The firm believes that investment portfolios should be tailored to a client’s unique financial situation and personal goals. Ultimately, Exponent aims to help business owners and professionals transition from active business or professional income into retirement investing.
The company’s turnkey approach starts with a thorough initial assessment of a client’s financial situation and income sources including pensions, savings accounts, etc. Then a team of certified financial advisors will work with clients to develop a plan that can be implemented over time, with the aim of helping them achieve their long-term financial goals.
The Role of Financial Advisors at Exponent Investment Management
Pemberton Asset Management backed Exponent in its acquisition of Kingsbridge Healthcare Group (“KHG”), Northern Ireland’s largest private hospital group with operations across Belfast and Ballykelly in Northern Ireland and Sligo in the Republic of Ireland. KHG’s diversified healthcare portfolio includes a mix of acute hospitals, diagnostic centres and specialist facilities.
Comprehensive Investment Services by Exponent is a leading mid-market private equity firm with a distinctive approach, identifying and unlocking the potential of corporate, family or founder owned businesses. The firm has made significant investments in Ireland over the past 12 years, including H&MV, a Limerick-based expert in high voltage engineering and design, Ethos Engineering, a Dublin-based leader in sustainable data centre design services, and Chanelle Pharma, Galway’s leading maker of veterinary and medical generic pharmaceuticals.
Lizzie Stazicker, Head of ESG and Responsible Investment at Exponent credits Novata’s technology platform for enabling the firm to streamline its ESG data collection processes. She says that a key benefit has been the ease of onboarding for portfolio companies and the ability to easily share ESG information internally with deal teams. Novata’s support also helps to drive ESG considerations into decision-making.…