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  • All HBS Web  (3,628)
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    • News  (757)
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Show Results For

  • All HBS Web  (3,628)
    • People  (16)
    • News  (757)
    • Research  (2,082)
    • Events  (7)
    • Multimedia  (58)
  • Faculty Publications  (1,521)
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  • November 1994
  • Case

Spectrum Equity Investors, L.P.

Brion Applegate and Bill Collatos had already started a fund-raising campaign for their new venture-capital fund when the principals of a prestigious Wall Street investment bank asked them to become the two senior partners of an in-house $150 million fund. The case... View Details
Keywords: Venture Capital; Personal Development and Career; Entrepreneurship
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Timmons, Jeffry A., Elise C Martin, and Rebecca Voorheis. "Spectrum Equity Investors, L.P." Harvard Business School Case 295-021, November 1994.
  • July 2001
  • Technical Note

Technical Note on LBO Valuation (B): The Equity Cash Flow Method of Valuation using CAPM

By: Carliss Y. Baldwin
Explains the equity cash flow method of valuation as it applies to leveraged buyouts. Also explains how to implement the changing cost of equity method using the CAPM. View Details
Keywords: Leveraged Buyouts; Forecasting and Prediction; Cash Flow; Cost of Capital; Equity; Valuation
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Baldwin, Carliss Y. "Technical Note on LBO Valuation (B): The Equity Cash Flow Method of Valuation using CAPM." Harvard Business School Technical Note 902-005, July 2001.
  • January 2019
  • Supplement

Understanding the Brand Equity of Nestlé Crunch Bar (B): Data Analysis

By: Jill Avery and Gerald Zaltman
In early 2018, Nestlé announced the sale of its U.S. candy-making division and a select collection of 20 of its confectionery brands, including the Nestlé Crunch Bar, to Ferrero SpA for $2.8 billion. Luckily, an old consumer research study on the Nestlé Crunch Bar... View Details
Keywords: Brand Management; Market Research; Brand Positioning; Value Proposition; Consumer Products; Fast Moving Consumer Goods; Qualitative Methods; Zaltman Metaphor Elicitation Technique; ZMET; Data Analysis; Marketing; Marketing Strategy; Brands and Branding; Consumer Behavior; Marketing Communications; Analytics and Data Science; Analysis; Consumer Products Industry; Food and Beverage Industry; Advertising Industry; United States; North America; Italy
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Avery, Jill, and Gerald Zaltman. "Understanding the Brand Equity of Nestlé Crunch Bar (B): Data Analysis." Harvard Business School Supplement 519-062, January 2019.
  • August 2013
  • Article

The Price of Diversifiable Risk in Venture Capital and Private Equity

By: Michael Ewens, Charles Jones and Matthew Rhodes-Kropf
This paper explores the private equity and venture capital (VC) markets and extends the standard principal-agent problem between the investors and venture capitalist to show how it alters the interaction between the venture capitalist and the entrepreneur. Since the... View Details
Keywords: Price; Risk and Uncertainty; Venture Capital; Private Equity; Contracts; Investment; Competition; Agency Theory; Investment Return; Forecasting and Prediction; Theory; Diversification
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Ewens, Michael, Charles Jones, and Matthew Rhodes-Kropf. "The Price of Diversifiable Risk in Venture Capital and Private Equity." Review of Financial Studies 26, no. 8 (August 2013): 1854–1889.
  • 2011
  • Working Paper

The First Deal: The Division of Founder Equity in New Ventures

By: Thomas F. Hellmann and Noam Wasserman
This paper examines the division of founder shares in entrepreneurial ventures, focusing on the decision of whether or not to divide the shares equally among all founders. To motivate the empirical analysis we develop a simple theory of costly bargaining, where... View Details
Keywords: Business Startups; Decision Choices and Conditions; Entrepreneurship; Fairness; Equity; Managerial Roles; Negotiation Deal; Ownership Stake; Value
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Hellmann, Thomas F., and Noam Wasserman. "The First Deal: The Division of Founder Equity in New Ventures." NBER Working Paper Series, No. 16922, April 2011.
  • 02 Sep 2009
  • Working Paper Summaries

Information Risk and Fair Value: An Examination of Equity Betas and Bid-Ask Spreads

Keywords: by Edward J. Riedl & George Serafeim; Banking
  • April 2014
  • Module Note

Debt as a Source of Value in Private Equity

By: Victoria Ivashina
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Ivashina, Victoria. "Debt as a Source of Value in Private Equity." Harvard Business School Module Note 214-061, April 2014.
  • February 2006 (Revised January 2007)
  • Supplement

Lehman Brothers (D): Reemergence of the Equity Research Department

By: Boris Groysberg and Ashish Nanda
Supplements the (A) case. View Details
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Groysberg, Boris, and Ashish Nanda. "Lehman Brothers (D): Reemergence of the Equity Research Department." Harvard Business School Supplement 406-090, February 2006. (Revised January 2007.)
  • 31 Jul 2014
  • News

Making Private Equity Public Knowledge

facts of the deal and that you have an opinion on the upside and the downside. To the relief of all private equity hopefuls, Sheyner has now shared those lessons. His... View Details
Keywords: Dan Morrell
  • April 2019
  • Article

Private Equity and Financial Fragility during the Crisis

By: Shai Bernstein, Josh Lerner and Filippo Mezzanotti
Do private equity firms contribute to financial fragility during economic crises? We find that during the 2008 financial crisis, PE-backed companies increased investments relative to their peers, while also experiencing greater equity and debt inflows. The effects are... View Details
Keywords: Private Equity; Financial Crisis; Performance; Financial Condition
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Bernstein, Shai, Josh Lerner, and Filippo Mezzanotti. "Private Equity and Financial Fragility during the Crisis." Review of Financial Studies 32, no. 4 (April 2019): 1309–1373. (Earlier version distributed as National Bureau of Economic Research Working Paper No. 23626 and Harvard Business School Working Paper No. 18-005.)
  • 2015
  • Working Paper

What Do Private Equity Firms Say They Do?

By: Paul A. Gompers, Steven N. Kaplan and Vladimir Mukharlyamov
We survey 79 private equity investors with combined assets under management (AUM) of over $750 billion about their practices in firm valuation, capital structure, governance, and value creation. Investors rely primarily on internal rate of return (IRR) and multiples to... View Details
Keywords: Governance; Value Creation; Private Equity; Capital Structure; Valuation; Management Practices and Processes
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Gompers, Paul A., Steven N. Kaplan, and Vladimir Mukharlyamov. "What Do Private Equity Firms Say They Do?" Harvard Business School Working Paper, No. 15-081, April 2015.
  • Web

About - Race, Gender & Equity

About The Race, Gender & Equity Initiative brings together a global, multidisciplinary community of Harvard Business School faculty, alumni, and students to champion projects and programs that advance... View Details
  • Article

The Efficacy of Shareholder Voting: Evidence from Equity Compensation Plans

By: Christopher S. Armstrong, Ian D. Gow and David F. Larcker
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Armstrong, Christopher S., Ian D. Gow, and David F. Larcker. "The Efficacy of Shareholder Voting: Evidence from Equity Compensation Plans." Journal of Accounting Research 51, no. 5 (December 2013): 909–950.
  • Fast Answer

Bloomberg: screening for equities & securities

How can I screen for equities and other securities in Bloomberg? Type EQS and hit GO. Add criteria under section, Screening Criteria; select More Categories to view all screening criteria Click Results located in right corner... View Details
  • Web

Projects - Race, Gender & Equity

Projects Life & Leadership After HBS This longitudinal study of the post-MBA paths of Harvard Business School alumni examines how race, gender, and other factors shape their life and career. OneTen Harvard... View Details
  • December 1994 (Revised November 1997)
  • Background Note

Information Sources About Private Equity

By: Josh Lerner
Provides an overview of key sources of information. View Details
Keywords: Private Equity
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Lerner, Josh. "Information Sources About Private Equity." Harvard Business School Background Note 295-066, December 1994. (Revised November 1997.)
  • 06 May 2021
  • News

Expert Panel: Understanding Liquid Private Equity Investment Strategies

    Creating Value through Corporate Restructuring: Case Studies in Bankruptcies, Buyouts, and Breakups

    From the publisher:  Stuart Gilson is one of the leading corporate restructuring experts in the United States, teaching thousands of students and consulting with numerous companies. Now, in the second edition of this bestselling book, Gilson returns to... View Details

    • September 2011
    • Article

    Information Risk and Fair Value: An Examination of Equity Betas

    By: Edward J. Riedl and George Serafeim
    Using a sample of U.S. financial institutions, we exploit recent mandatory disclosures of financial instruments designated as fair value level 1, 2, and 3 to test whether greater information risk in financial instrument fair values leads to higher cost of capital. We... View Details
    Keywords: Forecasting and Prediction; Assets; Cost of Capital; Financial Institutions; Financial Instruments; Corporate Disclosure; Information; Risk and Uncertainty; Value; United States
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    Riedl, Edward J., and George Serafeim. "Information Risk and Fair Value: An Examination of Equity Betas." Journal of Accounting Research 49, no. 4 (September 2011): 1083–1122.
    • 04 Aug 2017
    • Working Paper Summaries

    Private Equity and Financial Fragility During the Crisis

    Keywords: by Shai Bernstein, Josh Lerner, and Filippo Mezzanotti; Financial Services
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