This Solicitation opportunity from United States International Development Finance Corporation was posted on June 2, 2021. The submission period has ended. Browse the details below for market research, or find similar active opportunities.

Top

Private Equity Investment Advisors Services

Closed

773444-21-Q-0040Federal

Submission Closed06/23/2021, 04:00:00 PM UTC

Contract Overview

Solicitation details, issuing organization, response deadlines, documents, and interested companies for this government contract opportunity.

Active Opportunities Like This One

NAICS: 523930

New

SLED

Active Intermediate Core Fixed Income Investment ManagementThis subcontract opportunity is for Active Intermediate Core Fixed Income Investment Management to support prime contractors on NYS Deferred Compensation Plan projects. The selected provider will be responsible for active trading and portfolio construction of intermediate-term fixed income assets, with the primary goal of tracking or outperforming the Bloomberg Intermediate Aggregate or Government/Credit Index. To successfully execute these duties, the contractor must utilize institutional trading platforms and Bloomberg terminal data to deliver a managed portfolio and detailed performance reports. Eligible candidates must be registered investment advisers in full compliance with 9 NYCRR Section 9003.2. This procurement falls under NAICS code 523930 and was posted on October 21, 2026, with a response deadline of November 18, 2026.

NYS Deferred Compensation Plan

POSTED

DEADLINE

Active Short Duration Fixed Income Investment ManagementThis subcontract opportunity is for active short duration fixed income investment management supporting prime contractors on New York State Deferred Compensation Plan projects. The selected provider will be responsible for portfolio construction and active trading of short-term fixed income assets with the goal of tracking or outperforming the Bloomberg 1-3 Year Government/Credit or Government Index. To execute these services, the contractor must utilize institutional trading platforms and Bloomberg terminal data. Eligible candidates must be registered investment advisers in full compliance with 9 NYCRR Section 9003.2. The primary deliverables for this engagement include the delivery of a managed portfolio and regular performance reports. Interested parties should note the response deadline of November 18, 2026, for this specialized financial services contract.

NYS Deferred Compensation Plan

POSTED

DEADLINE

Tax Credit Syndication & Equity PlacementThis subcontract opportunity, managed by the Procurement and Compliance Department of the San Diego Housing Commission in California, seeks a provider to deliver specialized tax credit syndication and equity placement services. The selected contractor will support prime contractors on affordable housing projects by structuring syndication deals, identifying and negotiating with public or private equity investors, and managing the overall process through established investor networks and tax credit equity markets. A successful candidate must possess deep expertise in federal and state Low-Income Housing Tax Credit regulations to ensure the delivery of executed equity partnership agreements. Interested parties should note that the solicitation was posted on October 20, 2026, with a response deadline of November 4, 2026. The contract falls under NAICS code 523930.

Procurement & Compliance Department of San Diego Housing Commission

POSTED

DEADLINE

Municipal Debt & Bond Issuance AdvisorThis subcontract opportunity is for a Municipal Debt and Bond Issuance Advisor to provide expert advisory services for prime contractors working on South Jersey Ports projects. The selected advisor will be responsible for transaction management regarding debt issuance, the development of credit strategies and bond structures, and the creation of marketing strategies for distributing New Jersey securities. A critical component of the role involves performing sophisticated cash flow analysis through the use of financial modeling software. The position requires deep specialized expertise in municipal bond regulations and New Jersey securities laws to deliver effective financing strategies and structure recommendations. Interested parties should note that the response deadline for this solicitation is November 17, 2026, and the work falls under NAICS code 523930.

POSTED

DEADLINE

Fiduciary Investment Support and Benchmarking ServicesThe City of Brookside Village is seeking a subcontractor to provide fiduciary investment support and benchmarking services for its retirement projects. The selected provider will offer professional investment guidance and fiduciary oversight to prime contractors, with primary responsibilities including the development of Investment Policy Statements, the performance of fee-benchmarking for investment menus, and the preparation of comprehensive reporting packages for auditors and the City Council. This engagement requires a formal written acknowledgment of Analog Fiduciary Standards, specifically adhering to ERISA 3(21) or 3(38) guidelines. Key deliverables for the contract include the finalized Investment Policy Statements, quarterly reporting packages, and detailed benchmarking reports. Interested parties must submit their responses by November 4, 2026.

CITY OF BROOKSIDE VILLAGE

POSTED

DEADLINE

Investment Advisor / Fund ManagerThis subcontract with Head Start of Greater Dallas involves the provision and management of investment options for prime contractors. The selected advisor or fund manager is responsible for developing plan options, delivering investment portfolio options, and providing individual investment counseling to employees. Additionally, the contractor must report on investment rating performance to ensure transparency and effectiveness. The agreement requires the provider to maintain fiduciary certification and provide full disclosure regarding any incentives or conflicts of interest. This opportunity, categorized under NAICS code 523930, was posted on August 27, 2026, with a response deadline of November 9, 2026.

HEAD START GREATER DALLAS, INC

POSTED

DEADLINE

Accelerated Payments Administration for Small Business SubcontractorsThis subcontract, administered by the Defense Logistics Agency under the Department of Defense, focuses on the administration of accelerated payments for small business subcontractors. The primary objective is to ensure full compliance with FAR 52.232-40, which mandates prompt invoicing and the processing of payments within a 15-day window. The contract is categorized under NAICS code 523930 and was posted on August 14, 2026. It establishes a structured financial framework to support small business liquidity by streamlining the payment cycle for services rendered.

Defense Logistics Agency

POSTED

DEADLINE

Financial and Debt Advisory ServicesThe contract provides for comprehensive financial and debt advisory services to support the Ramona Municipal Water District in issuing municipal debt and structuring bond financing to enable future capital projects made possible by an increased debt limit. The services encompass strategic financial planning, debt issuance guidance, and technical structuring to ensure optimal financing solutions that align with the district’s long-term infrastructure goals and fiscal responsibilities. The advisor will assist in navigating regulatory requirements, market conditions, and investor expectations to facilitate timely and cost-effective access to capital markets. The work is to be performed in the 92065 zip code area, reflecting the district’s operational location in California, and falls under NAICS code 523930, which classifies the service as other financial investment activities. As a subcontract, this engagement supports broader municipal initiatives that require specialized expertise in public finance, particularly in the context of enhanced borrowing authority. The services aim to strengthen financial resilience and ensure that capital projects—including water infrastructure improvements—are funded efficiently, sustainably, and in compliance with state and federal guidelines.

Ramona Municipal Water District

POSTED

DEADLINE

Escrow and Closing Coordination ServicesThe contract encompasses the facilitation of real estate closing services for transactions within Los Angeles County, specifically centered around the 90290 zip code. It involves comprehensive fund handling, secure disbursement of proceeds, and accurate recording of all legal documents with county authorities to ensure compliance and title clarity. The service provider is responsible for coordinating communication and documentation between buyers, sellers, lenders, and county offices to streamline the closing timeline and reduce administrative delays. This subcontract supports the agency’s operational needs by ensuring closing procedures are executed efficiently and in accordance with local regulations. The work is governed under NAICS code 523930, which classifies it as other real estate activities, and is intended to enhance the reliability and speed of property transfers within the jurisdiction. All activities must be performed in alignment with county protocols, with emphasis on accuracy, timeliness, and security of financial and legal transactions.

POSTED

DEADLINE

Strategic Investment & Capital Leadership for OSCThis contract involves subcontracted support for the recruitment of investment professionals to serve the Office of Strategic Capital (OSC) within the Department of Defense. The focus is on sourcing candidates with private-sector expertise, specifically targeting leaders experienced in venture capital, defense technology investments, or strategic partnerships. The effort aims to enhance OSC’s capacity by bringing in top talent capable of advancing strategic investment initiatives. The contract, titled "Strategic Investment & Capital Leadership for OSC," was posted on April 24, 2026, and falls under the NAICS code 523930, which pertains to investment advice services. The place of performance is located in Alexandria, Virginia, with the contract overseen by Washington Headquarters Services. This subcontract arrangement underscores the Department of Defense’s commitment to leveraging private-sector experience to strengthen its investment and capital leadership capabilities in critical technology and defense sectors.

Washington Headquarters Services

POSTED

DEADLINE

Investment Fund Due Diligence and Menu Design SpecialistThis subcontract opportunity is for an Investment Fund Due Diligence and Menu Design Specialist to support prime contractors on State of Illinois fiduciary service projects. The selected specialist will be responsible for performing initial due diligence, designing investment menus, and conducting both qualitative and quantitative analyses of potential investment funds. Key duties include monitoring watch lists for underperforming funds and recommending removals to ensure optimal portfolio performance. The role requires professional certifications such as RIA, CFA, or CFP, and proficiency in financial analysis software like Morningstar or Bloomberg. Deliverables include comprehensive due diligence reports, proposed menu designs, and ongoing monitoring reports. The work is based in Chicago, Illinois, under NAICS code 523930, and was posted on January 27, 2026.

POSTED

DEADLINE

Title and Escrow Services for Gift Deed TransferThis subcontract, issued by Fresno County in California, seeks professional title and escrow services to facilitate the legal transfer of a 2-acre parcel of land via a gift deed. The scope of work includes conducting a comprehensive title search, managing the escrow process, and ensuring the final deed is properly recorded with the county. The project is located in Sanger, California, within the 93657 zip code. Classified under NAICS code 523930, the contract was posted on November 6, 2025, to ensure all legal requirements for the property transfer are met and officially documented.

Fresno County

POSTED

12 months ago

DEADLINE

N/A

General Info

Agency

United States International Development Finance Corporation → Office Of Acquisition

Contract Value

NAICS

523930 - Investment Advice

Place of Performance

Washington, DC, 20527, USA

Set-Aside

NONE

Awardee

MEKETA INVESTMENT GROUP INC

Award Issued Date

11/17/2021, 12:00:00 AM UTC

Documents

77344421Q0040000001+Amendment+1.pdf

77344421Q0040.pdf

Attachment+1+-+Small+Business+Subcontracting+Plan+Outline.pdf

Attachment+2_Price+Matrix.xls

INDUSTRY+DAY+Presentation+5.25.21.pptx

List+of+Vendors+-+Industry+Day+5.25.21.pdf

Private+Equity+Investment+Advisor+Industry+Day-20210525+1519-1.mp4

RFIs+for+773444-21-Q-0040+-+5.26.21.pdf

RFIs+for+773444-21-Q-0040+-+6.2.21.pdf

AI Contract Breakdown

Uniform Contract Format

Contract not broken down yet

CLEATUS splits the solicitation into Uniform Contract Format (UCF) sections: scope, pricing, deliverables, and evaluation criteria.

Timeline

4 updates

PhaseClosed

PostedMay 17

Solicitation

Notice updatedMay 18

Notice details unchanged. Attachments may have changed.

Notice updatedMay 25

The notice description changed.

Notice updatedMay 26

Notice details unchanged. Attachments may have changed.

Notice updatedJun 2

Response deadline changed from Jun 16, 2021 to Jun 23, 2021. The notice description changed.

Response DeadlineJun 23

Deadline has passed

Submission Closed

06/23/2021, 04:00:00 PM UTC

Find active opportunities like this

Start your free trial to discover similar active contracts, track opportunities, and build proposals with AI assistance.

Organization & Contact Information

AgencyUnited States International Development Finance Corporation → Office Of Acquisition

Contacts2 people available

OfficeWashington, DC, 20527, USA

Organization / AgencyUnited States International Development Finance Corporation → Office Of Acquisition

Office AddressWashington, DC, 20527, USA

Contacts

Mit Pancholi

contact@example.gov

Courtney Holbrook

contact@example.gov

Full Description

The U.S. International Development Finance Corporation (DFC) Acquisition Office requires nonpersonal Private Equity Investment Advisors. The advisory services required consist of three broad categories; 1) Due Diligence of Funds 2) Due Diligence of Direct Equity Investments and 3) Strategic Planning, Portfolio Construction, and other Research. Services will support the DFC's Office of Investment Finace (OIF) and Office of Equity Investments (OEI), DFC may engage services of private equity advisors to support projects in developing countries worldwide. DFC operates in multiple sectors, including but not limited to infrastructure, renewable power, agriculture, supply chain logistics, financial intermediaries, and small and medium enterprise development. The Government intends to issue multiple Indefinite Delivery/Indefinite Quantity (IDIQ) contracts to the responsible Quoters whose quotes are most advantageous of the Government, price and other factors considered in accordance with the Request for Quotes (RFQ) attached. The Government reserves at least two (2) IDIQ awards for small business. Anticipated ordering period is for five years beginning on or about 02 August 2021. The total ceiling dollar amount for the lifespan of the vehicle, across all contracts, and for orders placed for all servoce categories is $5,000,000. The contract types for task orders issued against the resulting IDIQs are Fixed Price and Time and Materials/Labor Hours. Basis for contract award: This acquisition is being conducted under FAR Part 12, Acquisition of Commercial Items regulations and FAR Part 13, Simplified Acquisition procedures. Quotes will be evaluated using the factors identified in the RFQ. Noncompliance is grounds to eliminate the quote from consideration for award. All responsible sources may submit a quote which shall be considered by the agency. Quoters shall submit questions via e-mail to solicitation@dfc.gov. The deadline for questions is 2:00pm EST, on May 21, 2021. Questions will be not entertained after this date. Quoters shall submit all questions in one email with the subject line of - Quoter's Name - 77344421Q0040. Telephonic inquiries will not be entertained. Quoters are responsible for confirming receipt of questions. Questions will be answered at industry day conducted via teleconference on May 25, 2021 from 11:00am to 1:00pm. All interested parties who submit a question will receive instructions to participate in industry day. Answers to questions will also be posted to beta.SAM.gov. DFC's Industry Day Presentation PowerPoint slides and audio recording of the event are also attached to this solcitation. Questions are no longer accepted. Quote due date is extended from June 16, 2021, 12:00pm est to June 23, 2021, 12:00pm est.