Planning

Corporate finance services three (CFS3)

THE MINISTER FOR THE CABINET OFFICE ACTING THROUGH CROWN COMMERCIAL SERVICE

This public procurement record has 1 release in its history.

Planning

10 Aug 2023 at 08:59

Summary of the contracting process

The Crown Commercial Service, acting through The Minister for the Cabinet Office, is planning a tender for corporate finance services known as CFS3. The tender is for the provision of corporate finance services across Central Government Departments and UK Public Sector Bodies. The contract will include three lots covering advisory services, mergers and acquisitions, and equity and debt execution services. The estimated future notice date for the tender is 1st May 2024.

This procurement process presents an opportunity for financial service providers interested in working with public sector organisations in the UK. Businesses in the financial consultancy, brokerage, and security brokerage services sectors would be well-suited to compete for the different lots offered in this tender. The implementation of the Cyber Essentials scheme is mandatory for bidders to demonstrate basic protection from cyber threats in handling sensitive information for this procurement.

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Notice Title

Corporate finance services three (CFS3)

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)

Lot Information

Corporate Finance Advisory Services

The lot is to provide advisory services related to the corporate finance requirements of public sector organisations.

Mergers and Acquisition Services

To provide public sector customers including HM Treasury an efficient and agile route to market for the delivery of transactional corporate finance services. Services will include the buying and selling of financial instruments on behalf on the public sector.

Equity and Debt Execution Services

Advice on and execution of specific capital-markets transactions (typically referred to as equity capital markets ECM) and/or debt capital markets (DCM).

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-03ee7f
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/023323-2023
Current Stage
Planning
All Stages
Planning

Procurement Classification

Notice Type
Planning Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Not Specified
Procurement Method Details
Not specified
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services


CPV Codes

66121000 - Mergers and acquisition services

66122000 - Corporate finance and venture capital services

66130000 - Brokerage and related securities and commodities services

66131000 - Security brokerage services

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

66171000 - Financial consultancy services

66172000 - 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
30 Apr 2024Expired
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

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

Contracting Authority (Buyer)

Main Buyer
THE MINISTER FOR THE CABINET OFFICE ACTING THROUGH CROWN COMMERCIAL SERVICE
Contact Name
Not specified
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

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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.

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