The Investment Exchange

Welcome to the latest edition of "The Investment Exchange," your premier source for mergers & acquisitions and investment 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

1. Weekly Update - Small group Mastermind (ONLY 5 spots available)

2. Current Investment Opportunities - Aseptika Ltd

3. Current Property Deals with Paul Langshaw - Investing in energy-efficient properties

4. Alternative Investment World - Isaac Qureshi

5. Expert Corner - Build & Exit Podcast

6. Events, Offers and Announcements - The Scale Pyramid

7. Bonus Investment - Invest in Your Vision of North East Luxury Living: Hepscott's Hidden Gem

Section 1 - Weekly Update

Another exciting week with two new investors joining the Alphagenix family 🙂 

Onto the newsletter though and we have two brand new deals, a new podcast in the spotlight plus the usual content from Paul Langshaw and Lee Smith. If you’ve been enjoying the content over the last 6 months, then why not consider our small group mastermind? Now in its 4th year, this 12-week program delves into 6 key areas you can use to scale a company including M&A. WE only have 5 spots available. Drop me a line at [email protected] for details or check out https://www.tdhcapital.co.uk/training-and-mentorship/

Section 2 - Investment Opportunity: Aseptika

Aseptika, a pioneering healthcare technology company, is on a mission to revolutionise the healthcare delivery landscape. Aseptika is driven by a vision of more accessible, efficient, and environmentally responsible healthcare solutions.

What Aseptika Does:

- Aseptika specialises in reducing NHS waiting lists, enhancing patient outcomes, minimising hospital and ER visits, lowering carbon emissions, and optimising healthcare resource allocation.

Aseptika's Approach:

- Aseptika's approach revolves around cutting-edge technology, exemplified by their "Always Connecting" innovation. They provide end-to-end healthcare solutions and have a proven track record, underpinned by a learning-driven methodology.

Why Aseptika Does It:

- Aseptika is committed to making a meaningful impact on the lives of individuals and improving the overall patient experience.

What Sets Aseptika Apart:

- Aseptika stands out for their innovation and 100% undiluted ownership. They offer a complete hierarchy of healthcare solutions, from devices to apps and cloud-based services.

The Future with Aseptika:

- Aseptika is poised for a significant leap forward with the impending launch of the PUFFClicker3 Smart Inhaler Tracker in Q2 2024. This next-generation technology, empowered by "Always Connecting," eliminates the need for a smartphone or tablet, improving prescription adherence and patient wellness.

Investment Opportunity with Aseptika:

- Aseptika is currently seeking £150,000 of equity finance in exchange for a 10% equity stake. This opportunity represents a "late" seed round in a mature and de-risked MedTech company. It serves as a precursor to a high-value Series A round in 2024, expected to be primarily sourced from the USA and valued substantially higher.

Investors are invited to join Aseptika's journey toward redefining healthcare, contributing to potential returns, and supporting a brighter, more accessible future in healthcare. Contact Kevin A. Auton Ph.D at [email protected]

Section 3 - Property Deals by Paul Langshaw:

Investing in energy-efficient properties is gaining serious traction, spurred on by looming government mandates in the UK for minimum energy standards in rental housing. The focus is on properties with high Energy Performance Certificate (EPC) ratings of C or above, reflecting a heightened environmental consciousness and a desire to curb carbon emissions. Here's a summary of why this investment trend is not only wise but also environmentally responsible:

EPC Defined: EPCs grade property energy efficiency on a scale from A to G, with A being the most efficient. They evaluate factors like insulation, heating, and lighting, promoting environmentally friendly properties.

Lower Utility Costs: High EPC-rated properties are incredibly cost-effective. They consume less energy, leading to substantial savings for both landlords and tenants in terms of utility bills. This financial advantage makes them an attractive investment.

Enhanced Market Appeal: Properties with superior EPC ratings are in high demand due to their eco-friendly profile. Government incentives, such as the Green Homes Grant, further boost their attractiveness. Investing in these properties increases marketability.

Eco-Friendly Impact: Investing in energy-efficient properties contributes positively to the environment. It plays a crucial role in fighting climate change and fostering sustainability, which can be a source of personal satisfaction and responsibility.

Government Support: Various government incentives, including tax breaks and grants, make investing in energy-efficient properties financially viable. These incentives can offset initial costs and maximize your return on investment.

Personal Experience: Landlords are increasingly recognizing the benefits of high EPC-rated properties. Reduced energy costs, strong market demand, long-term savings, and environmental responsibility are compelling reasons for making these properties a top priority in their investment strategy.

Case Study: A landlord's journey to prioritize high EPC-rated properties showcases the potential for reduced utility costs and increased marketability. Government initiatives and a commitment to sustainability make this investment a smart choice. The long-term benefits include cost savings and enhanced property value. The positive impact on the environment and financial incentives make it a win-win for both landlords and tenants.

Note: The case study underlines the practical benefits, such as reduced utility costs and increased property value, alongside the environmental advantages. Government incentives, like solar panels and improved insulation, further bolster the appeal of investing in high EPC-rated properties.

For more info, get in touch with Paul at [email protected]

Section 4 - Alternative Investment

Slightly different angle this week and we are highlighting an inspiring individual in Issac Qureshi. Issac looks to open the world of investments to all of his Clients, whether this be a more traditional approach or within the world of alternative markets too.

Check Issac out https://issacqureshi.com/

Section 5 - Expert Corner

Julie Wilkinson, a chartered management accountant, found her true potential at the age of 37 when she transitioned from a well-compensated corporate role to establish her own accounting and consultancy firm. With extensive experience handling 5-10 acquisitions and business exits monthly for her clients, Julie possesses deep insights into the critical challenges business owners encounter. These challenges encompass securing the desired value for their businesses while establishing the necessary controls and processes for the business to operate independently of its owners.

Julie's upcoming podcast, "Build and Exit," will provide a platform for engaging conversations, anecdotes, and real-life illustrations of the day-to-day obstacles faced by business owners. It will explore various growth strategies, including acquisitions, and offer valuable tips on how business owners can transition from being deeply involved in their businesses to strategically working on them. This shift enables owners to maximize the value of their businesses upon exit.

Additionally, Julie will share her own insights into effective business management. She will also discuss how Wilkinson Accounting Solutions plans to sustain growth through strategic acquisitions.

Section 6 - Events, Offers and Announcements

If you’ve been enjoying the content over the last 6 months, then why not consider our small group mastermind? Now in its 4th year, this 12-week program delves into 6 key areas you can use to scale a company including M&A. WE only have 5 spots available. Drop me a line at [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.

Happy investing!

Ross Tomkins, Key Person of Influence @ The Investment Exchange

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 decisions.

Bonus Investment - Invest in Your Vision of North East Luxury Living: Hepscott's Hidden Gem

Discover a unique investment opportunity in the coveted Hepscott postcode in the North East. The potential for luxury living awaits, and we invite you to be a part of it.

The Opportunity:

- £1.25 Million Investment: We present an exclusive opportunity to acquire an existing home, annex, and an expansive 1.5-acre holding in the heart of Hepscott. While we're seeking £1.25 million for this exceptional property, we are incredibly flexible when it comes to payment terms.

The Vision:

- Elevated Luxury: Imagine an enclave of nine breathtaking bungalows, perfectly designed to embody the essence of luxury living.

The Prospects:

- Positive Feedback: We have already received encouraging feedback from local planners. The prospect of a 9-bungalow scheme in this prestigious area has been met with approval.

The Potential:

- Coveted Location: Hepscott is a highly sought-after postcode in the North East, synonymous with prestige and a high quality of life.

- Luxury Living: This investment offers the potential to create an enclave of luxury bungalows, in sync with the aspirations of discerning homeowners.

The Time to Act:

- Unrealized Potential: With no planning achieved yet, this is your chance to shape the vision and be a part of creating a legacy in the heart of Hepscott.

Seize this unique investment opportunity to be part of something exceptional. Join us as we transform this blank canvas into a masterpiece of luxury living in the North East. Your investment can be tailored to match your vision and aspirations, making this a one-of-a-kind opportunity in the Hepscott postcode. Contact [email protected] or ourselves at TDH Capital.