Independent research on the U.S. markets, Baptista Research

Baptista Research

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>In a move that could significantly impact the solar power industry, TPG Rise Climate, the climate-focused investment arm of buyout firm TPG, is reportedly in advanced talks to acquire Altus Power (AMPS).</li><li>Altus Power, a leader in commercial-scale solar solutions, has made substantial strides in delivering clean energy to commercial property owners and residential customers across the U.S. With over 1 gigawatt of operating solar assets, the company has become a cornerstone in the renewable energy sector, leveraging its robust portfolio to generate consistent revenue and optimize asset performance.</li><li>This potential acquisition comes at a pivotal moment as TPG looks to expand its climate-focused investments and capitalize on the growing demand for clean energy solutions.</li></ul>

In a move that could significantly impact the solar power industry, TPG Rise Climate, the climate-focused investment arm of buyout firm TPG, is reportedly in advanced talks to acquire Altus Power (AMPS).Altus Power, a leader in commercial-scale solar solutions, has made substantial strides in delivering clean energy to commercial property owners and residential customers across the U.S. With over 1 gigawatt of operating solar assets, the company has become a cornerstone in the renewable energy sector, leveraging its robust portfolio to generate consistent revenue and optimize asset performance.This potential acquisition comes at a pivotal moment as TPG looks to expand its climate-focused investments and capitalize on the growing demand for clean energy solutions.

Is Altus Power the Next Big Bet in Renewable Energy? TPG Thinks So!

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

Thematic (Sector/Industry)

<ul><li>The WTR Sustainable Index was down 4.5% W/W versus the S&amp;P 500 Index (down 2.1%), the cex (down 4.0%) and the Nasdaq Index (up 5.7%).</li><li>Energy Technology (13.5% of the index) was down 1.6%, while Industrial Climate and Ag Technology (48.3% of the index) was down 3.8%, ClimateTech Mining was down 3.4%, and Advanced Transportation Solutions (20.6% of index) was down 5.5%.</li><li>Top 10 Performers: GRB, BE, WKHS, MULN, LILM, HLGN, FGPHF, <span style="font-size: var(--content-font-size);">AMPS, NEOV, NOVA</span></li></ul>

The WTR Sustainable Index was down 4.5% W/W versus the S&amp;P 500 Index (down 2.1%), the cex (down 4.0%) and the Nasdaq Index (up 5.7%).Energy Technology (13.5% of the index) was down 1.6%, while Industrial Climate and Ag Technology (48.3% of the index) was down 3.8%, ClimateTech Mining was down 3.4%, and Advanced Transportation Solutions (20.6% of index) was down 5.5%.Top 10 Performers: GRB, BE, WKHS, MULN, LILM, HLGN, FGPHF, AMPS, NEOV, NOVA

Sustainable Investing Surveyor Focus on REX American Resources Corp. (REX)

Independent Research, SPACs, SPAC Track

SPAC Track

Independent Research, SPACs

Equity Capital Markets

Fast Acquisition Corp / Equity Capital Markets

<ul><li>FAST Acquisition Corp. (FST) is postponing its merger vote that was set for 12/14 to a future date that has not been set</li><li>CBRE Acquisition Holdings, Inc. (CBAH) completes its merger with Altus Power.</li><li>Dragoneer Growth Opportunities Corp. II (Formerly DGNS) completed its merger with Cvent</li></ul>

FAST Acquisition Corp. (FST) is postponing its merger vote that was set for 12/14 to a future date that has not been setCBRE Acquisition Holdings, Inc. (CBAH) completes its merger with Altus Power.Dragoneer Growth Opportunities Corp. II (Formerly DGNS) completed its merger with Cvent

United States

Altus Power, Inc. operates as a renewable energy company. The Company solar energy for enterprises, communities, and vehicles. Altus Power serves customers in the United States.

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Altus Power (AMPS US)

Is Altus Power the Next Big Bet in Renewable Energy? TPG Thinks So!

In a move that could significantly impact the solar power industry, TPG Rise Climate, the climate-focused investment arm of buyout firm TPG, is...

Baptista Research

Sustainable Investing Surveyor Focus on REX American Resources Corp. (REX)

The WTR Sustainable Index was down 4.5% W/W versus the S&P 500 Index (down 2.1%), the Russell 2000 Index (down 4.0%) and the Nasdaq Index (up 5.7%).

Water Tower Research

SPAC IPO Level: World War Z

With the 7 SPACs that hit the market today and another 5 priced, the pre-holiday rush is certainly in full swing. FAST Acquisition Corp. (FST) is...

SPAC Track

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