Financial Advisory Services
from Research Optimus

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

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

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.

We help 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.

We can help you compete by delivering key performance indicators of comparable companies and generating ideas for strategic action to improve your competitive position.

At ROP 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.

IFRS often guides international financial transactions, and our team includes experts with ASA, CA, CPA, and CFA credentials to facilitate meeting complex reporting requirements.

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.

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

For development projects funded with specialized financing structures, we provide advisory services to private and public sector groups for infrastructure, energy, and urban development projects.

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.

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.

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

We analyze impacts due to the 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.

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.

ROP 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.