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

Arthur J Gallagher & Co / Equity Bottom-Up

<ul><li>Arthur J.</li><li>Gallagher has continued to reinforce the twin pillars that management has repeatedly highlighted in recent quarters: steady organic growth and a high-volume acquisition strategy designed to add niche expertise, local relationships, and long-duration revenue streams.</li><li>The latest development is the company’s acquisition of Bridge Insurance Brokers, a U.K.-based commercial insurance broker focused on real estate, construction, corporate, and private client insurance, primarily for domestic U.K. customers with a smaller international footprint.</li></ul>

Arthur J.Gallagher has continued to reinforce the twin pillars that management has repeatedly highlighted in recent quarters: steady organic growth and a high-volume acquisition strategy designed to add niche expertise, local relationships, and long-duration revenue streams.The latest development is the company’s acquisition of Bridge Insurance Brokers, a U.K.-based commercial insurance broker focused on real estate, construction, corporate, and private client insurance, primarily for domestic U.K. customers with a smaller international footprint.

Arthur J. Gallagher Acquisition Signals Bigger UK Expansion Plans Ahead!

<ul><li>Arthur J.</li><li>Gallagher & Co. has added another piece to its global brokerage expansion strategy with the March 30, 2026 announcement that it is acquiring Brisbane-based International Insurance Brokers Pty Ltd, an Australian retail brokerage with a niche focus on property coverage for non-profit organizations.</li><li>The deal comes at a time when Gallagher is already operating from a position of scale and confidence after reporting a strong fourth quarter, reaffirming roughly 5.5% brokerage organic growth expectations for 2026, highlighting a deep M&A pipeline, and signaling continued integration progress with AssuredPartners.</li></ul>

Arthur J.Gallagher & Co. has added another piece to its global brokerage expansion strategy with the March 30, 2026 announcement that it is acquiring Brisbane-based International Insurance Brokers Pty Ltd, an Australian retail brokerage with a niche focus on property coverage for non-profit organizations.The deal comes at a time when Gallagher is already operating from a position of scale and confidence after reporting a strong fourth quarter, reaffirming roughly 5.5% brokerage organic growth expectations for 2026, highlighting a deep M&A pipeline, and signaling continued integration progress with AssuredPartners.

Arthur J Gallagher Takeover Strategy Gains Momentum With Australia Deal!

<ul><li>Arthur J.</li><li>Gallagher & Co. has continued to lean into its long-standing two-pronged growth strategy—organic expansion and disciplined mergers and acquisitions—with the recent announcement of its acquisition of Pennsylvania-based B&W Insurance Agency.</li><li>While the transaction terms were not disclosed, the deal aligns squarely with management’s stated objective of scaling through targeted tuck-ins that deepen local presence, enhance vertical capabilities, and strengthen client relationships.</li></ul>

Arthur J.Gallagher & Co. has continued to lean into its long-standing two-pronged growth strategy—organic expansion and disciplined mergers and acquisitions—with the recent announcement of its acquisition of Pennsylvania-based B&W Insurance Agency.While the transaction terms were not disclosed, the deal aligns squarely with management’s stated objective of scaling through targeted tuck-ins that deepen local presence, enhance vertical capabilities, and strengthen client relationships.

Arthur J. Gallagher’s Latest Acquisition Move Could Quietly Supercharge Its Growth Engine!

<ul><li>Arthur J.</li><li>Gallagher & Co. is back in the M&A spotlight following the announcement that its risk management subsidiary, Gallagher Bassett, has acquired Bremen-based Reck & Co., a specialist in global transport and marine claims.</li><li>While financial terms of the transaction remain undisclosed, this deal marks yet another step in AJG’s aggressive international expansion strategy.</li></ul>

Arthur J.Gallagher & Co. is back in the M&A spotlight following the announcement that its risk management subsidiary, Gallagher Bassett, has acquired Bremen-based Reck & Co., a specialist in global transport and marine claims.While financial terms of the transaction remain undisclosed, this deal marks yet another step in AJG’s aggressive international expansion strategy.

Arthur J. Gallagher’s Europe Expansion Play: What The Reck & Co. Acquisition Brings To The Table!

<ul><li>Arthur J.</li><li>Gallagher & Co. reported a quarter that combined solid underlying growth with a material step-up from acquisitions, while also exposing some timing and mix items that can create volatility in quarterly comparisons.</li><li>Total revenue increased 20% driven by both organic activity and merger integration, with organic growth of 4.8%.</li></ul>

Arthur J.Gallagher & Co. reported a quarter that combined solid underlying growth with a material step-up from acquisitions, while also exposing some timing and mix items that can create volatility in quarterly comparisons.Total revenue increased 20% driven by both organic activity and merger integration, with organic growth of 4.8%.

Arthur J. Gallagher & Co.: Inside the AssuredPartners Synergy Playbook & the $160M-$280M Margin Upside!

United States

Arthur J. Gallagher & Co. and its subsidiaries provide insurance brokerage, risk management, employee benefit, and other related services to clients in the United States and abroad. The Company's principal activity is the negotiation and placement of insurance for its clients. Gallagher also specializes in furnishing risk management services.

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Arthur J Gallagher & Co (AJG US)

Arthur J. Gallagher Acquisition Signals Bigger UK Expansion Plans Ahead!

Arthur J. Gallagher has continued to reinforce the twin pillars that management has repeatedly highlighted in recent quarters: steady organic...

Baptista Research

Arthur J Gallagher Takeover Strategy Gains Momentum With Australia Deal!

Arthur J. Gallagher & Co. has added another piece to its global brokerage expansion strategy with the March 30, 2026 announcement that it is...

Baptista Research

Arthur J. Gallagher’s Latest Acquisition Move Could Quietly Supercharge Its Growth Engine!

Arthur J. Gallagher & Co. has continued to lean into its long-standing two-pronged growth strategy—organic expansion and disciplined mergers...

Baptista Research

Arthur J. Gallagher’s Europe Expansion Play: What The Reck & Co. Acquisition Brings To The Table!

Arthur J. Gallagher & Co. is back in the M&A spotlight following the announcement that its risk management subsidiary, Gallagher Bassett,...

Baptista Research

Arthur J. Gallagher & Co.: Inside the AssuredPartners Synergy Playbook & the $160M-$280M Margin Upside!

Arthur J. Gallagher & Co. reported a quarter that combined solid underlying growth with a material step-up from acquisitions, while also...

Baptista Research

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