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>Borr Drilling has moved to deepen its position in the jack-up market through a newly announced transaction tied to five premium rigs currently located in Mexico, with the assets set to be acquired from Fontis Finance Ltd. through BC Ventures Limited, a newly established 50/50 joint venture between Borr subsidiaries and a long-term local partner.</li><li>The deal values the five-rig package at $287 million and is expected to close in the third quarter of 2026, subject to customary approvals.</li><li>The structure includes $237 million of non-recourse seller financing and $25 million of equity from each partner, limiting the immediate cash burden while expanding Borr’s exposure to a market management has recently described in more constructive terms.</li></ul>

Borr Drilling has moved to deepen its position in the jack-up market through a newly announced transaction tied to five premium rigs currently located in Mexico, with the assets set to be acquired from Fontis Finance Ltd. through BC Ventures Limited, a newly established 50/50 joint venture between Borr subsidiaries and a long-term local partner.The deal values the five-rig package at $287 million and is expected to close in the third quarter of 2026, subject to customary approvals.The structure includes $237 million of non-recourse seller financing and $25 million of equity from each partner, limiting the immediate cash burden while expanding Borr’s exposure to a market management has recently described in more constructive terms.

Borr Drillingの買収：2億8700万ドルのこの買収が、同社の未来を大きく変える可能性を秘めている！