Department of Finance Financial Advisor 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 advisors 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:

  • Framework Lot 1 – Capital markets, strategic, M&A and restructuring advice
  • Framework Lot 2 – General financial advice
  • Framework Lot 3 – Capital markets distribution 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 Advice3 - Capital Markets Distribution services
Bank of America Merrill LynchBlackrockBank of America Merrill Lynch
BNP ParibasEisner AmperBNP Paribas
CitibankErnst & YoungCitibank
Credit SuisseGoldman SachsCredit Suisse
DeutscheKPMGDavy
Goldman SachsMercerDeutsche
JP MorganPromontoryGoldman Sachs
RothschildPWCGoodbody Stockbrokers
UBSRothschildHSBC Bank
UBSJP Morgan
Morgan Stanley
UBS