Darden University of Virginia (USA)
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Supplier Diversity in the City of Portland
Roy, Dwaipayan; Amodwala, Juhi;Case DARDEN-OM-1793-EService and Operations ManagementPriya Shah, a new consultant, had just begun a project with Biko Taylor, Chief Procurement Officer for the City of Portland, Oregon. A few weeks before, on April 20, 2022, the Portland City Council had passed ordinance 276, authorizing Taylor to pilot inclusive contracting policies designed to attract small diverse businesses (SDBs). Taylor hoped this pilot would help foster wealth creation for marginalized demographic groups by providing more ec...Starting at €8.20
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Investing in Sponsor-Backed IPOs: The Case of Hertz
Chaplinsky, Susan; Marston, Felicia C.; Pozzi, MichaelCase DARDEN-F-1561-EFinanceThis case and its companion, UVA-F-1560, were awarded the 2012 Wachovia Award for Excellence in Teaching Materials - Innovative Case. In November 2006, Alec Berg, a successful hedge fund manager, must decide whether to invest in the initial public offering (IPO) of the Hertz Corporation. The IPO followed a leveraged buyout (LBO) of Hertz that was completed in December 2005 by three prominent private equity firms that had combined to purchase Hert...Starting at €8.20
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DonorsChoose: Enhancing America's Classrooms with Small Diverse Businesses
Roy, Dwaipayan; Barran, VashtiCase DARDEN-OM-1786-EService and Operations ManagementAmy Soler, senior director of direct fulfillment at DonorsChoose, the leading nonprofit crowdfunding platform for public school teachings in the United States, was preparing for the last board meeting of the 2022–23 school year. Soler managed the DonorsChoose Direct Fulfillment (DF) team, which had been piloted two years earlier to enable DonorsChoose to work more with small diverse businesses (SDBs) for project fulfillment. Increasing the repres...Starting at €8.20
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Effective “Estée-te” Tax Planning through Financial Engineering: Estée Lauder Companies, Inc.
Frank, Mary Margaret; Pozzi, MichaelCase DARDEN-C-2261-EThis case examines the creative strategies that the Lauder family used to monetize its position in Estée Lauder Companies, Inc., in the 1990s while deferring its tax liability on the appreciated position. Strategies included the use of the company's IPO to engage in a short-against-the-box transaction and the issuance of hybrid securities known as TRACES. The case allows students to consider a variety of monetization strategies and the tax and no...Starting at €8.20
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Oracle Corporation’s Acquisition of Siebel Systems, Inc.: The Battle of Two Silicon Valley Titans Comes to an End
Frank, Mary Margaret; Pozzi, MichaelCase DARDEN-C-2271-EAccounting and ControlIn September 2005, after years of bitter competition, Siebel Systems Inc. finally agreed to be acquired by Oracle Corporation. The two companies preferred different forms of consideration as payment for Siebel Systems and used a deal structure known as a "double dummy" to satisfy both parties. The case requires students to examine how the unique deal structure meets the tax and non-tax preferences of the corporations and their shareholders.Starting at €8.20