Research Optimus - Sell Side Research Firm

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Sell-side research services team at Research Optimus support clients such as banks that are under constant pressure to reduce costs while increasing sales of their products and services and maintaining a reputation for high-quality. This is a delicate balance to maintain — especially in an ultra-competitive market environment that also places a premium on speed and accuracy. To help sell-side firms succeed, Research Optimus offers customized sell side research services.

Staying on top of sell side compliance requirements can require entire departments in some companies. As a prudent and cost-effective alternative, ROP helps overcome sell side communication challenges by brokers who find it increasingly difficult to call or email buy side analysts. Research Optimus has the regulatory expertise to provide sell side research while meeting and exceeding compliance regulations in various global markets.

Today's worldwide investment environment means that sell-side firms need cross-border coverage at all times. As international research experts, ROP already has a well-developed network that helps to overcome this very real obstacle. For example, a substantial amount of investment information is published in languages other than English — the Research Optimus sell side research team includes foreign language experts and international economists that are familiar with local dialects and companies.

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Sell Side Research Analyst Expertise

Here are the primary sell side research services offered by ROP:

Company Analysis

ROP uses industry-leading monitoring tools to produce unbiased and accurate sell-side company analyses that include earnings analysis, meeting notes, business strategies and company overviews.

Sector Reports

ROP helps sell-side users keep up-to-date with developments in specific industry sectors. We can include expert interviews, sector valuations and sector trend analysis.

Macroeconomic Reports

ROP publishes sell-side research reports emphasizing macroeconomic elements such as interest rates and employment on a global and regional basis for specific countries.

Information Memorandums

ROP creates sell-side information memorandums that include investment teasers and detailed financial projections.

Regulatory Reports

ROP supports sell-side compliance requirements with updates about accounting laws, reporting standards, trading regulations, ad hoc news, regulatory changes and industry best practices.

Fixed Income Securities Analysis

ROP supports sell-side activities with fixed income securities analysis including credit metric analysis, best corporate and government bond picks, financial models and interest rate news developments.

Structured Products Research

ROP evaluates structured products that provide sell-side investment opportunities. We typically include structured project finance securities and asset-backed securities such as collateralized debt obligations and mortgage-backed securities.

Lead Generation Support

ROP contributes to sell-side marketing and lead generation by creating marketing materials, identifying prospective clients, analyzing customer needs and creating databases.

M&A Support

ROP supports sell-side merger and acquisition activity with merger modeling, document creation, data mining, dataroom organization and due diligence help.

Coverage Reports

Research Optimus prepares sell-side coverage including event-driven reports, quarterly coverage updates, investment thesis analysis and initial coverage modeling.

Thematic Research

Research Optimus develops sell-side research based on analysis of investment themes and macro themes. We summarize results in presentations and white papers.

Pitch Book Creation

Research Optimus customizes sell-side pitch books for specific audiences with supporting graphs and statistics.

Competitor Intelligence

Research Optimus evaluates products and services offered by sell-side competitors. We can include league and benchmarking tables and assess client networks.

Sell Side Equity Rese

Research Optimus compiles sell-side equity research that can be customized for each adviser profile. We include fundamental and technical analysis, best stock picks, equity forecasts and trend analysis.

Commodities and Real Estate Reports

Research Optimus analyzes sell-side perspectives for real estate markets and key commodities such as crude oil, gold, silver and other precious metals.

Client Management Support

Research Optimus can support all aspects of sell-side client support such as client database maintenance, creation of client management strategies and portfolio analysis.

Financial Modeling

Research Optimus prepares financial models needed for sell-side transactions. Options include sensitivity analysis, real estate modeling, WACC calculation, capital structure analysis, valuations and LBO/DCF models.

Copywriting Services

Research Optimus provides sell-side business writing support that can include white papers, sales letters, translations, transcriptions, newsletters, blogs, marketing materials and all other forms of copywriting.

Our Sell Side Research Benefits

When evaluating your outsourcing opportunities for sell side research services, here are seven benefits when you choose ROP as your partner:

  • Research Optimus can provide sell-side clients with timely global analysis of companies and industries that will impress existing and prospective customers.

  • Research Optimus leverages their existing network to enhance customer relationship management and lead generation for sell-side firms.

  • ROP uses their advanced sell-side expertise to produce professional information memorandums and pitch books.

  • Supports due diligence and other specialized M&A requirements for sell-side clients by meeting and exceeding best industry practices.

  • ROP helps sell-side firms stay ahead of their competitors by avoiding compliance delays and penalties.

  • Provides important local and regional sell-side expertise such as translations by foreign language experts.

  • Research Optimus can draw on extensive buy-side experience when working with unique sell side research requirements.

Research Optimus - Expert Help for Sell Side Research Services

ROP has a team of sell side research experts ready to help you today. Research Optimus is a cost-effective global outsourcing partner - we are accustomed to producing high-quality research with fast turnarounds.

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Testimonials

  • 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!

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