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  • September 2001 (Revised October 2001)
  • Case

Coca-Cola Company: The Quaker Oats Acquisition (A), The

By: Jay W. Lorsch and Sonya Sanchez
Discusses how CEOs should think about bringing strategic issues to the board, what issues to bring, how to position them, and which information to provide. View Details
Keywords: Managerial Roles; Corporate Governance; Strategy; Governing and Advisory Boards; Mergers and Acquisitions; Food and Beverage Industry
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Lorsch, Jay W., and Sonya Sanchez. "Coca-Cola Company: The Quaker Oats Acquisition (A), The." Harvard Business School Case 402-027, September 2001. (Revised October 2001.)
  • December 2014 (Revised April 2018)
  • Case

Dalian Wanda Group: The AMC Entertainment Acquisition (A)

By: Willy Shih
When Dalian Wanda Group of China announced its plan to acquire the AMC Entertainment theatrical exhibition chain in the United States, many people in the U.S. were mystified. Unlike China where theatrical exhibition was experiencing rapid growth, the U.S. market was... View Details
Keywords: Dalian Wanda Group; AMC Entertainment; Wang Jianlin; Theater Entertainment; Film Entertainment; Acquisition; Mergers and Acquisitions; Foreign Direct Investment; Cross-Cultural and Cross-Border Issues; Growth and Development Strategy; Business Strategy; Corporate Strategy; Expansion; Motion Pictures and Video Industry; China; United States
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Shih, Willy. "Dalian Wanda Group: The AMC Entertainment Acquisition (A)." Harvard Business School Case 615-033, December 2014. (Revised April 2018.)
  • January 2017 (Revised December 2017)
  • Case

Merging American Airlines and US Airways (A)

By: David G. Fubini, David A. Garvin and Carin-Isabel Knoop
In February 2013, US Airways announced that it would merge with American Airlines to create the world’s largest airline. Doug Parker, the CEO of US Airways, would become CEO of the new American Airlines Group (AAL). The case describes a number of critical decisions... View Details
Keywords: Airlines; Merger; Takeover; Integration Strategy; Merger Integration; Mergers and Acquisitions; Decision Making; Governance; Management Teams; Operations; Organizational Culture; Air Transportation Industry; United States
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Fubini, David G., David A. Garvin, and Carin-Isabel Knoop. "Merging American Airlines and US Airways (A)." Harvard Business School Case 417-054, January 2017. (Revised December 2017.)
  • November 2017
  • Supplement

Merging American Airlines and US Airways (B)

By: David G. Fubini, David A. Garvin and Carin-Isabel Knoop
Exhibit to Merging American Airlines and US Airways (A) case. In February 2013, US Airways announced that it would merge with American Airlines to create the world’s largest airline. Doug Parker, the CEO of US Airways, would become CEO of the new American Airlines... View Details
Keywords: Airlines; Merger; Takeover; Integration Strategy; Merger Integration; Mergers and Acquisitions; Decision Making; Governance; Management Teams; Operations; Organizational Culture; Air Transportation Industry; United States
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Fubini, David G., David A. Garvin, and Carin-Isabel Knoop. "Merging American Airlines and US Airways (B)." Harvard Business School Supplement 418-036, November 2017.
  • July 2021
  • Teaching Note

The Carlyle Group: Carving Out Atotech

By: Rosabeth Moss Kanter
Teaching Note for HBS Case No. 321-153. On January 31, 2017, The Carlyle Group ("Carlyle") closed its $3.2 billion acquisition of Atotech, an international Specialty Chemicals and Equipment company. In Carlyle's Washington, DC headquarters, the US-based deal... View Details
Keywords: Oil & Gas; Deal; International Acquisition; International; Acquisition; Negotiation; Negotiation Deal; Transformation; Chemicals; Markets; Bids and Bidding; Globalized Markets and Industries; Standards; Chemical Industry; United States; Europe; Asia; Germany
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Kanter, Rosabeth Moss. "The Carlyle Group: Carving Out Atotech." Harvard Business School Teaching Note 322-022, July 2021.
  • 2004
  • Article

Mergers and Acquisitions: An Experimental Analysis of Synergies, Externalities and Dynamics

By: R. Croson, A. Gomes, K. L. McGinn and M. Nöth
Keywords: Mergers and Acquisitions; Theory
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Croson, R., A. Gomes, K. L. McGinn, and M. Nöth. "Mergers and Acquisitions: An Experimental Analysis of Synergies, Externalities and Dynamics." Review of Finance 8, no. 4 (2004): 481–514.
  • 2008
  • Working Paper

Structural Closure and Exposure: Market Reactions to Announcements of Acquisitions and Divestitures

By: Mikolaj Jan Piskorski and Nitin Nohria
This paper develops an exchange-network perspective on corporate diversification and proposes two measures of corporate scope: structural closure and structural exposure. Structural closure focuses on exchanges of goods and services inside the firm... View Details
Keywords: Mergers and Acquisitions; Market Transactions; Diversification; Boundaries; Valuation
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Piskorski, Mikolaj Jan, and Nitin Nohria. "Structural Closure and Exposure: Market Reactions to Announcements of Acquisitions and Divestitures." Harvard Business School Working Paper, No. 08-087, April 2008.
  • winter 1986
  • Article

Auditor Changes Following Big Eight Mergers with Non-Big Eight Audit Firms

By: Paul M. Healy and Tom Lys
Keywords: Accounting Audits; Change; Business Ventures; Mergers and Acquisitions
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Healy, Paul M., and Tom Lys. "Auditor Changes Following Big Eight Mergers with Non-Big Eight Audit Firms." Journal of Accounting and Public Policy 5, no. 4 (winter 1986): 251–265.
  • March 1985 (Revised June 1985)
  • Teaching Note

Conglomerates and the Merger Movement of the 1960s, Teaching Note

By: Richard S. Tedlow
Keywords: Business Conglomerates; Mergers and Acquisitions
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Tedlow, Richard S. "Conglomerates and the Merger Movement of the 1960s, Teaching Note." Harvard Business School Teaching Note 385-274, March 1985. (Revised June 1985.)
  • 14 Jan 2021
  • Working Paper Summaries

Dog Eat Dog: Measuring Network Effects Using a Digital Platform Merger

Keywords: by Chiara Farronato, Jessica Fong, and Andrey Fradkin
  • 2023
  • Working Paper

Firm Visibility and Acquisition Likelihood: Evidence from Seeking Alpha Coverage

By: Pu Gu, Benjamin Yost and Yuan Zou
This study investigates whether social media coverage influences a firm’s likelihood of being acquired. Specifically, we hypothesize that coverage of a firm on the Seeking Alpha platform raises its visibility to potential acquirers and M&A advisers (i.e., investment... View Details
Keywords: Social Media; Mergers and Acquisitions; Marketplace Matching; Investment Banking
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Gu, Pu, Benjamin Yost, and Yuan Zou. "Firm Visibility and Acquisition Likelihood: Evidence from Seeking Alpha Coverage." Working Paper, July 2023.
  • 2005
  • Chapter

Concepts Fondamentaux de la Finance et Fusions et Acquisitions

By: Marc L Bertoneche
Keywords: Mergers and Acquisitions; Finance
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Bertoneche, Marc L. "Concepts Fondamentaux de la Finance et Fusions et Acquisitions." Chap. 9 in MBA: L'essentiel du Management par les meilleurs professeurs, edited by Marc L Bertoneche. France, 2005, French ed.
  • October 2001 (Revised November 2001)
  • Case

Provident Life and Accident Insurance: The Acquisition of Paul Revere

By: Mihir A. Desai, Frank Williamson, Mark Veblen and Yuming Zou
Provident Life & Accident Insurance Co. has made an initial bid to acquire a primary competitor, Paul Revere, from conglomerate, Textron. The due diligence process uncovers a significant block of problematic disability insurance policies. Provident is forced to assess... View Details
Keywords: Insurance; Financial Management; Mergers and Acquisitions; Policy; Investment; Business Strategy; Cash Flow; Price; Bids and Bidding; Financial Reporting; Business Conglomerates; Insurance Industry; Service Industry
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Desai, Mihir A., Frank Williamson, Mark Veblen, and Yuming Zou. "Provident Life and Accident Insurance: The Acquisition of Paul Revere." Harvard Business School Case 202-044, October 2001. (Revised November 2001.)
  • October 2009 (Revised February 2010)
  • Supplement

Merger of Equals: The Integration of Mellon Financial and The Bank of New York (B)

By: Ryan D. Taliaferro, Clayton S. Rose and David Lane
[Continuation of "A" case.] Less than a month after the close of the merger between The Bank of New York and Mellon Financial, managers at the two firms realized that plans for combining their asset servicing businesses – and realizing the $180 million of annual cost... View Details
Keywords: Mergers and Acquisitions; Integration; Banks and Banking; Banking Industry
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Taliaferro, Ryan D., Clayton S. Rose, and David Lane. "Merger of Equals: The Integration of Mellon Financial and The Bank of New York (B)." Harvard Business School Supplement 210-025, October 2009. (Revised February 2010.)
  • October 2009 (Revised February 2010)
  • Case

Merger of Equals: The Integration of Mellon Financial and The Bank of New York (A)

By: Ryan D. Taliaferro, Clayton S. Rose and David Lane
Less than a month after the close of the merger between The Bank of New York and Mellon Financial, managers at the two firms realized that plans for combining their asset servicing businesses—and realizing the $180 million of annual cost savings that they had promised... View Details
Keywords: Mergers and Acquisitions; Asset Management; Financial Institutions; Risk Management; Integration; Information Technology; Financial Services Industry
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Taliaferro, Ryan D., Clayton S. Rose, and David Lane. "Merger of Equals: The Integration of Mellon Financial and The Bank of New York (A)." Harvard Business School Case 210-016, October 2009. (Revised February 2010.)
  • October 2009
  • Supplement

Merger of Equals: The Integration of Mellon Financial and The Bank of New York (C)

By: Ryan D. Taliaferro, Clayton S. Rose and David Lane
[Continuation of "A" and "B" cases.] Less than a month after the close of the merger between The Bank of New York and Mellon Financial, managers at the two firms realized that plans for combining their asset servicing businesses – and realizing the $180 million of... View Details
Keywords: Mergers and Acquisitions; Horizontal Integration; Financial Institutions; Business Processes; Risk Management; Strategy; Market Transactions; Assets; System; Saving; Banking Industry; New York (state, US)
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Taliaferro, Ryan D., Clayton S. Rose, and David Lane. "Merger of Equals: The Integration of Mellon Financial and The Bank of New York (C)." Harvard Business School Supplement 210-028, October 2009.
  • April 2018
  • Case

The Bayer - Monsanto Merger: GMOs and 'Science for a Better Life'

By: Martha J. Crawford and James Barnett
This case allows students to explore the economic, ethical and legal challenges faced by agri-business companies, after several decades of promoting and selling Genetically Modified (GM) crops. Starting in the 1980s, the widespread introduction of GM crops was... View Details
Keywords: Merger; Acquisition; GMO; Genetically Modified Crops; Neonics; Pesticides; Crop Seeds; EU; Mergers and Acquisitions; Agribusiness; Genetics; Natural Environment; Corporate Social Responsibility and Impact; Governing Rules, Regulations, and Reforms; Consolidation; Agriculture and Agribusiness Industry; Europe; United States
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Crawford, Martha J., and James Barnett. "The Bayer—Monsanto Merger: GMOs and 'Science for a Better Life'." Harvard Business School Case 318-075, April 2018.
  • June 1998 (Revised May 2001)
  • Teaching Note

Acquisition of Consolidated Rail Corporation, The (A and B) TN

By: Benjamin C. Esty and Mathew M Millett
Teaching Note for (9-298-006) and (9-298-095). View Details
Keywords: Mergers and Acquisitions; Rail Industry
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Esty, Benjamin C., and Mathew M Millett. "Acquisition of Consolidated Rail Corporation, The (A and B) TN." Harvard Business School Teaching Note 298-087, June 1998. (Revised May 2001.)
  • September 2004
  • Article

Rethinking Mergers and Acquisitions: How to Involve R&D in Company Growth

By: Arthur A. Daemmrich
Keywords: Mergers and Acquisitions; Research and Development; Growth and Development; Business Ventures
Citation
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Daemmrich, Arthur A. "Rethinking Mergers and Acquisitions: How to Involve R&D in Company Growth." Chemistry Business (September 2004).
  • June 2011 (Revised August 2012)
  • Case

Coca-Cola in 2011: In Search of a New Model

By: David B. Yoffie and Renee Kim
Muhtar Kent, CEO of the Coca-Cola Company, faced a critical decision in 2011 after closing a $12 billion deal to buy its troubled North America bottling operations from its biggest bottler, Coca-Cola Enterprises. The decision was prompted by several changes in the U.S.... View Details
Keywords: Beverage Industry; Strategic Positioning; Mergers And Acquisitions; Competition; Business Model; Vertical Integration; Competitive Strategy; Corporate Strategy; Franchise Ownership; Investment; Food and Beverage Industry; United States
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Yoffie, David B., and Renee Kim. "Coca-Cola in 2011: In Search of a New Model." Harvard Business School Case 711-504, June 2011. (Revised August 2012.)
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