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  • All HBS Web  (5,306)
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  • All HBS Web  (5,306)
    • People  (37)
    • News  (1,052)
    • Research  (3,575)
    • Events  (3)
    • Multimedia  (5)
  • Faculty Publications  (2,383)
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  • February 2024 (Revised June 2024)
  • Case

Can Families Conquer Private Equity? Pritzker Private Capital

By: Lauren Cohen and Sophia Pan
Anthony (Tony) Pritkzer, Paul Carbone, and the Pritzker Private Capital (PPC) team wondered how to approach the firm’s next phase of growth. PPC was a private equity firm that offered a differentiated approach to the family capital market. Back in 2016, the partners... View Details
Keywords: Family Office; External Financing; Succession; Leadership Transition; Family Business; Private Equity; Investment; Business Growth and Maturation; Financial Strategy; Investment Portfolio; Business Model; Private Sector; Financial Liquidity; Risk Management; Organizational Structure; Competitive Advantage; Venture Capital; Management Succession; Financial Services Industry; Chicago; Illinois; United States
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Cohen, Lauren, and Sophia Pan. "Can Families Conquer Private Equity? Pritzker Private Capital." Harvard Business School Case 224-078, February 2024. (Revised June 2024.)
  • September 1998 (Revised July 1999)
  • Case

Integral Capital Partners

By: Andre F. Perold and Markus Mullarkey
Integral Capital Partners is a small firm with a very distinctive approach to investing in high-technology stocks. The firm invests privately in small start-ups as well as in publicly traded companies, and it develops important financial and advisory relationships with... View Details
Keywords: Technology; Value Creation; Venture Capital; Asset Management; Partners and Partnerships; Public Sector; Private Sector; Business Startups; Corporate Finance; Financial Services Industry
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Perold, Andre F., and Markus Mullarkey. "Integral Capital Partners." Harvard Business School Case 299-019, September 1998. (Revised July 1999.)
  • February 2022
  • Teaching Note

AptDeco: Circular Economy Furniture Marketplace

By: Ayelet Israeli
Teaching Note for HBS Case No. 521-069. AptDeco, a used furniture marketplace, was growing rapidly in the tri-state area. The co-founders were confident that the business model, financial position, and unit economics positioned AptDeco for scaling in the massive $120... View Details
Keywords: E-Commerce Strategy; Mobile; Word-of-Mouth; Word Of Mouth; Word-of-mouth Marketing; Internet Marketing; Growth Strategy; Platform; Platforms; Two Sided Markets; Two-sided Market; Two-sided Marketplace; Two-Sided Markets; Two-sided Network; Black Entrepreneurs; Black Leadership; African Americans; African-American Protagonist; Circular; Peer-to-peer Markets; Furniture Industry; Growth Hacking; Monetization Strategy; Growth Management; Marketing Strategy; Entrepreneurship; Digital Platforms; Marketing Channels; Digital Marketing; Consumer Behavior; Acquisition; Retention; Growth and Development Strategy; Customer Focus and Relationships; Expansion; Brands and Branding; E-commerce; Retail Industry; Retail Industry; Retail Industry; Retail Industry; United States; North America; New York (city, NY); New York (state, US)
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Israeli, Ayelet. "AptDeco: Circular Economy Furniture Marketplace." Harvard Business School Teaching Note 522-078, February 2022.
  • 16 Nov 2016
  • Research & Ideas

Turning One Thousand Customers into One Million

worked Going from zero customers to 1,000 customers can be a slow process for platforms because of the need to acquire both providers and customers of products and services in a balanced manner. By contrast, going from 1,000 to 1 million... View Details
Keywords: by Thales S. Teixeira and Michael Blanding; Retail; Retail; Retail
  • 16 Jun 2008
  • Research & Ideas

Seven Tips for Managing Price Increases

while increasing retail price points. 5. Unbundle. Customers who previously welcomed the convenience of buying product, options, and services rolled into one may now ask for a detailed price breakdown. Make... View Details
Keywords: by John Quelch
  • August 2022
  • Supplement

NOW PT (B): Should We Invest?

By: George A. Riedel, Amy Klopfenstein and Mel Martin
This (B) case examines the results of the HBS Impact Investment Fund student team’s diligence on Neurologic Optimal Wellness Physical Therapy (NOW PT). After examining Springfield’s demographics, anticipated PT demand, local competition, and NOW PT’s financial... View Details
Keywords: Entrepreneurship; Social Entrepreneurship; Finance; Investment; Health; Health Care and Treatment; Medical Specialties; Buildings and Facilities; Financial Services Industry; Financial Services Industry; North and Central America; United States; Massachusetts
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Riedel, George A., Amy Klopfenstein, and Mel Martin. "NOW PT (B): Should We Invest?" Harvard Business School Supplement 323-014, August 2022.

    Rohit Deshpande

    Rohit Deshpandé is a Baker Foundation Professor and Sebastian S. Kresge Professor of Marketing, Emeritus at Harvard Business School, where he has been teaching in the Advanced Management Program,... View Details

    Keywords: financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services; financial services
    • 27 Apr 2009
    • Research & Ideas

    Building Businesses in Turbulent Times

    when searching for opportunity—look to the marketplace. Think of the economic crisis as a disrupter to the status quo and look for areas of pain. For example, the financial services industry is in shambles,... View Details
    Keywords: by Staff
    • January 2007 (Revised October 2008)
    • Case

    H&R Block 2006

    By: Peter Tufano
    Mark Ernst, the Chairman, CEO and President of H&R Block, has to decide how to respond to a competitive threat posed by a competitor's refund-lending product. Block is the largest U.S. tax preparation firm, which competes not only on its tax preparation services, but... View Details
    Keywords: Ethics; Financing and Loans; Personal Finance; Taxation; Corporate Social Responsibility and Impact; Competition; Financial Services Industry
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    Tufano, Peter, Arijit Roy, and Emily McClintock. "H&R Block 2006." Harvard Business School Case 307-091, January 2007. (Revised October 2008.)
    • Web

    South Asia - Global

    Cole , Tomoko Harigaya, Grady Killeen and Aparna Krishna This paper evaluates a low-cost, customized soil nutrient management advisory service in India. As a methodological contribution, we examine whether and in which settings satellite... View Details
    • Web

    2023 Reunion Presentations - Alumni

    measure of company returns but are deeply flawed. We propose an alternative measure that isolates operational performance from financial engineering, titled Core Operating Shareholders Returns (COSRs). In the process of disentangling... View Details
    • 01 Nov 2017
    • What Do You Think?

    What Are the Real Lessons of the Wells Fargo Case?

    “be skeptical. In this case it was cross-selling retail products.” Outliers in competitive industries raise a red flag, he wrote. A number of causes for the alleged fraudulent behavior at Wells Fargo were put forth. They included poor... View Details
    Keywords: by James Heskett; Banking
    • December 2022
    • Case

    Mission Produce in 2022

    By: Forest Reinhardt, Jose B. Alvarez and Natalie Kindred
    Founded by CEO Steve Barnard in 1983, California-based Mission Produce was a leading supplier of Hass avocados with a global sourcing, marketing, and distribution network and $892 million in 2021 sales. Barnard had been influential in the global avocado trade’s... View Details
    Keywords: Retail Industry; Retail Industry; Retail Industry; Retail Industry; United States; California; Peru; Guatemala; Colombia; Mexico; Chile
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    Reinhardt, Forest, Jose B. Alvarez, and Natalie Kindred. "Mission Produce in 2022." Harvard Business School Case 723-026, December 2022.
    • March–April 2021
    • Article

    Network-biased Technical Change: How Information Management Tools Overcome Some Biases but Exacerbate Others.

    By: Gerald C. Kane and Lynn Wu
    Organizations have long sought to improve employee performance by managing knowledge more effectively. In this paper, we test whether the adoption of digital tools for expertise search and access within an organization, often referred to as a support to an... View Details
    Keywords: Digital Tools; Social Media; Social Networks; Transactive Memory Systems; Augmented Intelligence; Artificial Intelligence; Social and Collaborative Networks; Gender; Equality and Inequality; Technology Adoption; Knowledge Management; Performance Improvement; Power and Influence; Organizational Change and Adaptation
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    Kane, Gerald C., and Lynn Wu. "Network-biased Technical Change: How Information Management Tools Overcome Some Biases but Exacerbate Others." Organization Science 32, no. 2 (March–April 2021): 273–292.
    • June 2013
    • Case

    Ken Traub at American Bank Note Holographics

    By: Suraj Srinivasan and Michael Norris
    Ken Traub is hired as CFO for American Bank Note Holographics, the market-leading security holograph company in January 1999, but discovers on his first day that the company has misstated its financials and resigns. After consulting with the company for the next... View Details
    Keywords: Information Technology; Moral Sensibility; Earnings Management; Crime and Corruption; Personal Development and Career; Management Teams; Service Industry; Service Industry; United States
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    Srinivasan, Suraj, and Michael Norris. "Ken Traub at American Bank Note Holographics." Harvard Business School Case 113-073, June 2013.
    • 20 Jan 2009
    • Research & Ideas

    Risky Business with Structured Finance

    In the wake of the financial crisis, many once-esoteric investment terms have become a familiar part of our vocabulary. The role of structured finance securities such as collateralized debt obligations (CDOs), for example, and the part... View Details
    Keywords: by Julia Hanna; Financial Services; Financial Services
    • September 2014
    • Teaching Note

    Entrepreneurial Finance Lab: Scaling an Innovative Start-up Financing Venture

    By: Joan Farre-Mensa
    The Entrepreneurial Finance Lab (EFL) is a financial technology start-up that has developed a new tool that uses psychometric tests to aid banks in developing markets with credit scoring of business loan applicants. EFL's ultimate goal is to solve the financing gap... View Details
    Keywords: Entrepreneurial Finance; Entrepreneurship; Financial Services Industry
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    Farre-Mensa, Joan. "Entrepreneurial Finance Lab: Scaling an Innovative Start-up Financing Venture." Harvard Business School Teaching Note 815-064, September 2014.
    • October 2003 (Revised November 2004)
    • Case

    Joe Bachelder: Executive Pay Negotiator

    By: Jason R. Barro, Brian J. Hall and Aaron Zimmerman
    Joe Bachelder was the leading executive pay negotiator in the United States, securing generous contracts for CEOs and executives at Fortune 500 companies. The CEO of Victor Sports Co. resigned, and the board offered the job to Charles Suarez, a star executive from a... View Details
    Keywords: Negotiation Preparation; Negotiation Process; Negotiation Participants; Executive Compensation; Retail Industry; Retail Industry
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    Barro, Jason R., Brian J. Hall, and Aaron Zimmerman. "Joe Bachelder: Executive Pay Negotiator." Harvard Business School Case 904-030, October 2003. (Revised November 2004.)
    • Forthcoming
    • Article

    Public Disclosure of Private Meetings: Does Observing Peers’ Information Acquisition Affect Analysts’ Attention Allocation?

    By: Yi Ru, Ronghuo Zheng and Yuan Zou
    We investigate the impact of observing peers’ information acquisition on financial analysts’ allocation of attention. Using the timely disclosure mandate by the Shenzhen Stock Exchange as a setting, we find that, shortly after analysts observe that a firm has been... View Details
    Keywords: Corporate Disclosure; Information; Financial Institutions; Accounting; Financial Markets; Financial Services Industry; China
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    Ru, Yi, Ronghuo Zheng, and Yuan Zou. "Public Disclosure of Private Meetings: Does Observing Peers’ Information Acquisition Affect Analysts’ Attention Allocation?" Journal of Accounting Research (forthcoming). (Pre-published online March 3, 2025.)
    • February 2021 (Revised March 2021)
    • Case

    AptDeco: Circular Economy Furniture Marketplace

    By: Ayelet Israeli and Jamie Merkrebs
    AptDeco, a used furniture marketplace, was growing rapidly in the tri-state area. The co-founders were confident that the business model, financial position, and unit economics positioned AptDeco for scaling in the massive $120 billion furniture market, despite its... View Details
    Keywords: E-Commerce Strategy; Mobile; Word-of-Mouth; Word-of-mouth Marketing; Word Of Mouth; Internet Marketing; Growth Strategy; Platform; Platforms; Two Sided Markets; Two-sided Market; Two-sided Marketplace; Two-Sided Markets; Two-sided Network; Black Entrepreneurs; Black Leadership; African Americans; Circular; Peer-to-peer Markets; Furniture Industry; Furniture; Growth Hacking; Monetization Strategy; African-American Protagonist; Growth Management; Marketing Strategy; Entrepreneurship; Digital Platforms; Marketing Channels; Digital Marketing; Consumer Behavior; Acquisition; Growth and Development Strategy; Customer Focus and Relationships; E-commerce; Retail Industry; Retail Industry; Retail Industry; Retail Industry; United States; North America; New York (city, NY); New York (state, US)
    Citation
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    Israeli, Ayelet, and Jamie Merkrebs. "AptDeco: Circular Economy Furniture Marketplace." Harvard Business School Case 521-069, February 2021. (Revised March 2021.)
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