Financial Advisory Services from Research Optimus

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Investors and financial service firms increasingly need more effective financial advisory services due to a combination of critical factors such as the complexity of world markets, changing regulatory environments and technological progress. Research Optimus serves as an experienced investment and research partner — helping clients understand both the opportunities and threats in uncertain market environments that can quickly change.

Research Optimus provides financial expertise that is often difficult to find — especially in a global investment climate. We serve clients throughout the world and employ foreign language experts as a strategic method of accessing specialized information that is not always available in English.

Our advisory teams are geared to help with profitable financial decisions and ability to make the right choice in a timely fashion. Financial firms and investors periodically need help in this area, and Research Optimus provides more than a decade of research and data analysis experience and can help financial service firms operating with lean staffing and modest budgets to keep up with bigger and well-financed competitors.

Whether you need industry-specific expertise, due diligence research, accurate business valuations, background information before entering new markets or strategies for keeping costs under control, Research Optimus is a cost-effective solution for professional investment and small business advisory services — with timely and high-quality results.

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Business Financial Advisory Service Expertise

Investors and financial service firms traditionally have a long "to do list" when it comes to making effective investment choices — in the interest of saving time and money, some critical action items are often unavoidably left incomplete. We provide a practical method of "filling the gaps" with our collection of 16 financial advisory services:

Competitor Analysis

Research Optimus can help you focus on the competition by delivering key performance indicators of comparable companies and generating ideas for strategic action to improve your competitive position.
Read more about our Competitor Analysis

Market Assessment

We can perform a SWOT or PEST analysis that will help you succeed in an existing or new market by showcasing the impact of alternative strategic steps.

Multi-Language Research Services

We can locate hard-to-find local and regional information by using research experts skilled in multiple foreign languages.

Project Finance

An increasing number of development projects are funded with specialized financing structures, and we provide advisory services to private and public sector groups for infrastructure, energy, and urban development projects.

IFRS Reporting

International Financial Reporting Standards often guide international financial transactions, and our team includes experts with ASA, CA, CPA and CFA credentials to facilitate meeting complex reporting requirements.

Risk Management

Our research team helps clients manage and control risk via corporate risk analysis and country risk analysis that highlights potential risk exposure so investors can minimize risk while maximizing investment returns.

Restructuring Support

We can define overall turnaround and restructuring plans, provide operational consultation at each stage, advice regarding bankruptcy issues, search for M&A opportunities and new business partners and develop short-term and long-term cash flow projections.

Cross-Sector Expertise

The Research Optimus team includes business and research experts across a wide spectrum of industries, and we build upon a strong combination of practical know-how, technological knowledge and long-term working relationships with senior-level decision makers within corporations and governmental agencies.

Financial Modeling

Research Optimus can provide specialized financial models for diverse situations such as business restructuring, project finance, portfolio analysis, business performance tracking, M&A/LBO transactions and budgetary tools.
Read more about our Financial Modeling

Investment Memorandums

We can assist in building investor awareness and supporting business cases during pitch presentations with our thorough approach to creating an investment memorandum.

Customized Research Services

Even when we produce customized reports, financial models, and presentations, we provide a quick turnaround.

Tax Compliance

We analyze impacts due to relevant U.S. Internal Revenue Service codes such as IRC 409A for valuation, IRC 83b for restricted stock and stock vesting requirements, IRC 1374 for S Corporation election and IRC 382 for carrying forward net operating losses.

Transaction Support

Our support for buy-side firms includes evaluating risk factors and performance drivers for target companies, and transaction support for sell-side firms encompasses due diligence, presentations, information memorandums and pitch books.

Fairness Opinions

We can help reduce conflicts of interest and provide support for objective decision-making with unbiased transaction-based opinions, financial reporting opinions, and tax planning opinions.

Due Diligence

Research Optimus can provide timely due diligence reporting by compiling financial information, organizing and managing data, supporting the negotiating process, assessing tax positions and calculating enterprise value.

GAAP Reporting (U.S.)

We address business actions required due to Generally Accepted Accounting Principles (especially critical for M&A transactions and other corporate initiatives) such as ASC 805 for Purchase Price Allocation, ASC 350 for Goodwill Impairment, ASC 820 for Portfolio Valuation and ASC 718 for Share-Based Payments.

Benefits of Hiring Financial Advisory Services Associate

If you are deciding whether to outsource either one or several financial advisory services, please consider the benefits and advantages when you select Research Optimus as your working partner:

  • Research Optimus is a successful and experienced global financial services adviser — our satisfied clients are scattered across the world and include both Fortune 1000 companies and small businesses.

  • We are an expert team already in place — without hiring any new employees, you will have access to senior corporate finance analysts with CA, CFA, ASA and CPA credentials.

  • We tailor our financial advisory services to the specific needs of each client — we are especially adept at handling difficult and time-sensitive tasks while your internal staff focuses on business development and client retention.

  • Research Optimus is devoted to creating excellence while reducing your costs — this means that clients will receive world-class quality that is based on "best practices" while also improving their financial bottom line.

  • We have the resources to manage multiple projects simultaneously — even when clients ask us to deliver a complex combination of customized reports, primary research, fully developed financial valuations, comprehensive due diligence, risk-return analysis and multi-language data mining, the Research Optimus team delivers with a timely turnaround.

How Can We Help You?

When you outsource financial advisory services to Research Optimus, you can expect multiple benefits — reducing costs as well as improving quality and reducing turnaround times from start to finish.



  • Senior Vice President Automotive & Transportation Industry

    We achieved substantial cost and time savings on several difficult projects. The services provided by Research Optimus was prompt attention to our requests and attention to details were excellent

  • Lynn Kowalczyk

    After carefully reviewing the documents you provided, we are suitably impressed with the meticulous details and extracted data which is truly high-quality

  • Leading STM Publisher

    Even though most of our communication was done via email, it was extremely easy to work with Research Optimus. Superbly quick turnaround time which was quicker than needed. They were there when I needed them!


Note: Research Optimus responds to business enquiries only, and we do not make unsolicited or automated calls. If you receive such calls please submit your complaint to