Our Scope of Engagement

Clarity of Focus

Finova operates in complex, off-market environments where discretion, structure, and disciplined engagement are essential.

We do not attempt to engage across all markets, asset classes, or transaction types.

Our scope reflects where our operating model is appropriate, where risk can be managed responsibly, and where credible outcomes are achievable.

This page is intended to provide clear orientation on:

  • the areas in which Finova primarily engages,
  • the contexts in which we may work alongside specialist partners, and
  • the categories we deliberately do not pursue.

A Disciplined Operating Model

Finova’s engagement model is designed for situations that are:

  • high value or strategically significant,
  • non-standard, off-market, or discreet in nature,
  • cross-border or jurisdictionally complex, and
  • subject to elevated governance, verification, and risk considerations.

We do not operate as a retail intermediary, broker, agent, or execution provider across broad markets. Scope discipline is fundamental to how we work.

Areas of Primary Engagement

Finova’s Areas of Primary Engagement reflect the asset and transaction categories where our operating model is most effective.

These areas typically involve:

  • unique or non-standard assets,
  • controlled or limited market visibility, and
  • the need for structured, governance-led engagement.

They are described in more detail in the dedicated section below. [Areas of Primary Engagement]

Partner-Supported Capabilities

Clients, buyers, sellers, and brokers may, from time to time, have requirements that sit outside Finova’s core areas of engagement but are necessary to achieve their objectives.

Where such needs arise — and only when specifically requested by the client — Finova may support the client by:

  • introducing specialist partners, or
  • working alongside partners in a clearly defined and bounded manner.

Partner-supported capability does not represent an expansion of Finova’s scope, nor does it imply delivery responsibility.

Further detail is set out here.

[Partner-Supported Capabilities]

What We Do Not Engage In

Just as important as understanding what Finova does engage in is clarity on what we deliberately do not pursue.

Certain categories of activity fall outside our operating model, including:

  • retail and exchange-traded investment activity,
  • standard residential or commercial property brokerage,
  • agricultural or soft commodities, and
  • conventional business brokerage.

These boundaries are described clearly in the section below.

[What We Do Not Engage In]

Indicative, Not Exhaustive

The scope described across these sections is indicative rather than exhaustive.

Finova recognises that complex situations do not always fit neatly into predefined categories. Exceptional, unique, or strategically significant contexts may be considered on a case-by-case basis where alignment clearly exists.

Such consideration should not be assumed.

Early Clarity

Scope clarity exists to:

  • set realistic expectations,
  • reduce misaligned enquiries, and
  • avoid unnecessary process on all sides.

Where alignment exists, Finova engages thoughtfully.

Where it does not, clarity is provided early and without delay.