CONTRACTING OF FINANCIAL ADVISORY SERVICES FOR THE DEVELOPMENT OF A DIAGNOSTIC REPORT, CONTAINING DETAILED STUDIES ON THE POTENTIAL STRATEGIC ALTERNATIVES AVAILABLE TO CAIXA, AIMING TO MAXIMIZE THE RECOVERY OF ITS CREDIT AND SHAREHOLDING IN THE PMA GROUP.
About This Opportunity
TranslatedCAIXA ECONOMICA FEDERAL is seeking to contract specialized financial advisory services to produce a comprehensive diagnostic report. This report will involve in-depth studies and analyses of various strategic alternatives available to the bank. The primary objective is to identify and evaluate options that will lead to the maximization of credit recovery and the optimization of CAIXA's shareholding position within the PMA Group. This consultancy is crucial for informed decision-making regarding complex financial and strategic matters, particularly concerning the recovery of outstanding credit and the management of its investments. The financial advisors will be expected to provide expert insights and recommendations based on thorough research and financial modeling. The process is being conducted through an electronic competitive bidding process (Concorrência - Eletrônica), with the tender managed from Brasília, Distrito Federal.
This is a consulting contract in the finance and banking sector, with a focus on Financial Regulation. Located in Brazil, Latin America, this opportunity is open to firms and consortiums, with an estimated budget of BRL 2.3 million.
Published through PNCP Distrito Federal, a national government procurement portal. Public procurement tenders follow the country's national bidding regulations and may have specific eligibility and documentation requirements for consulting in the finance and banking sector. Consulting assignments are typically evaluated with a strong emphasis on the technical proposal, including the methodology and qualifications of key experts. Shortlisted firms may be invited to submit financial proposals in a second stage. This contract has already been awarded. The information is published for transparency and market intelligence purposes.
Description
Original language: PortugueseCONTRATAÇÃO DE ASSESSORIA FINANCEIRA PARA ELABORAÇÃO DE RELATÓRIO DIAGNÓSTICO, CONTENDO ESTUDOS DETALHADOS SOBRE AS POTENCIAIS ALTERNATIVAS ESTRATÉGICAS DISPONÍVEIS À CAIXA, VISANDO MAXIMIZAR A RECUPERAÇÃO DE SEU CRÉDITO E PARTICIPAÇÃO SOCIETÁRIA NO GRUPO PMA.
Órgão: CAIXA ECONOMICA FEDERAL
Local: Brasília, Distrito Federal
Modalidade: Concorrência - Eletrônica
Data provenance
This notice is sourced from PNCP Distrito Federal and was originally published on February 9, 2026. Last refreshed today. Original language: Portuguese. BidsFactory mirrors official procurement notices and links back to the source for full legal text.
About CAIXA ECONOMICA FEDERAL
CAIXA ECONOMICA FEDERAL has issued 289 procurement notices on BidsFactory, including 67 currently open and 118 awarded contracts. Activity concentrates in General Supplies & Services, Construction & Civil Works, and Information & Communication Technology. All notices are published for Brazil. Notices are distributed via PNCP Distrito Federal and Brazil PNCP. Most recent publication: May 15, 2026.
Frequently asked questions about this tender
How can I submit a bid?
Visit PNCP Distrito Federal to access the full notice, required documents, and submission instructions provided by the contracting authority.
Is this tender still open?
No — the contract has already been awarded to CERES INTELIGÊNCIA FINANCEIRA LTDA - EPP. The award notice is archived on BidsFactory for transparency and market intelligence.
Who is the contracting authority?
This notice was issued by CAIXA ECONOMICA FEDERAL in Brazil. The authority is responsible for evaluating bids, awarding the contract, and managing performance.
What type of contract is this?
This is a Consulting contract in the Finance & Banking sector. The classification helps bidders match the opportunity to their qualifications and registered scope of supply.
What is the estimated budget?
The estimated contract value is Up to R$2,269,022. Bidders should ensure their proposals are consistent with this range and account for any local taxes and contract execution costs.
Where will the contract be performed?
The contract is for delivery in Brazil. Foreign bidders should review local registration, taxation, and any in-country presence requirements before submitting.
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