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>Avantor, Inc. is entering 2026 in what management describes as a transition period centered on its multiyear “Revival” program, a five-pillar initiative aimed at sharpening go-to-market execution, simplifying processes, optimizing the portfolio, improving operations, and strengthening accountability.</li><li>A fundamental organizational shift has been implemented, separating the company into a product-agnostic distribution and services segment under the relaunched VWR brand and a channel-agnostic Bioscience and Medtech Products segment composed of proprietary manufacturing businesses such as J.T. Baker, Masterflex, NuSil, and specialty chemicals.</li><li>This restructuring is intended to clarify market positioning, better align with customer purchasing behaviors, and reduce internal friction between distribution and manufacturing models.</li></ul>

Avantor, Inc. is entering 2026 in what management describes as a transition period centered on its multiyear “Revival” program, a five-pillar initiative aimed at sharpening go-to-market execution, simplifying processes, optimizing the portfolio, improving operations, and strengthening accountability.A fundamental organizational shift has been implemented, separating the company into a product-agnostic distribution and services segment under the relaunched VWR brand and a channel-agnostic Bioscience and Medtech Products segment composed of proprietary manufacturing businesses such as J.T. Baker, Masterflex, NuSil, and specialty chemicals.This restructuring is intended to clarify market positioning, better align with customer purchasing behaviors, and reduce internal friction between distribution and manufacturing models.

아반토르의 2단계 사업 재편 - 전략적 묘수인가, 아니면 실행상의 위험으로 위장한 것인가?