Getting the right financial advice for your housing association

The government has set a target to build 1 million new homes by 2020 and housing associations are seen as one of the key routes to help deliver those new homes. Many have set ambitious building targets and are currently exploring the commercial routes to fund these builds (everything from mergers to joint ventures, loans and bonds).

One of the major themes to the Housing 2017 conference we attended in Manchester in June was the requirement for independent and trusted advice to help inform decision making. Our Corporate Finance Services (RM3719) framework gives you access to the services you need to help with this. The framework is free to access and was established for the provision of corporate finance, capital markets and associated policy advice across a full range of activities and responsibilities.

The recent Housing 2017 survey, conducted by Savills and Social Housing, highlighted a number of areas that housing associations need assistance in, all of which our Corporate Finance Services framework can help you with:

  • How the sector finances its expansion and how it goes about securing development opportunities
  • Partnerships being entered into by housing associations, not just with local authorities and other registered providers , but also with private developers and to a lesser degree, private investors
  • Where housing associations are considering or planning a merger over the next 5 years
  • How a programme of housing delivery will require changes in financial structure and funding

The framework provides an easy contracting vehicle for public and third sector organisations to access a range of services. The framework is split into 7 lots to help you get the support you need, with a range of suppliers on each:

  • Lot 1: general corporate finance advice
  • Lot 2: advice on and execution of specific corporate transactions (typically referred to as mergers and acquisitions or M&A)
  • Lot 3: advice on and execution of specific equity or equity related capital markets transactions (typically referred to as equity capital markets or ECM)
  • Lot 4: advice on and execution of specific debt capital markets transactions (typically referred to as debt capital markets or DCM)
  • Lot 5: specialist retail offer advice and execution in relation to specific capital markets transactions
  • Lot 6: specialist corporate finance advice in relation to the infrastructure sector
  • Lot 7: specialist corporate finance advice in relation to portfolios of, or discrete, financial assets

A range of templates and user guides to help you get started and get the best out of the framework are available on the framework webpage.

Want to find out more? Get in touch and mention ‘Corporate Finance Services’ in the comments box.