Montagu (a) & (B)
Posted: 30 Dec 2006
Date Written: January 22, 2004
Abstract
SUBJECT AREAS: Financial strategy, Intangible assets, Negotiations, Subsidiaries
CASE SETTINGS: United Kingdom; 25 employees; 2002-2003
Describes the dilemma facing Chris Masterson, the head of HSBC's private equity division, in negotiating this team's buyout of its organization from HSBC, its corporate parent since 1992. Discusses the pros and cons of being a captive fund and the delicate balance among many interests - limited partners, team members, the parent, and the investee companies - that must be maintained.
Suggested Citation: Suggested Citation
Hardymon, G. Felda and Leamon, Ann and Lerner, Josh, Montagu (a) & (B) (January 22, 2004). HBS Publishing Case No.: 9-804-051, 9-804-151; Teaching Note No.: 9-805-039, Available at SSRN: https://ssrn.com/abstract=954260
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