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  • All HBS Web  (167)
    • News  (14)
    • Research  (125)
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  • All HBS Web  (167)
    • News  (14)
    • Research  (125)
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  • March 2016 (Revised October 2023)
  • Case

Central European Distribution Corporation: Hostile Takeover, Bankruptcy Makeover

By: Stuart C. Gilson and Sarah L. Abbott
In early 2013, Central European Distribution Corporation (CEDC), a large publicly traded producer and distributer of vodka and spirits in Eastern and Central Europe, has suffered significant declines in its financial performance, is at risk of defaulting on its debt,... View Details
Keywords: Hostile Takeover; Accounting Restatement; Activist Shareholder; Restructuring; Mergers and Acquisitions; Financial Statements; Corporate Governance; Investment Activism; Distribution Industry; Food and Beverage Industry; United States; Russia; Europe
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Gilson, Stuart C., and Sarah L. Abbott. "Central European Distribution Corporation: Hostile Takeover, Bankruptcy Makeover." Harvard Business School Case 216-059, March 2016. (Revised October 2023.)
  • January 2005 (Revised November 2014)
  • Case

Arch Wireless, Inc.

By: Stuart C. Gilson and Perry L. Fagan
The largest wireless paging company in the United States has to restructure its debt in response to the collapse of its market. The restructuring faces formidable challenges. Valuing the company is extremely difficult because Arch's public competitors are also severely... View Details
Keywords: Restructuring; Borrowing and Debt; Insolvency and Bankruptcy; Organizational Structure; Valuation
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Gilson, Stuart C., and Perry L. Fagan. "Arch Wireless, Inc." Harvard Business School Case 205-024, January 2005. (Revised November 2014.)
  • March 1995 (Revised April 1995)
  • Case

UAL Corporation

By: Stuart C. Gilson and Jeremy Cott
In the largest attempted employee-buyout in history, a large U.S. commercial airline seeks substantial wage concessions from its employees in return for 53% stake in the airline's commmon stock and guaranteed seats on the board of directors. Management must convince... View Details
Keywords: Restructuring; Corporate Governance; Labor; Wages; Management Teams; Employee Ownership; Business and Shareholder Relations; Strategy; Value; United States
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Gilson, Stuart C., and Jeremy Cott. "UAL Corporation." Harvard Business School Case 295-130, March 1995. (Revised April 1995.)
  • February 2014 (Revised March 2022)
  • Case

School Specialty, Inc.

By: Stuart C. Gilson and Kristin Mugford
Set in 2013, School Specialty was a financially troubled supplier of educational products to primary and secondary schools in the United States. The company planned to file Chapter 11 in order to address its excessive debt load, but needed to arrange... View Details
Keywords: School Specialty; Bankruptcy; Section 363; Financing; Chapter 11; Capital Structure; Financing and Loans; Insolvency and Bankruptcy; Distribution Industry; Education Industry; United States
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Gilson, Stuart C., and Kristin Mugford. "School Specialty, Inc." Harvard Business School Case 214-084, February 2014. (Revised March 2022.)
  • August 2008 (Revised May 2009)
  • Case

Kmart and ESL Investments (A)

By: Stuart C. Gilson and Sarah Abbott
A major bankrupt retailer is poised to emerge from Chapter 11. Two activist hedge funds ("vulture investors") will own over 50% of reorganized Kmart's common stock, based on prior investments in Kmart's debt claims, and an infusion of new equity financing. The Chapter... View Details
Keywords: Restructuring; Capital Structure; Insolvency and Bankruptcy; Investment; Investment Activism; Valuation; Financial Services Industry; Retail Industry; United States
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Gilson, Stuart C., and Sarah Abbott. "Kmart and ESL Investments (A)." Harvard Business School Case 209-044, August 2008. (Revised May 2009.)
  • January 2002 (Revised January 2003)
  • Case

Finova Group, Inc. (B), The

By: Stuart C. Gilson and Perry Fagan
Supplements the (A) case. View Details
Keywords: Financial Services Industry; United States
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Gilson, Stuart C., and Perry Fagan. "Finova Group, Inc. (B), The." Harvard Business School Case 202-096, January 2002. (Revised January 2003.)
  • December 2001 (Revised July 2005)
  • Case

E.I. du Pont de Nemours and Company: The Conoco Split-off (A)

By: Stuart C. Gilson and Perry Fagan
After taking 30% of its Conoco oil and gas subsidiary public in the largest domestic initial public offering (IPO) in U.S. history, management of E.I. du Pont de Nemours and Co. (DuPont) is considering divesting its remaining interest in Conoco. This goal is to be... View Details
Keywords: Business Conglomerates; Business Subsidiaries; Restructuring; Non-Renewable Energy; Chemicals; Assets; Initial Public Offering; Business and Shareholder Relations; Diversification; Value; Chemical Industry; United States
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Gilson, Stuart C., and Perry Fagan. "E.I. du Pont de Nemours and Company: The Conoco Split-off (A)." Harvard Business School Case 202-005, December 2001. (Revised July 2005.)
  • November 2000 (Revised December 2000)
  • Case

Loewen Group Inc., The

By: Stuart C. Gilson and Jose Camacho
A publiclytraded funeral home and cemetery consolidator faces imminent financial distress. The company has aggressively grown through use of debt. Restructuring the debt is potentially very costly to creditors, shareholders, suppliers, and other corporate stakeholders.... View Details
Keywords: International Accounting; Restructuring; Capital Structure; Cost of Capital; Debt Securities; Cross-Cultural and Cross-Border Issues; Crisis Management; Business and Shareholder Relations; Business and Stakeholder Relations; Service Industry
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Gilson, Stuart C., and Jose Camacho. "Loewen Group Inc., The." Harvard Business School Case 201-062, November 2000. (Revised December 2000.)
  • December 2012 (Revised November 2014)
  • Case

W.R. Grace & Co.: Dealing with Asbestos Torts

By: Stuart C. Gilson and Sarah L. Abbott
A manufacturer of building products and specialty chemicals, W. R. Grace & Co. filed for Chapter 11 bankruptcy in 2001 in response to a flood of lawsuits alleging that its products contained asbestos, and had caused hundreds of thousands of people to contract... View Details
Keywords: Bankruptcy Reorganization; Business Failures; Environmental Regulations; Class Action Lawsuits; Natural Environment; Valuation; Health Disorders; Capital Structure; Restructuring; Lawsuits and Litigation; Chemicals; Crisis Management; Insolvency and Bankruptcy; Legal Liability; Construction Industry; Chemical Industry; United States
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Gilson, Stuart C., and Sarah L. Abbott. "W.R. Grace & Co.: Dealing with Asbestos Torts." Harvard Business School Case 213-046, December 2012. (Revised November 2014.)
  • October 2018
  • Teaching Note

BlackRock (B): Acquire MLIM?

By: Ranjay Gulati, Stuart C. Gilson and Aldo Sesia
Teaching Note for HBS Nos. 717-405 and 717-485. View Details
Keywords: Competition; Strategy; Technology
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Gulati, Ranjay, Stuart C. Gilson, and Aldo Sesia. "BlackRock (B): Acquire MLIM?" Harvard Business School Teaching Note 719-431, October 2018.
  • November 1993 (Revised July 1994)
  • Background Note

Adjusted Present Value Method for Capital Assets, The

By: Steven R. Fenster and Stuart C. Gilson
This case provides an explanation of the adjusted present value method for valuing capital assets. The authors believe this approach is generally simple and better for the complicated and changing capital structure found in restructuring. View Details
Keywords: Value; Capital; Assets
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Fenster, Steven R., and Stuart C. Gilson. "Adjusted Present Value Method for Capital Assets, The ." Harvard Business School Background Note 294-047, November 1993. (Revised July 1994.)
  • July 2023 (Revised November 2023)
  • Supplement

Equity Restructuring at Dell Technologies: Buy Out, Buy Up, Buy In (B)

By: Stuart C. Gilson and Sarah L. Abbott
Following Dell’s return to the public market in 2018, the company’s stock underperformed. In June 2020, the Wall Street Journal reported that Dell was exploring various options with respect to its majority stake in the virtualization software company VMware. View Details
Keywords: Recapitalization; Reverse Merger; Spin Off; Public Ownership; Restructuring; Technology Industry; United States
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Gilson, Stuart C., and Sarah L. Abbott. "Equity Restructuring at Dell Technologies: Buy Out, Buy Up, Buy In (B)." Harvard Business School Supplement 224-006, July 2023. (Revised November 2023.)
  • April 2017 (Revised October 2023)
  • Supplement

Central European Distribution Corporation: Hostile Takeover, Bankruptcy Makeover

By: Stuart C. Gilson and Sarah L. Abbott
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Gilson, Stuart C., and Sarah L. Abbott. "Central European Distribution Corporation: Hostile Takeover, Bankruptcy Makeover." Harvard Business School Spreadsheet Supplement 217-708, April 2017. (Revised October 2023.)
  • December 2003
  • Article

The Social Cost of Fraud and Bankruptcy

By: Joseph L. Bower and Stuart C. Gilson
Keywords: Cost; Society; Insolvency and Bankruptcy
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Bower, Joseph L., and Stuart C. Gilson. "The Social Cost of Fraud and Bankruptcy." Harvard Business Review 81, no. 12 (December 2003): 20–22.
  • January 1994
  • Case

National Convenience Stores, Inc.

By: Steven R. Fenster, Stuart C. Gilson and Roy Burstin
National Convenience Stores seeks to emerge from Chapter 11. Central to the nature of the reorganization plan is the company's determining enterprise value. The various constituencies (secured debt, unsecured debt, etc.) will seek to find an enterprise value that... View Details
Keywords: Capital Structure; Valuation; Restructuring; Strategic Planning; Borrowing and Debt; Food and Beverage Industry; Texas
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Fenster, Steven R., Stuart C. Gilson, and Roy Burstin. "National Convenience Stores, Inc." Harvard Business School Case 294-068, January 1994.
  • April 2022 (Revised December 2022)
  • Supplement

Hertz in Bankruptcy: A Wild Ride in Pandemic Times

By: Kristin Mugford, Stuart C. Gilson and Samuel Antill
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Mugford, Kristin, Stuart C. Gilson, and Samuel Antill. "Hertz in Bankruptcy: A Wild Ride in Pandemic Times." Harvard Business School Spreadsheet Supplement 222-713, April 2022. (Revised December 2022.)
  • April 2017 (Revised November 2017)
  • Case

BlackRock (B): Acquire MLIM? (with video links)

By: Ranjay Gulati, Jan W. Rivkin, Stuart C. Gilson and Aldo Sesia
In early 2006, BlackRock, Inc. is considering acquiring Merrill Lynch’s asset management business. The asset management industry was in a state of transition. In the prior year, more than 130 mergers and acquisitions had taken place. The proposed deal between BlackRock... View Details
Keywords: Strategy; Competition; Information Technology; Asset Management; Mergers and Acquisitions; Decision Choices and Conditions; United States
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Gulati, Ranjay, Jan W. Rivkin, Stuart C. Gilson, and Aldo Sesia. "BlackRock (B): Acquire MLIM? (with video links)." Harvard Business School Multimedia/Video Case 717-485, April 2017. (Revised November 2017.)
  • 27 Dec 2015
  • Research & Ideas

The Most Popular Stories and Research Papers of 2015

Restructuring Work for Your Company (16,149) A bungled corporate restructuring can turn a good idea into disaster. In a book excerpt, Stuart Gilson outlines the keys for a successful corporate makeover. Why... View Details
  • 26 Jan 2010
  • First Look

First Look: Jan. 26

Breakups Author:Stuart C. Gilson Publication:2nd ed. New York: John Wiley & Sons, Inc., 2010 Abstract A collection of case studies illustrates real-world techniques, implementation, and strategies on... View Details
Keywords: Martha Lagace
  • August 2017
  • Article

Relationship Between Labor and Delivery Unit Management Practices and Maternal Outcomes

By: Avery C. Plough, Grace Galwin, Zhonghe Li, Stuart R. Lipsitz, Shehnaz Alidina, Natalie J. Henrich, Lisa R. Hirschhorn, William R. Berry, Atul A. Gawande, Doris Peter, Rory McDonald, Donna L. Caldwell, Janet H. Muri, Debra Bingham, Aaron B. Caughey, Eugene R. Declercq and Neel T. Shah
OBJECTIVE: To define, measure, and characterize key competencies of managing labor and delivery units in the United States and assess the associations between unit management and maternal outcomes. METHODS: We developed and administered a management measurement... View Details
Keywords: Health Care and Treatment; Management Practices and Processes; Performance Evaluation; Outcome or Result; United States
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Plough, Avery C., Grace Galwin, Zhonghe Li, Stuart R. Lipsitz, Shehnaz Alidina, Natalie J. Henrich, Lisa R. Hirschhorn, William R. Berry, Atul A. Gawande, Doris Peter, Rory McDonald, Donna L. Caldwell, Janet H. Muri, Debra Bingham, Aaron B. Caughey, Eugene R. Declercq, and Neel T. Shah. "Relationship Between Labor and Delivery Unit Management Practices and Maternal Outcomes." Obstetrics & Gynecology 130, no. 2 (August 2017): 358–365.
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