Moss Kanter and Jonathan Cohen

This Teaching Note assists classroom instructors in teaching HBS case, “Publicis Groupe 2016: Maurice and the Millennials,” (HBS No. 316-127), which describes Levy's efforts to transform the Groupe. View Details

Keywords: Digital; Advertising; Managing Change; Collaboration; Synergies; Integration; Millennials; Innovation ＆ Entrepreneurship; Organizational Change and Adaptation; Information Technology; Change Management; Restructuring; Marketing; Mergers and Acquisitions; Transformation; Innovation and Management; Digital Marketing

October 2009 (Revised November 2009)
Case

Acciona and the Battle for Control of Endesa

Acciona, S.A. is a global infrastructure and renewable energy conglomerate that is publicly traded in Spain and controlled by the Entrecanales family. In 2006, the company joined the highly politicized cross-border takeover battle for Spain's largest electric utility,... View Details

Keywords: Mergers and Acquisitions; Business Conglomerates; Renewable Energy; Cross-Cultural and Cross-Border Issues; Ownership Stake; Business and Government Relations; Business Strategy; Energy Industry; Utilities Industry; Spain

October 2009 (Revised November 2011)
Case

Citigroup-Wachovia-Wells Fargo

By: Guhan Subramanian and Nithyasri Sharma

In late September 2008, amidst the spiraling financial crisis, many firms on Wall Street were in a precarious position. One such institution was Wachovia, which entered acquisition talks with Citigroup and Wells Fargo. This case describes the development of these... View Details

Keywords: Mergers and Acquisitions; Financial Crisis; Insolvency and Bankruptcy; Governing Rules, Regulations, and Reforms; Governing and Advisory Boards; Managerial Roles; Banking Industry; United States