A team from Exponent: Professional Investment Consulting has a passion for helping others achieve their financial goals. They offer services that include wealth planning, retirement planning and tax preparation. They focus on a diversified approach to investing to minimize risk. They also provide clients with an easy-to-understand portfolio.

The firm is a leading private equity investor in the UK, with its latest fund closing at over PS1 billion. It seeks businesses with enterprise values of up to PS350 million and operates in a variety of sectors and markets. The London office of Debevoise & Plimpton advised Exponent on the fund.

A Deep Dive into Exponent Investment Management’s Services

Exponent has stepped up its spending in Ireland, investing in Kingsbridge Healthcare Group, Northern Ireland’s largest private hospital group. The deal brings Exponent’s total spend on the island to more than EUR1 billion, following its purchase of Chanelle Pharma, a Galway-based pharmaceutical and veterinary drugmaker; and last year’s €300 million acquisition of Fintrax, Gerry Barry’s provider of VAT returns and dynamic currency conversion services in the Republic of Ireland.

Cortney Stapleton, a partner at Bliss Integrated Communications and founder of networking group Exponent Women, is one of the Ross School of Business alumni named to M&A’s 2022 Most Influential Women in Mid-Market M&A. She discusses her group’s goals, the importance of “the ask” and why inclusivity matters.