Extensive Research on Industrial Tradeshows for a Leading Investment and Acquisition Firm

The Client – California-based Investment
Advisory Firm

Located in California, the client is a premier investment and acquisition advisory firm. The firm takes charge of the pursuit of new investments, operating within select sectors of industrial manufacturing and services, as well as healthcare, business and financial services, technology, and various other spheres.

Our client plays the role of advisor to several well-capitalized private equity funds and corporations in the United States, and across the glove. Their executive-first model enables them to partner with proven operators that are equipped with outstanding industry experience. Additionally, the firm is known to have many connections that can be leveraged to make lucrative decisions and develop successful business strategies. After making contact with us via our online contact form and discussing the client's needs, it was decided that our company was the best fit for their research requirements.

Requirements for the Research

The client was on the hunt for two full-time analysts who would be able to perform thorough research on trade shows by perusing trade show lists, gathering contact information, cross-checking various databases, and entering the results into a structured database. After an initial trial period, the market analysts at Research Optimus (ROP) performed well, and the project continued with the contract.

Challenges Faced by ROP's
Research Team

Initially, it was challenging to adapt to the client's time zone and work full business hours. Once our analysts were able to adjust to the Pacific Time Zone, we experienced no further challenges.

Our Detailed Research and List
Building Process

Assigning dedicated, full-time resources to any project is not without challenges. However, we implemented our step-wise process, and the client has been happy with our approach thus far:

  • After an initial meeting with the client, we made sure to thoroughly understand what was required of our team.

  • The requirements were communicated to our two analysts, who were ready to tackle their new full-time research tasks.

  • The analysts collected data from various sources and then validated the details from credible sources before updating to the information base. The research was completed according to the client's specifications and added to the database categorically.


The project is currently in progress, and the client has been happy with our work thus far. We will continue to deliver high-quality results until the project has reached completion, and fully expect that the client will be pleased to work with us on future projects.

Flexible hourly pricing methodology for one-time research needs, and dedicated full-time equivalent resource allocation for on-going projects.

Pricing & Engagement

ISO 9001:2008 standard quality assurance and defined quality polices to ensure data collection and presentation accuracy levels are consistent.

Quality Systems

Customer information and project confidentiality secured by Non-disclosure Agreements and project data by workstation security policies.

Project Security


  • 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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