Investment Banking Support
Services from Research Optimus

Research Optimus (ROP) is a leading outsourcing partner for investment banking support services. We help investment bankers and research agencies get through the rigmaroles of the investment industry with ease as we have the experts and experience.

We offer cost-effective solutions for "getting the job done" under budget-sensitive conditions. This is why several MNCs, SMEs, startups, and Fortune 5,000 companies have chosen us as their offshore research partner.

Our team of experts offers white-label investment banking support services from Bangalore, India, ensuring that our clients can benefit from round-the-clock service by outsourcing to us.

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Our Investment Banking Support Service
β€” Ways Research Optimus Can Help

The ROP team stands ready to help you β€” often literally with only a moment's notice β€” with these comprehensive support services:

  • Mergers and Acquisitions

    ROP can create pitch books, screen and identify buyers, prepare information memorandums and market reports, and conduct confidential business reviews.

  • Sales Support

    ROP can help your sales team by identifying potential buyers, maintaining and updating sales databases, and preparing targeted sales presentations.

  • Investment Banking Market Overview

    ROP can assemble peer analyses, benchmarking studies, and global overviews of the investment banking market so you can evaluate competitive opportunities and internal weaknesses.

  • Financial Modeling

    ROP can lend advanced support whether you need IPO modeling, merger models, WACC calculations, LBO and DCF modeling, or asset valuation.

  • Equity Capital Markets

    Our team compiles benchmarking studies, calculates WACC, analyzes the capital structure, develops IPO models, identifies multiple companies for valuation, and completes the pre-IPO analysis.

  • Regular Trading Reports

    Our team can provide profit-loss analyses, trading reviews, event-based newsletters, and market updates according to client-defined frequencies.

  • Restructuring Reports

    Our team of experts develops pertinent fact sheets, legal information, and cost analyses by collecting data and conducting research.

  • Regulatory Reports

    We can help ensure that you don't overlook how new regulations might impact a deal with policy commentaries and impact/scenario analysis.

  • Debt Capital Markets

    ROP can provide liquidity and debt/leverage analysis, prepare bond market updates, evaluate credit ratings and analyze precedent transactions.

  • Specialized Markets and Sector Reports

    ROP can compile detailed reports about specialized products and sectors such as forex markets, commodities, ETFs, and asset-backed securities.

  • Presentation Support

    ROP can ensure that your business presentations for both internal and external audiences are effective by adjusting to different cultural settings and foreign languages.

  • Tax Reports

    ROP can address tax changes and impacts in different tax jurisdictions throughout the world to ensure tax compliance and cost-effectiveness in all markets.

  • Database Support

    We can cover all the data management functions, including library services, database conversions, the establishment of due diligence data rooms, and the preparation of league tables.

  • Macroeconomic Reports

    We publish macroeconomic analysis covering liquidity, interest rates, regional and national economic growth, and relevant central banking activity.

  • Project Finance

    We can help by identifying potential clients, validating data and financial models, developing credit reports, collecting due diligence information, and performing sensitivity analysis.


Benefits of Outsourcing to Research Optimus

Here are some of the most important benefits of working with ROP as your investment banking support services partner:

ROP can help with all major investment banking functions

Instead of working with several support service providers, you can reduce administrative time and costs by choosing one team of experts to help you with tasks assigned to multiple investment banking divisions such as sales, trading, project and asset finance, DCM, M&A, and ECM.

The ROP team has a time-zone edge that can provide overnight results

Due to time-zone differences, many special assignments given to our team in the evening can be completed by the next morning.

ROP can truly support investment banking on a worldwide basis

Whether you want macroeconomic reports, market updates, tax guidance, third-party validation, or customized investment banking market reviews, the multilingual and multi-cultural expertise of ROP will facilitate your success in an investment world that speaks many different languages.

ROP is a data management expert

Because ROP is a leader in data management, you can reduce employee time spent on database support. and save hundreds (or possibly thousands) of internal labor hours that would otherwise be devoted to data maintenance and report creation for your investment banking team.

ROP provides global expertise in business communications

Our team provides specialized pitch books, white papers, information memorandums, and presentations that will enable you to stand out among the competition.

A Winning Combination of Experience
and Results in a Specialized Field

With more than a decade of specialized experience, ROP has perfected the art and science of reducing turnaround time, improving quality, and decreasing costs for our investment banking clients. Contact us today to know more.


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