Publications

Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

Abstract: In 2009, Coley Andrews and Jim Southern endeavored to raise a private equity fund for investment solely in search... View Details

Keywords: Entrepreneurship Through Acquisition; Search Fund; Entrepreneurship; Private Equity; Investment Funds; Organizational Structure; United States

September 2011 (Revised September 2011)
Case

Penn Warranty Corporation

Penn Warranty Corporation sold warranty contracts to the used car market. During the recession in 2008/2009 Penn's sales declined by 26% Instead of growing by 11% as forecasted. Also, disruptions in financial and insurance markets created a cash shortfall. In the... View Details

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Health Care - Faculty & Research

(February 2025). More Publications Faculty Michael E. Porter Regina E. Herzlinger Robert S. Kaplan Robert S. Huckman Amy C. Edmondson Richard G. Hamermesh John A. Quelch... View Details

2019
Casebook

Private Equity: A Casebook

By: Paul A. Gompers, Victoria Ivashina and Richard S. Ruback

This book is a collection of cases and notes that have been used in Private Equity Finance, an advanced corporate finance course offered in the second year of the Harvard Business School’s MBA curriculum, over several years. Our goal is to provide detailed insight into... View Details

Keywords: Private Equity; Value Creation; Cases

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July 2024
Supplement

Pacific Lake Partners (A)

Pre-Abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details.

Abstract: In 2009, Coley Andrews and Jim Southern endeavored to raise a private equity fund for investment solely in search... View Details

Keywords: Search Fund; Entrepreneurship Through Acquisition; Entrepreneurship; Private Equity; Investment; North America

April 1991 (Revised July 1994)
Case

Southland Corp. (B)

By: Richard S. Ruback

Examines Southland's financial difficulties following the LBO in 1987 up to the first restructuring plan in July 1990. The teaching objectives are: to explore the complexities of a failed leverage buyout and the operating restrictions that result from financial... View Details

Keywords: Leveraged Buyouts; Restructuring; Equity; Insolvency and Bankruptcy; Financing and Loans; Crisis Management

July 1991
Case

Pioneer Petroleum Corp.

By: Richard S. Ruback

Pioneer is an integrated oil company. Its operations include exploration and development, production, transportation, and marketing. The case focuses on Pioneer's cost of capital calculations and its choice between a single company-wide cost of capital or divisional... View Details

Keywords: Cost of Capital; Energy Industry; Mining Industry

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Resources - Christensen Center for Teaching & Learning

undergraduate studies to discussion-based learning. Learning by the Case Method Books 2007 Harvard Business Review Press The Case Study Handbook: How to Read, Discuss, and Write Persuasively About Cases by... View Details

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HBR Classics - Alumni

William Torbert Social Intelligence and the Biology of Leadership , Daniel Goleman and Richard Boyatzis Persuasive Presentations Harnessing the Science of Persuasion , Robert B. Cialdini HBR Guide to Persuasive Presentations , View Details

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Faculty & Research - Business History

Business History in Emerging Markets By: Geoffrey Jones This article describes the motivation, structure and use of the Creating Emerging Markets (CEM) oral history-based project at the Harvard Business School. The project consists of lengthy interviews with business... View Details

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Technology & Innovation - Faculty & Research

By: Thales S. Teixeira and Peter Jamieson While the Internet's first wave of disruption was marked by the unbundling of digital content, the second wave, decoupling, promises to generate more casualties in... View Details

May 2000 (Revised January 2003)
Case

Health Development Corporation

By: Richard S. Ruback

Health Development Corp. (HDC) owns and operates health clubs in the Greater Boston area. HDC engaged a local investment banker to explore a sale of the company. The most likely buyer views HDC's prior purchase of real estate as a negative. HDC's management is... View Details

Keywords: Cash Flow; Property; Business Exit or Shutdown; Valuation; Value; Decisions; Health Industry; Boston

October 2012
Case

Antoine Leboyer and ABR

Antoine Leboyer (HBS '92) acquired the Swiss-based software company ABR in February 2008. He managed through the recession of 2008-2009, dealt with a tumultuous separation from the founder/owner, rebuilt the management team, and upgraded the company's software... View Details

Keywords: Small Business; Corporate Finance; Acquisitions; Private Equity; Growth Management; France; Switzerland

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Business History - Faculty & Research

Purchase Related Alfaro, Laura, Hise O. Gibson, Leonard A. Schlesinger, and Pedro Levindo. "Doing Business in São Paulo, Brazil." Harvard Business School Case 324-079, March 2024. (Revised February 2025.) More Publications Faculty Geoffrey G. Jones Tom Nicholas View Details

October 2003 (Revised December 2003)
Case

Managing a 401(k) Fund

By: Richard S. Ruback and Kathleen Luchs

Focuses on an individual's decision to participate in his firm's 401(k) plan and how to invest his contributions. Plan participants have a choice of 10 mutual funds with different investment strategies. Includes data from Morningstar on the composition and performance... View Details

Keywords: Investment Funds; Investment; Saving; Asset Management; Financial Management; Decision Making; Personal Finance; Financial Services Industry

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Faculty & Researchers - Managing the Future of Work

Local Services and Transportation (pdf) , CESifo Forum, 2020. With Catherine Thomas. How Has COVID-19 Affected Health Insurance Offered by Small Businesses in the U.S.? Early Evidence from a Survey , NEJM Catalyst, 2020. With Leemore... View Details

April 2011 (Revised January 2019)
Case

Talismark

Talismark, which helped its customers manage their waste, was considering re-engineering its business fundamentals to dramatically increase profitability by changing its sales and information processes. Implementing the changes would be expensive and would interrupt... View Details

Keywords: Restructuring; Business Processes; Information Management; Sales; Organizational Change and Adaptation; Wastes and Waste Processing