Claudia Zeisberger

Senior Affiliate Professor of Entrepreneurship and Family Enterprise
The case explores the direct investment strategy of CPP Investments, one of the largest and most influential pension funds and private equity investors globally. Through an analysis of its acquisition and later sale of a controlling stake in GlobalLogic, students follow the Canadian Pension Fund’s private equity and venture capital investing strategy.

Published 18 May 2022

Reference 6732

Topic Economics & Finance

Industry Venture Capital Private Equity

Region North America

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This case describes the ESG journey of Pro-invest Group, an asset management and investment firm specialising in private equity real estate across the globe.

Published 14 Apr 2022

Reference 6729

Topic Responsibility

Industry Real Estate Private Equity

Region Global

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Banking Circle (A): EQT, a global investor in private equity, infrastructure, real estate and venture had a long track-record of supporting the development of companies with significant growth potential. Its Venture equity unit had discovered Banking Circle, a fintech involved in the underlying payments infrastructure and disrupting the traditional correspondent banking industry.

Published 16 Dec 2021

Reference 6687

Topic Economics & Finance

Region Europe

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Banking Circle (A): EQT, a global investor in private equity, infrastructure, real estate and venture had a long track-record of supporting the development of companies with significant growth potential. Its Venture equity unit had discovered Banking Circle, a fintech involved in the underlying payments infrastructure and disrupting the traditional correspondent banking industry.

Published 16 Dec 2021

Reference 6687

Topic Economics & Finance

Region Europe

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This case describes the events leading up to the collapse of Greensill Capital in early 2021, examining the history and roles of the various stakeholders involved with a clear focus on risk management.

Published 03 Dec 2021

Reference 6699

Topic Responsibility

Industry Financial Services

Region Europe

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This experiential case simulates an investment committee (IC) meeting at the private equity (PE) firm Bridgepoint, a leading European mid-market private equity firm. In the first quarter of 2011, with Europe in a recession following the global financial crisis, forecasters are predicting the start of an economic recovery.

Published 31 Aug 2021

Reference 6659

Topic Entrepreneurship

Industry Private Equity

Region Europe

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This background note introduces the topic of corporate venturing activities (CVA) and describes the four most common types (Corporate Venture Capital Unit, Corporate Venture Builder, Venture Client Model and Corporate Incubator/ Accelerator).

Published 27 May 2021

Reference 6651

Topic Entrepreneurship

Region Global

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The case focuses on the risks and rewards of early-stage investing in a successful emerging market consumer start-up (i.e. non-tech), from seed funding in 2004 to raising expansion capital in 2019. We observe the founder of Sula Vineyards, a winemaker from the Nasik Valley in India, as he makes decisions about external fundraising. Case (A) takes the seed investor perspective.

Published 30 Sep 2019

Reference 5668

Topic Entrepreneurship

Industry Venture Capital Food and Beverages Production Wine and Spirits

Region Asia

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The case focuses on the risks and rewards of early-stage investing in a successful emerging market consumer start-up (i.e. non-tech), from seed funding in 2004 to raising expansion capital in 2019. We observe the founder of Sula Vineyards, a winemaker from the Nasik Valley in India, as he makes decisions about external fundraising. Case (A) takes the seed investor perspective.

Published 30 Sep 2019

Reference 5668

Topic Entrepreneurship

Industry Venture Capital Food and Beverages Production Wine and Spirits

Region Asia

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Private equity firm Clayton, Dubilier & Rice (CD&R) is preparing a bid for leading US car rental agency Hertz. By replacing Hertz’s top managers, improving capital management and driving down operating costs, CD&R sees an opportunity to nearly double EBITDA. However, the turnaround involves significant risks, which CD&R must weigh in preparing its bidding strategy.

Published 23 Apr 2018

Reference 6355

Topic Economics & Finance

Industry Private Equity

Region North America

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This case describes the events leading up to the collapse of Greensill Capital in early 2021, examining the history and roles of the various stakeholders involved with a clear focus on risk management.

Published 03 Dec 2021

Reference 6699

Topic Responsibility

Industry Financial Services

Region Europe

View case
This experiential case simulates an investment committee (IC) meeting at the private equity (PE) firm Bridgepoint, a leading European mid-market private equity firm. In the first quarter of 2011, with Europe in a recession following the global financial crisis, forecasters are predicting the start of an economic recovery.

Published 31 Aug 2021

Reference 6659

Topic Entrepreneurship

Industry Private Equity

Region Europe

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Private equity firm Clayton, Dubilier & Rice (CD&R) is preparing a bid for leading US car rental agency Hertz. By replacing Hertz’s top managers, improving capital management and driving down operating costs, CD&R sees an opportunity to nearly double EBITDA. However, the turnaround involves significant risks, which CD&R must weigh in preparing its bidding strategy.

Published 23 Apr 2018

Reference 6355

Topic Economics & Finance

Industry Private Equity

Region North America

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In 2010, ACTIS embarked on an ambitious project to build a pan-Middle East and Africa (MEA) payments platform. It had purchased Mediterranean Smart Cards Company (MSCC), a bankcard issuer with operations across Africa, and had identified a follow-on target, Visa Jordan Card Services (VJCS) as part of its buy-and-build strategy, and another potential acquisition in South Africa.

Published 29 Jan 2018

Reference 6363

Topic Strategy

Industry Private Equity

Region Middle-East

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In 2011, Ingersoll-Rand (IR) decided to divest its refrigeration equipment subsidiary, Hussmann International. However, the routine auction process for the non-core asset went awry when both Hussmann’s performance and external finance markets weakened significantly during the due diligence period.

Published 30 Jan 2017

Reference 6251

Topic Economics & Finance

Industry Private Equity Security and Investigations

Region North America

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The case describes how the Pro-invest Group – a boutique investment firm specialising in private equity real estate and real estate asset management – built its business and raised a first-time private equity fund.

Published 26 Aug 2016

Reference 6221

Topic Entrepreneurship

Industry Private Equity

Region Asia

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This two-party case is designed to teach negotiation within the context of turnaround management, stakeholder management, change management or public sector negotiation.

Published 22 Jul 2016

Reference 6211

Topic Leadership & Organisations

Industry Railroad Manufacture

Region Asia

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Mekong Capital, a private equity firm based in Vietnam, is considering exiting its stake in restaurant chain operator Golden Gate. Despite robust growth, Golden Gate’s profitability is lagging. Students are asked to evaluate the best means of exit and whether operational improvements are required to attract buyers or create the foundation for a successful IPO.

Published 06 Apr 2016

Reference 6162

Topic Strategy

Industry Restaurants Private Equity

Region Asia

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Emerging markets are challenging and require special expertise. India in particular is known to be a tricky business environment. The case follows two senior executives from Alvarez & Marsal’s India practice as they deal with an urgent request from one of their US private equity clients, Sapphire Capital.

Published 24 Apr 2015

Reference 6069

Topic Entrepreneurship

Industry Textiles

Region Asia

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The case traces the evolution of the private equity investment platform of the Ontario Teachers’ Pension Plan (Teachers’). Unlike the typical traditional pension fund, Teachers’ has forged a bold, pioneering approach to investing by making a concerted push towards direct investing. The case discusses the trade-offs involved in developing a direct investing platform.

Published 24 Jun 2013

Reference 5993

Topic Entrepreneurship

Region Other Regions

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In 2011, Carlyle is considering an exit from its investment in the European fashion brand Moncler, in which it holds a minority stake. The case focuses on the complexities of preparing and executing an exit under rapidly changing market conditions taking varied interests and potential outcomes into consideration.

Published 24 Jun 2013

Reference 5969

Topic Entrepreneurship

Industry Capital Markets

Region Europe

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A consortium of private equity firms (KKR and Silver Lake Partners) is in the process of acquiring the semi-conductor division of Agilent. To prepare for the signing of the acquisition agreement and the subsequent transfer of ownership, the deal team is revisiting their investment thesis with respect to upsides and risks.

Published 31 Jan 2012

Reference 5832

Topic Entrepreneurship

Industry Private Equity

Region North America

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Private Equity & Venture Capital; especially minority stakes in emerging markets & the impact of private equity on the economy at large