Private Equity & Private Credit Investment Consulting Servicees

The Office of the Treasurer of the State of Connecticut seeks qualified consulting firms to provide private equity and private credit investment consulting services through Request for Proposal 1201-23. The procurement is open to all vendors and requires submission of proposals via email to PFM.RFP@ct.gov with the subject line "PE & PC INVESTMENT CONSULTING SERVICES RFP" by February 18, 2026 at 4:00 PM EST. Respondents must demonstrate expertise in private capital investment strategies, portfolio management, and market analysis to support the State's investment objectives in private equity and private credit vehicles. The solicitation emphasizes the need for consulting firms capable of providing strategic guidance on investment selection, due diligence, performance monitoring, and risk assessment. While the specific evaluation criteria details are referenced in the detailed RFP document titled "RFP for Private Equity and Private Credit Investment Consulting Services.pdf," the available documentation does not provide exhaustive information regarding all evaluation weighting or detailed deliverables. The proposal submission deadline is February 18, 2026 at 4:00 PM EST, with no vendor question-and-answer period, site visits, or bidder's conference details specified in the available documentation.

The solicitation documentation provided does not specify an estimated total contract value, set-aside designations, incumbent contractors, or restrictions on organizational type. No information regarding disadvantaged business enterprise requirements, small business designations, or micro-business preferences is contained in the available files, though such criteria may be detailed in the complete RFP document. Payment terms and delivery arrangements are to be specified by vendors according to FOB Destination terms. No renewal options, funding sources, or incumbent contractor information has been disclosed in the available documentation. Interested firms should consult the detailed solicitation document and contact the procuring office at PFM.RFP@ct.gov for comprehensive specifications regarding contract value, evaluation methodology, qualifications requirements, and any applicable set-aside or preference provisions.