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>Kraft Heinz’s decision to split into two independent companies by 2026 marks a dramatic unraveling of the 2015 megamerger orchestrated by Warren Buffett’s Berkshire Hathaway and 3G Capital.</li><li>Once heralded as a union of food titans to unlock economies of scale, the split reflects a strategic pivot to specialization over breadth.</li><li>The new structure will separate the $15 billion global “Taste Elevation” unit—home to iconic brands like Heinz ketchup and Kraft Mac & Cheese—from the $10 billion North American grocery staples business that includes Oscar Mayer, Lunchables, and Kraft Singles.</li></ul>

Kraft Heinz’s decision to split into two independent companies by 2026 marks a dramatic unraveling of the 2015 megamerger orchestrated by Warren Buffett’s Berkshire Hathaway and 3G Capital.Once heralded as a union of food titans to unlock economies of scale, the split reflects a strategic pivot to specialization over breadth.The new structure will separate the $15 billion global “Taste Elevation” unit—home to iconic brands like Heinz ketchup and Kraft Mac & Cheese—from the $10 billion North American grocery staples business that includes Oscar Mayer, Lunchables, and Kraft Singles.

Kraft Heinz’s Big Breakup: A $25 Billion Shake-Up That May Not Please Warren Buffett!

Kraft Heinz Co

Kraft Heinz’s Big Breakup: A $25 Billion Shake-Up That May Not Please Warren Buffett!