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

Baptista Research

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.

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>Bed Bath & Beyond has added another piece to its fast-changing “Everything Home” strategy by acquiring TwoPonds, the parent of SFV-LLGC, in an all-stock merger announced through a July 1, 2026 SEC filing.</li><li>The transaction, signed and effective on June 30, 2026, involves the issuance of 7.2 million common shares to the sellers, alongside a 12-month lock-up and registration rights agreement covering 3.75 million shares held by the Mitchell Rosen Revocable Trust and Sharon Rosen Revocable Trust.</li><li>The deal follows a broader strategic reset under CEO Marcus Lemonis, who has been repositioning Bed Bath & Beyond around three pillars: omnichannel retail, products and financial services, and home services.</li></ul>

Bed Bath & Beyond has added another piece to its fast-changing “Everything Home” strategy by acquiring TwoPonds, the parent of SFV-LLGC, in an all-stock merger announced through a July 1, 2026 SEC filing.The transaction, signed and effective on June 30, 2026, involves the issuance of 7.2 million common shares to the sellers, alongside a 12-month lock-up and registration rights agreement covering 3.75 million shares held by the Mitchell Rosen Revocable Trust and Sharon Rosen Revocable Trust.The deal follows a broader strategic reset under CEO Marcus Lemonis, who has been repositioning Bed Bath & Beyond around three pillars: omnichannel retail, products and financial services, and home services.

Bed Bath & Beyond Acquisition Spree Adds Another Piece To Its Home Services Puzzle!