Equity Financing - Publications - Faculty & Research

17 Aug 2022
News

To Serve and Protect the Markets

Every day, in her role as the director of the Atlanta Regional Office of the Securities and Exchange Commission (SEC), Nekia Hackworth Jones (MBA 2003) stands in the breach between the $100 trillion in securities traded on U.S. equity... View Details

Keywords: Margie Kelley

15 Jan 2008
First Look

First Look: January 15, 2008

Ross has built a successful private equity firm focused on distressed investing, WL Ross & Co. In 2006, INVESCO, an asset management company, approaches him about acquiring his firm. INVESCO has had weak performance in recent years... View Details

Keywords: Martha Lagace

08 Aug 2017
First Look

First Look at Research and Ideas, August 8, 2017

forthcoming Financial Analysts Journal Optimal Tilts: Combining Persistent Characteristic Portfolios By: Baker, Malcolm, Ryan Taliaferro, and Terry Burnham Abstract—We examine the optimal weighting of four tilts in U.S. equity markets... View Details

Keywords: Sean Silverthorne

04 May 2010
First Look

First Look: May 4

including commercial banks, investment banks, hedge funds, and private equity funds. Representing one of the largest DIP loans in history, this financing was considered critical to the company's survival.... View Details

Keywords: Martha Lagace

19 Sep 2012
Research & Ideas

Book Excerpt: “The Architecture of Innovation”

equity stakes to these corporate entrepreneurs. Even more troubling, all too frequently the management teams are pushed to accept sketchily defined "shadow equity" rather than a real claim on the new entity. Much of the... View Details

Keywords: by Josh Lerner; Financial Services

21 Nov 2017
News

Alumni Peer into the Future of Energy

of the largest users of petroleum products.” Robert Tichio (MBA 2005) Principal, Riverstone/Carlyle “I’m partner and managing director at Riverstone Holdings, one of the world’s largest private equity firms focused on the energy sector.... View Details

Keywords: Margie Kelley; solar power; wind power

27 May 2014
First Look

First Look: May 27

finance a new venture? In this note, I will try to help answer this question by addressing the following topics: 1) Types of funding. The two major types of startup capital are equity funding and debt... View Details

Keywords: Sean Silverthorne

05 Jun 2007
First Look

First Look: June 5, 2007

raised Audax Group's first fund, and are not able personally to finance the purchase, which would require approximately $30 million. They must decide whether to go through with the purchase, and how to View Details

Keywords: Martha Lagace

Web

Impact Stories - Business & Environment

MBA 2009 | Funding Solar’s Future "Altogether, Double Time has financed 36 solar energy projects, which collectively produce roughly 10% of North Carolina’s solar power and power around 30,000 homes in the state." Charles Baron MBA 2013 |... View Details

22 Feb 2022
Research & Ideas

When Will the Hot Housing Market Finally Start to Cool?

Harvard Gazette spoke with Nori Gerardo Lietz, a senior lecturer who teaches real estate private equity at Harvard Business School, about what’s going on and whether rising interest rates may offer some relief. The interview has been... View Details

Keywords: by Christine Pazzanese, Harvard Gazette

01 Jan 2004
News

Minoru Makihara, 75th AMP, 1977

losses, improve his finance department with the help of a Wall Street private equity firm, and make it a matter of policy to pay closer attention to managing the balance sheet. Makihara then turned his... View Details

January 2025
Case

Apax Partners: Deciding Whether to Bid for Trader Corp.

By: Benjamin C. Esty and Edward A. Meyer

Apax Partners’ investment committee was schedule to meet on March 21, 2011, to decide whether to invest in Trader Corporation, a Canadian classified advertising business for used automobiles with both print (magazines) and digital (website) distribution. What made this... View Details

Citation

Educators

10 Nov 2009
First Look

First Look: Nov. 10

Nicolas P. Retsinas and Justin GinsburghHarvard Business School Case 210-024 A United States private equity fund, The Saboput Group, must decide whether to invest in a new technology park development in Chennai, India. The case provides... View Details

Keywords: Martha Lagace

Career Coach

Ildi Nielsen

Ildi (Dartmouth ’94) offers 20 years of experience as a Career Coach and Executive Search Consultant for MBA and post-MBA professionals. She worked as a Career Coach at Boston Consulting Group where she helped consultants and alumni launch new careers in healthcare,... View Details

Keywords: Consumer Finance; Consumer Finance; Consumer Finance; Consumer Finance; Consumer Finance; Consumer Finance; Consumer Finance; Consumer Finance; Consumer Finance; Consumer Finance; Consumer Finance; Consumer Finance; Consumer Finance; Consumer Finance

05 May 2022
News

Like-Minded

for Morgan Stanley and leading the Japan office of Clay Finlay, a New York–based asset management company. Matsui was the vice chair for Goldman Sachs Japan and the chief Japan equity strategist. On these birthday-celebration evenings,... View Details

Web

Africa - Global Activities 2021

in economic theory, development policy, and general management to become a more effective development professional.” While thrilled to be accepted into the HBS/HKS joint-degree program, Raji had to confront the challenges of financing... View Details

06 May 2014
First Look

First Look: May 6

accounting performance. Publisher's link: http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1964011 August 2013 Journal of Financial Intermediation Good Cop, Bad Cop: Complementarities Between Debt and Equity in Disciplining Management... View Details

Keywords: Sean Silverthorne

10 Jul 2000
Research & Ideas

Cable TV: From Community Antennas to Wired Cities

founders. 23 However, in the case of the agent-led focused firms, the entrepreneurs' ownership stakes had been diluted by issuing new equity to fund expansion. Owner-managed focused firms also financed their... View Details

Keywords: by Thomas R. Eisenmann; Media & Broadcasting; Consumer Products; Entertainment & Recreation

03 Feb 2015
First Look

First Look: February 3

Publications February 2015 Journal of Finance The Effect of Providing Peer Information on Retirement Savings Decisions By: Beshears, John, James J. Choi, David Laibson, Brigitte C. Madrian, and Katherine L. Milkman Abstract—Using a... View Details

Keywords: Sean Silverthorne

January 2011
Case

The Risk-Reward Framework at Morgan Stanley Research

By: Suraj Srinivasan and David Lane

The case describes the Risk-Reward framework that Morgan Stanley analysts use as a systematic approach to communicate a broader range of fundamental insights about a company rather than the traditional single point estimates. The goal of the framework is to focus the... View Details

Keywords: Financial Statements; Forecasting and Prediction; Equity; Framework; Management Analysis, Tools, and Techniques; Risk Management; Business Processes; Research; Valuation

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Educators

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