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>HEICO Corporation has entered another familiar but strategically meaningful lane in its acquisition playbook with an agreement to acquire 80% of Sherwood Avionics and Accessories, a South Florida-based FAA and EASA Part 145 repair station focused on complex mechanical and electro-mechanical component overhaul for defense and selected commercial aircraft.</li><li>The proposed transaction follows a strong fiscal first quarter in which HEICO reported double-digit revenue, operating income, and net income growth, while reiterating that acquisition activity across both major segments remains unusually active.</li><li>Management also signaled confidence that recently announced deals should be accretive within the year after closing, reinforcing the company’s long-standing emphasis on disciplined, cash-generative bolt-on acquisitions.</li></ul>

HEICO Corporation has entered another familiar but strategically meaningful lane in its acquisition playbook with an agreement to acquire 80% of Sherwood Avionics and Accessories, a South Florida-based FAA and EASA Part 145 repair station focused on complex mechanical and electro-mechanical component overhaul for defense and selected commercial aircraft.The proposed transaction follows a strong fiscal first quarter in which HEICO reported double-digit revenue, operating income, and net income growth, while reiterating that acquisition activity across both major segments remains unusually active.Management also signaled confidence that recently announced deals should be accretive within the year after closing, reinforcing the company’s long-standing emphasis on disciplined, cash-generative bolt-on acquisitions.

HEICO’s Sherwood Buyout Could Supercharge Its Aftermarket Dominance!