• Browse All Articles
  • Newsletter Sign-Up

case studies for corporate finance

  • 23 Jan 2024

More Than Memes: NFTs Could Be the Next Gen Deed for a Digital World

Non-fungible tokens might seem like a fad approach to selling memes, but the concept could help companies open new markets and build communities. Scott Duke Kominers and Steve Kaczynski go beyond the NFT hype in their book, The Everything Token.

case studies for corporate finance

  • 12 Sep 2023
  • Research & Ideas

How Can Financial Advisors Thrive in Shifting Markets? Diversify, Diversify, Diversify

Financial planners must find new ways to market to tech-savvy millennials and gen Z investors or risk irrelevancy. Research by Marco Di Maggio probes the generational challenges that advisory firms face as baby boomers retire. What will it take to compete in a fintech and crypto world?

case studies for corporate finance

  • 17 Aug 2023

‘Not a Bunch of Weirdos’: Why Mainstream Investors Buy Crypto

Bitcoin might seem like the preferred tender of conspiracy theorists and criminals, but everyday investors are increasingly embracing crypto. A study of 59 million consumers by Marco Di Maggio and colleagues paints a shockingly ordinary picture of today's cryptocurrency buyer. What do they stand to gain?

case studies for corporate finance

  • 17 Jul 2023

Money Isn’t Everything: The Dos and Don’ts of Motivating Employees

Dangling bonuses to checked-out employees might only be a Band-Aid solution. Brian Hall shares four research-based incentive strategies—and three perils to avoid—for leaders trying to engage the post-pandemic workforce.

case studies for corporate finance

  • 20 Jun 2023
  • Cold Call Podcast

Elon Musk’s Twitter Takeover: Lessons in Strategic Change

In late October 2022, Elon Musk officially took Twitter private and became the company’s majority shareholder, finally ending a months-long acquisition saga. He appointed himself CEO and brought in his own team to clean house. Musk needed to take decisive steps to succeed against the major opposition to his leadership from both inside and outside the company. Twitter employees circulated an open letter protesting expected layoffs, advertising agencies advised their clients to pause spending on Twitter, and EU officials considered a broader Twitter ban. What short-term actions should Musk take to stabilize the situation, and how should he approach long-term strategy to turn around Twitter? Harvard Business School assistant professor Andy Wu and co-author Goran Calic, associate professor at McMaster University’s DeGroote School of Business, discuss Twitter as a microcosm for the future of media and information in their case, “Twitter Turnaround and Elon Musk.”

case studies for corporate finance

  • 06 Jun 2023

The Opioid Crisis, CEO Pay, and Shareholder Activism

In 2020, AmerisourceBergen Corporation, a Fortune 50 company in the drug distribution industry, agreed to settle thousands of lawsuits filed nationwide against the company for its opioid distribution practices, which critics alleged had contributed to the opioid crisis in the US. The $6.6 billion global settlement caused a net loss larger than the cumulative net income earned during the tenure of the company’s CEO, which began in 2011. In addition, AmerisourceBergen’s legal and financial troubles were accompanied by shareholder demands aimed at driving corporate governance changes in companies in the opioid supply chain. Determined to hold the company’s leadership accountable, the shareholders launched a campaign in early 2021 to reject the pay packages of executives. Should the board reduce the executives’ pay, as of means of improving accountability? Or does punishing the AmerisourceBergen executives for paying the settlement ignore the larger issue of a business’s responsibility to society? Harvard Business School professor Suraj Srinivasan discusses executive compensation and shareholder activism in the context of the US opioid crisis in his case, “The Opioid Settlement and Controversy Over CEO Pay at AmerisourceBergen.”

case studies for corporate finance

  • 16 May 2023
  • In Practice

After Silicon Valley Bank's Flameout, What's Next for Entrepreneurs?

Silicon Valley Bank's failure in the face of rising interest rates shook founders and funders across the country. Julia Austin, Jeffrey Bussgang, and Rembrand Koning share key insights for rattled entrepreneurs trying to make sense of the financing landscape.

case studies for corporate finance

  • 27 Apr 2023

Equity Bank CEO James Mwangi: Transforming Lives with Access to Credit

James Mwangi, CEO of Equity Bank, has transformed lives and livelihoods throughout East and Central Africa by giving impoverished people access to banking accounts and micro loans. He’s been so successful that in 2020 Forbes coined the term “the Mwangi Model.” But can we really have both purpose and profit in a firm? Harvard Business School professor Caroline Elkins, who has spent decades studying Africa, explores how this model has become one that business leaders are seeking to replicate throughout the world in her case, “A Marshall Plan for Africa': James Mwangi and Equity Group Holdings.” As part of a new first-year MBA course at Harvard Business School, this case examines the central question: what is the social purpose of the firm?

case studies for corporate finance

  • 25 Apr 2023

Using Design Thinking to Invent a Low-Cost Prosthesis for Land Mine Victims

Bhagwan Mahaveer Viklang Sahayata Samiti (BMVSS) is an Indian nonprofit famous for creating low-cost prosthetics, like the Jaipur Foot and the Stanford-Jaipur Knee. Known for its patient-centric culture and its focus on innovation, BMVSS has assisted more than one million people, including many land mine survivors. How can founder D.R. Mehta devise a strategy that will ensure the financial sustainability of BMVSS while sustaining its human impact well into the future? Harvard Business School Dean Srikant Datar discusses the importance of design thinking in ensuring a culture of innovation in his case, “BMVSS: Changing Lives, One Jaipur Limb at a Time.”

case studies for corporate finance

  • 18 Apr 2023

What Happens When Banks Ditch Coal: The Impact Is 'More Than Anyone Thought'

Bank divestment policies that target coal reduced carbon dioxide emissions, says research by Boris Vallée and Daniel Green. Could the finance industry do even more to confront climate change?

case studies for corporate finance

The Best Person to Lead Your Company Doesn't Work There—Yet

Recruiting new executive talent to revive portfolio companies has helped private equity funds outperform major stock indexes, says research by Paul Gompers. Why don't more public companies go beyond their senior executives when looking for top leaders?

case studies for corporate finance

  • 11 Apr 2023

A Rose by Any Other Name: Supply Chains and Carbon Emissions in the Flower Industry

Headquartered in Kitengela, Kenya, Sian Flowers exports roses to Europe. Because cut flowers have a limited shelf life and consumers want them to retain their appearance for as long as possible, Sian and its distributors used international air cargo to transport them to Amsterdam, where they were sold at auction and trucked to markets across Europe. But when the Covid-19 pandemic caused huge increases in shipping costs, Sian launched experiments to ship roses by ocean using refrigerated containers. The company reduced its costs and cut its carbon emissions, but is a flower that travels halfway around the world truly a “low-carbon rose”? Harvard Business School professors Willy Shih and Mike Toffel debate these questions and more in their case, “Sian Flowers: Fresher by Sea?”

case studies for corporate finance

Is Amazon a Retailer, a Tech Firm, or a Media Company? How AI Can Help Investors Decide

More companies are bringing seemingly unrelated businesses together in new ways, challenging traditional stock categories. MarcAntonio Awada and Suraj Srinivasan discuss how applying machine learning to regulatory data could reveal new opportunities for investors.

case studies for corporate finance

  • 07 Apr 2023

When Celebrity ‘Crypto-Influencers’ Rake in Cash, Investors Lose Big

Kim Kardashian, Lindsay Lohan, and other entertainers have been accused of promoting crypto products on social media without disclosing conflicts. Research by Joseph Pacelli shows what can happen to eager investors who follow them.

case studies for corporate finance

  • 31 Mar 2023

Can a ‘Basic Bundle’ of Health Insurance Cure Coverage Gaps and Spur Innovation?

One in 10 people in America lack health insurance, resulting in $40 billion of care that goes unpaid each year. Amitabh Chandra and colleagues say ensuring basic coverage for all residents, as other wealthy nations do, could address the most acute needs and unlock efficiency.

case studies for corporate finance

  • 23 Mar 2023

As Climate Fears Mount, More Investors Turn to 'ESG' Funds Despite Few Rules

Regulations and ratings remain murky, but that's not deterring climate-conscious investors from paying more for funds with an ESG label. Research by Mark Egan and Malcolm Baker sizes up the premium these funds command. Is it time for more standards in impact investing?

case studies for corporate finance

  • 14 Mar 2023

What Does the Failure of Silicon Valley Bank Say About the State of Finance?

Silicon Valley Bank wasn't ready for the Fed's interest rate hikes, but that's only part of the story. Victoria Ivashina and Erik Stafford probe the complex factors that led to the second-biggest bank failure ever.

case studies for corporate finance

  • 13 Mar 2023

What Would It Take to Unlock Microfinance's Full Potential?

Microfinance has been seen as a vehicle for economic mobility in developing countries, but the results have been mixed. Research by Natalia Rigol and Ben Roth probes how different lending approaches might serve entrepreneurs better.

case studies for corporate finance

  • 16 Feb 2023

ESG Activists Met the Moment at ExxonMobil, But Did They Succeed?

Engine No. 1, a small hedge fund on a mission to confront climate change, managed to do the impossible: Get dissident members on ExxonMobil's board. But lasting social impact has proved more elusive. Case studies by Mark Kramer, Shawn Cole, and Vikram Gandhi look at the complexities of shareholder activism.

case studies for corporate finance

  • 07 Feb 2023

Supervisor of Sandwiches? More Companies Inflate Titles to Avoid Extra Pay

What does an assistant manager of bingo actually manage? Increasingly, companies are falsely classifying hourly workers as managers to avoid paying an estimated $4 billion a year in overtime, says research by Lauren Cohen.

case studies for corporate finance

Move fast, think slow: How financial services can strike a balance with GenAI

case studies for corporate finance

Take on Tomorrow @ the World Economic Forum in Davos: Energy demand

case studies for corporate finance

PwC’s Global Investor Survey 2023

case studies for corporate finance

Climate risk, resilience and adaptation

case studies for corporate finance

Business transformation

case studies for corporate finance

Sustainability assurance

case studies for corporate finance

The Leadership Agenda

case studies for corporate finance

PwC’s 27th Annual Global CEO Survey: Thriving in an age of continuous reinvention

case studies for corporate finance

Built to give leaders the right tools to make tough decisions

case studies for corporate finance

The New Equation

case studies for corporate finance

PwC’s Global Annual Review

case studies for corporate finance

Committing to Net Zero

case studies for corporate finance

The Solvers Challenge

Loading Results

No Match Found

Corporate finance case studies

{{filtercontent.facetedtitle}}.

{{item.publishDate}}

{{item.title}}

{{item.text}}

Finance Case Studies

The Yale School of Management International Center for Finance (ICF) provides academic and professional support for research in financial economics. Part of the academic support that the ICF provides goes toward the development of finance case studies to be used in classes as teaching instruments. Along with the ICF’s financial contributions, Yale SOM alumni and ICF Advisory Board members also assist in funding and creating finance case studies.

Case Study

ICF Faculty Director William Goetzmann and ICF Deputy Director Geert Rouwenhorst have created a number of new finance case studies and use them in their very own courses.  Over the years they have been able to produce cases on hot topics and trends which helps keep the Yale SOM curriculum current.

The case writing team has also teamed up with alumni and ICF Advisory Board members to create case studies based on real life problems that they have experienced firsthand or on topics that they find relevant to their professional industry. Last year, ICF Advisory Board member Adam Blumenthal ’98, worked with the case writing team to develop several private equity case studies which played an integral part in the elective course that he teaches at Yale SOM titled, MGT 806 Private Equity: Value Creation.

Below are some of the most recent finance case studies featured on our ICF website:  

7 Favorite Business Case Studies to Teach—and Why

Explore more.

  • Case Teaching
  • Course Materials

FEATURED CASE STUDIES

The Army Crew Team . Emily Michelle David of CEIBS

ATH Technologies . Devin Shanthikumar of Paul Merage School of Business

Fabritek 1992 . Rob Austin of Ivey Business School

Lincoln Electric Co . Karin Schnarr of Wilfrid Laurier University

Pal’s Sudden Service—Scaling an Organizational Model to Drive Growth . Gary Pisano of Harvard Business School

The United States Air Force: ‘Chaos’ in the 99th Reconnaissance Squadron . Francesca Gino of Harvard Business School

Warren E. Buffett, 2015 . Robert F. Bruner of Darden School of Business

To dig into what makes a compelling case study, we asked seven experienced educators who teach with—and many who write—business case studies: “What is your favorite case to teach and why?”

The resulting list of case study favorites ranges in topics from operations management and organizational structure to rebel leaders and whodunnit dramas.

1. The Army Crew Team

Emily Michelle David, Assistant Professor of Management, China Europe International Business School (CEIBS)

case studies for corporate finance

“I love teaching  The Army Crew Team  case because it beautifully demonstrates how a team can be so much less than the sum of its parts.

I deliver the case to executives in a nearby state-of-the-art rowing facility that features rowing machines, professional coaches, and shiny red eight-person shells.

After going through the case, they hear testimonies from former members of Chinese national crew teams before carrying their own boat to the river for a test race.

The rich learning environment helps to vividly underscore one of the case’s core messages: competition can be a double-edged sword if not properly managed.

case studies for corporate finance

Executives in Emily Michelle David’s organizational behavior class participate in rowing activities at a nearby facility as part of her case delivery.

Despite working for an elite headhunting firm, the executives in my most recent class were surprised to realize how much they’ve allowed their own team-building responsibilities to lapse. In the MBA pre-course, this case often leads to a rich discussion about common traps that newcomers fall into (for example, trying to do too much, too soon), which helps to poise them to both stand out in the MBA as well as prepare them for the lateral team building they will soon engage in.

Finally, I love that the post-script always gets a good laugh and serves as an early lesson that organizational behavior courses will seldom give you foolproof solutions for specific problems but will, instead, arm you with the ability to think through issues more critically.”

2. ATH Technologies

Devin Shanthikumar, Associate Professor of Accounting, Paul Merage School of Business

case studies for corporate finance

“As a professor at UC Irvine’s Paul Merage School of Business, and before that at Harvard Business School, I have probably taught over 100 cases. I would like to say that my favorite case is my own,   Compass Box Whisky Company . But as fun as that case is, one case beats it:  ATH Technologies  by Robert Simons and Jennifer Packard.

ATH presents a young entrepreneurial company that is bought by a much larger company. As part of the merger, ATH gets an ‘earn-out’ deal—common among high-tech industries. The company, and the class, must decide what to do to achieve the stretch earn-out goals.

ATH captures a scenario we all want to be in at some point in our careers—being part of a young, exciting, growing organization. And a scenario we all will likely face—having stretch goals that seem almost unreachable.

It forces us, as a class, to really struggle with what to do at each stage.

After we read and discuss the A case, we find out what happens next, and discuss the B case, then the C, then D, and even E. At every stage, we can:

see how our decisions play out,

figure out how to build on our successes, and

address our failures.

The case is exciting, the class discussion is dynamic and energetic, and in the end, we all go home with a memorable ‘ah-ha!’ moment.

I have taught many great cases over my career, but none are quite as fun, memorable, and effective as ATH .”

3. Fabritek 1992

Rob Austin, Professor of Information Systems, Ivey Business School

case studies for corporate finance

“This might seem like an odd choice, but my favorite case to teach is an old operations case called  Fabritek 1992 .

The latest version of Fabritek 1992 is dated 2009, but it is my understanding that this is a rewrite of a case that is older (probably much older). There is a Fabritek 1969 in the HBP catalog—same basic case, older dates, and numbers. That 1969 version lists no authors, so I suspect the case goes even further back; the 1969 version is, I’m guessing, a rewrite of an even older version.

There are many things I appreciate about the case. Here are a few:

It operates as a learning opportunity at many levels. At first it looks like a not-very-glamorous production job scheduling case. By the end of the case discussion, though, we’re into (operations) strategy and more. It starts out technical, then explodes into much broader relevance. As I tell participants when I’m teaching HBP's Teaching with Cases seminars —where I often use Fabritek as an example—when people first encounter this case, they almost always underestimate it.

It has great characters—especially Arthur Moreno, who looks like a troublemaker, but who, discussion reveals, might just be the smartest guy in the factory. Alums of the Harvard MBA program have told me that they remember Arthur Moreno many years later.

Almost every word in the case is important. It’s only four and a half pages of text and three pages of exhibits. This economy of words and sparsity of style have always seemed like poetry to me. I should note that this super concise, every-word-matters approach is not the ideal we usually aspire to when we write cases. Often, we include extra or superfluous information because part of our teaching objective is to provide practice in separating what matters from what doesn’t in a case. Fabritek takes a different approach, though, which fits it well.

It has a dramatic structure. It unfolds like a detective story, a sort of whodunnit. Something is wrong. There is a quality problem, and we’re not sure who or what is responsible. One person, Arthur Moreno, looks very guilty (probably too obviously guilty), but as we dig into the situation, there are many more possibilities. We spend in-class time analyzing the data (there’s a bit of math, so it covers that base, too) to determine which hypotheses are best supported by the data. And, realistically, the data doesn’t support any of the hypotheses perfectly, just some of them more than others. Also, there’s a plot twist at the end (I won’t reveal it, but here’s a hint: Arthur Moreno isn’t nearly the biggest problem in the final analysis). I have had students tell me the surprising realization at the end of the discussion gives them ‘goosebumps.’

Finally, through the unexpected plot twist, it imparts what I call a ‘wisdom lesson’ to young managers: not to be too sure of themselves and to regard the experiences of others, especially experts out on the factory floor, with great seriousness.”

4. Lincoln Electric Co.

Karin Schnarr, Assistant Professor of Policy, Wilfrid Laurier University

case studies for corporate finance

“As a strategy professor, my favorite case to teach is the classic 1975 Harvard case  Lincoln Electric Co.  by Norman Berg.

I use it to demonstrate to students the theory linkage between strategy and organizational structure, management processes, and leadership behavior.

This case may be an odd choice for a favorite. It occurs decades before my students were born. It is pages longer than we are told students are now willing to read. It is about manufacturing arc welding equipment in Cleveland, Ohio—a hard sell for a Canadian business classroom.

Yet, I have never come across a case that so perfectly illustrates what I want students to learn about how a company can be designed from an organizational perspective to successfully implement its strategy.

And in a time where so much focus continues to be on how to maximize shareholder value, it is refreshing to be able to discuss a publicly-traded company that is successfully pursuing a strategy that provides a fair value to shareholders while distributing value to employees through a large bonus pool, as well as value to customers by continually lowering prices.

However, to make the case resonate with today’s students, I work to make it relevant to the contemporary business environment. I link the case to multimedia clips about Lincoln Electric’s current manufacturing practices, processes, and leadership practices. My students can then see that a model that has been in place for generations is still viable and highly successful, even in our very different competitive situation.”

5. Pal’s Sudden Service—Scaling an Organizational Model to Drive Growth

Gary Pisano, Professor of Business Administration, Harvard Business School

case studies for corporate finance

“My favorite case to teach these days is  Pal’s Sudden Service—Scaling an Organizational Model to Drive Growth .

I love teaching this case for three reasons:

1. It demonstrates how a company in a super-tough, highly competitive business can do very well by focusing on creating unique operating capabilities. In theory, Pal’s should have no chance against behemoths like McDonalds or Wendy’s—but it thrives because it has built a unique operating system. It’s a great example of a strategic approach to operations in action.

2. The case shows how a strategic approach to human resource and talent development at all levels really matters. This company competes in an industry not known for engaging its front-line workers. The case shows how engaging these workers can really pay off.

3. Finally, Pal’s is really unusual in its approach to growth. Most companies set growth goals (usually arbitrary ones) and then try to figure out how to ‘backfill’ the human resource and talent management gaps. They trust you can always find someone to do the job. Pal’s tackles the growth problem completely the other way around. They rigorously select and train their future managers. Only when they have a manager ready to take on their own store do they open a new one. They pace their growth off their capacity to develop talent. I find this really fascinating and so do the students I teach this case to.”

6. The United States Air Force: ‘Chaos’ in the 99th Reconnaissance Squadron

Francesca Gino, Professor of Business Administration, Harvard Business School

case studies for corporate finance

“My favorite case to teach is  The United States Air Force: ‘Chaos’ in the 99th Reconnaissance Squadron .

The case surprises students because it is about a leader, known in the unit by the nickname Chaos , who inspired his squadron to be innovative and to change in a culture that is all about not rocking the boat, and where there is a deep sense that rules should simply be followed.

For years, I studied ‘rebels,’ people who do not accept the status quo; rather, they approach work with curiosity and produce positive change in their organizations. Chaos is a rebel leader who got the level of cultural change right. Many of the leaders I’ve met over the years complain about the ‘corporate culture,’ or at least point to clear weaknesses of it; but then they throw their hands up in the air and forget about changing what they can.

Chaos is different—he didn’t go after the ‘Air Force’ culture. That would be like boiling the ocean.

Instead, he focused on his unit of control and command: The 99th squadron. He focused on enabling that group to do what it needed to do within the confines of the bigger Air Force culture. In the process, he inspired everyone on his team to be the best they can be at work.

The case leaves the classroom buzzing and inspired to take action.”

7. Warren E. Buffett, 2015

Robert F. Bruner, Professor of Business Administration, Darden School of Business

case studies for corporate finance

“I love teaching   Warren E. Buffett, 2015  because it energizes, exercises, and surprises students.

Buffett looms large in the business firmament and therefore attracts anyone who is eager to learn his secrets for successful investing. This generates the kind of energy that helps to break the ice among students and instructors early in a course and to lay the groundwork for good case discussion practices.

Studying Buffett’s approach to investing helps to introduce and exercise important themes that will resonate throughout a course. The case challenges students to define for themselves what it means to create value. The case discussion can easily be tailored for novices or for more advanced students.

Either way, this is not hero worship: The case affords a critical examination of the financial performance of Buffett’s firm, Berkshire Hathaway, and reveals both triumphs and stumbles. Most importantly, students can critique the purported benefits of Buffett’s conglomeration strategy and the sustainability of his investment record as the size of the firm grows very large.

By the end of the class session, students seem surprised with what they have discovered. They buzz over the paradoxes in Buffett’s philosophy and performance record. And they come away with sober respect for Buffett’s acumen and for the challenges of creating value for investors.

Surely, such sobriety is a meta-message for any mastery of finance.”

More Educator Favorites

CASE TEACHING

Emily Michelle David is an assistant professor of management at China Europe International Business School (CEIBS). Her current research focuses on discovering how to make workplaces more welcoming for people of all backgrounds and personality profiles to maximize performance and avoid employee burnout. David’s work has been published in a number of scholarly journals, and she has worked as an in-house researcher at both NASA and the M.D. Anderson Cancer Center.

case studies for corporate finance

Devin Shanthikumar  is an associate professor and the accounting area coordinator at UCI Paul Merage School of Business. She teaches undergraduate, MBA, and executive-level courses in managerial accounting. Shanthikumar previously served on the faculty at Harvard Business School, where she taught both financial accounting and managerial accounting for MBAs, and wrote cases that are used in accounting courses across the country.

case studies for corporate finance

Robert D. Austin is a professor of information systems at Ivey Business School and an affiliated faculty member at Harvard Medical School. He has published widely, authoring nine books, more than 50 cases and notes, three Harvard online products, and two popular massive open online courses (MOOCs) running on the Coursera platform.

case studies for corporate finance

Karin Schnarr is an assistant professor of policy and the director of the Bachelor of Business Administration (BBA) program at the Lazaridis School of Business & Economics at Wilfrid Laurier University in Waterloo, Ontario, Canada where she teaches strategic management at the undergraduate, graduate, and executive levels. Schnarr has published several award-winning and best-selling cases and regularly presents at international conferences on case writing and scholarship.

case studies for corporate finance

Gary P. Pisano is the Harry E. Figgie, Jr. Professor of Business Administration and senior associate dean of faculty development at Harvard Business School, where he has been on the faculty since 1988. Pisano is an expert in the fields of technology and operations strategy, the management of innovation, and competitive strategy. His research and consulting experience span a range of industries including aerospace, biotechnology, pharmaceuticals, specialty chemicals, health care, nutrition, computers, software, telecommunications, and semiconductors.

case studies for corporate finance

Francesca Gino studies how people can have more productive, creative, and fulfilling lives. She is a professor at Harvard Business School and the author, most recently, of  Rebel Talent: Why It Pays to Break the Rules at Work and in Life . Gino regularly gives keynote speeches, delivers corporate training programs, and serves in advisory roles for firms and not-for-profit organizations across the globe.

case studies for corporate finance

Robert F. Bruner is a university professor at the University of Virginia, distinguished professor of business administration, and dean emeritus of the Darden School of Business. He has also held visiting appointments at Harvard and Columbia universities in the United States, at INSEAD in France, and at IESE in Spain. He is the author, co-author, or editor of more than 20 books on finance, management, and teaching. Currently, he teaches and writes in finance and management.

Related Articles

CASE TEACHING

We use cookies to understand how you use our site and to improve your experience, including personalizing content. Learn More . By continuing to use our site, you accept our use of cookies and revised Privacy Policy .

case studies for corporate finance

Academia.edu no longer supports Internet Explorer.

To browse Academia.edu and the wider internet faster and more securely, please take a few seconds to  upgrade your browser .

Enter the email address you signed up with and we'll email you a reset link.

  • We're Hiring!
  • Help Center

paper cover thumbnail

Lessons in Corporate Finance: A Case Studies Approach to Financial Tools, Financial Policies, and Valuation

Profile image of Paul Asquith

Lessons in Corporate Finance explains the fundamentals of the field in an intuitive way, using a unique Socratic question and answer approach. Written by award-winning professors at M.I.T. and Tufts, this book draws on years of research and teaching to deliver a truly interactive learning experience. Each case study is designed to facilitate class discussion, based on a series of increasingly detailed questions and answers that reinforce conceptual insights with numerical examples. Complete coverage of all areas of corporate finance includes capital structure and financing needs along with project and company valuation, with specific guidance on vital topics such as ratios and pro formas, dividends, debt maturity, asymmetric information, and more.

Related Papers

Gyda Ramdhani

case studies for corporate finance

The International Journal of Accounting

François Degeorge

George Nemoiu

Sri Andriani

Theoretical research in corporate finance is critical for our understanding of real-world phenomena , for interpreting empirical results, and for deriving policy implications. We discuss the benefits and limitations of research in corporate finance theory and link them to the nine articles in this special issue on " Corporate Finance Theory. " We provide a perspective on the nine articles in this special issue, and outline our perception of how future research may evolve. We also review several themes that emerge out of the articles, which we think deserve more attention from theorists going forward: interactions between financial markets and corporate finance and dynamic models of corporate decisions, such as capital structure and managerial compensation.

Christian Amweenye

Klaus Spremann

Mohammad Labu

Clifford Smith

Barbara Dömötör

This book was prepared for the Finance Master program of the Corvinus University of Budapest started in the academic year 2019/2020. The book consists of two main parts, the first part deals with corporate finance and financing issues, while the second part covers risk management and liquidity management in financial markets. The cases in this book highly build on the knowledge base of the master’s program curriculum, therefore, it is imperative for students to familiarize themselves with the basic notions first, before starting to solve the exercises. If you experience any knowledge gaps, then refer to the regular textbooks before solving the cases. In several cases, the related regulations should also be read in conjunction with the case in order to be able to understand and solve the exercises. This highlights the ever increasing relevance of regulation in the finance industry. Apart from the knowledge of the financial notions, and related regulations, students should also be ski...

RELATED PAPERS

Norka Marcano

Scientific Reports

Chao-hung Du

Gershon Ben-Shakhar

Marine Fisheries : Journal of Marine Fisheries Technology and Management

Budhi Hascaryo Iskandar Iskandar

Japanese Journal of Applied Physics

Andean Geology

Eduardo Olivero

Frontiers in Neuroscience

Carol Di Perri

Walter B Castelló

Journal of Mineralogical and Petrological Sciences

Dipanjan Bhattacharjee

Revista de Educación en Biología

Barbara Arias Toledo

Elena Dellapiana

Chul Geun Kim

Sustainability

Siripat Suteerapataranon

Public Governance in Denmark : Meeting the Global Mega-Challenges of the 21st Century?

Magnus Paulsen Hansen

Manuscripta Mathematica

Athanase Papadopoulos

Forest Ecology and Management

John Groninger

Journal of Sound and Vibration

Steffen Marburg

  •   We're Hiring!
  •   Help Center
  • Find new research papers in:
  • Health Sciences
  • Earth Sciences
  • Cognitive Science
  • Mathematics
  • Computer Science
  • Academia ©2024

Special Report

Airline and Transportation Bankruptcy Enterprise Values and Creditor Recoveries (2024 Fitch Case Studies)

Thu 22 Feb, 2024 - 12:56 PM ET

In this update to Fitch Ratings’ recurring U.S. corporate bankruptcy case study series, Fitch provides one new case study and republishes 22 cases from prior editions. Disclaimer: Fitch cautions the case studies are not intended to provide exact recovery outcomes, valuations or legal opinions. Estimates in this report may vary significantly from final case outcomes. U.S. airline bankruptcy cases completed a number of years ago were aimed at cost cuts, including pension funding, labor contracts and fleets. Debt reduction was less of a focus in these bankruptcies compared with other sectors. This trend continued with the pandemic-era filers with each of LATAM Airlines Group S.A., Avianca Holdings S.A. and Grupo Aeromexico S.A.B. reducing debt by less than 30%. The median debt reduction was 44% for the airline and transportation cases, compared with 76% in Fitch Ratings’ cross-sector corporate bankruptcy database.

case studies for corporate finance

Generative AI will first be successfully scaled in business operations

Curt Mueller

February 5, 2024 Generative AI (gen AI) had an exciting year in 2023. This year, claims of its transformative potential will be tested as organizations attempt to scale gen-AI-powered activities. The aim will be to make gen AI part of the fabric and architecture of business operations in a way that measurably moves the dial on business performance. We estimate that gen AI could offer savings opportunities of $1.4 trillion to $2.6 trillion across operations functions, including customer service, R&D, manufacturing, supply chain, and procurement, alongside its impact on the back office .

This will be harder than much of the coverage of gen AI—so far—may have led some to believe. Amid the declarations and promises, we offer some practical ideas for putting gen AI to work in your business.

AI’s potential spans the 4Cs

Gen AI applications span several archetypes of capabilities that reside, at least partially, in the scope of operations functions. These include the 4Cs:

  • Concision. New capabilities in concision have equipped gen AI to interpret large corpuses of unstructured data to identify and summarize relevant answers in service and analysis contexts.
  • Creative content. Gen AI’s potential handling of creative content can enable the rapid tailoring of complex and structured documents to specific needs and contexts.
  • Customer engagement. Out-of-the-box copilots powered by gen AI can guide customers through their personalized journeys in the realm of customer engagement.
  • Coding and software. New capabilities in coding and software promise swifter migration from legacy systems at scale.

Persuasive examples already exist. The customer support function of a South American telecommunications company used conversational AI to prioritize its higher-value clients while promoting self-service. By automating a proportion of its contact activity and consolidating redundant platforms, the company reduced operational expenditures by roughly $80 million. Elsewhere, a gen-AI-powered learning platform led to onboarding surveys reporting improved onboarding experience by some 35 percent. Another business reduced financial planning and analysis costs by more than $6 million through use of a sophisticated gen-AI-powered research assistant that automatically pulls information from multiple sources, synthesizes knowledge, and presents it for human verification.

Operations: The realm of tangible testing

Operations functions are an attractive area for introducing gen AI, because these functions typically have well-established measurement and reporting processes, which make it easier to see the impact of decisions such as how much time a supervisor saves or how much more efficient a particular stage of process has become. Smart businesses will experiment with gen AI in operations, analyze the results, and then carefully apply what they have learned to more complex scenarios. Despite some of the lofty claims made in 2023, most businesses will experience no silver bullet or lightning strike but instead testing, learning, and iterative progress.

For example, at manufacturing plants where shift reports are routinely handed over between shifts, gen AI has the potential to reduce delivery time for these reports by 50 to 70 percent. Organizations can apply gen AI to such workaday but business-performance-enhancing tasks. Those that do so will have live case studies from which to learn and on which to build. Then they can apply the resulting knowledge and know-how to refinements in inventory, scheduling, and the use of raw materials.

Avoiding ‘pilot purgatory’

As in past digital transformations, the best practices for introducing generative AI will involve setting up governance structures; drafting, updating, and socializing transformation road maps; and establishing an indefatigable communications strategy. Creating value from gen AI requires tackling operational readiness challenges as much as grappling with new technologies. This is the familiar terrain of capability building and change management: developing new capabilities in IT and tech, managing risk and reputation, and monitoring regulatory matters. It is critical here to have a strong relationship between operations leaders and tech leaders, as is true for any successful change program.

Companies can benefit from addressing the deployment of gen AI as a transformation, not merely a technological advance. This calls for focusing on the business challenge, not the technology itself. In other words, companies identify the exact business challenge gen AI could address and then verify that a more efficient solution cannot already come from traditional AI, internal rules, or organizational shifts. Deploying gen AI for its own sake will not yield tangible business results and could even become a fruitless distraction.

Building the right team

Quick-win use cases deliver value and excitement, and they prevent efforts from becoming “just another IT project.” Lighthouse use cases foster trust and alleviate organizational concerns while paving the way for more advanced gen AI applications. They also provide the business with a secure space in which to learn and formulate the right questions.

A core team with the right complementary skill set to steer gen AI pilot projects should have expertise in business operations, technology, and change management. Again, the key stages will be familiar to many: clarifying stakeholders’ roles and responsibilities, identifying and elevating domain experts. And as with any major change in ways of working, the chances of success are vastly greater when project leaders involve the front line early and often. When projects are derailed, the most common reason is by a failure of the project leaders to take people with them, and gen-AI-powered projects will be no different.

Involving the right people

Any venture that aims to scale gen AI will involve legal, privacy, and governance issues . Those responsible for addressing these issues need to be on board, and the company should tap their expertise to inform the road map for scaling gen AI. A significant introduction of gen AI is likely to require new controls, training modules, and more. For more examples of current and possible applications for GenAI, and the inherent risks, listen to our recent podcast here.

When it comes to talent, most organizations will likely benefit from upskilling existing tech roles to include emerging gen AI skills, such as prompt engineering. Developing separate roles may be less of a priority, though external hiring in key areas may be necessary. Knowing when to hire and when to train internally for gen AI success is a value creating decision-making skill that leaders will need to master at pace.

Familiar questions

Though companies’ answers will differ, the business questions remain the same: How will a gen AI transformation get us to market faster or enhance productivity and efficiency? What new set of capabilities do we need within the workforce to make the most of the opportunity? How do we measure gen AI’s return on investment?

As companies begin experimenting with use cases, answers to these questions will begin to emerge in the very near future, and many of the success measures already exist. Over the coming years, we will see whether the excitement in 2023 was overdone or gen AI becomes a critical, game-changing tool of the magnitude of, say, data analytics. In the meantime, businesses and their leaders have work to do and choices to make as they test ideas and search for value through the smart application of these new technologies.

Connect with our Operations Practice

Cart

  • SUGGESTED TOPICS
  • The Magazine
  • Newsletters
  • Managing Yourself
  • Managing Teams
  • Work-life Balance
  • The Big Idea
  • Data & Visuals
  • Reading Lists
  • Case Selections
  • HBR Learning
  • Topic Feeds
  • Account Settings
  • Email Preferences

Two Factors that Determine When ESG Creates Shareholder Value

case studies for corporate finance

New research suggests that high-ability managers and applying ESG practices to supply chains set successful initiatives apart.

The paper “Corporate Sustainability: First Evidence on Materiality,” published in 2016, marked a significant shift in perceptions of corporate sustainability. It demonstrated that focusing on financially material ESG (environmental, social, and governance) factors positively impacts portfolio returns and shareholder value. Despite its influence in popularizing ESG investing, the topic remains controversial with mixed academic consensus and political debate in the U.S. Recent research by the author has further explored this field, highlighting two critical aspects: the role of high-ability managers in selecting profitable ESG projects and the long-term value of ESG practices in supply chains. The study found that companies with high-ability CEOs and strong ESG investments outperform others, and firms with fewer supplier ESG incidents yield higher returns. These findings underscore the importance of ESG efforts in resource allocation and their potential to attract investment by demonstrating a tangible impact on shareholder value. The ongoing challenge lies in enhancing disclosure, transparency, and effective use of ESG information by investors and regulators.

A main criticism of corporate sustainability has long been that it results in firms not putting shareholders first, thus contradicting managers’ fiduciary duty. In 2016, however, I published a paper, “ Corporate Sustainability: First Evidence on Materiality ,” with George Serafeim and Mo Khan, that began to overturn that narrative. We documented that considering financially material ESG factors (i.e., those sustainability activities that are related to the core sector practices of the firm) improve portfolio returns, which is consistent with financially material sustainability activities creating shareholder value.

  • AY Aaron Yoon is an assistant professor of Accounting & Information Management at Northwestern Kellogg.

Partner Center

Upside Logo

  • Custom eLearning
  • Learning Consultancy
  • Performance Campaigns
  • Mobile Learning
  • Performance Support
  • Microlearning
  • Video and Animation
  • Rapid eLearning
  • Games & Gamification
  • Scenario-based learning
  • Flash-to-HTML Conversion
  • ILT and VILT
  • Staff Augmentation
  • Value Added Services
  • Press release
  • Position Papers
  • Whitepapers
  • L&D Myth-ology
  • Presentations
  • Case Studies
  • Infographics
  • Newsletters

case studies for corporate finance

  • eLearning , Learning Impact

Case Study: Impactful Learning for Higher Ratings

  • Clark Quinn

case studies for corporate finance

As suggested, there are a variety of levels of possible impact of an intervention. This is a joint endeavor between Learning & Development and the associated business unit. It can also involve the vendor.

One of the first steps of evaluation is what learners think of the learning experience. While their assessment of the value isn’t always well-correlated with the actual impact, that is less true with more experienced employees. It’s also a step up the evaluation ladder, in this case from not evaluating at all! Improving the ratings, when well done, can be the start of improvements of impact. In this case study, we share an example of such an impact.

case studies for corporate finance

A core framework is the so-called Kirkpatrick model (with caveats about the legitimacy of the claim to fame).

The client in this case was an international finance institution. There was an awareness that the existing corporate culture didn’t represent the desired state of affairs. This included pride in the institution and loyalty and commitment to it. The goal was to remedy this situation.

They had used eLearning before, but it was largely idiosyncratic in quality. They were looking to establish a stronger corporate culture across their various branches, and eLearning provided a solution that would support reaching across international boundaries.

case studies for corporate finance

Several elements were considered critical in design. A starting point was to help them recognize the necessity of the step. The goals also included developing the ability to apply the values, not just recite them. There was also a desire to make this transition feel natural and safe.

To establish the importance, the design started with a ‘hook’. This was to help employees recognize that the topic was new and not already known and commit to the experience.

As a way to keep learners from feeling anxious, a conversational tone was used. This was to help learners feel safe to participate. Using natural language is a recommended approach, in general.

With the goal of having learners see how the corporate culture values played out in practice, there were scenarios to engage in. This gave the learners the opportunity to explore how the values manifested in the workplace. Scenarios were used to contextualize the application.

An important component to complement the practice was meaningful feedback. Learners were given causal explanations about what happened as a result of their choices, so they could develop a rich conceptual understanding of how these values worked in practice.

case studies for corporate finance

This approach led to several valuable outcomes. As intended, the ratings of the course were high: 4.8 out of 5 is a good outcome and was superior to previous ratings. While the rating isn’t a deep indicator of success, this was an improvement.

In addition, the course design was considered a new baseline for quality. The approach taken became the minimum standard for eLearning going forward. It also led to the revising of some previous courses that were critical to the organization but didn’t achieve such outcomes.

Also, the course was submitted to international competitions and was recognized for its quality.

In this successful case study, an international finance institution utilized strategic eLearning to transform its corporate culture. By implementing engaging design elements, practical scenarios, and meaningful feedback, the Learning & Development team achieved a high course rating of 4.8 out of 5, surpassing previous benchmarks. This not only improved employee perceptions but also set a new standard for eLearning quality. The initiative’s success was further recognized in international competitions. For a comprehensive understanding of learning impact strategies and implementation, we invite you to explore our eBook, Designing for Learning Impact: Strategies and Implementation.

Write a Comment

Leave a reply cancel reply.

Your email address will not be published. Required fields are marked *

Save my name, email, and website in this browser for the next time I comment.

GET INSIGHTS AND LEARNING DELIGHTS STRAIGHT TO YOUR INBOX, SUBSCRIBE TO UPSIDE LEARNING BLOG.

Published on.

  • February 22, 2024

Don't forget to share this post!

Facebook

Related Blogs

Illustration depicting the journey of learning impact measurement, from assessing abilities to driving workplace behavior changes. Explore effective strategies for meaningful results in learning interventions.

Measurement for Learning Impact

case studies for corporate finance

Designing for Learning Impact

case studies for corporate finance

Achieving Learning Impact

case studies for corporate finance

WANT TO FIND OUT HOW OUR SOLUTIONS CAN IMPACT YOUR ORGANISATION? CLICK HERE TO GET IN TOUCH

Upside Learning Solutions Pvt. Ltd. Punakar Complex, Survey No-117, Bangalore Pune Highway, Warje, Pune, India

Tel: +91-20-2523 6050 

Email: [email protected]

  • What is Go Beyond
  • Compliance Training
  • Sales Enablement
  • Measuring Learning Effectiveness
  • Gamification
  • Learning Engagement

OUR PHILOSOPHY

  • Learning Strategy
  • Solution Design and Development

WHAT WE ARE

Quick links.

  • Submit a RFP
  • Schedule A Call
  • Privacy Policy

Copyright © 2024 Upside Learning Solutions Pvt. Ltd.

Malaysia Regions for Doing Business

  • Malaysia’s business regions offer robust digital infrastructure, skilled workforce, established trade networks, and specific focus areas for foreign businesses.
  • There are five distinct regions offering opportunities for businesses: Greater Kuala Lumpur is experiencing a data centre boom;  Johor creates opportunities through the Johor-Singapore Special Economic Zone (SEZ); Penang is an emerging global semiconductor hub; while Sabah and Sarawak cater to renewable energy-related businesses.

Malaysia presents attractive growth opportunities for businesses by having five main business regions with specific focus areas, offering numerous advantages. 

Boasting a robust digital infrastructure , diverse workforce, and trade networks, Malaysia provides an excellent opportunity for you to connect with local customers and flourish in a dynamic and collaborative region. Projected at a 4.6% GDP growth in 2024 , Malaysia's economic stability enhances its appeal as a business expansion destination. 

With historical proximity and strong ties, Malaysia is a strategic international market for businesses pursuing regional growth and diversification. Situated in the heart of ASEAN, Malaysia makes for a promising choice for expansion in Southeast Asia, offering a gateway to international markets with over 600 million people. Major business centres in Asia, such as Tokyo, Beijing, Hong Kong, Shanghai, and Seoul, can be reached within a few hours from Kuala Lumpur.

Malaysia regions overview

While Malaysia presents a promising avenue for foreign businesses seeking expansion, it’s crucial to recognise the business regions within the country, each offering distinct potential in various industry sectors. 

Understanding which region aligns best with your business objectives is essential for strategic decision-making. 

Kuala Lumpur

Kuala Lumpur, Malaysia's capital, is one of the key business hubs strategically positioned in Southeast Asia, making it an ideal gateway for businesses looking to access the expansive Asia Pacific market. The city hosts diverse sectors such as finance, technology, healthcare, tourism, and services, showcasing its multifaceted economic landscape. Many companies typically establish their local headquarters in the capital, with key office locations like Kuala Lumpur Central (KL Sentral), Kuala Lumpur City Centre (KLCC), and the recently developed Tun Razak Exchange (TRX).

The outskirts, known as Greater Kuala Lumpur, include areas like Cyberjaya, which has witnessed significant investments in data centres. This strategic focus positions  Malaysia's data centre market as the region's next big data hub , highlighting Kuala Lumpur's commitment to fostering innovation and technological advancement.

Moreover, Kuala Lumpur presents immense opportunities for small and medium-sized enterprises (SMEs), with the government offering support through various initiatives, including financing, funding avenues, and tax incentives introduced in Malaysia's Budget 2024 such as the MSME Digital Grant MADANI . 

Johor Bahru / Iskandar Malaysia

The southernmost state of Johor Bahru stands as a flourishing hub of economic activity and investment potential, also known as Iskandar Malaysia. The economic corridor benefits from its strategic location near Singapore and cross-border connectivity.

Johor Bahru’s closeness to Singapore which is only about 23 km apart and Malaysia’s lower costs offer an attractive opportunity for business expansion in the region. Johor Bahru is further highlighted by its diverse and thriving economic sectors, particularly manufacturing and logistics. 

Additionally, with Singapore and Malaysia signing a Memorandum of Understanding (MOU) to collaborate on the Johor-Singapore Special Economic Zone (JSSEZ) (JS-SEZ url tbc), there’s a joint effort to strengthen economic connectivity between both regions. The JS-SEZ targets electronics, financial services, business-related services, and healthcare sectors, further solidifying both region’s potential as a strategic choice for businesses seeking growth and diversification.

If you’re considering growing your business in these key growth sectors, the state government offers attractive  fiscal incentives to support your venture. 

  • A 100% tax exemption of up to 10 years on statutory income; or
  • A 200% tax deduction of up to 10 years on investment activities;
  • Import duty exemptions on the import of raw materials, machinery, spare parts, and equipment; and
  • Stamp duty exemption of 50% on the instrument of transfer or lease of land

Penang, known as the “Silicon Valley of the East,” is a global powerhouse in manufacturing, especially in electrical and electronics (E&E) goods, accounting for an estimated 5% of global semiconductor exports . Its key industries, including machinery, scientific and measuring equipment, and E&E, are crucial for manufacturing investments. These sectors have also positioned Penang as a significant player in the global market.

The Penang government is leveraging advanced technologies to attract businesses, particularly in digital and software services. The upcoming launch of the  creative digital district, CD2@George Town , exemplifies Penang's commitment to fostering innovation and attracting local and foreign digital investors in the dynamic creative and digital industries.

As part of the  Northern Corridor Economic Region (NCER) , businesses keen to explore these key sectors in Penang can qualify for the incentives below:

  • Income tax exemption of up to 100% for up to 15 years;
  • Income tax allowance of up to 100% for 10 years;
  • A 50% reduction in stamp duty on the ease of land; and 
  • Import duty exemptions on the import of raw materials, machinery, spare parts, and equipment.

Sabah and Sarawak

The states of Sabah and Sarawak present compelling opportunities for foreign businesses looking to develop beyond the thriving tourism industry. 

Sabah, rich in natural resources and strategically located in the Indo-Pacific, is a gateway to Borneo’s high-growth regions. It connects businesses to  a market of nearly 24 million people , offering opportunities for trade, investment, and leisure.

Sabah’s state's manufacturing sector is also witnessing rapid growth focused on high-value-added industries such as aerospace, medical devices, and renewable energy. Its commitment to developing the manufacturing sector presents a lucrative opportunity for businesses seeking expansion.

Expanding your business in the  Sabah Development Corridor offers benefits, such as the Stamp Duty Exemption and Import Duty Exemption. Other incentives include:

  • Income tax exemption of up to 100% for up to 10 years;
  • Investment tax allowance of up to 100% on Qualifying Expenditure for up to 5 years;
  • Import Duty and Sales Tax Exemption for raw materials, equipment, components and machinery.

In Sarawak, businesses thrive due to the region's commitment to reliable infrastructure, characterised by strong access to essential utilities such as power and water. The state boasts an abundance of industrial land, equipped with essential infrastructure like access to the deep seaport in Bintulu and the newly constructed Pan-Borneo highway.

The Sarawak Corridor of Renewable Energy offers incentives crafted to attract entrepreneurs and businesses in the  renewable energy and related sectors, which include:

  • Qualified investors entering Sarawak (e.g., manufacturing sector) are eligible for tax exemptions on 100% of statutory income for 5 years;
  • Companies can claim a 60% allowance on qualifying capital expenditure incurred within 5 years of a new project. This can be used to offset 70% of statutory income each year, and
  • Foreign businesses can hold 100% equity ownership in manufacturing and selected service sectors.

Sabah and Sarawak state governments have expressed their commitment to supporting foreign investors and companies. Sarawak's initiative to establish its first international trade and tourism office in Singapore further opens avenues for businesses to expand and develop their regional presence, with the government eyeing to open more offices in other countries such as China.

Case studies and success stories

Numerous SMEs have successfully grown their businesses in Malaysia, a testament to the opportunities and benefits outlined above. By examining the strategies of other companies that have successfully expanded their business into Malaysia, you can gain practical insights and inspiration for your business expansion.

  • Koda Ltd:  Koda Ltd is a leading furniture Original Design Manufacturer (ODM) that originated in Singapore , and has since grown to export furniture to over 30 countries globally across Europe, Asia Pacific, and North America. The company’s in-house retail brand, Commune, officiated its first flagship store in Kuala Lumpur, with every piece of furniture designed in-house and made by factories set up in Johor. Koda Ltd is eligible for tax exemptions, courtesy of the numerous incentive schemes offered by the Johor state government.
  • SK Nexilis:  SK Nexilis, a South Korean firm specialising in the production of copper foil, has made substantial investments in Sabah to establish its manufacturing base. During the initial exploratory phase, SK Nexilis enlisted the support of SEDIA, an investment agency, to gather essential information, including potential locations and available incentives. They ultimately chose Kota Kinabalu Industrial Park (KKIP) due to its comprehensive infrastructure, including gas and water supplies, low power costs, and a stable energy supply. As such, SK Nexilis signed a MoU with Sabah Electricity Sdn Bhd (SESB), securing a special tariff. This agreement grants them the unique privilege of being SESB’s largest industrial power consumer once the plant is fully operational. 

Key takeaways

Malaysia offers exciting opportunities for entrepreneurs and SMEs looking to expand their businesses. Serving as a gateway to the Southeast Asian market and the broader Asia-Pacific region, Malaysia provides a unique advantage alongside distinct incentives and support offered by its government. However, selecting the right region that best aligns with your business goals is important.

Most popular

Stay up to date with business go.

Subscribe to our newsletter to obtain latest articles, events and offers that are tailored to you

IMAGES

  1. Case Studies for Corporate Finance : From A (Anheuser) to Z (Zyps) (In

    case studies for corporate finance

  2. Case studies in finance : managing for corporate value creation

    case studies for corporate finance

  3. Case Study On International Financial Management With Solution

    case studies for corporate finance

  4. Case Study: Financial Analysis Tutorial

    case studies for corporate finance

  5. Lessons in Corporate Finance: A Case Studies Approach to Financial

    case studies for corporate finance

  6. How To Do A Financial Analysis Case Study

    case studies for corporate finance

VIDEO

  1. Corporate Finance Chapter 17

  2. Sources of Corporate Finance Bcom 6th Semester Full explanation in hindi

  3. FINANCIAL MANAGEMENT:(INVESTMENT DECISIONS)

  4. Corporate Finance and it's Features and Sources

  5. Focus On Finance

  6. Corporate Finance Chapter 3

COMMENTS

  1. Case Studies for Corporate Finance

    Description Chapters Authors Case Studies for Corporate Finance: From A (Anheuser) to Z (Zyps) (In 2 Volumes) provides a distinctive collection of 51 real business cases dealing with corporate finance issues over the period of 1985-2014.

  2. Corporate Finance: Articles, Research, & Case Studies

    16 Jun 2021 HBS Case Cruising in Crisis: How Carnival Is Riding Out the COVID-19 Storm by Michael Blanding COVID-19 has devastated the cruise industry, but one company may emerge stronger: Carnival. A case study by Stuart Gilson reveals how the cruising juggernaut is navigating the pandemic. Open for comment; 0 Comments posted. 15 Jul 2019 Book

  3. Finance Case Studies

    Gardner Denver James Quinn, Adam Blumenthal, and Jaan Elias. Asset Management, Employee/HR, Investor/Finance, Leadership & Teamwork. As KKR, a private equity firm, prepared to take Gardner-Denver, one of its portfolio companies, public in mid-2017, a discussion arose on the Gardner-Denver board about the implications of granting approximately $110 million in equity to its global employee base ...

  4. Finance Articles, Research Topics, & Case Studies

    Increasingly, companies are falsely classifying hourly workers as managers to avoid paying an estimated $4 billion a year in overtime, says research by Lauren Cohen. …. New research on finance from Harvard Business School faculty on issues and topics including corporate investment, governance, and accounting management.

  5. Top 40 Most Popular Case Studies of 2021

    Fifty four percent of raw case users came from outside the U.S.. The Yale School of Management (SOM) case study directory pages received over 160K page views from 177 countries with approximately a third originating in India followed by the U.S. and the Philippines. Twenty-six of the cases in the list are raw cases.

  6. Corporate finance

    Corporate finance. Follow this topic. ... Finance & Accounting Case Study. Shimin Chen; David Hendrik Erkens ... International Entrepreneurial Finance is the study of allocation of scarce ...

  7. HBS Case Selections

    Curated: March 01, 2023 Managing Your Organization Tesla and Elon Musk How the company and its lightning rod CEO balance risk and opportunity. Curated: May 03, 2022 Managing Your Organization Doing...

  8. Corporate finance case studies : PwC

    ("New Water Capital"). Australian Lamb Company PwC's corporate finance team acted as advisor to Australian Lamb Company in a sale that positions it for significant growth and expansion in international markets. Flight Centre case study

  9. Case Studies for Corporate Finance

    Case Studies for Corporate Finance: From A (Anheuser) to Z (Zyps) provides a distinctive collection of 51 real business cases dealing with corporate finance issues over the period of 19852014. Written by Harold Bierman, world-renowned author in the field of corporate finance, the book spans over different areas of finance which range from capital structures to leveraged buy-outs to restructuring.

  10. Case Studies For Corporate Finance: From A (Anheuser) To Z (Zyps) (In 2

    Case Studies for Corporate Finance: From A (Anheuser) to Z (Zyps) (In 2 Volumes) provides a distinctive collection of 51 real business cases dealing with corporate finance issues over the period of 1985-2014. Written by Harold Bierman Jr, world-renowned author in the field of corporate finance, the book spans over different areas of finance which range from capital structures to leveraged buy ...

  11. Cases in Financial Management

    Cases in Financial Management provides original case studies in corporate finance that are based on actual corporate events, and on the authors' teaching and consulting experiences. Accompanied by sophisticated and detailed proposed solutions, this case book sheds great clarity on the application of financial management and market principles for both students and professionals, including ...

  12. Lessons in Corporate Finance: A Case Studies Approach to Financial

    Lessons in Corporate Finance: A Case Studies Approach to Financial Tools, Financial Policies, and Valuation (Wiley Finance) 1st Edition by Paul Asquith (Author), Lawrence A. Weiss (Author) 4.9 30 ratings See all formats and editions There is a newer edition of this item:

  13. Lessons in Corporate Finance: A Case Studies Approach to ...

    Lessons in Corporate Finance: A Case Studies Approach to Financial Tools, Financial Policies, and Valuation, 2nd Edition | Wiley ISBN: 978-1-119-53783- Download Product Flyer is to download PDF in new tab. This is a dummy description. Download Product Flyer is to download PDF in new tab. This is a dummy description.

  14. PDF A Handbook of Case Studies in Finance

    In corporate finance, a debenture is a medium to long-term debt instrument used by large companies to borrow money, at a fixed rate of interest. The ... A Handbook of Case Studies in Finance 7 Depository On the simplest level, depository is used to refer to any place where

  15. Lessons in Corporate Finance

    Corporate finance is a complex field composed of a broad variety of sub-disciplines, each involving a specific skill set and nuanced body of knowledge. This text is designed to give you an intuitive understanding of the fundamentals to provide a solid foundation for more advanced study. Identify sources of funding and corporate capital structure

  16. Finance Case Studies

    Electra Ferriello | November 2, 2021 The Yale School of Management International Center for Finance (ICF) provides academic and professional support for research in financial economics. Part of the academic support that the ICF provides goes toward the development of finance case studies to be used in classes as teaching instruments.

  17. 7 Favorite Business Case Studies to Teach—and Why

    Francesca Gino, Professor of Business Administration, Harvard Business School. FRANCESCA GINO Professor, Harvard Business School. "My favorite case to teach is The United States Air Force: 'Chaos' in the 99th Reconnaissance Squadron. The case surprises students because it is about a leader, known in the unit by the nickname Chaos, who ...

  18. (PDF) Lessons in Corporate Finance: A Case Studies Approach to

    Lessons in Corporate Finance: A Case Studies Approach to Financial Tools, Financial Policies, and Valuation Paul Asquith 2016 Lessons in Corporate Finance explains the fundamentals of the field in an intuitive way, using a unique Socratic question and answer approach.

  19. Lessons in Corporate Finance: A Case Studies Approach to Financial

    This refreshingly original treatment of corporate finance looks at case studies from the business world, as early as the 1970s up to today, and sheds light on the theory and practical formulas driving the decision-making process in all areas of corporate finance, including capital structure and financing, pro forma forecasts, valuation ...

  20. How to Prepare for a Technical Interview in Corporate Finance

    You should prepare for case studies by reading industry reports, company filings, market news, and financial publications. Add your perspective Help others by sharing more (125 characters min.) Cancel

  21. Case Studies in Finance: Managing for Corporate Value Creation

    Up to 2023, Darden Business Publishing sold over 1.3 million copies of his case studies and related teaching materials. Eight editions of Case Studies in Finance: Managing for Corporate Value Creation (1990 to 2017) were adopted for instruction at hundreds of business schools around the world.

  22. Case Studies in Finance: Managing for Corporate Value Creation 5e

    This book presents 46 case studies in finance, targeted toward upper-level undergraduates and introductory and intermediate-level MBA students. The purpose of these cases is to afford the basis for classroom discussion of tools and concepts. The range of topics includes value creation, market efficiency, economic profit, financial analysis and forecasting, cost of capital, capital budgeting ...

  23. Corporate Finance Case Studies

    Message. The Client is one of the prominent investment companies in Kuwait which operates a wide range of investment and financial activities, including direct investments, asset management, and corporate finance services. The Client had a strong foothold in the Kuwaiti market with an asset base of KD 289.38 Million as of Sep 30, 2009.

  24. Airline and Transportation Bankruptcy Enterprise Values and Creditor

    This trend continued with the pandemic-era filers with each of LATAM Airlines Group S.A., Avianca Holdings S.A. and Grupo Aeromexico S.A.B. reducing debt by less than 30%. The median debt reduction was 44% for the airline and transportation cases, compared with 76% in Fitch Ratings' cross-sector corporate bankruptcy database. Access Report.

  25. Getting started with gen AI in Operations

    Generative AI will first be successfully scaled in business operations. Companies are eager to test the potential of generative AI, and there is a strong case for starting with operations. Transformation best practices will apply. February 5, 2024 Generative AI (gen AI) had an exciting year in 2023. This year, claims of its transformative ...

  26. Two Factors that Determine When ESG Creates Shareholder Value

    It demonstrated that focusing on financially material ESG (environmental, social, and governance) factors positively impacts portfolio returns and shareholder value. Despite its influence in ...

  27. Case Study: Achieving Impactful Learning

    Also, the course was submitted to international competitions and was recognized for its quality. In this successful case study, an international finance institution utilized strategic eLearning to transform its corporate culture. By implementing engaging design elements, practical scenarios, and meaningful feedback, the Learning & Development ...

  28. Case Studies in Finance 8th Edition

    Case Studies in Finance links managerial decisions to capital markets and the expectations of investors. At the core of almost all of the cases is a valuation task that requires students to look to financial markets for guidance in resolving the case problem. ... corporate finance, mergers and acquisitions, financial distress, democracy ...

  29. Malaysia Regions for Doing Business

    Case studies and success stories. Numerous SMEs have successfully grown their businesses in Malaysia, a testament to the opportunities and benefits outlined above. By examining the strategies of other companies that have successfully expanded their business into Malaysia, you can gain practical insights and inspiration for your business expansion.