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  • All HBS Web  (5,320)
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  • November 2017 (Revised April 2019)
  • Case

Summa Equity: Building Purpose-Driven Organizations

By: George Serafeim
In 2015, Reynir Indahl left top Nordic private equity firm Altor Equity Partners to found Summa Equity (Summa). After long contemplation following the financial crisis, Indahl was convinced the financial system was producing negative externalities and that the current... View Details
Keywords: Corporate Purpose; ESG; ESG (Environmental, Social, Governance) Performance; Social Impact; Investment Management; Management Practices; Innovation; Voice; Environmental Impact; Private Equity; Social Enterprise; Finance; Capital Markets; Management Practices and Processes; Innovation Leadership; Leadership; Innovation and Management; Entrepreneurship; Mission and Purpose; Value Creation; Financial Services Industry; Norway; Sweden; Scandinavia
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Serafeim, George, and David Freiberg. "Summa Equity: Building Purpose-Driven Organizations." Harvard Business School Case 118-028, November 2017. (Revised April 2019.)

    Vikram Gandhi

    Vikram S. Gandhi is the Gerald P. Kaminsky Senior Lecturer of Business Administration in the General Management Unit. He has developed and teaches two new courses in the Elective Curriculum of the MBA Program. The first is a finance and investing course, Sustainable... View Details

    Keywords: financial services
    • 19 Sep 2017
    • First Look

    First Look at New Research and Ideas, September 19

    September 2017 Management Science Channel Integration, Sales Dispersion, and Inventory Management By: Gallino, Santiago, Antonio Moreno, and Ioannis Stamatopoulos Abstract—We study the effects of the introduction of cross-channel functionalities on the overall sales... View Details
    Keywords: Sean Silverthorne
    • April 2022
    • Teaching Note

    Banorte Móvil: Data-Driven Mobile Growth

    By: Ayelet Israeli and Carla Larangeira
    In mid-2019, Carlos Hank was deliberating over the results for Banorte Móvil—the mobile application for Banorte, Mexico’s most profitable and second-largest financial institution. Hank, who had been appointed as Banorte´s Chairman of the Board in January 2015, had... View Details
    Keywords: Data Analytics; Customer Lifetime Value; Financial Institutions; Mobile and Wireless Technology; Growth and Development Strategy; Customers; Technology Adoption; Communication Strategy; Banking Industry; Mexico; Latin America
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    Israeli, Ayelet, and Carla Larangeira. "Banorte Móvil: Data-Driven Mobile Growth." Harvard Business School Teaching Note 522-095, April 2022.
    • 26 Jun 2018
    • Working Paper Summaries

    The Impact of Pensions and Insurance on Global Yield Curves

    Keywords: by Robin Greenwood and Annette Vissing-Jorgensen; Financial Services; Financial Services
    • May 2017
    • Supplement

    Betfair (B)

    By: Ramon Casadesus-Masanell, John Heilbron and Neil Campbell
    Buoyed by success in the market for gambling contracts, Betfair attempts to enter the market for financial products using its exchange model. View Details
    Keywords: Betfair; Exchange; Business Model; Betting; Leisure Industry; Market Design; Digital Platforms; Diversification; Financial Services Industry; Financial Services Industry; Europe
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    Casadesus-Masanell, Ramon, John Heilbron, and Neil Campbell. "Betfair (B)." Harvard Business School Supplement 717-517, May 2017.
    • 03 Oct 2013
    • Research & Ideas

    Lehman Brothers Plus Five: Have We Learned from Our Mistakes?

    In September 2008, Lehman Brothers went under—the largest bankruptcy in American history. But that was just the beginning of the story. What followed was the Great Recession, a gargantuan financial crisis that affected the entire world... View Details
    Keywords: Re: Multiple Faculty; Financial Services; Financial Services; Financial Services; Financial Services
    • March 2023 (Revised January 2024)
    • Case

    Nigeria: Africa's Giant

    By: Marlous van Waijenburg
    "Nigeria: Africa’s Giant" delves into the economic development and state building record of Africa’s most populous country. Despite being one of the continent’s largest oil-exporters, Nigeria’s economy has been struggling, and poverty is widespread. The country’s... View Details
    Keywords: Crime and Corruption; Developing Countries and Economies; Government Administration; Poverty; Africa; Nigeria
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    van Waijenburg, Marlous. "Nigeria: Africa's Giant." Harvard Business School Case 723-056, March 2023. (Revised January 2024.)
    • March 2021
    • Technical Note

    Competitive Strategy in International Construction

    By: John D. Macomber and Emrah Ergelen
    Construction of buildings and infrastructure is one of the largest industries in the world in terms of volume. It is also one of the most physically risky, financially uncertain, and politically impacted. The industry is highly fragmented since there are few economies... View Details
    Keywords: Construction; Infrastructure; Strategy; Marketing Strategy; Competitive Strategy; Strategic Planning; Global Range; Construction Industry
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    Macomber, John D., and Emrah Ergelen. "Competitive Strategy in International Construction." Harvard Business School Technical Note 221-074, March 2021.
    • March 2018 (Revised January 2021)
    • Case

    China Vanke: Battle for Control (A)

    By: Lynn S. Paine, Charles C.Y. Wang, Dawn H. Lau and Anthony K. Woo
    In June 2016, the board of China Vanke, one of China’s largest and best-known private residential real estate developers, must vote on a proposed acquisition that is opposed by its largest shareholders, state-owned China Resources Co. and the lesser-known property... View Details
    Keywords: China Vanke; China Resources; Hostile Takeover; Board Of Directors; Shareholding Structure; Shareholder Rights; Asset Restructuring; Corporate Governance; Governing and Advisory Boards; Valuation; Business and Shareholder Relations; Real Estate Industry; China
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    Paine, Lynn S., Charles C.Y. Wang, Dawn H. Lau, and Anthony K. Woo. "China Vanke: Battle for Control (A)." Harvard Business School Case 318-117, March 2018. (Revised January 2021.)

      James I. Cash

      Professor Cash received a Bachelor of Science degree in Mathematics from Texas Christian University; a Master of Science in Computer Science from Purdue University's Graduate School of Mathematical Sciences; and a Doctor of Philosophy in Management Information... View Details

      Keywords: financial services; financial services; financial services; financial services; financial services; financial services; financial services
      • October 2024
      • Case

      Ranger Energy Services: Bridging Public & Private Markets

      By: Joseph Pacelli, Ravi Ramniklal Gondalia and James Weber
      In August of 2017, CSL Capital, a private equity fund founded and operated by Charlie Leykum (HBS ’04), was deciding to take one of its portfolio companies, Ranger Energy Services, public. Founded in 2014, Ranger Energy was an oilfield service company providing... View Details
      Keywords: Entrepreneurship; Initial Public Offering; Financial Strategy; Valuation; Private Equity; Business Strategy; Investment Portfolio; Investment Return; Financial Services Industry; Financial Services Industry; United States
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      Pacelli, Joseph, Ravi Ramniklal Gondalia, and James Weber. "Ranger Energy Services: Bridging Public & Private Markets." Harvard Business School Case 125-023, October 2024.
      • September 1994
      • Case

      BayFunds

      By: Alvin J. Silk, Lisa Klein Pearo and Jamie Harper
      In June, 1994, the Senior Vice President of BayBank's Investment Management Group is preparing a strategic plan for her organization's line of mutual funds. Sixteen months earlier, BayBank, Massachusetts's leading retail bank, had entered the mutual fund business by... View Details
      Keywords: Banks and Banking; Marketing Strategy; Brands and Branding; Investment Funds; Product Marketing; Integration; Financial Services Industry
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      Silk, Alvin J., Lisa Klein Pearo, and Jamie Harper. "BayFunds." Harvard Business School Case 595-031, September 1994.
      • February 2017 (Revised February 2018)
      • Case

      Frank Baker: Siris Capital Group and Titan Systems

      By: Steven Rogers and Derrick Collins
      Private equity firm, Siris Capital Group, must decide if they should raise their offer to take Titan Telecom private by acquiring its publicly traded stock. Siris’ decision to pay a premium for Titan must be made in the context of their unique (and somewhat complex)... View Details
      Keywords: Acquisition; Leveraged Buyouts; Mergers and Acquisitions; Private Equity; Mobile Technology; Financial Services Industry; Financial Services Industry; Financial Services Industry; United States
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      Rogers, Steven, and Derrick Collins. "Frank Baker: Siris Capital Group and Titan Systems." Harvard Business School Case 317-036, February 2017. (Revised February 2018.)
      • January 2006 (Revised August 2008)
      • Case

      Vivaldi Food Concepts--The Start-up of an Asian Venture (A)

      Joel Silverstein needs to raise an additional $1.5 million from private investors to round out the equity financing for his new Quick Service Restaurant venture in China, Korea, and Japan. How should he pitch the opportunity? What should be the terms? View Details
      Keywords: Venture Capital; Private Equity; Business Startups; Retail Industry; Retail Industry; Japan; China; South Korea
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      Isenberg, Daniel J. "Vivaldi Food Concepts--The Start-up of an Asian Venture (A)." Harvard Business School Case 806-118, January 2006. (Revised August 2008.)
      • April 2016 (Revised December 2016)
      • Case

      The Container Store

      By: Tatiana Sandino, Zeynep Ton and Aldo Sesia
      The Container Store (TCS) is a Texas-based retailer of organization and storage solutions. The company prides itself in taking care of its employees first, and its cofounder and CEO Kip Tindell practices Conscious Capitalism. Since its beginnings in 1978, TCS grew to a... View Details
      Keywords: Culture; Conscious Capitalism; Merchandising; Customer Focus and Relationships; Growth and Development Strategy; Operations; Service Delivery; Going Public; Performance Evaluation; Performance Productivity; Retail Industry; United States
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      Sandino, Tatiana, Zeynep Ton, and Aldo Sesia. "The Container Store." Harvard Business School Case 116-020, April 2016. (Revised December 2016.)
      • 10 Jul 2018
      • First Look

      New Research and Ideas, July 10, 2018

      forthcoming Journal of Financial Economics The Relevance of Broker Networks for Information Diffusion in the Stock Market By: Di Maggio, Marco, Francesco Franzoni, Amir Kermani, and Carlo Sommavilla Abstract—This paper shows that the... View Details
      Keywords: Dina Gerdeman
      • March 2022
      • Teaching Note

      Sawiris Foundation: Elevating Education in Egypt

      By: Brian Trelstad and Alpana Thapar
      Teaching Note for HBS Case No. 322-023. Founded in 2001 by the Sawiris family, one of the wealthiest families in Egypt, the Sawiris Foundation for Social Development (SFSD) invested in human capital and provision of basic social services for the most marginalized... View Details
      Keywords: Sustainable Development; Human Capital; Equality and Inequality; Education; Business Strategy; Social Enterprise; Social Issues; Partners and Partnerships; Growth and Development Strategy; Education Industry; Egypt
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      Trelstad, Brian, and Alpana Thapar. "Sawiris Foundation: Elevating Education in Egypt." Harvard Business School Teaching Note 322-061, March 2022.
      • 12 Jul 2019
      • News

      Can Apprenticeships Keep Up With The Kardashians?

      • 21 Jul 2015
      • First Look

      First Look: July 21, 2015

      Lal, Rajiv, and Ishan Sachdev Abstract—Mobile money services are being deployed rapidly across emerging markets as a key tool to further the goal of financial inclusion. View Details
      Keywords: Sean Silverthorne
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