The Investment Exchange

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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.  

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Contents

1. Weekly Update - Reflections on Another Big Week

2. Current Investment Opportunities - Invest in the Future of Health, Wealth & Purpose - The Longer Life Club Consortium

3. Expert Corner - Introducing Mark Blacklee

4. Events, Offers, Insights and Announcements - Re-up Your Body & Mind with Us at AIWO in January

5. Bonus TRT Protocols with Dr Max Draper, Dr Andrew Winge & Dr Adam Hotchkiss

Section 1 - ✉️ This Week’s Update ✍️ Reflections on Another Big Week

This week has been full of movement, momentum, and meaningful conversations. It began in New Mexico, where I had the privilege of attending Gregg Braden’s Pure Human event, a powerful reminder of what’s possible when science, consciousness, and human potential intersect.

From there, James Oates and I hosted the latest Balmoral Partners board meeting, before connecting with Dr. Dev Ahuja, PhD, and Deborah Edwards to map out some upcoming changes at GT Vision Ltd.

I also caught up with Jose Manuel Perez-Miller regarding a couple of exciting North American acquisitions, Ravi Shanker about expanding Alphagenix into India, and Roger Snipes on a potential collaboration.

A highlight of the week was welcoming Victoria Henderson to the Alphagenix family in a business development and sales executive role, a fantastic addition to the team.

There was also progress on the acquisitions front: an energising call with Cameron Young about a new portfolio opportunity and verbal agreements on two bolt-on acquisitions for our mobility vertical with business partner and friend David Lynch.

We wrapped up the week with my private mastermind session, where Justin Bourner presented on behalf of Portland Financial Group.

I’m writing this from Manchester, ahead of my final pre-op assessment tomorrow and surgery on Tuesday. I’m looking forward to getting this operation done, recovering well, and making 2026 my fittest and healthiest year yet.

Here’s to progress in business, in health and in life.

And remember if you’re an investor, strategic partner, or founder exploring an exit, now is a great time to connect. We’ve got exciting projects at Balmoral Partners and Ascend³ from healthcare to high-growth roll-ups and we’re always looking for the right people to join us on the journey.

P.S. Want to explore a fit? Book a quick 20-min call here: https://calendly.com/the_scale_pyramid/30min

Section 2 - Investment Opportunity: Invest in the Future of Health, Wealth & Purpose - The Longer Life Club Consortium

The global wellness market has hit $6.8 trillion and is projected to reach nearly $10 trillion by 2029 and the Longer Life Club Consortium is positioned at the heart of that growth.

Their mission is simple yet transformative: to build a network of self-sufficient, longevity-focused private health resorts combining personal wellbeing, sustainability, and social impact within a profitable, self-financing model.

Through their flagship Odeleite River Valley Eco Centre, they are developing a pioneering health and longevity destination in the Algarve, a model that blends luxury living, wellness investment, and philanthropy.

Early-stage investors will share in a €5.5M+ land-backed project with target ROIs of 10%+, plus exclusive lifetime perks including all-inclusive stays and family membership privileges.

We’re forming a small consortium of visionary entrepreneurs and wellness investors who see the future of health not just as a lifestyle, but as an asset class.

💬 To explore how you can be part of this global movement and speak directly with the visionary architect behind the idea reply to this message or DM to arrange a private briefing

Section 3 - Expert Corner: 🚀 Why Curo And Why Mark Blacklee Matter

Curo is a UK-based PPC & digital marketing agency that specialises in turning e-commerce Google Ads accounts into their clients’ top-performing sales channels, no matter the ad budget.

🔍 What Curo Does Differently

• Growth-oriented, guaranteed KPI model: Curo positions itself as a “growth-oriented, profit-powered PPC management” agency. 

• Full funnel optimisation: From strategy to ad execution to constant data-driven optimisation, Curo treats each account as a distinct business, tailoring campaigns to drive real, measurable results rather than vanity metrics. 

• Longevity & reliability: Founded in 2009, with a proven track record servicing retailers and e-commerce brands large and small. 

🧠 The Mind Behind the Machine: Mark Blacklee

Mark Blacklee, Founder and Managing Director of Curo brings over 16 years of hands-on experience building, scaling, and optimising high-impact PPC campaigns for notable retail and e-commerce brands.

More recently, Mark has expanded his role into agency investing and M&A advisory, acquiring performance and digital-marketing agencies with EBITDA over £100K under the umbrella of BC24 Group. 

Mark’s unique strength lies in scalability mindset + operational discipline: he doesn’t just optimise ad accounts; he builds agency value, operational robustness, and long-term growth trajectories. As he puts it:

✅ Why This Matters for Investors, Brands & Entrepreneurs

• Scalable, predictable marketing ROI: Curo transforms Google Ads from a cost centre into a revenue driver.

• Agency with heart + structure: Under Mark’s leadership, Curo isn’t a one-person freelancer outfit — it's a structured, growth-oriented agency with systems, track record, and buyout potential.

• Optional exit or buy-in upside: Given Mark’s background in M&A and agency acquisitions, partnering with Curo offers not just marketing returns, but potential equity upside or exit paths via BC24-type roll-ups.

• E-commerce ready & results-tested: From niche retailers to larger brands, Curo has demonstrated they can deliver regardless of scale or ad budget.

💬 Want to Learn More?

If you’d like to explore working with Curo, learn about investment or buy-in opportunities, or just speak with a founder who builds for the long game, contact Mark Blacklee directly.

Section 4 - Events, Offers, Insights and Announcements: 🧬 Re-up Your Body & Mind with Us at AIWO in January

We have 1 final spot left (it could be a couple)

DON’T MISS OUT

We’re heading back to AIWO in January for a high-impact 7-Day Healthcation where we’ll dive into actual biological transformation and I’m inviting you to join me, along with several of my entrepreneur friends, investors and performance-leaders, for this next-level wellness immersion.

Why this trip matters

✅ AIWO’s 7-Day Healthcation offers advanced diagnostics: full blood work, VO₂ Max, DEXA body-composition scans, gut microbiome testing, posture & structural assessments, etc.

✅ You’ll be guided by physicians, psychologists, dietitians and physios—so you get personalised insights, not just generic workouts. 

✅ Think of it as the intersection of health optimisation + elite network + reset environment: ideal for high-performers who want to bring the next version of themselves back into business, life and family.

✅ There are only 5 spots left and we’re opening it to partners too (bring your significant other, spouse, co-founder, etc).

Who this is for

✅ You’re an entrepreneur, investor, executive, or high-achiever who knows your health is the foundation of your performance.

✅ You’re ready to shift from “busy” to “optimized.”

✅ You love networking in the deep-zone: connect with other growth-minded people in a trusted environment.

✅ You want to return from the trip not just rested, but transformed—body, mind, strategy, game plan.

Logistics at a glance

✅ 7 full days of immersion in the AIWO health-camp setting.

✅ Inclusive diagnostics + therapies + wellness protocols. 

✅ Small-group dynamic (we’ll keep it lean so we all experience high value).

 ✅ Bring your partner if you wish: two-person bookings accepted.

✅ 5 seats remaining — these will go quickly.

⸻

If you’re ready to elevate your health, connect with elite peers, and come back with clarity, vitality and strategic advantage, reply here or DM me to lock your spot (and bring a partner).

Let’s make January the month you transform what your body can do for your ambition 🏁

Ross

Onwards and upwards 🚀

Have a great day

Ross

Here are 3 ways we can work together

1. Apply to join our small group accountability program. With a full 12 months to work together, this could just be what you need to supercharge your business growth, raise investment or get started on the business acquisition ladder.

2. Submit a pitch deck or investment proposal to share in an upcoming newsletter

3. Reach out about Joint Venturing, partnering or working with me and the team

You can follow me below

Contact [email protected]

Bonus Section 5

The TRT Protocols Course offers an evidence-based, six-week online program designed to guide men through understanding and optimizing their testosterone levels. Led by experienced physicians specializing in men's health and hormone optimization, the course provides:

• Week 1: Foundations of testosterone and its impact on overall health.

• Week 2: Interpreting lab results and understanding hormonal imbalances.

• Week 3: Natural methods to enhance testosterone production.

• Week 4: Introduction to testosterone replacement therapy (TRT) and its protocols.

• Week 5: Advanced TRT strategies and monitoring.

• Week 6: Integrating lifestyle changes for sustained hormonal health.

This course is ideal for individuals seeking to take control of their hormonal health, offering practical knowledge without the need for prior medical expertise. For more information and to enrol, visit TRT Fundamentals.

Happy investing!

Ross and The Investment Exchange Team

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