Investment Excellence by Exponent is an investment firm focused on building long-term wealth. Its advisors help clients define their goals and provide guidance to achieve them. The company provides portfolio management, financial planning, retirement planning, and estate planning services. Its investment advisory services are offered through a fiduciary relationship, which means it has a legal obligation to put its client’s interests ahead of its own. Its fee-based services are provided to individuals and institutions.

Exponent’s Ireland team includes Richard Lenane, the managing partner, who is from Belfast; Sharon O’Keeffe, head of fund reporting, who is from Kerry; and dealmaker Shane Farragher, who is based in Dublin. It was one of the first international private equity firms to take advantage of this country’s new investment limited partnership laws and opened an office in Merrion Square last year. Exponent has made four times its money at the payments firm Fintrax and over 3.5 times at the environmental services group Enva, which it carved out with the businessman Niall Wall from the quoted distribution group DCC.

Financial Freedom: How Exponent Investment Management Can Help

Cleary Gottlieb LLP advised Exponent Private Equity Partners III, LP on its recent investment in Kingsbridge Healthcare Group (KHG), a private healthcare provider with operations across Northern Ireland and the Republic of Ireland. This is the UK-based private equity firm’s first investment in KHG and its eighth platform investment in Ireland, demonstrating Exponent’s commitment to partnering with founder-owned, market-leading businesses.

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