Strategy & Corporate Finance

Case Study — Intuit

Intuit is a leading financial technology company that provides business and financial management software for individuals and small and medium-sized businesses (SMBs). In an effort to become a comprehensive customer growth platform for SMBs, Intuit recently acquired Mailchimp, a marketing automation platform, for $12 billion. This follows Intuit’s acquisition of Credit Karma, a personal credit management company, for $8.1 billion in 2020. To maximize the value of these investments and create sustainable competitive advantages, Intuit should focus on leveraging its core competencies and building network effects among its platforms.

Case Study — Sandlands Vineyards​

The wine industry in the United States has experienced significant growth over the past few decades, with per capita consumption more than tripling since 1965. This increase in demand has led to intense competition within the market. Tegan Passalacqua, a Napa Valley native with extensive expertise and strong relationships with grape growers, has established Sandlands Vineyards, a brand known for its distinctive, naturally flavorful grapes and affordable high-quality wine. Despite its reputation and brand loyalty, Sandlands faces several challenges, including high variable costs, limited capacity, and reliance on distributors. Passalacqua is currently considering options for expanding the company, including the purchase of a vineyard or a winery building. To fully realize its potential, Sandlands should focus on restructuring distribution, enhancing brand equity, and providing an unforgettable customer experience.

Case Study — Khan Academy

Khan Academy is a leading global nonprofit educational organization that offers personalized, online learning resources in over 40 subjects, including tutorials, practice problems, standardized test prep tools, and life planning tools. Founded by Sal Khan with the goal of addressing the flaws of the traditional education model and creating systemic change in education, Khan Academy aims to provide a free, world-class education to all, helping students pursue higher education and better employment opportunities, and providing lifelong learning opportunities to adapt to automation and contribute to global change. Despite its rapid growth and impact on millions of users, Khan Academy has faced challenges in securing financial resources, maintaining quality, scaling operations, and recruiting and retaining staff as it strives to achieve its ambitious vision of empowering anyone to reach their potential.

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