A team of dedicated financial advisors with a turnkey personalized approach to investing and planning for your financial future.
Founded by a team of former investment bankers, Exponent is committed to building a firm that delivers the best client experience. The firm is a fee-based financial advisory firm, meaning they are paid only when their clients make money. This structure allows them to focus on their clients’ needs, rather than making money on sales of products or services.
Expert Investment Management from Exponent Inc. is one of Ottawa’s largest fee-based financial advisory firms. Their certified financial advisors adopt a simple approach to designing financial services according to the specific needs of their clients. They work with individuals and business owners to help them move from active business or professional income into retirement investments.
The Benefits of Working with a Fiduciary Advisor
The firm was among the first international private equity investors to avail of Ireland’s new investment limited partnership laws, opening an office on Merrion Square last year. Its staff is largely Irish, with the fund reporting manager hailing from Belfast; the head of funds, Sharon O’Keeffe, from Kerry; and the dealmaker Shane Farragher from Galway.
Kingsbridge Healthcare Group is Exponent’s eighth “platform” acquisition in Ireland and the company’s first in Northern Ireland. It follows the EUR300 million buyout of Michael Burke’s veterinary and medical generic drugmaker Chanelle Pharma, Dublin-based high voltage engineering specialist H&MV, and Ethos Engineering, which provides sustainable data centre design services.
The private equity firm is also investing in branded media, acquiring a majority stake in the Racing Post and the Ambassador Theatre Group, which owns Broadway and West End venues for musicals such as Wicked.
