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  • All HBS Web  (3,956)
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← Page 61 of 3,956 Results →
  • March 2009
  • Background Note

Evaluating M&A Deals: Floors, Caps, and Collars

By: Carliss Y. Baldwin
As equity consideration has become more popular in acquisitions, so has the use of the "pricing-protection" mechanisms, such as floors, caps, and collars. These contractual devices provide insurance to the shareholders of the target and may protect the buyer as well.... View Details
Keywords: Mergers and Acquisitions; Equity; Price; Contracts; Business and Shareholder Relations
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Baldwin, Carliss Y. "Evaluating M&A Deals: Floors, Caps, and Collars." Harvard Business School Background Note 209-138, March 2009.
  • October 2009 (Revised October 2010)
  • Case

Grove Street Advisors: September 2009

By: Matthew Rhodes-Kropf and Ann Leamon
The investment committee of Grove Street Advisors, a pioneer in the provision of customized private equity funds-of-funds for pension fund clients, must decide how to respond to the market opportunities and challenges presented by the turmoil of 2008 and 2009. How can... View Details
Keywords: Private Equity; Expansion; Investment Funds; Financial Services Industry
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Rhodes-Kropf, Matthew, and Ann Leamon. "Grove Street Advisors: September 2009." Harvard Business School Case 810-064, October 2009. (Revised October 2010.)

    Michael S. Kaufman

    A Senior Lecturer at the Harvard Business School, Michael co-developed and teaches a second year MBA course, “Challenges and Opportunities in the Restaurant Industry.” 

    A founder and partner of Positive Strategy LLC, a management/strategy consulting... View Details

    • November 2011
    • Compilation

    VCPE Strategy Vignettes: 2012

    By: Josh Lerner, Felda Hardymon, Matthew Rhodes-Kropf, Ann Leamon and Lisa Strope
    This compilation of five vignettes depicts common challenges confronting venture capital and leveraged buyout groups. They range from when to deviate from a strategy and how to manage an inept but well-connected executive to equity splits among founders and whether to... View Details
    Keywords: Strategy
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    Lerner, Josh, Felda Hardymon, Matthew Rhodes-Kropf, Ann Leamon, and Lisa Strope. "VCPE Strategy Vignettes: 2012." Harvard Business School Compilation 812-073, November 2011.
    • 30 Jul 2014
    • News

    How One Billionaire's Bet On LyondellBasell Turned Into The Greatest Deal In Wall St. History

    • Research Summary

    Overview

    By: Charles C.Y. Wang
    In the area of equity valuation, Professor Wang explores how firm fundamentals and valuation models can be used to understand expected return variation, with a focus on valuation-implied cost of capital and its use as a proxy for expected returns. In his study of... View Details
    • September 2018 (Revised January 2019)
    • Teaching Note

    Gemini Investors

    By: Richard S. Ruback, Royce Yudkoff and Ahron Rosenfeld
    Teaching Note for HBS No. 211-066. Gemini Investors was a private equity firm that targeted equity investments of between $4 million to $6 million per firm. In the period from 2000 to 2015, Gemini had successfully deployed four funds, all licensed as Small Business... View Details
    Keywords: Small & Medium-sized Enterprises; Small Business; Private Equity; Investment Funds; Decision Making; Financial Services Industry; United States
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    Ruback, Richard S., Royce Yudkoff, and Ahron Rosenfeld. "Gemini Investors." Harvard Business School Teaching Note 219-002, September 2018. (Revised January 2019.)
    • 08 Nov 2011
    • First Look

    First Look: Nov. 8

    just after the SEC's announcement. Our results are consistent with the view that financial markets placed a positive value on shareholder access, as implemented in the SEC's August 2010 rule. Download the paper: http://www.hbs.edu/research/pdf/11-052.pdf Private View Details
    Keywords: Sean Silverthorne
    • 1993
    • Book

    Coalitions and Collaboration in International Business

    By: G. Jones
    This volume provides a selection of the most important research on the history of international business collaboration from the nineteenth century until the present day. The selected essays cover the extensve literature on international cartels, other forms of... View Details
    Keywords: International Business; Collaboration; Joint Ventures; Trade; Equity; Body of Literature; Relationships; Research
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    Jones, G., ed. Coalitions and Collaboration in International Business. Aldershot, England: Edward Elgar Publishing, 1993.
    • October 2013 (Revised November 2013)
    • Case

    Blackstone and the Sale of Citigroup's Loan Portfolio

    By: Victoria Ivashina and David Scharfstein
    The credit boom that preceded the 2007-2009 financial crisis led to several lending practices that exposed banks to large risks. In particular, when the financial crisis unraveled, there were several billion dollars' worth of leveraged buyout (LBO) loans that were... View Details
    Keywords: Restructuring; Private Equity; Insolvency and Bankruptcy; Credit Derivatives and Swaps; Financial Markets; Investment; Banking Industry; Financial Services Industry
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    Ivashina, Victoria, and David Scharfstein. "Blackstone and the Sale of Citigroup's Loan Portfolio." Harvard Business School Case 214-037, October 2013. (Revised November 2013.)
    • January 2011 (Revised April 2020)
    • Case

    Executive Compensation at Talent Partners

    By: Richard S. Ruback and Royce Yudkoff
    Talent Partners' CEO was very successful at growing the business and establishing its leadership position. He was compensated with a mix of salary and options and he did not own any equity in the company. The options were set so that if Talent Partners achieved its... View Details
    Keywords: Executive Compensation; Stock Options; Compensation and Benefits
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    Ruback, Richard S., and Royce Yudkoff. "Executive Compensation at Talent Partners." Harvard Business School Case 211-073, January 2011. (Revised April 2020.)
    • June 2014
    • Teaching Note

    Doing Deals and Leading Teams at XAF Partners

    By: Boris Groysberg, Sarah L. Abbott and Robin Abrahams
    Private equity firm XAF Partners had grown steadily over the last decade, establishing offices across Asia. At the end of their day-long partners' retreat, several firm partners discuss the challenges they face as "producing managers." These include collaboration and... View Details
    Keywords: Management; Time Management; Development; Competency and Skills; Talent and Talent Management; Leadership; Growth and Development Strategy; Business or Company Management; Management Practices and Processes; Financial Services Industry; China
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    Groysberg, Boris, Sarah L. Abbott, and Robin Abrahams. "Doing Deals and Leading Teams at XAF Partners ." Harvard Business School Teaching Note 414-060, June 2014.
    • May–June 2023
    • Article

    A New Approach to Building Your Personal Brand: How to Communicate Your Value

    By: Jill Avery and Rachel Greenwald
    For better or worse, in today’s world everyone is a brand. Whether you’re applying for a job, asking for a promotion, or writing a dating profile, your success will depend on getting others to recognize your value. So you need to get comfortable marketing... View Details
    Keywords: Personal Brand; Influencer Marketing; Leadership Development; Marketing; Brands and Branding; Identity; Reputation; Competency and Skills
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    Avery, Jill, and Rachel Greenwald. "A New Approach to Building Your Personal Brand: How to Communicate Your Value." Harvard Business Review 101, no. 3 (May–June 2023): 147–151.
    • September 2007 (Revised October 2007)
    • Case

    TA Associates - MetroPCS (A)

    Hythem El-Nazer, a young investment professional at TA Associates, believes he has found an attractive investment opportunity for the firm, MetroPCS, a wireless telecomm service provider. However, two months earlier, TA had invested considerable resources on this... View Details
    Keywords: Private Equity; Investment; Mobile and Wireless Technology; Growth and Development Strategy; Financial Services Industry; Telecommunications Industry
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    El-Hage, Nabil N., Leslie Pierson, and Stephen Parks. "TA Associates - MetroPCS (A)." Harvard Business School Case 208-042, September 2007. (Revised October 2007.)
    • 06 Sep 2012
    • Working Paper Summaries

    FIN Around the World: The Contribution of Financing Activity to Profitability

    Keywords: by Russell Lundholm, George Serafeim & Gwen Yu
    • February 2016 (Revised February 2017)
    • Case

    Alvogen

    By: Daniel Isenberg and William Kerr
    Alvogen is a young Icelandic generic pharmaceutical company, whose CEO believes that his global strategy will give them an edge in this competitive industry.
    Robert Wessman, Alvogen’s CEO, was also previously the CEO of Actavis, another Icelandic generics... View Details
    Keywords: Pharmaceutical Companies; Generic Drugs; Entrepreneurship; Globalization; Risk and Uncertainty; Pharmaceutical Industry; Iceland
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    Isenberg, Daniel, and William Kerr. "Alvogen." Harvard Business School Case 816-064, February 2016. (Revised February 2017.)
    • October 2012
    • Case

    Hill Country Snack Foods Co.

    By: W. Carl Kester and Craig Stephenson
    Hill Country Snack Foods, located in Austin, Texas, manufactures, markets, and distributes snack foods and frozen treats. The CEO is passionate about maximizing shareholder value and believes in keeping tight control over costs and operating the business as efficiently... View Details
    Keywords: United States; Financial Strategy; Debt Management; Retail Trade; Risk Management; Food; Capital Structure; Corporate Finance; Retail Industry; Food and Beverage Industry; Texas
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    Kester, W. Carl, and Craig Stephenson. "Hill Country Snack Foods Co." Harvard Business School Brief Case 913-517, October 2012.
    • November 2006
    • Case

    Brontes Technologies -- 2005

    By: William A. Sahlman and Caroline Perkins
    Describes a set of decisions confronting the founders of a company developing a new device for taking three-dimensional pictures of teeth in order to improve dental outcomes. The company needs more money and must choose between raising new equity capital from a venture... View Details
    Keywords: Borrowing and Debt; Business Startups; Medical Devices and Supplies Industry
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    Sahlman, William A., and Caroline Perkins. "Brontes Technologies -- 2005." Harvard Business School Case 807-101, November 2006.
    • 22 Feb 2021
    • Video

    A Vision for the Future

    • 2010
    • Mimeo

    An Analysis of the Impact of 'Substantially Heightened' Capital Requirements on Large Financial Institutions

    By: Anil Kashyap, Jeremy C. Stein and Samuel G. Hanson
    We examine the impact of "substantially heightened" capital requirements on large financial institutions, and on their customers. Our analysis yields three main conclusions. First, the frictions associated with raising new external equity finance are likely to be... View Details
    Keywords: Financial Institutions; Governing Rules, Regulations, and Reforms; Capital; Equity; Financing and Loans; Credit
    Citation
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    Kashyap, Anil, Jeremy C. Stein, and Samuel G. Hanson. "An Analysis of the Impact of 'Substantially Heightened' Capital Requirements on Large Financial Institutions." 2010. Mimeo.
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