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- September 2022
- Case
Esas Group: Investing Together, Staying Together
By: Christina R. Wing and Alpana Thapar
This case opens in June 2022, after Esas Group, one of Turkey’s largest family-owned investment firms, implements a series of changes to professionalize the business and help transition family members from operators to responsible investors. In December 2019, the Group...
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- May 2021
- Teaching Plan
Gera Developments: Leadership at a Crossroads
By: Christina R. Wing and John Masko
Teaching Plan for HBS Case No. 621-018. For decades, Gera Developments (Gera) was a boutique family-owned real estate development firm in Pune, India. But since 2000, managing director Rohit Gera had turned the company into a dynamic innovator in housing solutions for...
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Keywords:
Buildings and Facilities;
Business Growth and Maturation;
Construction;
Geographic Location;
Global Strategy;
Globalized Firms and Management;
Housing;
Leadership Style;
Management Succession;
Organizational Change and Adaptation;
Organizational Culture;
Family Ownership;
Family and Family Relationships;
Urban Development;
Customization and Personalization;
Real Estate Industry;
Maharashtra;
India;
San Francisco
- July 2020 (Revised November 2020)
- Case
Gera Developments: Leadership at a Crossroads
By: Christina R. Wing and John Masko
For decades, Gera Developments (Gera) was a boutique family-owned real estate development firm in Pune, India. But since 2000, managing director Rohit Gera had turned the company into a dynamic innovator in housing solutions for urban Indian families. Over the 2010s,...
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Keywords:
Buildings and Facilities;
Business Growth and Maturation;
Construction;
Geographic Location;
Global Strategy;
Globalized Firms and Management;
Housing;
Leadership Style;
Management Succession;
Organizational Change and Adaptation;
Organizational Culture;
Family Ownership;
Family and Family Relationships;
Urban Development;
Customization and Personalization;
Real Estate Industry;
Maharashtra;
India;
United States
- March 2020
- Case
Minneapolis Star Tribune
By: Joseph L. Bower, Elizabeth Hansen and Michael Norris
In the summer of 2019, Mike Klingensmith, CEO of the Minneapolis Star Tribune, the Twin Cities metro region’s largest newspaper, reviewed subscription trends and plans for future experimentation. The newspaper industry across the U.S. had suffered a steep decline for...
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- September 2019 (Revised August 2021)
- Case
It's All About Family: Esas Group
By: Christina R. Wing and Alpana Thapar
This case describes how Ali Sabancı and his sister Emine Sabancı Kamışlı, shareholders of Esas Group, one of Turkey’s largest family-owned investment firms, worked to grow and professionalize the business. While their father Şevket Sabancı, played an instrumental role...
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- August 2019 (Revised July 2022)
- Course Overview Note
Demystifying Families in Business
By: Christina R. Wing and Madeline Keulen
90% of the GDP in the world is created through family-owned businesses. Family businesses are frequently thought to be exclusively mom-and-pop, small businesses. Most fail to realize that Walmart, Fidelity, Cargill, Koch Industries, and Ford, to name a few, are all...
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- August 2019 (Revised March 2022)
- Case
Family Matters: Governance at the Zamil Group
By: Christina R. Wing, Suraj Srinivasan and Esel Çekin
This case focuses on a large Saudi Arabian industrial conglomerate and family business Zamil Group’s corporate and family governance journey. The 12 sons of the founder led and grew the group successfully after taking over from their father in 1961. The secret to their...
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- June 2018
- Teaching Note
Kvadrat: Leading for Innovation
By: Boris Groysberg and Sarah L. Abbott
In 2013, Anders Byriel, CEO of the family-owned Danish textiles company, Kvadrat, considered the firm's strategic plan. In 2000, Byriel and Mette Bendix, Kvadrat's Product Director, had taken over management of the company from their fathers, who had founded Kvadrat in...
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- 2018
- Chapter
Britain: Global Legacy and Domestic Persistence
By: Geoffrey Jones
This chapter explores the British experience in a volume which examines the historical evolution of business groups in developed Western economies. The chapter argues that during the nineteenth century British merchant houses established business groups with...
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- February 2018
- Case
Wiikano Orchards
By: Benson P. Shapiro and Katherine B. Hartman
Wiikano Orchards, a family-owned business, faces declining demand in a commodity industry. The president is considering rebranding Wiikano's apple juice, increasing its prices and promotions. If this proposal succeeds, wholesalers and retailers would be more likely to...
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- May 2017 (Revised November 2017)
- Teaching Note
BrightStar Care: The Evolution of a Leadership Team
By: Boris Groysberg, Colleen Ammerman and Olivia Hull
Teaching Note for HBS No. 417-020.
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Keywords:
Health Care Services;
Entrepreneurs;
Board Of Directors;
Boards Of Directors;
Health Care Industry;
Growth Strategy;
Organizational Change;
Brand Positioning;
Entrepreneurial Organizations;
Entrepreneurial Management;
Franchising;
Family-owned Business;
Home Health Care;
Managing Growth;
Management Styles;
Organizational Development;
Talent Management;
Women Executives;
Women And Leadership;
Business Startups;
Family Business;
Small Business;
Talent And Talent Management;
Governing And Advisory Boards;
Health Care And Treatment;
Human Capital;
Leadership Development;
Leadership Style;
Business Or Company Management;
Growth And Development Strategy;
Management Analysis, Tools, And Techniques;
Management Skills;
Management Style;
Management Succession;
Management Systems;
Management Teams;
Brands And Branding;
Marketing Strategy;
Strategy;
Health Industry
- May 2017
- Case
Pho Hoa Dorchester
By: Leonard A. Schlesinger, Michael Raiche and Roger Zhu
Pho Hoa is a traditional, family-owned Vietnamese restaurant in Dorchester, Massachusetts that opened in 1992. As he approached retirement in recent years, the founder/owner has scaled down his involvement in the day-to-day operations, leading to a number of...
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Keywords:
Pho Hoa;
Tam Le;
Small Business;
Restaurants;
Dorchester;
Business Growth and Maturation;
Business Organization;
Family Business;
Change Management;
Transition;
Diasporas;
Cash Flow;
Food;
Employment;
Wages;
Working Conditions;
Leading Change;
Business Processes;
Organizational Culture;
Organizational Change and Adaptation;
Organizational Structure;
Ownership Stake;
Franchise Ownership;
Family and Family Relationships;
Food and Beverage Industry;
Viet Nam;
Massachusetts;
Boston;
Eastern United States
- November 2016 (Revised February 2017)
- Case
BrightStar Care: The Evolution of a Leadership Team
By: Boris Groysberg, Colleen Ammerman and John D. Vaughan
BrightStar Care was a rapidly growing franchise of home health care agencies. Founded by husband and wife team JD and Shelly Sun as a single agency near Chicago in 2002, BrightStar had opened nearly 300 franchises across the United States by 2016, generating over $300...
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Keywords:
Health Care Services;
Entrepreneurs;
Board Of Directors;
Boards Of Directors;
Health Care Industry;
Growth Strategy;
Organizational Change;
Brand Positioning;
Entrepreneurial Organizations;
Entrepreneurial Management;
Franchising;
Family-owned Business;
Home Health Care;
Managing Growth;
Management Styles;
Organizational Development;
Talent Management;
Women Executives;
Women And Leadership;
Business Startups;
Family Business;
Small Business;
Talent and Talent Management;
Governing and Advisory Boards;
Health Care and Treatment;
Human Capital;
Leadership Development;
Leadership Style;
Business or Company Management;
Growth and Development Strategy;
Management Analysis, Tools, and Techniques;
Management Skills;
Management Style;
Management Succession;
Management Systems;
Management Teams;
Brands and Branding;
Marketing Strategy;
Strategy
- May 2016 (Revised June 2016)
- Case
A Succession as the Engine for Success
By: Jay Lorsch, Emily McTague and Rosa Maria Fite
Francisco J. Riberas sat in his office reflecting on his first summer working at the family business, in 1989. Growing up, Francisco Riberas had learned about the company through conversations with his father, Francisco Riberas Pampliega, over the dinner table and in...
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- February 2015 (Revised April 2015)
- Case
The Board of Directors at Market Basket
By: Jay W. Lorsch and Emily McTague
The firing of Market Basket CEO Arthur T. Demoulas by his cousin, Arthur S. Demoulas, and directors affiliated with him set off employee protests throughout the grocery store chain. Industry specialists estimated that Market Basket was losing close to ten million...
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- December 2014
- Supplement
Interview with Anders Byriel and Mads Nygård: Kvadrat
By: Boris Groysberg and Sarah L. Abbott
Anders Byriel, CEO of the family-owned Danish textiles company, Kvadrat, and Mads Nygård, SVP of Strategy & Organization at Kvadrat, discuss the challenges and opportunities faced by the company. They elaborate on areas covered in the case including: 1.) Asia; 2.) Soft...
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- April 10, 2014
- Article
Generation to Generation: How to Save the Family Business
By: Boris Groysberg and Deborah Bell
Most family-owned businesses—approximately 70%—last just one generation. Because an estimated 80% of businesses across the globe are family-owned, the low survival rate has alarming consequences. Consider this: In the United States alone, family-owned businesses (FOBs)...
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- January 2014 (Revised January 2014)
- Case
Henry Schein: Doing Well by Doing Good?
By: Rebecca Henderson, Raffaella Sadun, Aldo Sesia and Russell Eisenstat
Henry Schein Inc., a distributor of supplies to dentist, physician, and veterinary practices, had sales approaching $9 billion and employed nearly 16,000 people. The company had experienced impressive growth under the leadership of Stanley Bergman and his executive... View Details
Keywords:
Leadership Development;
Strategy Execution;
Performance Management;
Corporate Culture;
Social Responsibility;
Mergers ＆ Acquisitions;
Joint Ventures;
Partnerships;
Health Care Industry;
Healthcare Logistics Industry;
Competitive Advantage;
Strategy;
Leadership;
Global Strategy;
Selection and Staffing;
Management Style;
Organizational Culture;
Corporate Social Responsibility and Impact;
Health Industry;
Medical Devices and Supplies Industry;
China;
Europe;
United States
- June 2013 (Revised March 2014)
- Case
Kvadrat: Leading for Innovation
By: Boris Groysberg and Sarah L. Abbott
In 2013, Anders Byriel, CEO of the family-owned Danish textiles company, Kvadrat, considered the firm's strategic plan. In 2000, Byriel and Mette Bendix, Kvadrat's Product Director, had taken over management of the company from their fathers, who had founded Kvadrat... View Details
- November 2012 (Revised September 2013)
- Case
Learning Resources: A Hands-On Toy Company Deals with New Challenges and Opportunities
By: Boris Groysberg and Anahita Hashemi
Learning Resources is a family-owned educational toy company that, by late 2011, was facing a myriad of challenges, including increased competition, entry into new markets, new distribution methods, rising costs of production in China, and changing customer behavior....
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Keywords:
Leading Teams;
Strategy Formulation;
Strategy And Execution;
Innovation;
Corporate Culture;
Industry Analysis;
Organizational Alignment;
Entrepreneurs;
Sales Channels;
Leadership;
Strategy;
Change Management;
Innovation Leadership;
Family Business;
Entrepreneurship;
Product Design;
Sales;
Retail Industry;
United States