Investment Banking Support Services from Research Optimus

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Investment bankers must frequently move swiftly in order to land a new client or get a deal done. Among the practical options for "getting the impossible done within the least possible amount of time" is a prudent outsourcing strategy that uses experts such as Research Optimus to provide investment banking support services.

At Research Optimus, we can support you finding new and profitable investment opportunities for your clients. The investment industry is heavily legislated and finding the right kind of talent to deal with investment banking and project financing is a problem. A trusted partner like Research Optimus can help you get through these rigmaroles with ease as we have the people and experience.

For each of these challenges, Research Optimus is one of the most cost-effective solutions for "getting the job done" under time-sensitive, cost-sensitive and quality-sensitive conditions. Whether you need expert help with peer analysis, data management support, project finance, M&A, financial models, sophisticated presentations in several foreign languages, data room management or due diligence reports, our team of experts will never let you down. Specific examples of how we can help are provided in the following section.

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Our Investment Banking Support Service - Ways Research Optimus Can Help

The Research Optimus team stands ready to help you — often literally with only a moment's notice — with these comprehensive support services:

Mergers and Acquisitions

Depending on what you need, Research Optimus can create pitch books, screen and identify buyers, prepare information memorandums and market reports, and conduct confidential business reviews.

Debt Capital Market Research

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

Sales Support

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

Specialized Markets and Sector Reports

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

Investment Banking Market Overview

Research Optimus can assemble peer analyses, benchmarking studies and global overviews of the investment banking market so you can evaluate competitive opportunities (and internal weaknesses) involving banks, boutique firms, and consulting companies.

Presentation Support

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

Financial Modeling

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

Tax Reports

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

Equity Capital Markets

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

Database Support

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

Regular Trading Reports

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

Macroeconomic Reports

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

Restructuring Reports

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

Project Finance

As project finance continues to play a significant role in financing large-scale projects, we can help by identifying potential clients, validating data and financial models, developing credit reports, collecting due diligence information and performing sensitivity analysis.

Regulatory Reports

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

The Research Optimus Benefits for Banking Support

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

  • Research Optimus 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 Research Optimus team has a time-zone edge that can provide overnight results

    Timing is frequently everything in a fast-paced investment banking environment, and we can often deliver what you need overnight at a critical juncture in your current deal. Due to time-zone differences, many special assignments given to our team in the evening can be completed by the next morning.

  • Research Optimus 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 multi-language and multi-cultural expertise of Research Optimus will facilitate your success in an investment world that speaks many different languages.

  • Research Optimus is a data management expert

    Because Research Optimus is a leader in data management, you can reduce employee time spent on database support. Due to the increasing complexity of handling Big Data, this should 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.

  • Research Optimus provides global expertise in business communications

    Investment banking success can frequently hinge on the quality of a presentation or written report. 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, Research Optimus has perfected the art and science of reducing turnaround time, improving quality and decreasing costs for our investment banking clients. We have a diverse team of experts ready to help you do the same.



  • 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