---
title: "Corporate finance services three (CFS3)"
ocid: "ocds-h6vhtk-03ee7f"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-03ee7f"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-03ee7f.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-03ee7f.json"
source: "Find A Tender Service"
current_stage: "Planning"
buyer: "THE MINISTER FOR THE CABINET OFFICE ACTING THROUGH CROWN COMMERCIAL SERVICE"
published: "2023-08-10"
---

# Corporate finance services three (CFS3)

Buyer: THE MINISTER FOR THE CABINET OFFICE ACTING THROUGH CROWN COMMERCIAL SERVICE  
Current stage: Planning  
OCID: ocds-h6vhtk-03ee7f

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## Summary

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.

## Notice

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).

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/023323-2023 |
| 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 |
| All stages | Planning |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 10 Aug 2023 |
| Submission deadline | Not specified |
| Future notice date | 30 Apr 2024 |
| Award date | Not specified |
| Contract period | Not specified |
| Recurrence | Not specified |

## Values

| Field | Value |
| --- | --- |
| Tender value | £20,000,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | Not specified |

## Status

| Field | Value |
| --- | --- |
| Tender status | Planned |
| Lots status | Planned |
| Awards status | Not specified |
| Contracts status | Not specified |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | THE MINISTER FOR THE CABINET OFFICE ACTING THROUGH CROWN COMMERCIAL SERVICE |
| Locality | LIVERPOOL |
| Post town | Liverpool |
| Postcode | L3 9PP |
| Country | England |
| ITL 1 | TLD North West (England) |
| ITL 2 | TLD7 Merseyside |
| ITL 3 | TLD72 Liverpool |
| Local authority | Liverpool |
| Electoral ward | City Centre North |
| Westminster constituency | Liverpool Riverside |
| Delivery location | Not specified |

## CPV Codes

### Divisions

- 66 - Financial and insurance services

### 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

## Release History

- 10 Aug 2023 at 08:59 - Planning - Planning Notice - https://www.find-tender.service.gov.uk/Notice/023323-2023

## Notice URLs

- https://crowncommercialservice.bravosolution.co.uk
- https://www.gov.uk/ccs

## 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-03ee7f. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-03ee7f.json.