Publication
Department of Finance Financial Adviser Framework
Published on
Last updated on
Published on
Last updated on
Department of Finance Financial Adviser Framework
Following an open procurement procedure (pursuant to relevant EU legislation) which was conducted in 2018, the Department of Finance appointed financial advisers to a Framework to advise it on financial matters such as the future disposal of the State's banking sector investments and other ad hoc assignments that may arise from time to time.
The appointment of financial advisers to this Framework can be regarded as prudent planning to ensure that the State is in a position to receive necessary advice in a timely and cost efficient manner.
The Framework has been constituted for the provision of the following services:
Firms are appointed to the Framework for an initial period of three years (up to October 2021) with an option to extend by one additional year (up to October 2022). Details of the members of each of the lots are set out below.
| 1-Capital Markets, Strategic, M&A and Restructuring Advice | 2-General Financial Advice | 3-Capital Markets Distribution services |
| Bank of America Merrill Lynch | Blackrock | Bank of America Merrill Lynch |
| BNP Paribas | Eisner Amper | BNP Paribas |
| Citibank | Ernst & Young | Citibank |
| Credit Suisse | Goldman Sachs | Credit Suisse |
| Deutsche | KPMG | Davy |
| Goldman Sachs | Mercer | Deutsche |
| JP Morgan | Promontory | Goldman Sachs |
| Rothschild | PWC | Goodbody Stockbrokers |
| UBS | Rothschild | HSBC Bank |
| UBS | JP Morgan | |
| Morgan Stanley | ||
| UBS |