Businesses & Strategic Assets

Exceptional, Non-Routine Engagement

Finova’s engagement in businesses and strategic assets is rare and highly selective, and occurs only in exceptional, non-routine circumstances.

This is not business brokerage, mergers and acquisitions advisory, or company sales activity. Engagement is limited to situations where a business or operating entity is best understood as a strategic asset, rather than as a company being marketed for sale.

Scope of Engagement

Finova may engage in contexts where:

  • a business forms part of a wider strategic holding,
  • ownership transfer is driven by structural, jurisdictional, or strategic considerations, or
  • discretion, control, and governance materially outweigh price discovery.

Such engagements are typically:

  • off-market and non-public,
  • limited in counterparties, and
  • highly sensitive in nature.

Routine buy-side or sell-side mandates fall outside this scope.

Strategic Businesses

Finova’s engagement may involve large, asset-heavy, or systemically relevant businesses whose value is inseparable from:

  • underlying physical assets,
  • licences, concessions, or long-term contracts, or
  • strategic positioning within a regulated or jurisdictionally complex environment.

These are not SME or lifestyle businesses, nor are they marketed operating companies.

Special Situations

In certain circumstances, Finova may be asked to support engagement in special or non-standard situations, such as:

  • discreet divestments or ownership transitions,
  • restructuring-driven asset transfers, or
  • situations requiring confidentiality due to political, regulatory, or reputational sensitivity.

Engagement in these contexts is context-led, not transactional.

Nature of Finova’s Role

Where alignment exists, Finova’s role is to support structured clarity rather than execution.

This may include:

  • helping parties frame the situation appropriately,
  • supporting governance and boundary definition, and
  • assisting with alignment in complex or sensitive circumstances.

Finova does not act as an adviser of record, agent, or intermediary in the conventional sense.

What This Is Not

To avoid misalignment, it is important to be explicit about exclusions.

Finova does not:

  • act as a business broker or M&A adviser,
  • market businesses for sale,
  • run competitive sale processes or auctions,
  • provide valuation or transaction advisory services, or
  • engage in SME or owner-managed business sales.

Indicative, Not Exhaustive

The above is indicative of the limited circumstances in which Finova may engage in businesses and strategic assets.

Such engagement should be considered exceptional rather than routine, and should not be assumed.

Clarity First

Where alignment exists, engagement proceeds carefully and deliberately.

Where it does not, clarity is provided early.