Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Aon plc has taken another major step in its push into the U.S. middle market, entering a definitive agreement on August 31, 2026, to acquire USI Insurance Services in an all-cash transaction valued at approximately $17 billion, or $16.7 billion after certain tax attributes.</li><li>The transaction, which is expected to close in the fourth quarter of 2026 subject to regulatory approvals and customary conditions, follows Aon’s 2024 acquisition of NFP and would significantly enlarge its presence among midsize U.S. businesses.</li><li>USI brings roughly $3.3 billion of revenue, a large producer network and substantial property-and-casualty premium placement, while also giving Aon deeper exposure to specialty insurance distribution.</li></ul>

Aon plc has taken another major step in its push into the U.S. middle market, entering a definitive agreement on August 31, 2026, to acquire USI Insurance Services in an all-cash transaction valued at approximately $17 billion, or $16.7 billion after certain tax attributes.The transaction, which is expected to close in the fourth quarter of 2026 subject to regulatory approvals and customary conditions, follows Aon’s 2024 acquisition of NFP and would significantly enlarge its presence among midsize U.S. businesses.USI brings roughly $3.3 billion of revenue, a large producer network and substantial property-and-casualty premium placement, while also giving Aon deeper exposure to specialty insurance distribution.

Aon Acquisition Shock: Why The $17 Billion USI Deal Could Reshape Insurance!

<ul><li>Aon plc reported its second quarter and first half of 2026 results reflecting steady execution and delivering financial outcomes aligned with its strategic objectives.</li><li>The company’s integrated approach, branded as Aon United, leverages a combined focus on risk capital, human capital, and operational support through Aon Business Services.</li><li>This organizational design supports client demand amid an evolving risk landscape marked by geopolitical uncertainty, increasing cyber threats, climate-related challenges, and workforce transformations.</li></ul>

Aon plc reported its second quarter and first half of 2026 results reflecting steady execution and delivering financial outcomes aligned with its strategic objectives.The company’s integrated approach, branded as Aon United, leverages a combined focus on risk capital, human capital, and operational support through Aon Business Services.This organizational design supports client demand amid an evolving risk landscape marked by geopolitical uncertainty, increasing cyber threats, climate-related challenges, and workforce transformations.

Aon plc’s $775 Million Capital Return — Aon United Strengthens The Earnings Story!

<ul><li>Aon plc reported first-quarter 2026 results reflecting continued execution of its strategic 3x3 Plan, with a focus on innovation through AI and advanced analytics, client segmentation emphasizing outcomes over transactions, and disciplined capital allocation.</li><li>The company operates in a complex, evolving macro environment characterized by geopolitical volatility, economic pressures, cyber risks, and accelerated technological change, all driving demand for integrated risk and human capital solutions.</li><li>Financially, Aon delivered a 5% organic revenue growth, in line with its mid-single-digit or greater guidance, supported by broad-based growth across its Commercial Risk, Reinsurance, Health, and Wealth segments.</li></ul>

Aon plc reported first-quarter 2026 results reflecting continued execution of its strategic 3x3 Plan, with a focus on innovation through AI and advanced analytics, client segmentation emphasizing outcomes over transactions, and disciplined capital allocation.The company operates in a complex, evolving macro environment characterized by geopolitical volatility, economic pressures, cyber risks, and accelerated technological change, all driving demand for integrated risk and human capital solutions.Financially, Aon delivered a 5% organic revenue growth, in line with its mid-single-digit or greater guidance, supported by broad-based growth across its Commercial Risk, Reinsurance, Health, and Wealth segments.

Aon: Can AI, Broker Copilot, And Advanced Risk Analyzers Reshape Its Growth Engine?

<ul><li>Aon plc's recent financial results highlight both the strengths and challenges faced by the company as it moves towards the completion of its 3x3 strategic plan.</li><li>Throughout 2025, the firm has demonstrated evident growth and made significant strides in strategic initiatives.</li><li>It reported 6% organic revenue growth for the second consecutive year, with total revenue increasing by 9% year-over-year to $17 billion.</li></ul>

Aon plc's recent financial results highlight both the strengths and challenges faced by the company as it moves towards the completion of its 3x3 strategic plan.Throughout 2025, the firm has demonstrated evident growth and made significant strides in strategic initiatives.It reported 6% organic revenue growth for the second consecutive year, with total revenue increasing by 9% year-over-year to $17 billion.

Aon: How Is Talent Becoming a Competitive Weapon in High-Growth Sectors?

<ul><li>Aon plc's recent earnings call for the third quarter of 2025 presents a mixed picture, characterized by both strong financial performance and certain areas that might require attention.</li><li>On one hand, the company has demonstrated strong organic revenue growth, a robust operating margin, and increased earnings per share.</li><li>On the other hand, challenges such as pricing pressures and a competitive talent landscape require ongoing strategic focus.</li></ul>

Aon plc's recent earnings call for the third quarter of 2025 presents a mixed picture, characterized by both strong financial performance and certain areas that might require attention.On one hand, the company has demonstrated strong organic revenue growth, a robust operating margin, and increased earnings per share.On the other hand, challenges such as pricing pressures and a competitive talent landscape require ongoing strategic focus.

Aon plc: The Reinsurance Expansion Playbook as Global Risk Complexity Reshapes Pricing & Coverage Demand!

United States

Aon PLC is a professional services provider. The Company is comprised of risk and insurance brokerage consulting. Aon's services include helping manage risk for clients, negotiating and placing insurance risk with other carriers, and advising clients related to health and benefits, retirement, compensation, strategic human capital, and human resource outsourcing.

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Aon (AON US)

Aon Acquisition Shock: Why The $17 Billion USI Deal Could Reshape Insurance!

Aon plc has taken another major step in its push into the U.S. middle market, entering a definitive agreement on August 31, 2026, to acquire USI...

Baptista Research

Aon plc’s $775 Million Capital Return — Aon United Strengthens The Earnings Story!

Aon plc reported its second quarter and first half of 2026 results reflecting steady execution and delivering financial outcomes aligned with its...

Baptista Research

Aon: Can AI, Broker Copilot, And Advanced Risk Analyzers Reshape Its Growth Engine?

Aon plc reported first-quarter 2026 results reflecting continued execution of its strategic 3x3 Plan, with a focus on innovation through AI and...

Baptista Research

Aon: How Is Talent Becoming a Competitive Weapon in High-Growth Sectors?

Aon plc's recent financial results highlight both the strengths and challenges faced by the company as it moves towards the completion of its 3x3...

Baptista Research

Aon plc: The Reinsurance Expansion Playbook as Global Risk Complexity Reshapes Pricing & Coverage Demand!

Aon plc's recent earnings call for the third quarter of 2025 presents a mixed picture, characterized by both strong financial performance and...

Baptista Research

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