Operational Due Diligence Services

The government authority in Boston, MA seeks a vendor to provide operational due diligence services for a one-year contract period. The buyer requires over 40 annual on-site operational due diligence reviews at investment management firms, annual operational due diligence questionnaires, Form ADVs, and daily news and media monitoring for agency investment managers. Additionally, the vendor must conduct background checks on all principals and key personnel during initial diligence and deliver a customized annual operational due diligence comprehensive written report. The buyer limits eligibility to onshore vendors located in the USA only. The vendor will perform the work offsite. Bidders must submit all questions no later than September 25, 2026. The buyer accepts digital responses via email or online and requests proposals to determine the budget.