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Treasury and Capital Markets Advisory Services 2025

The Wheatley Housing Group Limited

This public procurement record has 1 release in its history.

Tender

02 Jul 2025 at 14:59

Tender Notice
Summary of the contracting process

The Wheatley Housing Group Limited is inviting tenders for "Treasury and Capital Markets Advisory Services 2025" under the corporate finance and venture capital services industry category. The contract aims to engage experienced advisors to assist with commercial, technical, and investor relations advice in various geographical areas including Edinburgh, Lothian, Livingston, and Whitburn in Scotland. This process is currently in the tender stage with a deadline for electronic submissions set for 1st August 2025 at 12:00 BST. The procurement is being conducted through an open procedure, with a contract value estimated at £130,000, and includes a 2-year term with the possibility of a 24-month extension at the Group’s discretion. Key criteria for evaluation include quality and pricing, with community benefits provisions noted.

This tender offers a lucrative opportunity for businesses specialising in corporate finance, venture capital, and treasury services, particularly those with a strong presence in or understanding of the Scottish market. Companies with robust investor relations capabilities and experience in providing advisory services in the public sector will find this opportunity aligns well with their expertise. Furthermore, businesses that meet the Wheatley Group's financial and insurance requirements, including those able to demonstrate strong credit standing and adequate liability coverage, will be well-positioned to compete in this process. The open procurement method ensures a competitive environment, promising business growth opportunities through access to a major client in the housing and community amenities sector.

How relevant is this notice?

Notice Information

Notice Title

Treasury and Capital Markets Advisory Services 2025

Notice Description

To identify suitably qualified and experienced treasury and capital market advisors to support the Wheatley Group with commercial, technical and investor relations advice alongside our legal and banking partners.

Lot Information

Lot 1

To identify suitably qualified and experienced treasury and capital market advisors to support the Wheatley Group with commercial, technical and investor relations advice alongside our legal and banking partners.

Renewal: Option to extend for a further 2 years at Wheatley's discretion. (2+2 year term)

Notice Details

Publication & Lifecycle

Open Contracting ID
ocds-h6vhtk-0557ae
Publication Source
Find A Tender Service
Latest Notice
https://www.find-tender.service.gov.uk/Notice/036847-2025
Current Stage
Tender
All Stages
Tender

Procurement Classification

Notice Type
Tender Notice
Procurement Type
Standard
Procurement Category
Services
Procurement Method
Open
Procurement Method Details
Open procedure
Tender Suitability
Not specified
Awardee Scale
Not specified

Common Procurement Vocabulary (CPV)

CPV Divisions

66 - Financial and insurance services

CPV Codes

66122000 - Corporate finance and venture capital services

66600000 - Treasury services

Notice Value(s)

Tender Value
£130,000 £100K-£500K
Lots Value
£130,000 £100K-£500K
Awards Value
Not specified
Contracts Value
Not specified

Notice Dates

Publication Date
2 Jul 20251 years ago
Submission Deadline
1 Aug 2025Expired
Future Notice Date
Not specified
Award Date
Not specified
Contract Period
Not specified - Not specified
Recurrence
Not specified

Notice Status

Tender Status
Active
Lots Status
Active
Awards Status
Not Specified
Contracts Status
Not Specified

Buyer & Supplier

Contracting Authority (Buyer)

Main Buyer
The Wheatley Housing Group Limited
Contact Name
Available with D3 Tenders Premium →
Contact Email
Available with D3 Tenders Premium →
Contact Phone
Available with D3 Tenders Premium →

Buyer Location

Locality
GLASGOW
Postcode
G1 1HL
Postcode Area
Glasgow
Country
Scotland
Major Region (ITL 1)
TLM Scotland
Basic Region (ITL 2)
TLM3 West Central Scotland
Small Region (ITL 3)
TLM32 Glasgow City
Delivery Location
TLM Scotland
Local Authority
Glasgow City
Electoral Ward
Anderston/City/Yorkhill
Westminster Constituency
Glasgow East

Further Information

Open Contracting Data Standard (OCDS)

View full OCDS Record for this contracting process

JSON Markdown

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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