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>ON Semiconductor has moved from AI data-center supplier to potential Physical AI platform builder after agreeing to acquire Synaptics (NASDAQ:SYNA) in an all-stock transaction with an enterprise value of about $7 billion.</li><li>The proposed terms call for 1.350 ON shares for each Synaptics share, implying roughly a 19% premium to the two companies’ 10-day volume-weighted average prices, while Synaptics shareholders would own about 12% of the pro forma company.</li><li>ON shares fell after hours after the announcement, reflecting investor debate over timing, integration risk, and the choice of stock financing.</li></ul>

ON Semiconductor has moved from AI data-center supplier to potential Physical AI platform builder after agreeing to acquire Synaptics (NASDAQ:SYNA) in an all-stock transaction with an enterprise value of about $7 billion.The proposed terms call for 1.350 ON shares for each Synaptics share, implying roughly a 19% premium to the two companies’ 10-day volume-weighted average prices, while Synaptics shareholders would own about 12% of the pro forma company.ON shares fell after hours after the announcement, reflecting investor debate over timing, integration risk, and the choice of stock financing.

ON Semiconductor’s Synaptics Deal Could Redefine Physical AI!

On Semiconductor

ON Semiconductor’s Synaptics Deal Could Redefine Physical AI!