Publications

August 2002 (Revised June 2003)
Case

New Wachovia (A), The

By: Carliss Y. Baldwin and Jeremy Swinson

In April 2001, First Union Corp. announced an agreement to merge with Wachovia Corp., a fellow North Carolina-based commercial bank. While the banks were preparing to consummate the merger, SunTrust Banks, Inc. of Atlanta, made a hostile offer for Wachovia, setting in... View Details

Keywords: Voting; Mergers and Acquisitions; Conflict and Resolution; Banks and Banking; Banking Industry; Atlanta; North Carolina

March 1997 (Revised April 2011)
Case

Gillette Singapore: Managing Global Business Integration on the Ground (A)

By: Rosabeth M. Kanter and Thomas Dretler

The general manager of Gillette Singapore faces issues of managing change during the company's global integration with Parker Pen. View Details

Keywords: Mergers and Acquisitions; Change Management; Multinational Firms and Management; Integration; Retail Industry; Singapore

Article

Analysts and Information Gaps: Lessons From the UAL Buyout

By: S. C. Gilson

Keywords: Information; Learning; Leveraged Buyouts

Forthcoming
Article

Redemption Mechanisms in Poison Pills: Evidence on Pill Design and Law Firm Effects

By: Olivier Baum and Guhan Subramanian

We present the first evidence on the incidence of “trip wire” versus “last look” poison pills. Using a hand-collected data set of 130 poison pills implemented and/or amended between January 1, 2020 and March 31, 2023, we find that pills are almost evenly divided... View Details

Keywords: Acquisition; Negotiation Tactics; Contracts

March 2014
Supplement

Transforming Tommy Hilfiger (B)

By: Raffaella Sadun, Hanoch Feit, Vaibhav Gujral and Gerard Zouein

Keywords: Turnaround; Private Equity; Private Ownership; Diversification; Acquisition; Retail Industry; Apparel and Accessories Industry; United States; Europe

November 1989 (Revised December 1996)
Supplement

Wisconsin Central Ltd. Railroad and Berkshire Partners (B): LBO Associations and Corporate Governance

By: Michael C. Jensen

Describes the resolution of the default situation. Further examines the internal control mechanisms and distinct role of the board of directors of a typical LBO association. View Details

Keywords: Corporate Governance; Leveraged Buyouts; Rail Industry

07 May 2014
News

Hopscotch Acquires Online School Supplies Retailer SkoolShop

Keywords: Retail Trade

Fast Answer

Industries: financial analytical data and tools

Data on public and private companies, investment firms, capital transactions, and people. Print resources: Mergerstat Review Check Harvard availability
Ref. HD 2741 .M48 in the Stamps Reading Room Annual publication with data on mergers and View Details

01 Mar 2006
News

Faculty Books

its decision-making, marketing, brand management, innovation, acquisition strategies, corporate culture, and human-resource management. Managing Product and Service Development by Stefan H. Thomke (Irwin/McGraw-Hill) Professor Thomke... View Details

Keywords: Colleges, Universities, and Professional Schools; Educational Services

Career Coach

Annette Rodriguez-Ferrer

(now CCMP Capital). Annette has significate public, private and non-profit Board experience. Currently, she serves as Executive Chairperson of Wax Center Partners and previously held Board positions with Clean Streak, Fertilitas, and as an independent Director of... View Details

Keywords: Consumer Products; Entrepreneurship; Impact Investing; Financial Services (All); Investment Banking; Financial Services (All); Investment Management; Financial Services (All); Private Equity; Financial Services (All); Health Care; Retail; Startup - Founder; Entrepreneurship; Startup - Joiner; Entrepreneurship

January 2007 (Revised May 2008)
Case

National Logistics Management: Founder Decisions

By: Lynda M. Applegate and Elizabeth Collins

Scott Taylor, CEO & founder of NLM, is a serial entrepreneur faced with an important decision. As his industry consolidates, he knows that his company must grow quickly, yet he believes he has reached the limit of what organic growth can achieve. Should he accept the... View Details

Keywords: Mergers and Acquisitions; Business Startups; Decision Choices and Conditions; Entrepreneurship; Growth and Development Strategy; Supply and Industry; Supply Chain

12 Apr 2011
First Look

First Look: April 12

Abstract This book presents new research on the historical impact of globalization on Argentina and Chile. The authors focus on the role of entrepreneurs and firms. The Role of Venture Capitalists in the Acquisition of Private Companies... View Details

Keywords: Sean Silverthorne

December 2024
Article

Is There Too Little Antitrust Enforcement in the U.S. Hospital Sector?

By: Zarek Brot-Goldberg, Zack Cooper, Stuart Craig and Lev Klarnet

From 2002 to 2020, there were over 1,000 mergers of U.S. hospitals. During this period, the Federal Trade Commission (FTC) took enforcement actions against 13 transactions. However, using the FTC’s standard screening tools, we find that 20% of these mergers could have... View Details

Keywords: Monopoly; Mergers and Acquisitions; Governing Rules, Regulations, and Reforms; Competition; Health Industry

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May–June 2021
Article

Capturing Value in Platform Business Models that Rely on User-Generated Content

By: Hemang Subramanian, Sabyasachi Mitra and Sam Ransbotham

Business models increasingly depend on inputs from outside traditional organizational boundaries. For example, platforms that generate revenue from advertising, subscription, or referral fees often rely on user-generated content (UGC). But there is considerable... View Details

Keywords: Business Model; Network Effects; Mergers and Acquisitions; Valuation; Risk and Uncertainty

Article

Using the Balanced Scorecard for Successful Health Care M&A Integration

By: Robert S. Kaplan

The failure of merged organizations to achieve stated goals is commonplace. In health care, the challenge is exacerbated by the industry’s third-party payer system and multiple stakeholders, especially the physicians in the merging entities. This article describes how... View Details

Keywords: Health Care and Treatment; Mergers and Acquisitions; Integration; Balanced Scorecard

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April 2011
Teaching Note

Consumer Lending in Japan: Citi CFJ (TN) (A) & (B)

By: J. Gunnar Trumbull

Teaching Note for 709017 and 710018. View Details

Keywords: Profit; Saving; Situation or Environment; Mergers and Acquisitions; Governing Rules, Regulations, and Reforms; Japan

February 2008 (Revised October 2010)
Case

Mellon Financial and The Bank of New York

By: Carliss Y. Baldwin and Ryan Taliaferro

Bob Kelly, the new CEO of Mellon Financial, is considering the terms of a proposed "merger of equals" with The Bank of New York, just before the final Board meeting to approve the deal. The combination offers a great strategic fit, and the expected synergies are large.... View Details

Keywords: Mergers and Acquisitions; Equity; Banks and Banking; Business and Shareholder Relations; Valuation; Banking Industry; Pittsburgh

April 2001
Teaching Note

MindSpring TN

By: Jeffrey F. Rayport, Steven Silverman and William A. Sahlman

Teaching Note for (9-899-178). For book only - not listed on case. View Details

Keywords: Customer Satisfaction; Growth and Development Strategy; Mergers and Acquisitions; Organizational Culture; Competitive Strategy; Web Services Industry