Founded by former senior executives of 3i, Exponent Investment Management specialises in backing family or founder-owned businesses and “corporate carve-outs.” It has already invested more than EUR 1 billion in Ireland over the past decade. Its portfolio includes H&MV, Ethos Engineering and Chanelle Pharma, and online rail ticket seller Trainline. Other notable investments include the Fintrax payment firm, which it bought back from IFF as part of an add-on acquisition; and Enva, an environmental services group it carved out with businessman Niall Wall from quoted distribution group DCC.

Exponent’s approach to ESG is rooted in understanding that not all wealth is generated through happy events like inheritance or successful business ventures. Its process is motivated by guiding its clients away from actively pursuing professional income towards passive retirement income.

The Importance of Tax-Efficient Investing in Canada

Novata’s platform has enabled Exponent to track and analyse key ESG metrics, making it easier to share insights with deal teams and demonstrate transparency. It has also facilitated benchmarking and improved ESG reporting for its own portfolio companies.

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