---
title: "Financial Advisors for Rail Matters"
ocid: "ocds-b5fd17-b786b572-6c48-4208-99ae-c913bcd35ae5"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-b5fd17-b786b572-6c48-4208-99ae-c913bcd35ae5"
markdown_url: "https://d3tenders.com/contract/ocds-b5fd17-b786b572-6c48-4208-99ae-c913bcd35ae5.md"
json_url: "https://d3tenders.com/contract/ocds-b5fd17-b786b572-6c48-4208-99ae-c913bcd35ae5.json"
source: "Contracts Finder"
current_stage: "Award"
buyer: "MERSEYTRAVEL"
published: "2021-12-16"
---

# Financial Advisors for Rail Matters

Buyer: MERSEYTRAVEL  
Current stage: Award  
OCID: ocds-b5fd17-b786b572-6c48-4208-99ae-c913bcd35ae5

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-b5fd17-b786b572-6c48-4208-99ae-c913bcd35ae5)  
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## Summary

The procurement process involves Merseytravel, based in Liverpool, which is seeking to appoint a single financial services firm as its principal external financial advisor for rail matters. This contract, titled "Financial Advisors for Rail Matters," falls under the industry category of financial consultancy services and has a total value of £750,000. The procurement method employed is an open procedure, with the tender period having officially concluded on 1st September 2021. The contract is set to commence on 3rd November 2021 and will run for three years until 3rd November 2024.

This tender presents significant opportunities for financial consultancy firms, particularly those with expertise in rail operations and a capability to collaborate effectively with various teams within Merseytravel and its external partners. Businesses that can deliver specialized financial advice, as well as upskill internal teams in relevant areas, would be particularly well-suited to compete for this contract. The focus on creating cohesive working relationships positions candidates who excel in teamwork and client interaction at a competitive advantage.

## Notice

Merseytravel wishes to appoint a single Financial Services firm to act as its principal external financial advisors in relation to rail matters for a period of 3 years. The appointed financial advisors, together with externally appointed commercial,legal and technical advisors as appropriate, will advise a variety of staff within Merseytravel and LCRCA including: * Directors * Integrated Transport and Rail Teams * Rolling Stock Team * OLR Team * Legal Team * Finance Team It will be vital to form coherent and cohesive working teams and ensure that advice and workstreams are aligned throughout the organisation. Given the technical and specialist nature of rail operations, the appointed financial advisors may be required to advise in conjunction with other external consultants including commercial, legal and technical advisors. In delivering the services financial advisors will also be required to work closely with members of Merseytravel's internal finance team and where possible help to upskill them in relevant areas and disciplines.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Contracts Finder |
| Latest notice | https://www.contractsfinder.service.gov.uk/Notice/2379ee49-158e-408d-a6cd-23675e7b3c1f |
| Notice type | Award Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | SME |
| Awardee scale | Large |
| All stages | Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 16 Dec 2021 |
| Submission deadline | 1 Sep 2021 |
| Future notice date | Not specified |
| Award date | 2 Nov 2021 |
| Contract period | 15 Nov 2021 - 14 Nov 2024 |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £750,000 |
| Lots value | Not specified |
| Awards value | £750,000 |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Not specified |
| Awards status | Active |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | MERSEYTRAVEL |
| Locality | LIVERPOOL |
| Post town | Liverpool |
| Postcode | L3 1BP |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD7 Merseyside |
| ITL 3 | TLD72 Liverpool |
| Local authority | Liverpool |
| Electoral ward | Waterfront South |
| Westminster constituency | Liverpool Riverside |
| Delivery location | TLC North East (England), TLD North West (England), TLF East Midlands (England), TLG West Midlands (England), TLH East (England), TLJ South East (England), TLK South West (England) |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | GRANT THORNTON |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### Codes

- 66171000 - Financial consultancy services

## Release History

- 16 Dec 2021 at 16:58 - Award - Award Notice - https://www.contractsfinder.service.gov.uk/Notice/2379ee49-158e-408d-a6cd-23675e7b3c1f

## Documents

- https://www.contractsfinder.service.gov.uk/Notice/2379ee49-158e-408d-a6cd-23675e7b3c1f
  16th December 2021 - Awarded contract notice on Contracts Finder
- https://procontract.due-north.com/Advert?advertId=3eabf535-40f1-eb11-810d-005056b64545
  Advert

## Notice URLs

- http://www.merseytravel.gov.uk/

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-b5fd17-b786b572-6c48-4208-99ae-c913bcd35ae5. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-b5fd17-b786b572-6c48-4208-99ae-c913bcd35ae5.json.