Investment Insights by Exponent focuses on designing financial services according to clients’ needs. It understands that wealth doesn’t always arise from a happy event, and often results from an inherited windfall, divorce, death or the sale of a business. Exponent seeks to help clients make a smooth transition from active business or professional income to passive retirement investments that will allow them to enjoy life.
The firm was founded in 2004 and specializes in backing family or founder-owned businesses as well as corporate carve-outs. It has a track record of creating value and growth through acquisitions and transformational programs.
Understanding ETFs and Mutual Funds with Exponent Investment Management
In the past three years, it has completed 16 deals involving a total of around £2 billion in enterprise values. Cleary Gottlieb advised on two of these deals – the recent PS1 billion fund raise by Exponent Private Equity Partners III, LP, and the 2015 purchase by online rail ticket seller Trainline of its UK operations from Virgin.
Aside from private equity, Exponent also has a dedicated infrastructure team which serves its clients. This team enables clients to access information quickly and efficiently, and allows them to leverage best practices across their portfolios.
Investors interested in analyzing Exponent, Inc. (EXPO) should consider its stock grades for value, growth and momentum as well as estimates of earnings revisions and quality. These grades are provided by A+ Investor, a robust data suite that condenses complex research into intuitive A-F grades for each factor.