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Sanlam and Ubuntu-Botho: A Strategic Partnership Toward Employment Equity in South Africa
內容大綱
Patrice Motsepe, the son of a small business owner, grew up in Apartheid era South Africa. He founded Ubuntu-Botho Investments (UBI) in an attempt to provide historically disadvantaged South Africans with access to the financial sector. In 2003, UBI entered into a partnership with Suid-Afrikaanse Nasionale Lewens Assuransie Maatskappij (Sanlam). Through the diversification of UBI’s and Sanlam’s business models and with a dual focus on economic and social value creation, the inclusion of a large base of black South Africans in the economy was facilitated. Now, in 2018, Motsepe was on the brink of sealing another historic deal with Sanlam. However, how should this second Black Economic Empowerment (BEE) deal be approached by both Motsepe’s UBI and Sanlam, taking into account the extended shared value framework developed for BEE transactions?
學習目標
This case study is intended for use in graduate-level courses on corporate strategy, environment of business, leadership, organizational behaviour, or entrepreneurship. The case is also appropriate for use in customized or short programs, especially when related to employment equity implementation strategy. After working through the case and assignment questions, students will be able to<ul><li>understand the concept of “creating shared value” and identify ways in which shared value is created;</li><li>comprehend the connection between shared value theory and the strategy behind the black economic empowerment (BEE) policy; and</li><li>apply the extended shared value framework developed for BEE transactions proposed in this study to both past and potential empowerment transactions in an innovative way.</li></ul>