Exponent – Your Financial Partner provides comprehensive wealth management services, ranging from tax planning and retirement consulting to portfolio analysis and asset allocation. Its advisors take a disciplined approach to investing, focusing on diversification and maintaining an appropriate balance of stocks, bonds, cash and alternative investments. They believe these strategies help protect investors from market volatility and allow them to pursue long-term financial goals with confidence.

Retirement Planning: How Exponent Investment Management Can Help You

The company has recently made some noteworthy moves in Ireland, including a EUR 300 million investment in Kingsbridge Healthcare Group (KHG), Northern Ireland’s leading private healthcare provider. Cleary Gottlieb acted as legal counsel to Exponent on this transaction, which is the firm’s eighth platform investment in Ireland and underlines its expertise in working with founder or family-owned businesses to unlock their full potential. Examples include H&MV Engineering, a Limerick-based specialist in high voltage electrical engineering; Ethos Engineering, a Dublin-based leader in sustainable data centre design services; and Chanelle Pharma, a Galway-based veterinary and medical pharmaceutical manufacturer.

Exponent also has a strong commitment to ESG, with Lizzie Stazicker spearheading the implementation of Responsible Investment initiatives in the firm since 2010. The company is committed to integrating these principles both with its portfolio companies and internally, and has had an active ESG policy in place for 16 years.