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Southwick Social Ventures

McGee, Henry W.; Martin, Mel; Klopfenstein, Amy

Product #:323011
Supplier:Harvard Business School
Discipline:Sustainability
Setting:Massachusetts;United States, 2021
Details:Case (PDF) • 15 pages • 2022-08-24

Subjects:

EntrepreneurshipSocial entrepreneurshipInvestment managementFinance and investingLeadership and managing peopleManagement

Industries:

Goods, trade, and consumer services

Geography:

MassachusettsUnited StatesNorth America
Your Price:$12.40

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In 2021, the HBS Impact Investment Fund student team had found a promising impact investment in the co-operative trouser manufacturer, Southwick Social Ventures. Their 100% immigrant workforce sought to pave the road to transforming Lawrence, Massachusetts, a city that was once a manufacturing hub that had recently seen less economic investment than other U.S. cities. The student team was then charged with recommending a set of terms to their investment committee. They needed to determine how exactly to strike the right balance between providing an acceptable return to the fund while providing founder-friendly terms to Southwick Social Ventures.

Learning Objectives

To challenge students to develop specific economic terms of an impact investment deal, emphasizing the balance between ensuring financial returns and the success of the borrower.
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Case Study: Southwick Social Ventures (English version) | Ivey Publishing