Treasury and Capital Markets Advisory Services 2025

Location

Edinburgh, Lothian, Livingston and Whitburn geographical areas of Scotland

Description

To identify suitably qualified and experienced treasury and capital market advisors to support the Wheatley Group with commercial, technical and investor relations advice alongside our legal and banking partners.

Renewal Options

Option to extend for a further 2 years at Wheatley's discretion. (2+2 year term)

Award Criteria

CPV Codes

• 66122000 - Corporate finance and venture capital services
• 66600000 - Treasury services

Indicators

• This is a one-off contract (no recurrence)
• Renewals are available.
• Financial restrictions apply.
• Professional qualifications are sought.
• Staff qualifications are relevant.
• Technical restrictions apply.

Other Information

** PREVIEW NOTICE, please check Find a Tender for full details. ** This contract is for a period of 2 years with an option to extend for 24 months at the sole discretion of the Group. Economic operators may be excluded from this competition if they are in any of the situations referred to in regulation 58 of the Public Contracts (Scotland) Regulations 2015. NOTE: To register your interest in this notice and obtain any additional information please visit the Public Contracts Scotland Web Site at https://www.publiccontractsscotland.gov.uk/Search/Search_Switch.aspx?ID=800289. The buyer has indicated that it will accept electronic responses to this notice via the Postbox facility. A user guide is available at https://www.publiccontractsscotland.gov.uk/sitehelp/help_guides.aspx. Suppliers are advised to allow adequate time for uploading documents and to dispatch the electronic response well in advance of the closing time to avoid any last minute problems. Community benefits are included in this requirement. For more information see: https://www.gov.scot/policies/public-sector-procurement/community-benefits-in-pr... A summary of the expected community benefits has been provided as follows: Please refer to Appendix 1 - ITT Document for details of expected community benefit (SC Ref:800289) Download the ESPD document here: https://www.publiccontractsscotland.gov.uk/ESPD/ESPD_Download.aspx?id=800289