To assist in the performance of the Minister for Finance’s functions, the Department of Finance has issued this invitation to tender for the establishment of a framework for the provision of: (i) capital markets, strategic, M&A 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.

Assist in the structuring and execution of a sale process to ensure the State achieves optimal execution in the context of a sale of securities by firms appointed under Lot 3, including shares and equity linked products, and including formulation of trading plans.

In the context of formulation of the Department of Finance’s privatisation strategy, executing strategic transaction(s) and general policy making with regard to the banking sector.

This role may also include, but is not limited to, strategic and corporate finance advisory (e.g. industry expertise, mergers and acquisitions, valuation, transaction structuring, capital management and capital structure advisory).

Provide general advice to meet the future needs of the Department of Finance relating to proposals/new developments, due diligence, modelling or analysis in the financial services and other sectors. Engagements may include, but are not limited to, accounting, taxation, strategic, valuation, restructuring, remuneration, governance, regulation, compliance, and risk.

Bookrunner(s) to participate in the sale and distribution of securities (inter alia shares and equity linked structured products) including by way of a trading plan. The Department of Finance reserves the right to appoint one or more Bookrunners as Global Co-ordinators at the time of a transaction if required.