Business Services

A strong team delivering results for business through deep industry experience and an integrated, collaborative approach.

Services For Institutions

Enabling success for our clients is at the center of everything we do. Whether our clients are seeking capital, strategic advice, trade execution, investment ideas, or other institutional services, the Optimal Result team of professionals brings an intense focus and commitment to excellence to every assignment. The lifeblood of our business is the relationships our associates create with their clients and with each other.

Our Focus Areas

Investment Banking

Optimal Result facilitate investment banking with a broad set of capabilities complete with an experienced team with deep industry experience. We serve as strategic advisor to entrepreneurs, family-owned businesses, private equity groups, also a variety of corporations located in key cities globally.

Our investment banking professionals stand ready to provide the insight and expertise you require. Our integrated approach allows us to deliver the full capabilities of our institutional capital markets platform and retail brokerage network, which are highly regarded in the financial industry.

Capital Markets

Delivering best-in-class services to help institutions succeed.

Our fixed income capital markets provides a global platform to meet the wide-ranging investment and debt capital building needs of depository institutions, financial companies, hedge funds, income funds, insurance companies, money managers, state and local governments, and other institutions in North America, Europe and Asia.

Our customer-driven philosophy shapes a suite of products and services geared to help these institutions generate revenue, preserve wealth, and ultimately grow their businesses. In a time of shifting boundaries, our fixed income capital markets continues to expand its brand of institutional financial services around the world.

Equity Sales & Trading

An experienced team of salespeople and traders working with our analysts to provide timely information to clients worldwide.

The institutional equity sales and trading group is responsible for delivering Optimal Result’s cutting edge research, banking, corporate access, and other products to clients worldwide. Through our team of experienced professionals, we cover all major markets. We place particular emphasis on differentiated, research-driven products, and pride ourselves on offering exceptional service with unparalleled value.

Public Finance

With capabilities across many sectors and offices across the country, we’ve got you covered.

Our public finance professionals specialize in raising capital to build and maintain essential infrastructure in the communities they serve. From some of the nation’s largest states, cities, and counties to rural school districts and small towns and nearly everything in between, our municipal banking and underwriting groups work with issuers to develop and implement financing strategies that allow them to operate and optimize the important work they do.




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