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Goldman Sachs Goes to Rikers Island
Loutskina, Elena; Frank, Mary Margaret; Yemen, Gerry; Maiden, Stephen E.Case DARDEN-F-1807-EFinanceYi Hua, the leader of an impact-investing initiative at Goldman Sachs, was examining a new financial arrangement in a proposed public-private partnership called the Rikers Island Social Impact Bond (SIB). The proposed SIB was the result of a partnership between Goldman Sachs, the New York City (NYC) Department of Correction, Bloomberg Philanthropies, and three nongovernmental organizations (NGOs)-MDRC, Osborne Association (Osborne), and the Vera ...Starting at €8.20
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Adelaida Technology Capital
Loutskina, Elena; Duff, RebeccaCase DARDEN-F-2026-EFinanceIn July 2022, Ashley Sudjianto, a partner at Adelaida Technology Capital (ATC), had to make a recommendation to ATC's investment committee on how much money ATC should lend to CarboCaptor Inc., an emerging chemical-manufacturing start-up that had a patented, cost-effective solvent that captured carbon dioxide (CO2) from the air. In late 2021, CarboCaptor had been well on the way to launching a new vertical: chemical compounds to aid CO2 storage i...Starting at €8.20
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Rolling the Dice with Management Service Agreements
Loutskina, Elena; Kenney Jr., Chad; McElroy, W. LeeCase DARDEN-F-2058-EFinanceIn April 2023, Will Anderson, managing partner of SummitStone Capital, LP (SummitStone), received a copy of the management service agreement (MSA) between Artemis Capital (Artemis), a private equity firm, and Lucky Dice Casinos Inc., one of Artemis’ recently acquired portfolio companies. SummitStone had invested in Artemis buyout funds since 2011 and was in the due diligence phase of allocating $75 million to Artemis’ newest vehicle, Artemis Fund...Starting at €8.20
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Taking Private Equity Public: The Blackstone Group
Milone, Kristin; Loutskina, Elena; Frank, Mary MargaretCase DARDEN-C-2327-EAccounting and ControlOn the eve of the Blackstone Group’s much anticipated initial public offering (IPO), a Wall Street portfolio manager contemplates his commitment to purchase 20,000 units at $31.00 each. As one of the largest IPOs in recent history and the first major PE fund to go public in the United States, the offering had stirred up significant media and congressional interest, some of which was potentially damaging for the PE industry. Even taking the uncert...Starting at €8.20
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Mars, Incorporated
Loutskina, Elena; Shapovalov, GeorgeCase DARDEN-F-1612-EFinanceRecommended for MBAs, this case is one of a pair of cases used in a merger negotiation exercise. It is designed to be used with "Wm. Wrigley Jr. Company" (UVA-F-1607), but it can also be used on its own. Half of the class prepares only the Wrigley case and the other half uses the Mars case. Wrigley and Mars are in the process of negotiating a merger agreement. Macroeconomic assumptions—particularly forecasting future sugar prices in an uncertain...Starting at €8.20
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Fannie Mae's Data Dynamics
Lichtendahl, Kenneth C. Jr.; Loutskina, Elena; Grushka-Cockayne, Yael; Yemen, Gerry; Boatright, BenjaminCase DARDEN-QA-0903-EDecision AnalysisThis case uses one of Fannie Mae’s credit-risk transfer instruments (CRT) to explore its data set platform and predict loan defaults through machine learning algorithms. The CRT, called Connecticut Avenue Securities (CAS), issued bonds valued on the performance of preselected pools of mortgages. The material works well to unfold natural language processing using Python. Through a three-class series, students will learn to wrangle data, experience...Starting at €8.20
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Charter Communications: Ensuring the Right Path Forward
Loutskina, ElenaCase DARDEN-F-1814-EFinanceThis case explores the considerations of an executive compensation analyst as he finalizes a report to the compensation and benefits committee of Charter Communications (Charter), a leading broadband and communications company, on the appropriate compensation structure for Charter's CEO, Thomas Rutledge. Charter's board clearly wanted to retain Rutledge, but in the world of executive compensation, it was not enough to have the biggest payment p...Starting at €8.20
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Crawford Development Co. and Southeast Bank of Texas
Ovchinnikov, Anton S.; Loutskina, ElenaCase DARDEN-QA-0727-EDecision AnalysisIn the early months of the 2007–08 financial crises, a loan manager faces a real estate financing decision. Should he approve a bullet structure three-year loan to a longstanding client, a legendary Texan developer? The developer, who near retirement downsized his business, is seeking financing for his only project: residential or commercial development on an attractive piece of land in suburban Houston. The loan manager considers the decision in...Starting at €8.20
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Wm. Wrigley Jr. Company
Loutskina, Elena; Shapovalov, GeorgeCase DARDEN-F-1607-EFinanceRecommended for MBAs, this case is one of a pair of cases used in a merger negotiation exercise. It is designed to be used with "Mars, Incorporated" (UVA-F-1612), but it can also be used on its own. Half of the class prepares only the Wrigley case and the other half uses the Mars case. Wrigley and Mars are in the process of negotiating a merger agreement. Macroeconomic assumptions—particularly forecasting future sugar prices in an uncertain envi...Starting at €8.20
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Should udu a Convertible Note?
Loutskina, Elena; DeVito, DamonCase DARDEN-F-2025-EFinanceIn this field-based case, the founders of udu, Inc. (udu—pronounced "you-do"), a company whose proprietary technology helped private equity clients source deals by identifying target companies and overlooked opportunities, and by shortening the business-development cycle. Clients who had found success with udu's help raved about the technology, but despite their product's promise, the founders were still struggling to find a scalable and profitab...Starting at €8.20