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Welcome to the latest edition of "The Investment Exchange," your premier source for mergers & acquisitions, investment and personal growth insights. In this issue, we bring you the latest deals and opportunities plus introduce some of the podcasters, influencers and content creators that are shaping the investment landscape.
Contents
Weekly Update -
Current Investment Opportunities - Panthor Multigym
Current Property Deals with Paul Langshaw - Financing Options
Further Opportunity - Birthify
Expert Corner - Chad Willardson's interview from the 2024 Business Acquisition Summit.
Events, Offers and Announcements - Exit Strategy Secrets with Aaron Fuchs
Section 1 - Weekly Update
Absolutely delighted to report our 16th acquisition completed last week with JHP Recruitment joining our portfolio after successfully completing the acquisition of a similar sized recruiter.
This acquisition effectively doubled them and the intention is to now grow by a factor of 5 over the next 2-3 years and exit.
Onwards and upwards and no on with the newsletter featuring two new opportunities and a great new podcast.
Section 2 - Investment Opportunity 1: Panthor Multigym
Panthor Multigym is set to disrupt the fitness industry with an unparalleled all-in-one strength training machine designed for home, office, or studio use. Imagine having the power of an entire gym at your fingertips, combining everything from biceps curls to glute workouts, squats, and presses in one sleek, compact unit. With a loading capacity of over 150kg and no height restrictions, Panthor Multigym caters to all fitness enthusiasts. Additional integrated tech enhances the user experience to deliver personalisation, health and fitness tracking and coaching
Market Opportunity
Global Market Potential: The global market for our innovative fitness solution is immense, with a serviceable obtainable market valued at £1.5 billion.
UK Early Adopters: Tapping into a pool of 5,000 early adopters in the UK alone can generate an estimated £21 million in revenue, showcasing a strong initial market demand.
Investment Details
Funding Requirement: We are seeking £340k for 23% equity to bring this groundbreaking product to market.
SEIS Advanced Assurance: Benefit from up to £250k in tax efficiency incentives, maximizing your investment returns.
Exceptional ROI: With a projection of 20x return on investment over the next 5 years, this is a lucrative opportunity.
Minimum Buy-In: A minimum investment of £25k allows you to be part of this exciting journey.
Competitive Advantage
Exclusive Patents and Trademarks: Patent pending in the USA, UK, and EU, and trademarked across 7 sectors, ensuring strong intellectual property protection.
Streamlined Investment Process: Partnering with Seedlegals, we offer a seamless and efficient investment process, ensuring all due diligence and legal documentation are handled professionally.
Proven Product: With successful beta testing completed, Panthor Multigym is primed for production in the UK, reducing risk and demonstrating market readiness.
Founder's Background
Investing in Panthor Multigym means backing a dynamic and visionary leader: Laura Louise Gilbert is the sole female founder with 6 years of experience as a health and biometrics coach and 7 years in product design and development. Laura was also the co-founder of an elite international sales agency, bringing a wealth of knowledge and expertise to the table.
Don't miss out on this unique investment opportunity. For further information and to request a pitch deck, please contact:
Laura Louise Gilbert
Email: [email protected]
Join us in revolutionising the fitness industry with Panthor Multigym, the future of home and office strength training.
Section 3 - Property with Paul Langshaw: Financing options
Today I wanted to look at financing your property portfolio. Unless you have a large inheritance, lottery win or the sale of a large asset, then the only option is to borrow Property is a really good asset for lenders, it holds it value well and and it has an intrinsic value. So what are your options of financing a property portfolio.
1. Bridging Finance:
- What is it? Bridging finance is a short-term funding option (typically 1 to 24 months) used to bridge the gap between property transactions. It's often employed when purchasing a property before securing longer-term financing.
This does not need to be a bank, family members or friends can chip in, or even Angel investors all play a part in delivering finance for a purchase.
You can use bridging loans to buy a property quickly, giving you a competitive edge.on both Development Projects: or refurbishment projects.
Considerations
-Bank Bridging loans are more expensive than traditional mortgages.
- Interest rates, fees, and repayment terms vary by lender¹.
Also if you go the alternative route, family and friends etc then giving up a slice of your profit might exceed what the bank may want in interest and charges.
Buy-to-Let (BTL) Mortgages:
- What are they? BTL mortgages are designed for landlords who want to buy residential properties to rent out.
These are offered as
Interest-Only or Repayments.
Lenders assess your ability to cover mortgage payments based on rental income.
Refinancing as a Strateg:
- After purchasing a property with a Bridging Loan use a BTL mortgage, to refinance later to release the loan and equity for further investments².
Commercial Loan Facilities, These loans are specifically for commercial properties (e.g., offices, retail units, warehouses, pubs, etc.).
Secured Against**: The loan is secured against the business premises.
Property Purchase**: Acquire commercial properties.
Refinancing Strategies:
Release Equity, If your properties appreciate in value, consider remortgaging to release equity.
Timing: Most BTL mortgages have a minimum waiting period (e.g., six months) before you can remortgage³.
Remember, each financing option has its pros and cons. Consult a financial advisor to tailor your strategy to your specific circumstances.
For some great deals to start or expand your portfolio please contact us for great deals
Section 4 - Further Opportunity: Birthify
Birthify is to birth and postpartum support what Better Help and Talk Space are to online therapy: a pioneering virtual coaching platform empowering pregnant and postpartum families with personalized experiences and unwavering support.
Problem/Opportunity:
Maternal care in the U.S. is plagued by impersonal practices and suboptimal outcomes, leaving millions of expectant parents underserved and anxious.
Our Solution:
Birthify connects clients with Maternal Support Practitioners (MSPs) via a revolutionary platform, offering weekly sessions and unlimited messaging for informed decision-making and enhanced support through pregnancy, birth, and postpartum.
Market:
With 3.9 million annual births in the U.S. and a significant demographic of 25-34-year-olds seeking comprehensive childbirth education, Birthify targets 702,000 potential clients annually in a lucrative femtech/maternal health market.
Revenue Model:
We operate on a subscription basis with an average spend of $960 per client annually, taking a 40% commission to sustain growth and service excellence.
Our Team:
Led by CEO Dawn Thompson, a renowned birth activist, our team combines decades of industry expertise in healthcare, operations, and strategic growth.
Financial Projections:
Anticipating rapid growth, we forecast $604,800 in Year 1 sales, scaling to $24.75 million by Year 5 with profitability expected by Year 3.
Funding Requirements:
Seeking $500,000 to $1.2 million to fuel marketing, expand services, and solidify operational capabilities for nationwide scalability and impact.
Conclusion:
Join Birthify in revolutionizing maternal health with innovation, personalized care, and scalable growth. Invest in shaping a better future for maternal care.
Contact Information:
Website: www.birthify.net
Email: [email protected]
Section 5 - Expert Corner: Now available publicly on our YouTube channel — Chad Willardson's interview from the 2024 Business Acquisition Summit 👇
Chad is the Founder & President of Pacific Capital — a fiduciary wealth advisory firm serving high-net-worth entrepreneurs and families who have a minimum of $10 million liquid net worth.
Chad is a 4X best-selling author of: "Stress Free Money"... "Smart, Not Spoiled"... "Beyond the Money"... and "Fit for Wealth."
He's is also the Co-Host of "The Smart Money Parenting Show" — a leading podcast in the category of Parenting, Kids & Family.
A lifelong student of personal development, Chad not only helps 8 and 9-figure entrepreneurs with their financial freedom, but he takes a full-picture approach to growth as the founder of Platinum Elevated — a coaching program for entrepreneurs to enjoy a better lifestyle
Section 6 - Events, Offers and Announcements:
Listen to this episode of Exit Strategy Secrets with Aaron Fuchs on Spotify.
Enjoy
Happy investing!
Ross and The Investment Exchange Team
P.S Whenever you’re ready, here are 3 ways we can work together
Apply to join our small group accountability program. With 3 and 12 month options this could just be what you need to supercharge your business growth, raise investment or get started on the business acquisition ladder.
Submit a pitch deck or investment proposal to share in an upcoming newsletter
Reach out about investing in one of our SEIS or EIS projects
Contact [email protected]
We hope you find this edition of "The Investment Exchange" informative and valuable. Your feedback and suggestions are important to us, so please feel free to reach out to us with any comments or ideas for future editions.
Note: This content is intended for informational purposes only and does not constitute financial advice. Please consult with a professional advisor before making any investment de