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>CCC Intelligent Solutions has emerged as a potential takeover target, with private equity firm GTCR and activist investor Elliott Investment Management reportedly in advanced discussions to acquire the Chicago-based insurance software provider.</li><li>The October 9 reports sent CCC shares surging approximately 13% in after-hours trading, following a 6.9% gain during the regular session.</li><li>A transaction could reportedly be announced as early as the following week, although no definitive agreement has been reached.</li></ul>

CCC Intelligent Solutions has emerged as a potential takeover target, with private equity firm GTCR and activist investor Elliott Investment Management reportedly in advanced discussions to acquire the Chicago-based insurance software provider.The October 9 reports sent CCC shares surging approximately 13% in after-hours trading, following a 6.9% gain during the regular session.A transaction could reportedly be announced as early as the following week, although no definitive agreement has been reached.

CCC's Takeover Battle: Is a Bidding War Coming?

<ul><li>CCC Intelligent Solutions Holdings Inc. jumped 8% after reports that vehicle-auction and salvage giant Copart is in talks to acquire the insurance technology provider, while Copart shares edged 0.3% lower.</li><li>The reported pursuit is becoming more intriguing because Copart is not alone: private equity firms GTCR and Veritas Capital are also reportedly competing for the business, while activist investor Elliott Investment Management has accumulated a large stake.</li><li>CCC had already hired Morgan Stanley to oversee a potential sale process after approaching prospective buyers, although deliberations remain ongoing and there is no assurance that any transaction will materialize.</li></ul>

CCC Intelligent Solutions Holdings Inc. jumped 8% after reports that vehicle-auction and salvage giant Copart is in talks to acquire the insurance technology provider, while Copart shares edged 0.3% lower.The reported pursuit is becoming more intriguing because Copart is not alone: private equity firms GTCR and Veritas Capital are also reportedly competing for the business, while activist investor Elliott Investment Management has accumulated a large stake.CCC had already hired Morgan Stanley to oversee a potential sale process after approaching prospective buyers, although deliberations remain ongoing and there is no assurance that any transaction will materialize.

CCC Intelligent Soars 8% On Takeover Buzz — Why Copart, PE Giants & Elliott Are Circling!

Smartkarma AI Primers, Smartkarma

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Research Reinvented

<ul>
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Acquired Entity with Enduring Market Leadership: <a href="https://smartkarma.com/entities/calgon-carbon-corp">Calgon Carbon</a> stands as a global leader in activated carbon and purification solutions. It was acquired by Japan-based Kuraray Co., Ltd. in March 2018 for an enterprise value exceeding $1.3 billion and now operates as a wholly-owned subsidiary.</li>
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Indispensable Products Driven by Regulation: The company's core business is fundamentally driven by increasing global demand for clean air and water, underpinned by tightening environmental regulations, such as those concerning PFAS contaminants and mercury removal. This provides a durable, non-discretionary demand base for its purification products and services.</li>
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Strategic Asset for Parent Company: Within Kuraray's portfolio, <a href="https://smartkarma.com/entities/calgon-carbon-corp">Calgon Carbon</a> is a core component of its Functional Materials division, spearheading expansion in the 'water and environment' sector. Kuraray continues to invest in <a href="https://smartkarma.com/entities/calgon-carbon-corp">Calgon Carbon</a>'s domestic U.S. manufacturing and reactivation capacity to meet growing demand and enhance supply chain resilience.</li>
</ul>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.


  
Acquired Entity with Enduring Market Leadership: Calgon Carbon stands as a global leader in activated carbon and purification solutions. It was acquired by Japan-based Kuraray Co., Ltd. in March 2018 for an enterprise value exceeding $1.3 billion and now operates as a wholly-owned subsidiary.
  
Indispensable Products Driven by Regulation: The company's core business is fundamentally driven by increasing global demand for clean air and water, underpinned by tightening environmental regulations, such as those concerning PFAS contaminants and mercury removal. This provides a durable, non-discretionary demand base for its purification products and services.
  
Strategic Asset for Parent Company: Within Kuraray's portfolio, Calgon Carbon is a core component of its Functional Materials division, spearheading expansion in the 'water and environment' sector. Kuraray continues to invest in Calgon Carbon's domestic U.S. manufacturing and reactivation capacity to meet growing demand and enhance supply chain resilience.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

Primer: Calgon Carbon (CCC US) - Aug 2026

<ul><li>CCC Intelligent Solutions Holdings has suddenly become one of Wall Street’s most closely watched takeover stories.</li><li>The stock surged after Reuters reported that the insurance-software provider had hired Morgan Stanley to explore a potential sale and had approached prospective buyers, including private equity firms.</li><li>The intrigue deepened when Bloomberg subsequently reported that Elliott Investment Management had already accumulated a large stake before CCC appointed its adviser.</li></ul>

CCC Intelligent Solutions Holdings has suddenly become one of Wall Street’s most closely watched takeover stories.The stock surged after Reuters reported that the insurance-software provider had hired Morgan Stanley to explore a potential sale and had approached prospective buyers, including private equity firms.The intrigue deepened when Bloomberg subsequently reported that Elliott Investment Management had already accumulated a large stake before CCC appointed its adviser.

CCC Shares Exploded: Did Elliott See The Deal Coming?

<ul><li>CCC Intelligent Solutions reported a strong start to its fiscal year 2026, with first quarter revenues increasing by 12% year-over-year to $281 million, surpassing the high end of guidance.</li><li>The company’s adjusted EBITDA rose 20% to $120 million, with an expanded margin of 43%, up approximately 300 basis points year-over-year.</li><li>Revenue growth was entirely organic, driven 9% by expansion within the existing client base and 3% from new customers.</li></ul>

CCC Intelligent Solutions reported a strong start to its fiscal year 2026, with first quarter revenues increasing by 12% year-over-year to $281 million, surpassing the high end of guidance.The company’s adjusted EBITDA rose 20% to $120 million, with an expanded margin of 43%, up approximately 300 basis points year-over-year.Revenue growth was entirely organic, driven 9% by expansion within the existing client base and 3% from new customers.

United States

Calgon Carbon Corporation manufactures and markets products and services employed for separation, concentration, and purification of liquids and gases. The Company serves customers around the world in a variety of areas, including drinking water and wastewater treatment, environmental remediation, industrial process applications, chemical manufacturing, refining, and air purification.

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Calgon Carbon (CCC US)

CCC's Takeover Battle: Is a Bidding War Coming?

CCC Intelligent Solutions has emerged as a potential takeover target, with private equity firm GTCR and activist investor Elliott Investment...

Baptista Research

CCC Intelligent Soars 8% On Takeover Buzz — Why Copart, PE Giants & Elliott Are Circling!

CCC Intelligent Solutions Holdings Inc. jumped 8% after reports that vehicle-auction and salvage giant Copart is in talks to acquire the insurance...

Baptista Research

Primer: Calgon Carbon (CCC US) - Aug 2026

Acquired Entity with Enduring Market Leadership: Calgon Carbon stands as a global leader in activated carbon and purification solutions. It was...

αSK Primers

CCC Shares Exploded: Did Elliott See The Deal Coming?

CCC Intelligent Solutions Holdings has suddenly become one of Wall Street’s most closely watched takeover stories. The stock surged after Reuters...

Baptista Research

CCC Intelligent Solutions Holdings: AI

CCC Intelligent Solutions reported a strong start to its fiscal year 2026, with first quarter revenues increasing by 12% year-over-year to $281...

Baptista Research

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