Publications

November 1996 (Revised August 1997)
Case

Project "Dial-Tone"

By: William A. Sahlman and Andrew S. Janower

Bob Hellman, a partner in a West Coast middle-market buyout firm, is attempting to simultaneously acquire and merge three disparate firms in the rapidly consolidating telemarketing services industry. Hellman must value the individual companies as well as the combined... View Details

Keywords: Complexity; Private Equity; Integration; Mergers and Acquisitions; Negotiation Deal; Strategic Planning; Investment; Opportunities; Valuation; Service Industry

December 2010 (Revised January 2013)
Case

Triple Point Technology

By: Richard S. Ruback and Royce Yudkoff

The founding CEO of Triple Point Technology, Peter Armstrong, was considering the sale of the company. The company specialized in providing its clients with software used for transaction processing and risk management in various commodity markets. Triple Point... View Details

Keywords: Business Exit or Shutdown; Private Equity; Financial Management; Negotiation Offer; Sales; Valuation

October 2008 (Revised November 2010)
Case

NEC Electronics

By: C. Fritz Foley, Robin Greenwood and James Quinn

Why do shares in NEC Electronics, a publicly listed subsidiary of Japan conglomerate NEC, trade at a discount to their fundamental value? Can Perry Capital, a U.S. hedge fund, restructure this subsidiary and generate significant returns? This case provides students... View Details

Keywords: Restructuring; Private Equity; Investment Return; Ownership Stake; Business and Shareholder Relations; Financial Services Industry; Japan

February 1999 (Revised June 1999)
Case

Investitori Associati: Exiting the Savio LBO (A)

By: Josh Lerner, Dino Cattaneo and Giampiero Mazza

Investitori Associati seeks to exit a leveraged buyout investment. Choosing the appropriate way in which to undertake their exit-an initial public offering or sale of the firm-proves problematic. View Details

Keywords: Private Equity; Initial Public Offering; Business Exit or Shutdown; Leveraged Buyouts

Career Coach

Guy Kamguia

Guy (HBS’ 15, Villanova’ 11, UMBC’ 08) is a Director of Strategy at TOMRA, a global leader in the design and manufacturing of advanced sorting equipment. He previously worked in private equity, driving value creation in portfolio... View Details

Keywords: Private Equity; Private Equity; Private Equity; Private Equity; Private Equity; Private Equity; Private Equity; Private Equity

24 Apr 2014
News

An agent for change through investing and philanthropy

Jim Alexandre (MBA 1983), a private equity specialist, talks about how he is an agent for change through his investments and his personal philanthropy. (Published April 2014) View Details

01 Apr 2001
News

Tatsuyuki Saeki: Putting Stock in New Options at Nasdaq Japan

providing new opportunities for Japanese investors and wider access to equity capital for emerging Japanese companies. In short, Saeki is challenging the old-boy network and forcing Japan’s button-down business culture to change. “My real... View Details

Keywords: Alejandro Reyes; Securities, Commodities, and Other Financial Investments; Finance

Web

Managing and Innovating in Financial Services - Course Catalog

module, we will look at insurance – both property and casualty (P&C) and life insurance, including the role of private equity in insurance. Insurance comprises about one third of the financial sector, and... View Details

01 Mar 2015
News

Faculty Q&A: Less Risk, More Reward

Children’s Health Insurance Program [SCHIP] that was rolled out in 1997. Its goal was to insure children who were not covered by private insurance, but whose family income disqualified them from Medicaid. But I found that one of the... View Details

Keywords: April White; Private Households; Private Households; Private Households; Private Households; Private Households; Private Households

Profile

Monica Dodi

As a cofounder and managing director of the Women’s Venture Capital Fund (WVCF), Monica Dodi (MBA 1984) backs female-led, early-stage ventures in digital media and sustainable products and services. Dodi says these emerging consumer markets for women and families will... View Details

Keywords: Venture Capital / Private Equity; Venture Capital / Private Equity; Venture Capital / Private Equity

01 Mar 2016
News

HBS Fund Helps Fuel Faculty Research and New Learning Experiences

Data’s Double Duty: Research and the Real World As Raffaella Sadun was wrapping up her Corporate Strategy course last fall, one of her students sent her a four-page analysis of the private equity industry in... View Details

January 1996 (Revised November 1997)
Case

Weston Presidio Offshore Capital: Confronting the Fundraising Challenge

By: Josh Lerner

Weston Presidio Capital encounters substantial difficulties while raising its first fund. The incentives and roles of investment advisors ("gatekeepers") pension funds and consultants are explored. The relationship with lead investors is considered. View Details

Keywords: Private Equity; Financing and Loans; Investment Funds; Markets; Problems and Challenges; Relationships; Motivation and Incentives; Financial Services Industry