Source: https://tendernation.io/opportunities/01a13c3a-6338-72ca-8821-34eaec118fbb/investment-advisory-service closed GB open procedure Suitable for SMEs # Investment Advisory Service [North East Finance (HOLDCO) Limited](https://tendernation.io/buyers/north-east-finance-holdco-limited) Estimated value £500,000 to £2,000,000 Published 10 Oct 2019 Deadline Closed 11 Nov 2019 ## Who can bid - Buyer says suitable for SMEs The buyer ticked “suitable for SMEs” on the notice. Anyone can still bid. - Open procedure Anyone can submit a full tender; there is no shortlisting stage. [More contracts for small businesses and VCSEs](https://tendernation.io/opportunities/for-small-businesses) ## About this tender The Contracting Authority is the Holding Fund Manager for the Finance for Business North East Fund (FBNE) which is now fully invested. The investment programme was funded in part by a loan from the European Investment Bank (now fully repaid) and in part by European Structural funds and UK Government grants. It was delivered through 7 sub-funds, each with its own regulated fund manager. Investments were predominantly equity, with some debt and mezzanine, in a wide range of sectors, from micro-businesses to innovative technology firms and established manufacturers. This tender is concerned with three of the sub-funds, where current fund management is due to come to an end in Q1 2020. These portfolios are the Technology Fund, the Angel Fund and the Growth Plus Fund. Tenders are invited for a single provider to deliver an independent investment and corporate finance advisory service, to assist with oversight and realisations of the portfolio and to advise the Board on realisation strategies and opportunities. Bidder should have an understanding of the key business and technology sectors in the portfolio. The contract is for an initial 2 year term, extendable to 3 years on the same terms. Thereafter, depending on need and progress with realisations, there may be an option to extend by a further 1 to 2 years. This will be an advisory service and not a Limited Partnership structure, and decisions on disposals will be reserved to the Board, rather than a fund manager with full discretion. Some other residual assets may be added to the portfolio after the initial 2 years, subject to discussion. Full details are in the Invitation to Tender and the draft service agreement appended to it, together with the subsequent Clarification Notice. Additional information: Bidders should note that there is a Clarification Notice which should be read alongside the Invitation to Tender. Read full description ## CPV classification Financial and insurance services Source Contracts Finder (UK) [View official notice](https://www.contractsfinder.service.gov.uk/notice/4afd5754-2a48-4d56-9183-e8aae6b79757) Never miss a tender like this again Get AI summaries, deadline alerts and a bid pipeline for tenders matched to your business. Free to start. 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