Financial Advisory Services
Overview
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SUMMARY
KEY REQUIREMENTS
CONTRACT DURATION
TIMELINE
RFP Issued: July 6th
Proposals Due: July 20th
Interviews: July 23rd and July 24th
Tentative City Council Authorization: August 19th or September 2nd
CONTACTS
Primary procurement contact — name, title, email, and phone
Additional decision-makers and their departments
Issuing Agency
City Of Martinez
DESCRIPTION
A government authority in California is seeking a qualified vendor to provide financial advisory services for a revitalization effort expected to involve hospitality, retail, entertainment, marina operations, and recreation uses. The selected firm will evaluate current and future market conditions and assess development opportunities consistent with the authority’s project parameters.
The scope includes preparing financial feasibility analyses covering multi-phase pro formas, capital cost estimates, operations and maintenance expenses, dredging and sea-level rise mitigation costs, revenue projections, lifecycle considerations, and sensitivity testing. The advisor will also develop a comprehensive financing plan for a primarily privately funded revitalization, including evaluation of ground leases, concession models, project-level non-recourse debt, public-private partnership structures, and phasing strategies.
Additional responsibilities include due diligence and vetting of developer-proposed investors and equity partners, with review of financial capacity, past performance, governance, legal standing, and alignment with public-trust obligations. The selected vendor will also support team selection, negotiations, financial term sheet development, financing readiness, and transaction execution, including rating strategy if applicable, marketing and offering materials, presentations to city council and other decision-makers, and closing logistics.
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Frequently asked questions
- When is the submission deadline?
- This RFP closed on July 20, 2026 and is no longer accepting submissions.
- Who issued this RFP?
- It was issued by City Of Martinez. The work is located in Martinez, California, United States.
- Who is a good fit for this opportunity?
- Financial advisory firm with public-sector and redevelopment experience
- Expertise in hospitality, retail, marina, entertainment, and recreation project finance
- Strong background in feasibility modeling, capital structuring, and sensitivity analysis
- Experience with public-private partnerships, ground leases, and concession arrangements
- Proven capability in investor due diligence and developer financial vetting
- Ability to support negotiations, term sheets, presentations, and transaction closings
- Familiarity with California public agencies and public-trust obligations
Analysis generated by Settle AI from the source RFP.
RFP Hunter shows what is open. Settle shows what is forming.
Settle pieces together buyer signals, budgets, contract activity, and the sources your team already monitors. See why an opportunity fits and what to do before the RFP posts.