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October 2024
Supplement

Hakluyt: from Corporate Intelligence to Trusted Advisors (B)

By: Joseph B. Fuller and Lena Duchene

This case is a continuation of an earlier study chronicling Hakluyt & Company (Hakluyt)’s transformation from an obscure boutique to a global corporate advisory firm with an outsized reputation. In August 2024, the firm faced a pivotal moment as managing partner Varun... View Details

October 2024
Case

Sacoor Brothers: From Co-Family CEOs to No Family CEOs?

By: Lauren Cohen, David Ager and Alpana Thapar

Sacoor Brothers, a luxury clothing retail company, was founded in 1989 in Lisbon, Portugal, by four brothers—Malik, Salim, Rahimo, and Moez. After establishing a strong presence in Portugal, the brothers were drawn to the rapidly growing retail markets in the Middle... View Details

Keywords: Family Business; Growth; Geographic Mobility; Private Equity; Investment; Family Office; Governance; Professionalization; Institutional Development; Second-generation; Third-generation; Transition; Jordan; Retail Industry; Fashion Industry; Middle East; United Arab Emirates; Saudi Arabia; Portugal

October 2024
Case

Ranger Energy Services: Bridging Public & Private Markets

By: Joseph Pacelli, Ravi Ramniklal Gondalia and James Weber

In August of 2017, CSL Capital, a private equity fund founded and operated by Charlie Leykum (HBS’04), was deciding to take one of its portfolio companies, Ranger Energy Services, public. Founded in 2014, Ranger Energy was an oilfield service company providing... View Details

Keywords: Entrepreneurship; Initial Public Offering; Financial Strategy; Valuation; Energy; Financial Services Industry; Energy Industry; United States

September 2024 (Revised November 2024)
Case

Carrie Wang: Choosing Between the Family Firm and the Family Spirit

By: Lauren Cohen, Fei Wu and Sophia Pan

Carrie Wang, Investment Head of the Wang’s single-family office, contemplated her next career steps. As one of the first businessmen who had risen from China’s industrial rise, her father had grown his wealth to a considerable level, eventually requesting that his... View Details

Keywords: Family Office; Investment; Interests Of Consumers; Family Business; Business Growth and Maturation; Financial Management; Financial Strategy; Financial Markets; Investment Portfolio; Investment Return; Private Equity; Customer Relationship Management; Interests; Reputation; Real Estate Industry; China

September 2024
Supplement

National Public Broadcasting (B)

By: Richard S. Ruback and Royce Yudkoff

Pre-abstract: Instructors should consider the timing of making videos available to students, as they may reveal key case details. Abstract: This (B) case supplement is designed for use by faculty only to support classroom instruction in conjunction with "National... View Details

Keywords: Financial Strategy; Financial Management; Media; Ownership; Strategy; Advertising; Decision Making; Entrepreneurship; Financing and Loans; Mergers and Acquisitions; Private Equity; Journalism and News Industry; Media and Broadcasting Industry; United States

July 2024
Case

Jacqueline Cook at Vendasta: Debating an IPO

By: Reza Satchu, Tom Quinn and Andrew Kosc

In May 2021, after a surge in demand for digital services that prompted high valuations for startups across the Canadian tech sector, Saskatchewan-based Vendasta entered the final stages of the initial public offering (IPO) process. COO Jacqueline Cook had invested her... View Details

June 2024 (Revised September 2024)
Case

Driving Scale with Otto

By: Rebecca Karp, David Allen and Annelena Lobb

This case asks how startup founders make scaling decisions in light of their priorities for their business and for themselves. Otto was a technology company that applied artificial intelligence technology to sales. It deployed natural language processing to find sales... View Details

Keywords: Artificial Intelligence; Natural Language Processing; B2B; B2B Innovation; Scaling; Scaling Tech Ventures; Business Startups; AI and Machine Learning; Finance; Sales; Business Strategy; Growth and Development Strategy; Entrepreneurship; Information Technology Industry; United States; Cambridge; New York (city, NY); Spain

2024
Working Paper

Private Equity and Digital Transformation

By: Brian K. Baik, Wilbur Chen and Suraj Srinivasan

We study the role which private equity (PE) plays in digital transformation. We find that PE investment is associated with greater investments into portfolio firm’s digital technologies, as measured by IT expenditures and the hiring demand for AI skills. This... View Details

Keywords: Digital Transformation; Private Equity; Selection and Staffing; Investment Portfolio; Value Creation

May 2024 (Revised September 2024)
Case

Hakluyt: From Corporate Intelligence to Trusted Advisors

By: Joseph B. Fuller and Lena Duchene

Established in 1995 by a group of ex-British intelligence officers, Hakluyt & Company (Hakluyt) was a corporate advisory firm that generated insights by leveraging a unique blend of internal expertise and a global network of well-connected individuals. Since 2019, the... View Details

May 2024
Case

A New Aiera for Equity Research

By: Joseph Pacelli, Charles CY Wang and James Barnett

Aiera (pronounced “era”) co-founder and CEO Ken Sena considers strategic pathways to growth for the artificial intelligence (AI)-powered platform used to source, verify, and transcribe earnings calls, company presentations, and other corporate events. View Details

Keywords: Financial Reporting; Financial Statements; Business Startups; Entrepreneurship; AI and Machine Learning; Growth and Development Strategy; Accounting Industry; Financial Services Industry; Technology Industry; United States

March 2024
Case

East Rock Capital: 'Talent Is the Best Asset Class'

By: Boris Groysberg, Sarah L. Abbott and Izzy Yeoh

Adam Shapiro and Graham Duncan launched East Rock Capital, LLC in 2006 with a seed investment from Stuart Miller, executive chairman of Lennar Corporation. East Rock managed long-term assets for high-net-worth families, primarily working with external managers who had... View Details

Keywords: Alternative Assets; Hiring; HNW Products And Services; Recruiting; Hedge Funds; Wealth Management; Asset Management; Private Equity; Financial Institutions; Marketing Strategy; Growth and Development Strategy; Competitive Advantage; Financial Services Industry; United States

February 2024 (Revised June 2024)
Case

Can Families Conquer Private Equity? Pritzker Private Capital

By: Lauren Cohen and Sophia Pan

Anthony (Tony) Pritkzer, Paul Carbone, and the Pritzker Private Capital (PPC) team wondered how to approach the firm’s next phase of growth. PPC was a private equity firm that offered a differentiated approach to the family capital market. Back in 2016, the partners... View Details

February 2024
Case

Shore Capital Partners: The Next Ten Years

By: Boris Groysberg and Kerry Herman

Private equity firm Shore Capital Partners is at an inflection point, after 12 years of phenomenal growth and success. Now, as the partners consider options, should Shore remain micro-cap focused, or move into more mid-cap investments? Should Shore hold investments... View Details

Keywords: Organizational Change and Adaptation; Strategy; Financial Services Industry

January 2024 (Revised May 2024)
Case

Generation Investment Management: Sustainable Investing in a Warming World

By: Vikram S. Gandhi, Michael Norris and David Allen

In September 2021, the sustainable investment firm Generation Investment Management (Generation) considered whether to add Schneider Electric to the focus list of companies in which it was prepared to invest. Dedicated to promoting a sustainable world through its... View Details

Keywords: Sustainable Investing; Climate Change; Environmental Sustainability; Governance; Private Equity; Public Equity; Financial Markets; Investment Return; Investment Activism; Investment Funds; Investment Portfolio; Institutional Investing; Corporate Social Responsibility and Impact; Financial Services Industry; United Kingdom; England; London

2024
Chapter

The Private Economy Under Party-State Capitalism

By: Margaret M. Pearson, Meg Rithmire and Kellee S. Tsai

This chapter addresses the evolution of China’s approach to the private sector from the early reform era until the beginning of Xi Jinping’s third term. It argues that China has evolved from a familiar form of state capitalism, in which economic growth is the primary... View Details

Keywords: Government Administration; International Relations; Economic Growth; Economic Sectors; Economic Systems; China

October 2023
Case

Shredder Setups or Straightlining into Risk?: Investing in What You Love

By: Lauren Cohen and Grace Headinger

Bob Hall, President of Green Gables Partners, evaluated whether to angel invest into an up-and-coming ski brand. As the son-in-law of the founder of Vera Bradley and having retired from a lengthy career on Wall Street, Hall was well-versed in both direct investing and... View Details

Keywords: Family Office; Angel Investors; Direct Investment; Family Business; Business Growth and Maturation; Small Business; Financial Strategy; Personal Finance; Investment Portfolio; Private Equity; Decision Choices and Conditions; Risk and Uncertainty; Consumer Products Industry; Montana; United States

2023
Working Paper

LALIGA—From a Soccer Competition Organizer to a Global Player in the Sports and Entertainment Industry

By: Stephen A. Greyser, Kenneth Cortsen and Juan Fuentes Fernández

LALIGA, the first- and second-tier professional soccer league (known as “football” outside of the U.S. and Canada) in Spain, enters its 100th soccer season later this decade. The most popular game in the world (Giulianotti, 2012) has gone through many changes since... View Details

Keywords: Soccer; ＂Sports Organizations,; Business History; Strategy; Brands and Branding; Technology Adoption; Sports Industry

18 Jul 2023
Interview

Jeffrey Rayport on Product Market Fit, Profit Market Fit and Whiplash, and More

By: Jeffrey F. Rayport and Doug Levin

This episode of "Lessons from Startup Life" podcast features Jeffrey Rayport, Senior Lecturer of Business Administration at the Harvard Business School. Jeffrey specializes in teaching and researching growth-stage technology ventures and their scalability. Prior to... View Details

Keywords: Scaling And Growth; Start-up; Diversity; Equity; Inclusion; Technology; Business Startups; Product Marketing; Business Growth and Maturation

June 2023 (Revised March 2024)
Case

Creating World-Class Board Governance at SECO

By: Krishna G. Palepu and Emer Moloney

In Spring 2023, SECO CEO Massimo Mauri had the ambition to grow the €200 million revenue technology company to a €1 billion company by 2030. Founded in Italy in the 1970s, the family-owned company had gone through a period of growth and internationalization,... View Details

2023
Working Paper

Sovereign Default and the Decline in Interest Rates

By: Max Miller, James Paron and Jessica Wachter

Sovereign debt yields have declined dramatically over the last half-century. Standard explanations, including aging populations and increases in asset demand from abroad, encounter difficulties when confronted with the full range of evidence. We propose an explanation... View Details

Keywords: Inflation and Deflation; Interest Rates; Debt Securities

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