Advisory_Phase_Questionnaire.xlsx
XLSX spreadsheet 12 KB Posted
- Attached to
- Financial Advisory Services
- Solicitation number
- PBGC01-RP-17-0016
- Issued by
-
Pension Benefit Guaranty Corporation
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Advisory Phase Questionnaire
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Questionnaire
| Purpose: The Questionnaire will help the Government provide you feedback on your company's viability to fulfill this requirement, which will help you make a decision whether or not to compete. This is not a request for Quote or Proposal. Note: Not responding to the pre-solicitation notice does not preclude a firm from submitting a formal proposal nor does receiving a positive response from the pre-solicitation phase insure selection during the formal solicitation phase. | |||
| Instructions: The Questionnaire is split out by the two anticipated support areas of the requirement. You may be found to be viable for competition in one support area or both. The Government anticipates a future competition that results in multiple awards in each of the support areas. Please fill out the questionnaire completely, providing a Yes/No answer for each question and additional information under the Response column. Please use this spreadsheet and return your responses in this format. Do not change the format of the spreadsheet. | |||
| SUPPORT AREA 1: TRANSACTION SUPPORT | |||
| Question | Answer | Response (Brief Short Answer Narrative and additional requested information) | |
| 1. Does your proposed engagement lead have at least three years of experience as a Managing Director, or equivalent? | Yes | ||
| 2. Within the last five years, has your proposed managing director led a financial advisory team in at least three corporate transactions with a company of significant size? “Significant size” indicates the client had at least $500 million in annual revenues. Corporate transactions include merger / acquisitions, leveraged buy-outs, divestitures, including spin-offs, and recapitalizations, including dividend recaps. Please briefly describe at least three transactions that meet these criteria. | No | ||
| 3. Within the last five years, has your firm been a financial advisor in at least ten corporate transactions with a company with at least $500 million in annual revenue? Corporate transactions include merger / acquisitions, leveraged buy-outs, divestitures, including spin-offs, and recapitalizations, including dividend recaps. Please briefly describe at least three transactions that meet these criteria. | |||
| SUPPORT AREA 2: BANKRUPTCY AND RESTRUCTURING | |||
| Question | Answer | Response (Brief Short Answer Narrative and additional requested information) | |
| 1. Does your proposed engagement lead have at least three years of experience as a Managing Director, or equivalent? | |||
| 2. Within the last five years, has your proposed managing director led an advisory team representing a creditor, a debtor-in-possession, or a creditor committee in at least two bankruptcy cases with a debtor having at least $250 million in funded debt? Please briefly describe at least two bankruptcies that meet these criteria. | |||
| 3. Within the last five years, has your firm led at least ten engagements representing a creditor, a debtor-in-possession, or a creditor committee in bankruptcy with $250 million in funded debt? |
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