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- February 2023
- Case
All Options on the Table: The Haber Family
By: Lauren Cohen, Grace Headinger and Juan Ruiz
Frida Jassan Haber, second-generation Chief Financial Officer of Haber Holdings, deliberated over the right family office solution for their family’s needs. After years of working with trusted private bankers, the family had decided to pursue other options that offered...
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- October 2022 (Revised January 2023)
- Case
Century Bank: Closing Time?
By: Lauren Cohen, Grace Headinger and Bill Kwon
Barry Sloane, second-generation Chairman, President, and CEO of his family’s bank, Century Bank, weighed whether to sell to Eastern Bank. As a small regional bank, Century faced a number of challenging trends, such as digitization and market share decline in the coming...
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Keywords:
Family Office;
Business Exit;
Banking;
Family;
Massachusetts;
Boston;
United States;
Acquisition;
Business Exit or Shutdown;
Family Business;
Family and Family Relationships;
Interpersonal Communication;
Decision Making;
Finance;
Banks and Banking;
Risk and Uncertainty;
Emotions;
Banking Industry;
Boston;
Massachusetts;
United States
- October 2022
- Case
An Heir with No Spare: The Deitch Family Office
By: Lauren Cohen and Grace Headinger
Joe and Matt Deitch, father and son, knew it was time to start their own family office. Matthew had recently joined his father at the family’s three enterprises, and they both realized that their family’s needs had grown increasingly complex over the years. In search...
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Keywords:
Family Office;
Philanthropy;
Charitable Giving;
Family;
Family Business;
Talent and Talent Management;
Entrepreneurship;
Governance;
Values and Beliefs;
Job Search;
Organizational Design;
Organizational Structure;
Family Ownership;
Philanthropy and Charitable Giving;
Family and Family Relationships;
Financial Services Industry;
Real Estate Industry;
Technology Industry;
United States;
Massachusetts;
Boston;
Florida;
Miami
- August 2022
- Case
One Tiger Per Mountain: The He Family Office
By: Lauren Cohen, Fei Wu and Grace Headinger
Roy He, founder and majority shareholder of his family construction material production company, was preparing to pass down the family business through its first generational handover to his children. His decision would establish his familial legacy and set a precedent...
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- July 2022 (Revised October 2022)
- Case
Sixty Years of Sylvia’s
By: Christina R. Wing, Carlton Burrell Jr., Chika-Dike Nwokike and Abby Patrick
Sylvia’s Restaurant, approaching its sixtieth anniversary this August, is a testament to the values instilled by the matriarch herself, Sylvia Woods. Despite living through an era of racial oppression and poverty, Sylvia accessed financing and established her financial...
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- March 2022 (Revised October 2022)
- Case
John F. Kennedy: Changing the World
By: Robert Simons and Max Saffer
This case traces the rise of John F. Kennedy from a wealthy family in Boston to president of the United States. The case describes how Kennedy, as a young man, lived a privileged life in the shadow of his older brother, Joe. When Joe was killed in World War II, Jack...
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- February 2022
- Case
NFX Capital and Moov Technologies
By: Scott Duke Kominers and Nicole Tempest Keller
In July 2019, James Currier, a general partner at San Francisco-based NFX Ventures, was considering a seed stage investment of $1.5 million in Moov Technologies, a B2B marketplace for used industrial equipment. NFX was a venture capital firm focused on seed-stage...
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- Winter 2022
- Article
Leading Disruption in a Legacy Business: A Compelling Growth Ambition Is a Critical Enabler for New Ventures
By: Andy Binns, Michael Tushman and Charles O'Reilly
Leading innovation in established corporations is difficult. Active inertia and dynamic conservatism are real. Still, leaders can drive disruptive ventures from inside large corporations. These leaders ideate, incubate, and scale innovations, much as an entrepreneur...
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- February 2021 (Revised June 2021)
- Case
Barbarians at the Gate or Turnaround Gurus? Private Equity and the Rise of the LBO
By: Tom Nicholas and John Masko
During the 1980s, leveraged buyouts (LBOs) and the private equity (PE) firms responsible for carrying them out revolutionized both investment and management in the U.S. Between 1980 and 1989, buyout activity in the U.S. surged from $1 billion per year to $60 billion....
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Keywords:
Leveraged Buyouts;
Mergers and Acquisitions;
Business Conglomerates;
Restructuring;
Borrowing and Debt;
Private Equity;
Bonds;
Investment Return;
Institutional Investing;
Profit Sharing;
Business History;
Management Style;
Private Ownership;
Performance Effectiveness;
Value Creation;
Financial Services Industry;
United States
- November 2020 (Revised February 2022)
- Case
CommonSpirit Health: Integrating a Merger of Equals
By: Robert S. Huckman, Hise Gibson and Nicole Gilmore
Soon after closing the 2019 merger of Catholic Health Initiatives (CHI) and Dignity Health to create CommonSpirit Health, Lloyd Dean and Kevin Lofton -– jointly appointed to the role of CEO – must make several operational and strategic decisions related to the...
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Keywords:
Health Care Delivery;
Hospital;
Merger;
Merger Integration;
Hospital Mergers;
Health Information Technology;
CEOs;
Health Care and Treatment;
Mergers and Acquisitions;
Integration;
Leadership;
Customer Value and Value Chain;
Decision Choices and Conditions;
Governance;
Information Technology;
Health Industry;
United States
- November 2020
- Case
The 1,000-Year Plan: Lee Kum Kee and Sustaining a Family Culture
By: Lauren Cohen, Dawn H. Lau and Billy Chan
The Lee family, whose Hong Kong-based Lee Kum Kee company has established itself as a legend within the Chinese and Asian sauce world, sets out to create a daring new vision of what family legacy means. With the family business having been established in 1888, and by...
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- October 29, 2020
- Article
How to Build a Digital Brand That Lasts
By: William Collis and David Collis
What makes a brand durable even as business models, technology and consumer behavior radically change? The key is that durable brands are adaptable brands—even legacy ones. To create durability, apply the MACE framework: 1) Mastery: Give your consumers...
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- October 2020
- Case
Genomics in the Family Office
By: Lauren Cohen, Ronnie Stangler and Spencer C. N. Hagist
Alice Anane is the member of a large, wealthy family that collectively operates a multi-pronged family business in Israel. Upon discovering partway into her pregnancy that the rapidly degenerative brain disease her father succumbed to now threatens her and potentially...
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- June 2020 (Revised August 2021)
- Case
Time Out: The Evolution from Media to Markets
By: Kate Barasz and Eva Ascarza
In February 2020, Time Out’s chief executive officer Julio Bruno is evaluating the strategic direction of the company. Over the span of five decades, Time Out — the global media and entertainment brand — had gone from a self-published counterculture publication in...
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- May 2020 (Revised July 2020)
- Case
Justice-as-a-Service at RightNow
By: Shikhar Ghosh and Amir Reza Rezvani
The case examines the focus of an early stage company, and how an unexpected external incidence can threaten or void the business model. It encompasses issues such as minimal viable product, defining and pivoting a business model, organizational requirements for a...
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- August 2019 (Revised July 2022)
- Module Note
Demystifying Families in Business: Module 1 - The Family
By: Christina R. Wing, Madeline Keulen and Vicki Morton
Module 1 of Demystifying Families in Business focuses on the Family. The Family unit forms the bedrock of the organizations that comprise the collective Family organization, specifically, the virtues that define the Family members’ rules of engagement, and the...
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- June 2019 (Revised October 2019)
- Technical Note
Note on the Future of Commerce
By: William R. Kerr, Daniel O'Connor and Nathaniel Schwalb
In 2019, the retail and consumer product industries were undergoing a significant transformation. Over the past 50 years, what was once a highly fragmented industry began to consolidate, digitize, and increase convenience while lowering costs. The winning enterprises...
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- April 2019 (Revised April 2020)
- Case
Reaganomics: Impact and Legacy
By: Tom Nicholas, John Masko and Matthew G. Preble
During the 1980s, President Ronald Reagan and his administration instituted several far-reaching economic policies that had both near- and long-term impacts on such aspects of the U.S. economy as monetary policy, inflation, the tax structure, and the role of...
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- January 2019 (Revised July 2022)
- Case
Jain Irrigation Systems Limited: Continuing a Legacy
By: Forest Reinhardt, Gunnar Trumbull and Mahima Rao-Kachroo
Founded in 1963 by Bhavarlal Jain (Bhau), who believed in “providing solutions for every problem,” Jain Irrigation in 2018 had a global footprint and $1.1 billion in revenue. Bhau had insisted that his business add value to farmers' lives and promote sustainable...
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- 2018
- Book
Driving Digital Strategy: A Guide to Reimagining Your Business
By: Sunil Gupta
Disruption and transformation get a lot of hype and for good reason. Digital technologies have disrupted entire industries and incumbents have often struggled in this new world. Typical approaches used by legacy players such as using technology to improve efficiency,...
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