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>Blackbaud, during its Third Quarter 2024 Earnings, provided an update on their financial status and strategic plans, reflecting both opportunities and challenges in their operations.</li><li>The company, a leader in providing software solutions for social impact, reported a mixed financial performance with a key highlight being the need to lower their annual revenue guidance primarily due to underperformance in their EVERFI segment.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Blackbaud, during its Third Quarter 2024 Earnings, provided an update on their financial status and strategic plans, reflecting both opportunities and challenges in their operations.The company, a leader in providing software solutions for social impact, reported a mixed financial performance with a key highlight being the need to lower their annual revenue guidance primarily due to underperformance in their EVERFI segment.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Blackbaud Inc.:  The Challenges of Market Adaptation & Innovation & Other Risks Driving Our Lack Of Optimism! - Major Drivers

<ul><li>Blackbaud, Inc. reported a strong second quarter in 2024, showing significant improvement in various financial metrics and advancing its strategic initiatives.</li><li>The company, a leading provider of software to power social impact, has focused on product innovation tailored for non-profit organizations while implementing crucial revenue initiatives and maintaining careful attention to cost management and cash flow enhancement.</li><li>Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.</li></ul>

Blackbaud, Inc. reported a strong second quarter in 2024, showing significant improvement in various financial metrics and advancing its strategic initiatives.The company, a leading provider of software to power social impact, has focused on product innovation tailored for non-profit organizations while implementing crucial revenue initiatives and maintaining careful attention to cost management and cash flow enhancement.Baptista Research looks to evaluate the different factors that could influence the company's price in the near future and attempts to carry out an independent valuation of the company using a Discounted Cash Flow (DCF) methodology.

Blackbaud Inc.: Is The Recent Underperformance Here To Stay? - Major Drivers

<ul><li>Blackbaud's latest earnings results reflected a company strongly progressing towards its financial and operational objectives, manifesting robust financial metrics across various aspects of its business.</li><li>This update serves to delineate the company's current stance, portraying both its achievements and areas where challenges persist.</li><li>Starting on a positive note, Blackbaud has demonstrated marked proficiency in implementing its 5-point operating plan, which has yielded substantial returns.</li></ul>

Blackbaud's latest earnings results reflected a company strongly progressing towards its financial and operational objectives, manifesting robust financial metrics across various aspects of its business.This update serves to delineate the company's current stance, portraying both its achievements and areas where challenges persist.Starting on a positive note, Blackbaud has demonstrated marked proficiency in implementing its 5-point operating plan, which has yielded substantial returns.

Blackbaud Inc.: Expansion of Technological Innovation and AI Integration! - Major Drivers

External reports (aggregated public sources), Value Investors Club

Value Investors Club

External reports (aggregated public sources)

<ul><li>Blackbaud, Inc. provides software solutions to nonprofits and educational institutions with over 40,000 customers</li><li>Private equity sees Blackbaud as an appealing target due to its market-leading position, subscription products, and cash generation</li><li>Clearlake Capital has proposed taking Blackbaud private for $71 per share, offering potential for a 25% premium and 17% IRR over 5 years</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Blackbaud, Inc. provides software solutions to nonprofits and educational institutions with over 40,000 customersPrivate equity sees Blackbaud as an appealing target due to its market-leading position, subscription products, and cash generationClearlake Capital has proposed taking Blackbaud private for $71 per share, offering potential for a 25% premium and 17% IRR over 5 yearsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Blackbaud Inc (BLKB) - Thursday, Mar 7, 2024

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>At the 3rd March Scheme Meeting, just 55.5% of <a href="https://www.smartkarma.com/entities/pushpay-holdings-ltd" target="_blank" data-smartkarma-citation="entities:13737:1" rel="noopener">Pushpay Holdings (PPH NZ)</a> shareholders voted for BGH/Sixth Street's NZ$1.34/share Offer. At first glance, that was that.</li>
<li>But uniquely in the M&amp;A world, BGH/Sixth Street returned on the 16 March with a NZ$1.42/share Offer, a bump of 6%, around the mid-point of the independent expert's valuation range.</li>
<li>The revised Scheme Booklet is now out with a new vote to take place on the 27 April.  Key shareholders and the IE are supportive. Implementation is estimated late-May.</li>
</ul>


At the 3rd March Scheme Meeting, just 55.5% of Pushpay Holdings (PPH NZ) shareholders voted for BGH/Sixth Street's NZ$1.34/share Offer. At first glance, that was that.
But uniquely in the M&amp;A world, BGH/Sixth Street returned on the 16 March with a NZ$1.42/share Offer, a bump of 6%, around the mid-point of the independent expert's valuation range.
The revised Scheme Booklet is now out with a new vote to take place on the 27 April.  Key shareholders and the IE are supportive. Implementation is estimated late-May.


Pushpay: Shareholder To Vote (Again) On 27 April

United States

Blackbaud, Inc. provides software and related services designed specifically for non-profit organizations. The Company's products and services enable non-profit organizations to increase donations, reduce fundraising costs, improve communication with constituents, manage their finances, and optimize internal operations.

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Blackbaud Inc (BLKB US)

Blackbaud Inc.: The Challenges of Market Adaptation & Innovation & Other Risks Driving Our Lack Of Optimism! - Major Drivers

Blackbaud, during its Third Quarter 2024 Earnings, provided an update on their financial status and strategic plans, reflecting both opportunities...

Baptista Research

Blackbaud Inc.: Is The Recent Underperformance Here To Stay? - Major Drivers

Blackbaud, Inc. reported a strong second quarter in 2024, showing significant improvement in various financial metrics and advancing its strategic...

Baptista Research

Blackbaud Inc.: Expansion of Technological Innovation and AI Integration! - Major Drivers

Blackbaud's latest earnings results reflected a company strongly progressing towards its financial and operational objectives, manifesting robust...

Baptista Research

Blackbaud Inc (BLKB) - Thursday, Mar 7, 2024

Clearlake Capital has proposed taking Blackbaud private for $71 per share, offering potential for a 25% premium and 17% IRR over 5 years

Value Investors Club

Pushpay: Shareholder To Vote (Again) On 27 April

This revised Scheme is done. Currently super tight at a 0.7%/4.8% gross/annualised spread assuming payment late May. If in, stay in. Otherwise,...

David Blennerhassett

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