Case | HBS Case Collection | 2007 (Revised from original 2004 version)

Allianz (A1): An Insurer Acquiring a Bank?

by Joseph L. Bower, Marc L. Bertoneche, Anders Sjoman and Sonja Ellingson Hout

Abstract

The deal of the year in 2002, was the acquisition of Dresdner Bank by Allianz. Written from the perspectives of Allianz's CEO, Henning Schulte-Noelle, before and after the deal and a regional manager implementing the concept of a full-line financial service provider. Presents the original question facing Schulte-Noelle: "Should Allianz acquire Dresdner?"

Keywords: Management; Corporate Strategy; Problems and Challenges; Acquisition; Financial Institutions; Corporate Finance; Banking Industry; Germany;

Format: Print

25 pages

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Citation:

Bower, Joseph L., Marc L. Bertoneche, Anders Sjoman, and Sonja Ellingson Hout. "Allianz (A1): An Insurer Acquiring a Bank?" Harvard Business School Case 305-013, April 2007. (Revised from original August 2004 version.)

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Case | HBS Case Collection | 2005 (Revised from original 2004 version)

Allianz (C): An Interview with Dr. Holger Hatje

Joseph L. Bower, Anders Sjoman and Sonja Ellingson Hout

Supplements the (A) case.

Keywords: Banking Industry; Germany;

Citation:
Bower, Joseph L., Anders Sjoman, and Sonja Ellingson Hout. "Allianz (C): An Interview with Dr. Holger Hatje." Harvard Business School Case 305-015, July 2005. (Revised from original August 2004 version.)

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Case | HBS Case Collection | 2005 (Revised from original 2004 version)

Allianz (D1): The Turnaround

Joseph L. Bower, Anders Sjoman and Sonja Ellingson Hout

Examines the acquisition of Dresdner Bank by Allianz--the deal of the year in 2002. Examines some of the challenges posed by the turnaround of Dresdner as seen by Michael Diekmann, the new CEO of Allianz. In working with Dresdner, Allianz needed to figure out what it meat to be a fully integrated financial service provider. Focuses on the development of the product line, the question of branding, the investment bank, and the organization.

Keywords: Acquisition; Financial Institutions; Investment Banking; Brands and Branding; Product Development; Organizational Structure; Problems and Challenges;

Citation:
Bower, Joseph L., Anders Sjoman, and Sonja Ellingson Hout. "Allianz (D1): The Turnaround." Harvard Business School Case 305-016, July 2005. (Revised from original August 2004 version.)

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Case | HBS Case Collection | 2005 (Revised from original 2004 version)

Allianz (D2): The Dresdner Transformation

Joseph L. Bower, Anders Sjoman and Sonja Ellingson Hout

Supplements the (A) case.

Keywords: Banking Industry; Germany;

Citation:
Bower, Joseph L., Anders Sjoman, and Sonja Ellingson Hout. "Allianz (D2): The Dresdner Transformation." Harvard Business School Case 305-017, July 2005. (Revised from original August 2004 version.)

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Case | HBS Case Collection | 2005 (Revised from original 2005 version)

Allianz (B): Integrating an Insurer and a Bank

Joseph L. Bower, Marc L. Bertoneche, Anders Sjoman and Sonja Ellingson Hout

Supplements the (A) case. A rewritten version of an earlier case.

Keywords: Banking Industry; Germany;

Citation:
Bower, Joseph L., Marc L. Bertoneche, Anders Sjoman, and Sonja Ellingson Hout. "Allianz (B): Integrating an Insurer and a Bank." Harvard Business School Case 305-089, July 2005. (Revised from original February 2005 version.)

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Case | HBS Case Collection | 2005 (Revised from original 2005 version)

Allianz (A2): An Insurer Acquired a Bank

Joseph L. Bower, Marc L. Bertoneche, Anders Sjoman and Sonja Ellingson Hout

Supplements the (A) case. A rewritten version of an earlier case.

Keywords: Banking Industry; Germany;

Citation:
Bower, Joseph L., Marc L. Bertoneche, Anders Sjoman, and Sonja Ellingson Hout. "Allianz (A2): An Insurer Acquired a Bank." Harvard Business School Case 305-088, July 2005. (Revised from original February 2005 version.)

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Teaching Note | HBS Case Collection | 2007

Allianz Cases and Video Series (Allianz A1, A2, B, C, D1, D2) (TN)

Joseph L. Bower

Keywords: Media;

Citation:
Bower, Joseph L. "Allianz Cases and Video Series (Allianz A1, A2, B, C, D1, D2) (TN)." Harvard Business School Teaching Note 307-111, May 2007.

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Supplement | HBS Case Collection | 2007

Allianz SE, "The Euro Company." Interview with Michael Diekmann, Chairman

Joseph L. Bower and Sonja Ellingson Hout

Citation:
Bower, Joseph L., and Sonja Ellingson Hout. Allianz SE, "The Euro Company." Interview with Michael Diekmann, Chairman. Harvard Business School Video Supplement 307-712, June 2007.

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In 2010, Tom Linebarger, president and COO of Cummins, Inc., the Columbus, Indiana-based manufacturer of diesel engines, has to decide where to locate the company's new manufacturing line for high horsepower engines. He has three choices to decide from: Seymour, Indiana; Daventry, England; and Pune, India. The Community Education Coalition (CEC) in Columbus has had success in improving the city's schools to make the area more competitive in attracting and retaining highly educated employees to this small Midwestern city. The CEC is planning an expansion into Seymour with Cummins' help. Will the CEC be able to improve the school system in Seymour enough to make it a viable choice for the new high horsepower engine line?

The start of the 2000s saw a flurry of international publications on "the business case" for sustainability, seeking to map out the returns on investment and to differentiate recommended actions from cases of corporate philanthropy. Reports by business organisations and others identified different categories of justifications, incentives, benefits and levels of making the business case. 1) Research over the last decade has pointed to a complex relation between sustainability and financial performance. 2) Results have been influenced by different input and output variables applied, by what is defined as: "sustainability" or "socially responsible" actions, the scope of the agenda covered and the definition of what is the ultimate goal (e.g. increased profit, shareholder value or longer term success and value of the business).

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