Exponent for Long-Term Financial Planning is Ottawa’s largest fee-based financial advisor firm. Our certified financial advisors adopt a simple approach that focuses on designing financial services according to the need of our clients. Our turnkey personalized approach will enable you to plan, manage and implement your financial future.
The company is focused on helping business owners and professionals move from active pursuit of professional income to passive retirement investment. The process is motivated by the desire to help people achieve peace of mind knowing their goals are within reach. We understand that wealth is often the result of happy events – a sale, inheritance, or windfall. But not all wealth is created equal, and some of it is created by a series of events that are neither happy nor predictable.
Estate Planning: A Key Service at Exponent Investment Management
The private equity firm specialises in backing family or founder-owned businesses and “corporate carve-outs”. Its first deal was a purchase of the Times Education Supplement from News Corp, publisher of the Sunday Times, in 2004. It later invested in online rail ticket seller Trainline and in branded media firm the Racing Post. It is currently investing in Kingsbridge Healthcare Group, its first deal on the island of Ireland and its eighth platform acquisition.
The deal is subject to regulatory approval and is expected to close in 2022. Cleary Gottlieb is advising Exponent on the transaction. Several institutional investors have recently added to their stakes in Exponent. State Street Corp lifted its position in the company by 0.7% during the 3rd quarter. The fund now holds 1,840,313 shares of the business services provider’s stock worth $212,151,000 after purchasing an additional 13,644 shares in the last quarter. Geneva Capital Management LLC also lifted its position in the company by 1.7% during the same period. The firm now owns 1,590,804 shares of the company’s stock worth $183,388,000 after purchasing an additional 27,339 shares in the last quarter.