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- All HBS Web
(1,864)
- People (4)
- News (139)
- Research (1,458)
- Events (17)
- Multimedia (6)
- Faculty Publications (1,230)
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- October 2022 (Revised January 2025)
- Case
Founders First Capital Partners: An Approach to Capital Access Equity
By: Brian Trelstad, Mel Martin and Amy Klopfenstein
In June 2021, Kim T. Folsom, the founder and CEO of revenue-based financing firm Founders First Capital Partners (FFCP), must decide whether to issue another loan to OnShore Technology Group, an up-and-coming software validation company. FFCP provided revenue-based... View Details
Keywords: Finance; Financial Instruments; Financing and Loans; Interest Rates; Investment Return; Revenue; Capital; Financial Services Industry; North and Central America; United States
Trelstad, Brian, Mel Martin, and Amy Klopfenstein. "Founders First Capital Partners: An Approach to Capital Access Equity." Harvard Business School Case 323-013, October 2022. (Revised January 2025.)
- February 1979
- Background Note
Note on the Theory of Optimal Capital Structure
Examines the interrelationship between the maximization of the share value of a firm's common stock and the minimization of the firm's weighted average cost of capital. Presents a revised version of a case by J.W. Mullins, Jr. View Details
Fruhan, William E., Jr. "Note on the Theory of Optimal Capital Structure." Harvard Business School Background Note 279-069, February 1979.
- 2008
- Working Paper
Just Keep My Money! Supporting Tax-time Savings with U.S. Savings Bonds
By: Peter Tufano
This paper reports the results of a 2007 experiment testing if specific process simplification can foster increased take-up rates for savings products, particularly by low-to-moderate income (LMI) households. Tax refund recipients at certain H&R Block tax preparation... View Details
Tufano, Peter. "Just Keep My Money! Supporting Tax-time Savings with U.S. Savings Bonds." Harvard Business School Working Paper, No. 09-059, October 2008. (Revised August 2010.)
- March 2006 (Revised April 2006)
- Case
Geeli
By: Li Jin, Kenneth A. Froot and Si Ping May Yu
A well-performing Chinese manufacturer faces major impediments raising funding to grow. Highlights various imperfections that shape the financing decision. View Details
- January 2004 (Revised August 2004)
- Supplement
Innovation at the Treasury: Treasury Inflation-Protection Securities (B)
By: Kenneth A. Froot, Peter A. Hecht and Christopher Edward James Payton
In 1997, the U.S. Treasury was deciding whether to proceed with a proposal to issue inflation-indexed bonds. This case explores the challenges facing innovation in the financial markets as the Treasury tries to determine whether to introduce Treasury... View Details
Keywords: Inflation; Innovation; Federal Government; Securities; Financial Instruments; Inflation and Deflation; Financial Markets; Government and Politics; Financial Institutions; Innovation and Invention; United States
Froot, Kenneth A., Peter A. Hecht, and Christopher Edward James Payton. "Innovation at the Treasury: Treasury Inflation-Protection Securities (B)." Harvard Business School Supplement 204-113, January 2004. (Revised August 2004.)
- June 2001 (Revised December 2006)
- Case
Role of Capital Market Intermediaries in the Dot-Com Crash of 2000, The
By: Krishna G. Palepu and Gillian D Elcock
Set in the context of the rise and fall of the Internet stocks in the United States. View Details
Keywords: Stocks; Price Bubble; Capital Markets; Investment Banking; Information Technology Industry; Financial Services Industry; United States
Palepu, Krishna G., and Gillian D Elcock. "Role of Capital Market Intermediaries in the Dot-Com Crash of 2000, The." Harvard Business School Case 101-110, June 2001. (Revised December 2006.)
- July 2017
- Supplement
Centerbridge Partners and Great Wolf Resorts (B)
By: Josh Lerner, John D. Dionne and Amram Migdal
The case examines the aftermath of the March 2015 Centerbridge Partners acquisition of Great Wolf Resorts, a North American family-oriented indoor water parks and hotel operator, from a private equity (PE) competitor, Apollo Global Management. View Details
Keywords: Private Equity Financing; Commercial Mortgage Backed Securities; CMBS; Secondary Buyouts; Business Ventures; Acquisition; Leveraged Buyouts; Business Exit or Shutdown; Finance; Borrowing and Debt; Cost; Cost of Capital; Equity; Private Equity; Financial Instruments; Debt Securities; Accommodations Industry; Entertainment and Recreation Industry; Financial Services Industry; North and Central America; United States
Lerner, Josh, John D. Dionne, and Amram Migdal. "Centerbridge Partners and Great Wolf Resorts (B)." Harvard Business School Supplement 818-024, July 2017.
- February 2018 (Revised August 2018)
- Case
Blue Haven Initiative: The PEGAfrica Investment
By: Vikram S. Gandhi, Caitlin Reimers Brumme and Amram Migdal
This case examines Blue Haven Initiative (BHI), an impact investing fund and family office, and one of its investments, PEGAfrica (PEG). BHI founder Liesel Pritzker Simmons’ motivations for using her family wealth to start a family office focused on impact investing,... View Details
Keywords: Impact Investing; Family Office; Development; International Development; International Development Investing; Development Fund; Sustainability; Solar Energy; Solar; Pay As You Go; PAYG; MFI; Social Venture; Business Ventures; Acquisition; Business Growth and Maturation; Business Startups; Economics; Development Economics; Energy; Energy Conservation; Energy Sources; Renewable Energy; Social Entrepreneurship; Finance; Assets; Asset Pricing; Capital; Capital Budgeting; Capital Structure; Venture Capital; Cash; Cash Flow; Currency; Currency Exchange Rate; Equity; Private Equity; Financial Instruments; Debt Securities; Stock Shares; Financing and Loans; Microfinance; International Finance; Investment; Investment Return; Investment Activism; Investment Funds; Investment Portfolio; Price; Geography; Geographic Location; Emerging Markets; Ownership; Ownership Stake; Private Ownership; Social Enterprise; Value; Valuation; Value Creation; Energy Industry; Financial Services Industry; Green Technology Industry; Africa; United States
Gandhi, Vikram S., Caitlin Reimers Brumme, and Amram Migdal. "Blue Haven Initiative: The PEGAfrica Investment." Harvard Business School Case 318-003, February 2018. (Revised August 2018.)
- 14 Aug 2007
- First Look
First Look: August 14, 2007
facilitates the design of new instruments and contracts to control or transfer sovereign risk. Business Methods Patents as Real Options: Value and Disclosure as Drivers of Litigation. Authors:Atul Nerkar, Srikanth Paruchuri, and Mukti... View Details
Keywords: Martha Lagace
- 12 Sep 2005
- Research & Ideas
The Broadband Explosion: Thinking About a Truly Interactive World
lines creating this kind of technology. As you probably know, Jeremy was instrumental in creating Macromedia's Flash technology, so he really knows what he's talking about. This is the "rich media" component of our argument. You... View Details
- 24 Oct 2017
- Research & Ideas
Tax Reform is on the Front Burner Again. Here’s Why You Should Care
instrument than we acknowledge. Silverthorne: If we go through American history and look at the different stages of tax evolution, broadly, how has it advanced, progressed, or changed over time? Weinzierl: The tax system was very... View Details
Keywords: by Sean Silverthorne
- 28 Aug 2012
- First Look
First Look: August 28
http://www.hbs.edu/research/pdf/13-017.pdf Earnings Management from the Bottom Up: An Analysis of Managerial Incentives Below the CEO Authors: Felix Oberholzer-Gee and Julie Wulf Abstract Performance-based pay is an important instrument... View Details
Keywords: Sean Silverthorne
- 08 Jan 2008
- First Look
First Look: January 8, 2008
Abstract We use oil price fluctuations to construct a new instrument to test the impact of transfers from wealthy OPEC nations to their poorer Muslim allies. The instrument identifies plausibly exogenous... View Details
Keywords: Martha Lagace
- 01 Sep 2015
- First Look
First Look -- September 1, 2015
funding, lobbying, committee participation, and other instruments to influence local, national, and international political environments. Also firms that are heavily influenced by politics are more likely to craft Integrated Political... View Details
Keywords: Sean Silverthorne
- 02 Nov 2010
- First Look
First Look: November 2, 2010
structural model using field data. This is because, quarterly and annual bonuses help generate the instruments necessary to identify both discount factors in a hyperbolic discounting model. Substantively, the paper sheds insights on how... View Details
Keywords: Sean Silverthorne
- 17 May 2004
- Research & Ideas
Why We Don’t Study Corporate Responsibility
First, it may be more helpful to think about the purposes of the corporation, or at least to ask the question that way—in the plural—even if ultimately one purpose must be deemed preeminent. Second, corporations are instruments designed... View Details
Keywords: by Manda Salls
- March 1984 (Revised August 1996)
- Case
B.F. Goodrich-Rabobank Interest Rate Swap
By: Jay O. Light
A U.S. manufacturing organization and a Eurobank swap fixed and floating rate obligations to reduce their financing costs. View Details
Keywords: Financing and Loans; Cost Management; Production; Interest Rates; Credit Derivatives and Swaps; Auto Industry; Financial Services Industry; United States
Light, Jay O. "B.F. Goodrich-Rabobank Interest Rate Swap." Harvard Business School Case 284-080, March 1984. (Revised August 1996.)
- September 2019 (Revised February 2020)
- Teaching Note
Commonwealth Bank of Australia: Unbanklike Experimentation
By: Ryan W. Buell and Leslie K. John
Email mking@hbs.edu for a courtesy copy.
This Teaching Note explains the theory of the case and teaching plan for the case: Commonwealth Bank of Australia: Unbanklike Experimentation (619-018). In August 2017,... View Details
This Teaching Note explains the theory of the case and teaching plan for the case: Commonwealth Bank of Australia: Unbanklike Experimentation (619-018). In August 2017,... View Details
- October 2018 (Revised September 2022)
- Case
Stock-Based Compensation at Twitter
By: Jonas Heese, Zeya Yang and Mike Young
Olivia Nash, an analyst at leading hedge fund BlueShark Capital Management, had just finished listening to the hour-long earnings call for Twitter’s Q4 2017 results. Was Twitter doing well? That depended on which numbers she chose to believe. According to Generally... View Details
Keywords: Twitter; Non-GAAP Disclosure; Stock-based Compensation; Earnings Management; Corporate Disclosure; Compensation and Benefits; Stocks; Measurement and Metrics
Heese, Jonas, Zeya Yang, and Mike Young. "Stock-Based Compensation at Twitter." Harvard Business School Case 119-032, October 2018. (Revised September 2022.)
- January – February 2011
- Article
Benchmarks as Limits to Arbitrage: Understanding the Low-Volatility Anomaly
By: Malcolm Baker, Brendan Bradley and Jeffrey Wurgler
Contrary to basic finance principles, high-beta and high-volatility stocks have long underperformed low-beta and low-volatility stocks. This anomaly may be partly explained by the fact that the typical institutional investor's mandate to beat a fixed benchmark... View Details
Keywords: Volatility; Stocks; Investment Return; Investment Portfolio; Risk Management; Performance Expectations
Baker, Malcolm, Brendan Bradley, and Jeffrey Wurgler. "Benchmarks as Limits to Arbitrage: Understanding the Low-Volatility Anomaly." Financial Analysts Journal 67, no. 1 (January–February 2011).