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:

Lot 2 is divided into 7 sublots and tenderers should indicate which sublots 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 sublot 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