Planning

Corporate finance services three

CROWN COMMERCIAL SERVICE

This public procurement record has 2 releases in its history.

Planning

10 Aug 2023 at 12:06

Planning

10 Aug 2023 at 12:05

Summary of the contracting process

The Crown Commercial Service is planning a tender for Corporate finance services three. This tender is in the industry category of Mergers and acquisition services and additional classifications include Brokerage and related securities and commodities services, and Financial consultancy. It has a total value of 20,000,000 GBP and will be procured through an open procedure. The contract period is from June 1, 2024, to May 31, 2028. The procurement is initiated by HM Treasury and aims to provide corporate finance services for Central Government Departments and other UK Public Sector Bodies.

This tender presents opportunities for small and medium enterprises (SMEs) and Voluntary, Community, and Social Enterprises (VCSEs) to offer their expertise in corporate finance advisory and transaction services. Businesses providing general corporate finance advice, M&A services, equity capital markets transactions, and debt capital markets transactions are well-suited to compete. The communication regarding this tender indicates a future notice date of May 1, 2024, allowing interested parties to prepare for the procurement process in advance.

Find more tenders on our Open Data Platform.
How relevant is this notice?

D3 Tenders Premium

Win More Public Sector Contracts

AI-powered tender discovery, pipeline management, and market intelligence — everything you need to grow your public sector business.

Notice Title

Corporate finance services three

Notice Description

HM Treasury (HMT) as the Authority intends to put in place a Pan Government Collaborative Agreement for the provision of corporate finance services to be utilised by Central Government Departments and all other UK Public Sector Bodies, including Local Authorities, Health, Police, Fire and Rescue, Education and Devolved Administrations. The commercial solution at this stage will consist of 3 lots General corporate finance advice, separate to any transaction execution Advice on and execution of specific corporate transactions (typically referred to as mergers and acquisitions, or M&A) Advice on and execution of specific equity or equity related capital markets transactions (typically referred to as equity capital markets, or ECM) Advice on and execution of specific debt capital markets transactions (typically referred to as debt capital markets, or DCM)

Publication & Lifecycle

Open Contracting ID
ocds-b5fd17-c134e6a2-95f2-4ff2-a5f0-3df6459ef458
Publication Source
Contracts Finder
Latest Notice
https://www.contractsfinder.service.gov.uk/Notice/96628bd4-e94d-41ae-a77d-81c4f1db69bc
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
Planned Procurement Notice
Procurement Type
Standard
Procurement Category
Not specified
Procurement Method
Open
Procurement Method Details
Open procedure (above threshold)
Tender Suitability
SME, VCSE
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66121000 - Mergers and acquisition services

66130000 - Brokerage and related securities and commodities services

66170000 - Financial consultancy, financial transaction processing and clearing-house services

Notice Value(s)

Tender Value
£20,000,000 £10M-£100M
Lots Value
Not specified
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
10 Aug 20232 years ago
Submission Deadline
Not specified
Future Notice Date
1 May 2024Expired
Award Date
Not specified
Contract Period
31 May 2024 - 31 May 2028 4-5 years
Recurrence
Not specified

Notice Status

Tender Status
Planned
Lots Status
Not Specified
Awards Status
Not Specified
Contracts Status
Not Specified

Contracting Authority (Buyer)

Main Buyer
CROWN COMMERCIAL SERVICE
Contact Name
The minister for the cabinet office acting through Crown Commercial Services (CCS)
Contact Email
supplier@crowncommercial.gov.uk
Contact Phone
+44 3450103503

Buyer Location

Locality
LIVERPOOL
Postcode
L3 9PP
Post Town
Liverpool
Country
England

Major Region (ITL 1)
TLD North West (England)
Basic Region (ITL 2)
TLD7 Merseyside
Small Region (ITL 3)
TLD72 Liverpool
Delivery Location
Not specified

Local Authority
Liverpool
Electoral Ward
City Centre North
Westminster Constituency
Liverpool Riverside

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

Download

The Open Contracting Data Standard (OCDS) is a framework designed to increase transparency and access to public procurement data in the public sector. It is widely used by governments and organisations worldwide to report on procurement processes and contracts.

{
    "tag": [
        "compiled"
    ],
    "id": "ocds-b5fd17-c134e6a2-95f2-4ff2-a5f0-3df6459ef458-2023-08-10T13:06:22+01:00",
    "date": "2023-08-10T13:06:22+01:00",
    "ocid": "ocds-b5fd17-c134e6a2-95f2-4ff2-a5f0-3df6459ef458",
    "language": "en",
    "initiationType": "tender",
    "planning": {
        "budget": {
            "budgetBreakdown": [
                {
                    "id": "1",
                    "period": {
                        "startDate": "2024-04-01T00:00:00+01:00",
                        "endDate": "2025-03-31T23:59:59+01:00"
                    },
                    "description": "2024/2025",
                    "amount": {
                        "amount": 5000000,
                        "currency": "GBP"
                    }
                },
                {
                    "id": "2",
                    "period": {
                        "startDate": "2025-04-01T00:00:00+01:00",
                        "endDate": "2026-03-31T23:59:59+01:00"
                    },
                    "description": "2025/2026",
                    "amount": {
                        "amount": 5000000,
                        "currency": "GBP"
                    }
                },
                {
                    "id": "3",
                    "period": {
                        "startDate": "2026-04-01T00:00:00+01:00",
                        "endDate": "2027-03-31T23:59:59+01:00"
                    },
                    "description": "2026/2027",
                    "amount": {
                        "amount": 5000000,
                        "currency": "GBP"
                    }
                },
                {
                    "id": "4",
                    "period": {
                        "startDate": "2027-04-01T00:00:00+01:00",
                        "endDate": "2028-03-31T23:59:59+01:00"
                    },
                    "description": "2027/2028",
                    "amount": {
                        "amount": 5000000,
                        "currency": "GBP"
                    }
                }
            ]
        },
        "documents": [
            {
                "id": "1",
                "documentType": "plannedProcurementNotice",
                "description": "Future opportunity notice on Contracts Finder",
                "url": "https://www.contractsfinder.service.gov.uk/Notice/96628bd4-e94d-41ae-a77d-81c4f1db69bc",
                "datePublished": "2023-08-10T13:05:12+01:00",
                "format": "text/html",
                "language": "en",
                "dateModified": "2023-08-10T13:06:22+01:00"
            },
            {
                "id": "2",
                "documentType": "plannedProcurementNotice",
                "url": "https://www.find-tender.service.gov.uk/Notice/023323-2023"
            }
        ]
    },
    "tender": {
        "id": "(CFS3)",
        "title": "Corporate finance services three",
        "description": "HM Treasury (HMT) as the Authority intends to put in place a Pan Government Collaborative Agreement for the provision of corporate finance services to be utilised by Central Government Departments and all other UK Public Sector Bodies, including Local Authorities, Health, Police, Fire and Rescue, Education and Devolved Administrations. The commercial solution at this stage will consist of 3 lots General corporate finance advice, separate to any transaction execution Advice on and execution of specific corporate transactions (typically referred to as mergers and acquisitions, or M&A) Advice on and execution of specific equity or equity related capital markets transactions (typically referred to as equity capital markets, or ECM) Advice on and execution of specific debt capital markets transactions (typically referred to as debt capital markets, or DCM)",
        "status": "planned",
        "classification": {
            "scheme": "CPV",
            "id": "66121000",
            "description": "Mergers and acquisition services"
        },
        "additionalClassifications": [
            {
                "scheme": "CPV",
                "id": "66130000",
                "description": "Brokerage and related securities and commodities services"
            },
            {
                "scheme": "CPV",
                "id": "66170000",
                "description": "Financial consultancy, financial transaction processing and clearing-house services"
            }
        ],
        "items": [
            {
                "id": "1",
                "deliveryAddresses": [
                    {
                        "countryName": "United Kingdom"
                    },
                    {
                        "countryName": "United Kingdom"
                    }
                ]
            }
        ],
        "value": {
            "amount": 20000000,
            "currency": "GBP"
        },
        "procurementMethod": "open",
        "procurementMethodDetails": "Open procedure (above threshold)",
        "communication": {
            "futureNoticeDate": "2024-05-01T23:59:59+01:00"
        },
        "contractPeriod": {
            "startDate": "2024-06-01T00:00:00+01:00",
            "endDate": "2028-05-31T23:59:59+01:00"
        },
        "suitability": {
            "sme": true,
            "vcse": true
        }
    },
    "parties": [
        {
            "id": "GB-SRS-supplierregistration.cabinetoffice.gov.uk/6sQD8uds",
            "name": "Crown Commercial Service",
            "identifier": {
                "legalName": "Crown Commercial Service",
                "scheme": "GB-SRS",
                "id": "supplierregistration.cabinetoffice.gov.uk/6sQD8uds"
            },
            "address": {
                "streetAddress": "9th Floor, The Capital, Old Hall Street",
                "locality": "Liverpool",
                "postalCode": "L3 9PP",
                "countryName": "United Kingdom"
            },
            "contactPoint": {
                "name": "The minister for the cabinet office acting through Crown Commercial Services (CCS)",
                "email": "supplier@crowncommercial.gov.uk",
                "telephone": "+44 3450103503"
            },
            "details": {
                "url": "https://www.gov.uk/government/organisations/CCS"
            },
            "roles": [
                "buyer"
            ]
        }
    ],
    "buyer": {
        "id": "GB-SRS-supplierregistration.cabinetoffice.gov.uk/6sQD8uds",
        "name": "Crown Commercial Service"
    }
}