Ownership Stake - Publications - Faculty & Research

20 Aug 2020
Book

From the Plow to the Pill: How Technology Shapes Our Lives

For centuries, the creation of innovative technology—from steam engines and automobiles to computers and smartphones—has dramatically changed the nature of our work. Less deeply understood has been the impact of technology on the inner currents of our personal lives,... View Details

Keywords: by Dina Gerdeman

18 Nov 2022
HBS Case

What Does It Take to Safeguard a Legacy in Asset Management?

structures follow a similar pattern. Brown decided to go another route—an Employee Stock Ownership Program (ESOP). In 2016, Brown agreed to sell 100 percent of his ownership View Details

Keywords: by Rachel Layne; Financial Services

01 Oct 2001
Research & Ideas

Organizing the Family-Run Business

As described in the first article in this series, the "Three-circle" family business system is composed of three overlapping subsystems: those employed in the business, the shareholders, and members of the family that has a controlling View Details

Web

Historical Data & Sources - Business History

Set in Excel Carrefour: Countries of Operation Carrefour Kingdom of Saudi Arabia “Carrefour Exits Japan and Mexico,” BBC News, 10 March 2005 “Retailer Carrefour to Sell Stake in Greek Joint Venture,” BBC News, 15 June 2012 “About... View Details

01 Sep 2023
News

End Game

the list. They could sell the company and donate all the money, for example, but then there would be no way to guarantee a new owner would maintain its core values. They could sell a minority stake to a like-minded private equity firm but... View Details

Keywords: Jen McFarland Flint; Miscellaneous Store Retailers; Retail Trade

01 Jun 2024
News

Firm Foundation

as reported in the Wall Street Journal. Kanbrick took a majority stake in the patented boat-covering system Marine Concepts and established a dealer network across the Southeast. Since acquiring JM Test Systems, a third-generation... View Details

Keywords: Janelle Nanos; private equity; Warren Buffett; career path; investment strategy; family business; Finance

22 Feb 2022
News

Breaking News

offers a test case that the National Trust will learn from and scale up in other communities across the country. Here, Hansen Shapiro talks with the Bulletin about making local news sustainable, the interplay between investment and impact funds, and what’s at View Details

Keywords: Jen McFarland Flint; illustration by Dana Smith; News, Library, Internet, and Other Services; Information

01 Jan 2002
News

Egon P.S. Zehnder (MBA '56)

Zehnder utters these words with considerable passion, since he created the unique corporate culture in which these qualities are so fundamental. In 1976, as Egon Zehnder International continued to grow and prosper, he decided to give up his majority View Details

September 2021 (Revised December 2023)
Case

On the Bubble: Startup Bootstrapping

By: Jeffrey J. Bussgang, Tom Quinn and Annelena Lobb

Bubble was a software company in the low-code/no-code market, making tools that allowed users without traditional programming backgrounds or technical skills to build software. The case covers cofounder Joshua Haas’s engineering background, as he experienced a high... View Details

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March 2014 (Revised January 2017)
Case

From Beijing Jeep to ASC Fine Wines: The Story of an American Family Business in China

By: William C. Kirby and Erica M. Zendell

In 1985, Don St. Pierre Sr. became President of Beijing Jeep, the troubled joint venture between American Motor Corporation and the Chinese government to build Jeep Cherokees in China. Just over a decade later in 1996, leveraging contacts from his time in the... View Details

Keywords: Entrepreneurship In Emerging Markets; China; Joint Ventures; Wine Industry; International Entrepreneurship; International Business; Exports; Chinese Manufacturing; Business And Government Relations; Ownership Stake; Strategy; Operations; Auto Industry; Food and Beverage Industry; China

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1987
Other Unpublished Work

Creating Stakeholder Value: NCR Annual Report

By: R. M. Kanter

Keywords: Value Creation; Ownership Stake

Citation

2012
Chapter

Work, Ownership, and Productive Enfranchisement

By: Nien-he Hsieh

Keywords: Labor; Ownership Stake; Private Ownership

Citation

November 2010 (Revised February 2013)
Case

Cresud S.A., Farmer or Real Estate Developer?

By: Ray Goldberg, Arthur I Segel, Gustavo Herrero and Andrew Terris

Alejandro Elsztain, CEO of Cresud S.A., is faced with the difficult choice of whether to sell, develop, or continue to hold the 151,000 hectares of remaining undeveloped farmland at the company's Los Pozos farm in Argentina. Developing the land will further expose... View Details

Keywords: Agribusiness; Investment; Investment Portfolio; Risk Management; Ownership Stake; Property; Agriculture and Agribusiness Industry; Real Estate Industry; Argentina

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March 2022
Case

Shanghai Pudong Science and Technology Investment Co., Ltd.: December 2014

By: Josh Lerner, Luyang Zhang, Xinlai Tong and Yue Kong

In early December 2014, the senior team of Pudong Science and Technology Investment (hereafter, Pudong S&T) gathered in the offices of their chairman, Dr. Xudong Zhu. Before completing its cross-border acquisition of Montage Technology, Pudong S&T—wholly owned by the... View Details

Keywords: Mergers and Acquisitions; Ownership Stake; Risk Management; Ownership Type; China

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Fast Answer

First time investments in private equity and M&A.

click on Add Criteria. Click on Investment Firm Type under Investment/Advisory Firms, select PE/VC then Add Criteria. Click on Features under M&A Details, select Majority Shareholder Increasing Ownership Stake, Minority... View Details

15 Nov 2001
Research & Ideas

Five Questions for Paul Gompers and Josh Lerner

venture capitalists want more from their clients in terms of an ownership stake or in terms of meeting tougher performance benchmarks? Gompers and Lerner: Many of the changes in the venture capital industry... View Details

Keywords: by Carol Elsen; Financial Services

July 2008 (Revised November 2012)
Supplement

UpDown: Confidential Instructions for GEORG

By: Noam Wasserman and Deepak Malhotra

Michael Reich is having severe doubts about how he split the equity with his co-founders two months ago, when they completed a one-page "November Agreement." Since then, Michael has found an angel investor and has worked non-stop on the business, while one co-founder... View Details

Keywords: Negotiation Participants; Agreements and Arrangements; Business Startups; Ownership Stake

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July 2008 (Revised November 2012)
Supplement

UpDown: Confidential Instructions for MICHAEL

By: Noam Wasserman and Deepak Malhotra

Michael Reich is having severe doubts about how he split the equity with his co-founders two months ago, when they completed a one-page "November Agreement." Since then, Michael has found an angel investor and has worked non-stop on the business, while one co-founder... View Details

Keywords: Negotiation Participants; Agreements and Arrangements; Business Startups; Ownership Stake

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