Publications

May 2008
Teaching Note

Lion Capital and the Blackstone Group: The Orangina Deal (TN)

By: G. Felda Hardymon, Josh Lerner and Ann Leamon

Teaching Note for [807005]. View Details

Keywords: Private Equity; Bids and Bidding; Negotiation Deal; Valuation; Financial Services Industry; Food and Beverage Industry

Career Coach

Rohit Sahni

Rohit (HBS ’08) has deep experience in financial services. He started his career in investment banking (Goldman Sachs), where he worked for three years. Thereafter, he worked at two different private equity... View Details

15 Sep 2020
News

How To Make Diversity a Reality

nonprofit focused on improving urban economies, and ICV Partners, a Black-owned private equity firm focused on companies in the lower middle market. Willie Woods is cofounder, president, and managing... View Details

May 2010 (Revised January 2014)
Case

Water Shortage and Property Investing in Mexico City

By: John D. Macomber, Regina Garcia-Cuellar and Griffin James

A commercial property company evaluates water risks including the government's ability to remedy, the company's operating exposure and mitigation, and whether to relocate because of water risk. A real estate fund manager assesses investment prospects in Mexico City in... View Details

Keywords: Private Equity; Investment; Risk Management; Infrastructure; Privatization; Business and Government Relations; Partners and Partnerships; Financial Services Industry; Real Estate Industry; Utilities Industry; Mexico City

March 2020 (Revised March 2024)
Case

CIAM: Home-Grown Shareholder Activism in France

By: Charles C.Y. Wang, Tonia Labruyere and Vincent Dessain

The case discusses the strategy of CIAM, a French activist investment firm, involved in a case of a buy-out of minority shareholders in the telecommunications sector. Altice NV, an international telecommunications company based in the Netherlands that owned more than... View Details

Keywords: Corporate Governance; Private Equity; Strategy; Valuation; Investment Activism; Financial Services Industry; France

August 2012
Teaching Note

Messer Griesheim (A) (Abridged) and (B) (TN)

By: Josh Lerner and Eva Lutz

Teaching Note for 813-018 and 809-057 View Details

Keywords: Private Equity; Venture Capital; Energy; Family Ownership; Energy Industry; Europe

01 Jun 2008
News

The $4 Billion Question

It’s no secret that private equity firms have enjoyed massive profits in recent years. In Private Equity Finance, a course in the second-year MBA... View Details

Keywords: Julia Hanna; Finance; Securities, Commodities, and Other Financial Investments; Finance; Management

Profile

Kayode Ogunro

power of private enterprise to bring positive change to Africa. "VCPE seemed like a pretty efficient way to finance growth," says Kayode. An e-mail exchange with Professor Lerner evolved into a guided thesis project on foreign... View Details

October 2005
Case

Portfolio & Partnership

By: G. Felda Hardymon and Ann Leamon

Explores issues around the portfolio management and partnership behavior in a venture capital setting. View Details

Keywords: Investment Portfolio; Private Equity; Venture Capital; Partners and Partnerships; Financial Strategy

April 2016 (Revised January 2018)
Supplement

Project Deutschland: Unpeeling the Onion of a Distressed Real Estate Portfolio

By: Nori Gerardo Lietz and Ricardo Andrade

Keywords: Real Estate; Germany; Distress Investing; Non-performing Loan; Borrowing and Debt; Capital Structure; Private Equity; Negotiation Deal; Valuation; Real Estate Industry; Financial Services Industry; Germany; Europe

March 2016 (Revised October 2018)
Case

Project Deutschland: Unpeeling the Onion of a Distressed Real Estate Portfolio

By: Nori Gerardo Lietz and Ricardo Andrade

James Tallest analyzed the opportunity to invest in a distressed portfolio of high quality properties in Germany by acquiring one or more non-performing loans from Deutschland Bank. While he considers the many aspects of the deal that is about to unfold, he must decide... View Details

Keywords: Real Estate; Distress Investing; Non-performing Loan; Borrowing and Debt; Capital Structure; Private Equity; Negotiation Deal; Valuation; Real Estate Industry; Financial Services Industry; Germany; Europe

01 Dec 2009
News

El-Hage Takes Alumni Post

classroom, it was like falling in love with the experience all over again,” explains El-Hage, who had taught the first-year finance course in 1984–85 after earning his MBA with high honors as a Baker Scholar in 1984. Over the ensuing eighteen years, he gained... View Details

Fast Answer

Sustainability in VCPE & Investing

This is a part of Baker Library's Sustainability Research Guide. Background Readings Private Equity and Venture Capital’s Role in Catalyzing Sustainable Investment A paper from the... View Details

October 2011 (Revised December 2011)
Case

Vignette: Alternative Liquidity Options

By: Felda Hardymon, Josh Lerner and Ann Leamon

The growth of companies that facilitate the sales of unregistered stock, such as that granted to employees of successful but long-private companies, has raised a number of questions among regulators, investors, and company founders. This brief vignette sketches out... View Details

Keywords: Financial Liquidity; Private Equity; Stocks; Business Growth and Maturation; Sales

October 2000 (Revised September 2002)
Case

Doyle's Dealmaking Dilemma (B): Final Negotiations

By: James K. Sebenius

Supplements the (A) case. View Details

Keywords: Negotiation Style; Compensation and Benefits; Job Search; Private Equity; Competency and Skills