Financial consultancy services

Contract Value:: -
Notice Type:: Contract award notice

Published Date:: 16 October 2018
Closing Date:

Location(s):: IE061 Dublin (IE IRELAND)

Description:

The Department of Finance has issued this Invitation to Tender (“ITT”) for the provision of:

(i) capital markets, strategic, M and A and restructuring advice;

(ii) general financial advice; and

(iii) capital markets distribution services to the Department of Finance.

The Department may require advice in connection with the state’s various investments in the banking sector, interests in the financial services industry in general, and in the carrying out of the Department of Finance’s functions.

It is anticipated that a large part of the scope of services in each Lot will relate to the Minister’s shareholdings in AIB, Bank of Ireland and Permanent TSB. The Department may also on occasion require financial advice in other areas within its remit.

Capital Markets, Strategic, M and A and Restructuring Advice

General Financial Advice

General Financial Advice:

Lot 2 is divided into 7 sub-lots and tenderers should indicate which sub-lots they wish to be considered for. Tenderers must also confirm that they have sufficient relevant experience to have their proposal considered and specifically at least 2 relevant engagements for each sub-lot within the last 3 years. Note tenderers will not be disadvantaged by applying for a single lot or limited number of lots. The number of lots applied for is not an evaluation criteria.

2.1) Provision of Accounting and Tax Advice

2.2) Provision of Strategic Advice

2.3) Provision of Valuation Advice

2.4) Provision of Restructuring Advice

2.5) Provision of Remuneration Advice

2.6) Provision of Governance and Risk Advice

2.7) Provision

Capital Markets Distribution Services

Capital markets distribution services.

Awarded to:: Capital Markets, Strategic, M and A and Restructuring Advice; Bank of America Merrill Lynch, London (UK); Bank of America Merrill Lynch, London (UK); Capital Markets Distribution Services; Bank of America Merrill Lynch, London (UK); Bank of America Merrill Lynch, London (UK); Bank of America Merrill Lynch, London (UK); Bank of America Merrill Lynch, London (UK); Bank of America Merrill Lynch, London (UK); Bank of America Merrill Lynch, London (UK); Bank of America Merrill Lynch, London (UK); Bank of America Merrill Lynch, London (UK); Bank of America Merrill Lynch, London (UK); Bank of America Merrill Lynch, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; Bank of America Merrill Lynch, London (UK); Capital Markets Distribution Services; Bank of America Merrill Lynch, London (UK); Bank of America Merrill Lynch, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; Bank of America Merrill Lynch, London (UK); Capital Markets, Strategic, M&A and Restructuring Advice; Bank of America Merrill Lynch, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; Bank of America Merrill Lynch, London (UK); Bank of America Merrill Lynch, London (UK); Bank of America Merrill Lynch, London (UK); Bank of America Merrill Lynch, London (UK); General Financial Advice; BlackRock Investment Management (UK) Ltd, London (UK); BlackRock Investment Management (UK) Ltd, London (UK); BlackRock Investment Management (UK) Ltd, London (UK); BlackRock Investment Management (UK) Ltd, London (UK); BlackRock Investment Management (UK) Ltd, London (UK); BlackRock Investment Management (UK) Ltd, London (UK); BlackRock Investment Management (UK) Ltd, London (UK); BlackRock Investment Management (UK) Ltd, London (UK); BlackRock Investment Management (UK) Ltd, London (UK); BlackRock Investment Management (UK) Ltd, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; BNP Paribas SA, Paris (FR); BNP Paribas SA, Paris (FR); Capital Markets Distribution Services; BNP Paribas SA, Paris (FR); BNP Paribas SA, Paris (FR); BNP Paribas SA, Paris (FR); BNP Paribas SA, Paris (FR); BNP Paribas SA, Paris (FR); BNP Paribas SA, Paris (FR); BNP Paribas SA, Paris (FR); BNP Paribas SA, Paris (FR); BNP Paribas SA, Paris (FR); BNP Paribas SA, Paris (FR); Capital Markets, Strategic, M and A and Restructuring Advice; BNP Paribas SA, Paris (FR); Capital Markets Distribution Services; BNP Paribas SA, Paris (FR); BNP Paribas SA, Paris (FR); Capital Markets, Strategic, M and A and Restructuring Advice; BNP Paribas SA, Paris (FR); Capital Markets, Strategic, M&A and Restructuring Advice; BNP Paribas SA, Paris (FR); Capital Markets, Strategic, M and A and Restructuring Advice; BNP Paribas SA, Paris (FR); BNP Paribas SA, Paris (FR); BNP Paribas SA, Paris (FR); BNP Paribas SA, Paris (FR); Citi, Dublin (IE); Citi, Dublin (IE); Capital Markets Distribution Services; Citi, Dublin (IE); Citi, Dublin (IE); Citi, Dublin (IE); Citi, Dublin (IE); Citi, Dublin (IE); Citi, Dublin (IE); Citi, Dublin (IE); Citi, Dublin (IE); Citi, Dublin (IE); Citi, Dublin (IE); Capital Markets, Strategic, M and A and Restructuring Advice; Citi, Dublin (IE); Capital Markets Distribution Services; Citi, Dublin (IE); Citi, Dublin (IE); Capital Markets, Strategic, M and A and Restructuring Advice; Citi, Dublin (IE); Capital Markets, Strategic, M&A and Restructuring Advice; Citi, Dublin (IE); Capital Markets, Strategic, M and A and Restructuring Advice; Citi, Dublin (IE); Citi, Dublin (IE); Citi, Dublin (IE); Citi, Dublin (IE); Credit Suisse Securities (Europe) Ltd, London (UK); Credit Suisse Securities (Europe) Ltd, London (UK); Capital Markets Distribution Services; Credit Suisse Securities (Europe) Ltd, London (UK); Credit Suisse Securities (Europe) Ltd, London (UK); Credit Suisse Securities (Europe) Ltd, London (UK); Credit Suisse Securities (Europe) Ltd, London (UK); Credit Suisse Securities (Europe) Ltd, London (UK); Credit Suisse Securities (Europe) Ltd, London (UK); Credit Suisse Securities (Europe) Ltd, London (UK); Credit Suisse Securities (Europe) Ltd, London (UK); Credit Suisse Securities (Europe) Ltd, London (UK); Credit Suisse Securities (Europe) Ltd, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; Credit Suisse Securities (Europe) Ltd, London (UK); Capital Markets Distribution Services; Credit Suisse Securities (Europe) Ltd, London (UK); Credit Suisse Securities (Europe) Ltd, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; Credit Suisse Securities (Europe) Ltd, London (UK); Capital Markets, Strategic, M&A and Restructuring Advice; Credit Suisse Securities (Europe) Ltd, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; Credit Suisse Securities (Europe) Ltd, London (UK); Credit Suisse Securities (Europe) Ltd, London (UK); Credit Suisse Securities (Europe) Ltd, London (UK); Credit Suisse Securities (Europe) Ltd, London (UK); Capital Markets Distribution Services; Davy Corporate Finance, Dublin (IE); Davy Corporate Finance, Dublin (IE); Davy Corporate Finance, Dublin (IE); Davy Corporate Finance, Dublin (IE); Davy Corporate Finance, Dublin (IE); Davy Corporate Finance, Dublin (IE); Davy Corporate Finance, Dublin (IE); Davy Corporate Finance, Dublin (IE); Davy Corporate Finance, Dublin (IE); Davy Corporate Finance, Dublin (IE); Davy Corporate Finance, Dublin (IE); Davy Corporate Finance, Dublin (IE); Capital Markets, Strategic, M and A and Restructuring Advice; Deutsche Bank AG, London Branch, London (UK); Deutsche Bank AG, London Branch, London (UK); Capital Markets Distribution Services; Deutsche Bank AG, London Branch, London (UK); Deutsche Bank AG, London Branch, London (UK); Deutsche Bank AG, London Branch, London (UK); Deutsche Bank AG, London Branch, London (UK); Deutsche Bank AG, London Branch, London (UK); Deutsche Bank AG, London Branch, London (UK); Deutsche Bank AG, London Branch, London (UK); Deutsche Bank AG, London Branch, London (UK); Deutsche Bank AG, London Branch, London (UK); Deutsche Bank AG, London Branch, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; Deutsche Bank AG, London Branch, London (UK); Capital Markets Distribution Services; Deutsche Bank AG, London Branch, London (UK); Deutsche Bank AG, London Branch, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; Deutsche Bank AG, London Branch, London (UK); Capital Markets, Strategic, M&A and Restructuring Advice; Deutsche Bank AG, London Branch, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; Deutsche Bank AG, London Branch, London (UK); Deutsche Bank AG, London Branch, London (UK); Deutsche Bank AG, London Branch, London (UK); Deutsche Bank AG, London Branch, London (UK); General Financial Advice; EisnerAmperMKO Ltd, Sandyford (IE); EisnerAmperMKO Ltd, Sandyford (IE); EisnerAmperMKO Ltd, Sandyford (IE); EisnerAmperMKO Ltd, Sandyford (IE); EisnerAmperMKO Ltd, Sandyford (IE); EisnerAmperMKO Ltd, Sandyford (IE); EisnerAmperMKO Ltd, Sandyford (IE); EisnerAmperMKO Ltd, Sandyford (IE); EisnerAmperMKO Ltd, Sandyford (IE); EisnerAmperMKO Ltd, Sandyford (IE); Ernst and Young, Dublin (IE); Ernst and Young, Dublin (IE); Ernst and Young, Dublin (IE); Ernst and Young, Dublin (IE); Ernst and Young, Dublin (IE); Ernst and Young, Dublin (IE); Ernst and Young, Dublin (IE); Ernst and Young, Dublin (IE); Ernst and Young, Dublin (IE); Ernst and Young, Dublin (IE); Capital Markets, Strategic, M and A and Restructuring Advice; Goldman Sachs, Dublin (IE); General Financial Advice; Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Capital Markets, Strategic, M and A and Restructuring Advice; Goldman Sachs, Dublin (IE); Capital Markets Distribution Services; Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Capital Markets, Strategic, M and A and Restructuring Advice; Goldman Sachs, Dublin (IE); Capital Markets Distribution Services; Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Capital Markets, Strategic, M and A and Restructuring Advice; Goldman Sachs, Dublin (IE); Capital Markets, Strategic, M&A and Restructuring Advice; Goldman Sachs, Dublin (IE); Capital Markets, Strategic, M and A and Restructuring Advice; Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Goldman Sachs, Dublin (IE); Capital Markets Distribution Services; Goodbody Stockbrokers, Dublin 4 (IE); Goodbody Stockbrokers, Dublin 4 (IE); Goodbody Stockbrokers, Dublin 4 (IE); Goodbody Stockbrokers, Dublin 4 (IE); Goodbody Stockbrokers, Dublin 4 (IE); Goodbody Stockbrokers, Dublin 4 (IE); Goodbody Stockbrokers, Dublin 4 (IE); Goodbody Stockbrokers, Dublin 4 (IE); Goodbody Stockbrokers, Dublin 4 (IE); Goodbody Stockbrokers, Dublin 4 (IE); Goodbody Stockbrokers, Dublin 4 (IE); Goodbody Stockbrokers, Dublin 4 (IE); HSBC Bank Plc, London (UK); HSBC Bank Plc, London (UK); HSBC Bank Plc, London (UK); HSBC Bank Plc, London (UK); HSBC Bank Plc, London (UK); HSBC Bank Plc, London (UK); HSBC Bank Plc, London (UK); HSBC Bank Plc, London (UK); HSBC Bank Plc, London (UK); HSBC Bank Plc, London (UK); HSBC Bank Plc, London (UK); HSBC Bank Plc, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; JP Morgan Securities Plc, London (UK); JP Morgan Securities Plc, London (UK); Capital Markets Distribution Services; JP Morgan Securities Plc, London (UK); JP Morgan Securities Plc, London (UK); JP Morgan Securities Plc, London (UK); JP Morgan Securities Plc, London (UK); JP Morgan Securities Plc, London (UK); JP Morgan Securities Plc, London (UK); JP Morgan Securities Plc, London (UK); JP Morgan Securities Plc, London (UK); JP Morgan Securities Plc, London (UK); JP Morgan Securities Plc, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; JP Morgan Securities Plc, London (UK); Capital Markets Distribution Services; JP Morgan Securities Plc, London (UK); JP Morgan Securities Plc, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; JP Morgan Securities Plc, London (UK); Capital Markets, Strategic, M&A and Restructuring Advice; JP Morgan Securities Plc, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; JP Morgan Securities Plc, London (UK); JP Morgan Securities Plc, London (UK); JP Morgan Securities Plc, London (UK); JP Morgan Securities Plc, London (UK); General Financial Advice; KPMG, Dublin (IE); KPMG, Dublin (IE); KPMG, Dublin (IE); KPMG, Dublin (IE); KPMG, Dublin (IE); KPMG, Dublin (IE); KPMG, Dublin (IE); KPMG, Dublin (IE); KPMG, Dublin (IE); KPMG, Dublin (IE); Mercer (Ireland) Ltd, Dublin (IE); Mercer (Ireland) Ltd, Dublin (IE); Mercer (Ireland) Ltd, Dublin (IE); Mercer (Ireland) Ltd, Dublin (IE); Mercer (Ireland) Ltd, Dublin (IE); Mercer (Ireland) Ltd, Dublin (IE); Mercer (Ireland) Ltd, Dublin (IE); Mercer (Ireland) Ltd, Dublin (IE); Mercer (Ireland) Ltd, Dublin (IE); Mercer (Ireland) Ltd, Dublin (IE); Capital Markets Distribution Services; Morgan Stanley and Co. International Plc, London (UK); Morgan Stanley and Co. International Plc, London (UK); Morgan Stanley and Co. International Plc, London (UK); Morgan Stanley and Co. International Plc, London (UK); Morgan Stanley and Co. International Plc, London (UK); Morgan Stanley and Co. International Plc, London (UK); Morgan Stanley and Co. International Plc, London (UK); Morgan Stanley and Co. International Plc, London (UK); Morgan Stanley and Co. International Plc, London (UK); Morgan Stanley and Co. International Plc, London (UK); Morgan Stanley and Co. International Plc, London (UK); Morgan Stanley and Co. International Plc, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; NM Rothschild and Sons Ltd, London (UK); General Financial Advice; NM Rothschild and Sons Ltd, London (UK); NM Rothschild and Sons Ltd, London (UK); NM Rothschild and Sons Ltd, London (UK); NM Rothschild and Sons Ltd, London (UK); NM Rothschild and Sons Ltd, London (UK); NM Rothschild and Sons Ltd, London (UK); NM Rothschild and Sons Ltd, London (UK); NM Rothschild and Sons Ltd, London (UK); NM Rothschild and Sons Ltd, London (UK); NM Rothschild and Sons Ltd, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; NM Rothschild and Sons Ltd, London (UK); NM Rothschild and Sons Ltd, London (UK); NM Rothschild and Sons Ltd, London (UK); Capital Markets, Strategic, M&A and Restructuring Advice; NM Rothschild and Sons Ltd, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; NM Rothschild and Sons Ltd, London (UK); NM Rothschild and Sons Ltd, London (UK); NM Rothschild and Sons Ltd, London (UK); NM Rothschild and Sons Ltd, London (UK); General Financial Advice; Promontory Financial Group, New York (US); Promontory Financial Group, New York (US); Promontory Financial Group, New York (US); Promontory Financial Group, New York (US); Promontory Financial Group, New York (US); Promontory Financial Group, New York (US); Promontory Financial Group, New York (US); Promontory Financial Group, New York (US); Promontory Financial Group, New York (US); Promontory Financial Group, New York (US); PwC, Dublin (IE); PwC, Dublin (IE); PwC, Dublin (IE); PwC, Dublin (IE); PwC, Dublin (IE); PwC, Dublin (IE); PwC, Dublin (IE); PwC, Dublin (IE); PwC, Dublin (IE); PwC, Dublin (IE); Capital Markets, Strategic, M and A and Restructuring Advice; UBS Ltd, London (UK); General Financial Advice; UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; UBS Ltd, London (UK); Capital Markets Distribution Services; UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; UBS Ltd, London (UK); Capital Markets Distribution Services; UBS Ltd, London (UK); UBS Ltd, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; UBS Ltd, London (UK); Capital Markets, Strategic, M&A and Restructuring Advice; UBS Ltd, London (UK); Capital Markets, Strategic, M and A and Restructuring Advice; UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK); UBS Ltd, London (UK)

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The Buyer:: Department of Finance

CPV Code(s):: 66100000 - Banking and investment services; 66120000 - Investment banking services and related services; 66121000 - Mergers and acquisition services; 66122000 - Corporate finance and venture capital services; 66150000 - Financial markets administration services; 66170000 - Financial consultancy, financial transaction processing and clearing-house services; 66171000 - Financial consultancy services; 66172000 - Financial transaction processing and clearing-house services