---
title: "Financial Advisors for Rail Matters"
ocid: "ocds-h6vhtk-02caea"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02caea"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-02caea.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-02caea.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "MERSEYTRAVEL"
published: "2021-12-16"
---

# Financial Advisors for Rail Matters

Buyer: MERSEYTRAVEL  
Current stage: Award  
OCID: ocds-h6vhtk-02caea

[View canonical contract page](https://d3tenders.com/contract/?ocid=ocds-h6vhtk-02caea)  
[Download OCDS JSON](https://d3tenders.com/contract/ocds-h6vhtk-02caea.json)

## Summary

The Merseytravel has completed the procurement process for the contract titled "Financial Advisors for Rail Matters", which falls under the industry category of financial consultancy services. The procurement method was an open procedure with a total contract value of £750,000. This contract required a single financial services firm to act as Merseytravel's principal external financial advisors in relation to rail matters over a three-year period. The purchasing organisation is located at No.1 Mann Island, Liverpool, UKD7, and the contract was actively awarded on November 2, 2021.

This contract presents considerable opportunities for growth, particularly for established financial consultancy firms that have expertise in rail operations and public transport sectors. Businesses looking to partner with Merseytravel would benefit from a solid track record in providing financial advisory services, as well as experience in working collaboratively with other external consultants. Such firms should be well-equipped to contribute to high-quality and aligned advisory services across various departments within Merseytravel, including legal, finance, and integrated transport teams.

## 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.

### Lot Information

Lot 1

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 | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/031450-2021 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Services |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | Large |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 16 Dec 2021 |
| Submission deadline | 23 Aug 2021 |
| Future notice date | Not specified |
| Award date | 28 Sep 2021 |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £125,098 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £909,648 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | MERSEYTRAVEL |
| Additional buyers | NI PRISON SERVICE |
| Locality | BELFAST |
| Post town | Northern Ireland |
| Postcode | BT3 9ED |
| 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 | TLD7 Merseyside, TLN Northern Ireland |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 2 |
| Supplier names | GRANT THORNTON; THIS INFORMATION HAS BEEN WITHHELD |

## CPV Codes

### Divisions

- 66 - Financial and insurance services
- 80 - Education and training services

### Codes

- 66170000 - Financial consultancy, financial transaction processing and clearing-house services
- 80000000 - Education and training services
- 80510000 - Specialist training services
- 80511000 - Staff training services
- 80570000 - Personal development training services

## Release History

- 16 Dec 2021 at 15:17 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/031450-2021
- 5 Oct 2021 at 16:24 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/024825-2021
- 21 Jul 2021 at 16:05 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/017276-2021

## Notice URLs

- http://www.merseytravel.gov.uk/
- https://etendersni.gov.uk/epps

## 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-h6vhtk-02caea. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-02caea.json.