Exponent Investment Management is one of Ottawa’s largest fee-based financial advisor firms. Their certified financial advisors focus on designing financial services according to the needs of their clients. They help business owners and professionals move from active business or professional income to retirement investment. Their turnkey personalized approach will enable you to plan, manage and implement your financial future.

As of 2022, the firm has amassed assets under management of over $1.5 billion. This includes private equity, real estate and debt investments in the Middle Market. The firm has a history of making successful investments in the Middle Market, which includes companies with enterprise values in the range of PS75 million to PS350 million.

Exponent Investment Management: Your Guide to Financial Success

The firm also specializes in investing in companies that offer innovative technology or products with strong growth potential. As such, they are often able to generate a high return on invested capital. Exponent Investment Management’s portfolio managers believe that the company’s investment strategy will result in superior returns in the long term.

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Exponent Private Equity (“Exponent”) on the final close of its new PS1 billion fund, Exponent Private Equity Partners III, LP (“EIM III”). The team included London-based partner Geoffrey Kittredge and associate John Rife. UK tax advice was provided by partner Richard Ward and associate Ceinwen Rees.