Publications

2008
Simulation

DEC v. Riverside

By: David A. Lax, James K. Sebenius, Lawrence Susskind and Thomas Weeks

Riverside Lumber is a pulp manufacturer in a small town in the Pacific Northwest. Riverside regularly dumps effluent into a nearby river. The Division of Environmental Conservation (DEC) claims that the effluent is toxic and jeopardizes the local salmon catch.... View Details

Keywords: Competition; Conflict Management; Cooperation; Courts and Trials; Decision Choices and Conditions; Natural Environment; Negotiation; Pulp and Paper Industry; Northwestern United States

John Deighton is The Harold M. Brierley Professor of Business Administration Emeritus at Harvard Business School. He is an authority on consumer behavior and marketing, with a focus on digital and direct marketing. He teaches in the area of Big Data in Marketing,... 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; financial services; financial services; financial services

February 2007 (Revised June 2009)
Case

Edelnor (A)

By: Jordan I. Siegel

Fernando del Sol, president of F. S. Inversiones in Chile, had just bought himself a headache as a New Year's present. On December 31, 2001, he purchased a Chilean electricity generation and transmission company called Edelnor that was in danger of becoming insolvent... View Details

Keywords: Restructuring; Insolvency and Bankruptcy; Investment; Courts and Trials; Business Strategy; Energy Industry; Chile

September 2012 (Revised July 2014)
Case

Blackstone's Investment in Intelenet

By: Josh Lerner, Sandeep Bapat and Rachna Tahilyani

Three years had passed since Blackstone's investment in Intelenet Global Services, their third largest investment in India. Great progress had been made, but now a new challenge loomed. Globank, a large global bank, was Intelenet's largest customer. Intelenet's... View Details

Keywords: India; Blackstone; Private Equity; Financial Services Industry; India

June 2005 (Revised January 2006)
Case

Investment Policy at the Hewlett Foundation (2005)

By: Luis M. Viceira

In early January 2005, Laurance Hoagland Jr., VP and CIO of the William and Flora Hewlett Foundation (HF), and his investment team met to finish their recommendations to the HF Investment Committee for a new asset allocation policy for the foundation's investment... View Details

Keywords: Investment Portfolio; Risk and Uncertainty; Public Equity; Globalization; Investment; Property; Risk Management; Asset Management; Financial Services Industry

August 2024
Case

The Walt Disney Company: Management Guidance

By: Joseph Pacelli and James Weber

In November 2023, financial analyst Aurora Fee was forecasting The Walt Disney Company’s earnings and stock price, with the goal of providing an investment recommendation to her clients. Disney, one of the world’s largest media and entertainment companies, had just... View Details

Keywords: Valuation; Accounting; Investment; Communication; Forecasting and Prediction; Business Earnings; Growth and Development Strategy; Financial Services Industry; Financial Services Industry; United States

November 2019 (Revised May 2020)
Case

Collibra

By: Lynda M. Applegate, Jeffrey F. Rayport and Julia Kelley

Founded in 2008 at Vrije Universiteit Brussels, Collibra was a data intelligence company that found product-market fit in the years after the global financial crisis when many companies were under pressure from consumers and governments to improve their data management... View Details

October 2016
Case

The Quiet Ascension of LA Fitness

By: John R. Wells and Gabriel Ellsworth

In 2016, LA Fitness was the largest chain of non-franchised fitness clubs in North America, operating 676 clubs, serving 4.9 million members, and generating revenues of over $1.9 billion. Founded by Chinyol Yi, Louis Welch, and Paul Norris in 1984, the privately held... View Details

Keywords: LA Fitness; Health Clubs; Fitness; Gyms; Chain; Exercise; Personal Training; Retention; Bally Total Fitness; 24 Hour Fitness; Planet Fitness; Buildings and Facilities; Acquisition; Business Growth and Maturation; Business Model; For-Profit Firms; Customers; Customer Focus and Relationships; Customer Satisfaction; Demographics; Age; Gender; Income; Residency; Borrowing and Debt; Capital; Capital Structure; Cash; Cash Flow; Cost; Private Equity; Financial Condition; Financial Liquidity; Financing and Loans; Investment Return; Price; Profit; Revenue; Geographic Location; Geographic Scope; Multinational Firms and Management; Business History; Employees; Recruitment; Selection and Staffing; Human Capital; Contracts; Business or Company Management; Goals and Objectives; Growth and Development Strategy; Market Entry and Exit; Operations; Service Operations; Leasing; Private Ownership; Problems and Challenges; Sales; Salesforce Management; Situation or Environment; Opportunities; Sports; Strategy; Business Strategy; Competition; Competitive Strategy; Competitive Advantage; Corporate Strategy; Expansion; Segmentation; Information Technology; Mobile Technology; Technology Platform; Health Industry; United States; California; Los Angeles

January 2020 (Revised April 2020)
Case

Rumo: Infrastructure for a Healthier Economy

By: Forest L. Reinhardt, Mariana Cal, Ruth Costas and Natalie Kindred

Brazilian logistics company Rumo operated 13,500 km in railway networks, port terminals, and inland transshipment terminals, connecting major Brazilian ports to the agriculture hubs of Mato Grosso and São Paulo state. Controlled by Cosan, Brazil's leading sugar and... View Details

Keywords: Agribusiness; Plant-Based Agribusiness; Customer Relationship Management; Growth and Development Strategy; Logistics; Rail Transportation; Value Creation; Rail Industry; Transportation Industry; Agriculture and Agribusiness Industry; Latin America; Brazil

18 Nov 2022
HBS Case

What Does It Take to Safeguard a Legacy in Asset Management?

emerged: how to preserve the firm’s growth strategy and shift firm ownership while also rewarding its diverse workforce for its investment in the team’s culture, write Harvard Business School Senior Associate Dean Luis M. Viceira, Senior... View Details

Keywords: by Rachel Layne; Financial Services

14 Feb 2007
Op-Ed

Tata-Corus: India’s New Steel Giant

The Tata Group is celebrating its acquisition of the Anglo-Dutch steel firm Corus, and the catapulting of Tata Steel into world steel's big-five status (by revenue). It should. The $11 billion deal is a marker in the ground. Not that it is the biggest deal ever from an... View Details

Keywords: by Tarun Khanna

29 Jun 2007
First Look

First Look: June 29, 2007

resource for executives and managers at all levels seeking to brush up on their knowledge of macroeconomic dynamics. Information or Opinion? Media Bias as Product Differentiation Authors:Bharat Anand, Rafael Di Tella, and Alexander Galetovic Publication:Journal of... View Details

Keywords: Martha Lagace

21 Oct 2008
First Look

First Look: October 21, 2008

http://www.hbsp.harvard.edu/b01/en/common/item_detail.jhtml?id=608123 Dogus Group: Weighing Partners for Garanti Bank Harvard Business School Case 709-401 In August 2005, the leadership of Turkey's Dogus Group considered opportunities for its flagship enterprise,... View Details

Keywords: Martha Lagace

August 2006 (Revised September 2008)
Case

Duane Morris: Balancing Growth and Culture at a Law Firm

By: Boris Groysberg and Robin Abrahams

After nearly 100 years as a mid-size regional law firm, Duane Morris entered a period of spectacular growth led by CEO Sheldon Bonovitz. Originally founded by Quakers, the firm had a distinct organizational culture featuring a number of unique or unusual business... View Details

Keywords: Mergers and Acquisitions; Growth and Development Strategy; Management Practices and Processes; Organizational Culture; Competitive Advantage; San Francisco

July 2004 (Revised July 2004)
Case

Man Group plc

By: Andre F. Perold and Herve Duteil

In 2004, Man Group was the world's largest packager and distributor of investment vehicles tied to hedge funds. The firm had an equity market capitalization of $10 billion and funds under management of $38 billion. Man's offerings spanned a wide range of risk/reward... View Details

Keywords: Capital Markets; Investment; Investment Return; Investment Funds; Global Strategy; Distribution; Product Development; Financial Services Industry

Find at Harvard

Web

Business for Social Impact | Social Enterprise | Harvard Business School

more... A Better Way to Measure Social Impact By: Robert S. Kaplan and Constance Spitzer September 26, 2024 | Harvard Business Review Digital Articles All impact investors report the financial returns from their funds and investments, and... View Details

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