The Investment Exchange

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

1. Weekly Update - Reflections on 2025

2. Current Investment Opportunities - Balmoral Partners: Year One Milestone – £30M AUM

3. Expert Corner - Build Your Leadership Energy Masterclass by Ali Kiggz:

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

These last few weeks have 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 4 weeks post operatively and I’m looking forward to 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: 🚀 Balmoral Partners: Year One Milestone – £30M AUM

We’re proud to share that Balmoral Partners has closed out our first full year with over £30 million in Assets Under Management.

From a bold vision to a powerful portfolio, it’s been a phenomenal journey — and we’re just getting started.

📈 Still Time to Get Involved

If you’ve been watching from the sidelines, this is your chance.
We’re continuing to scale — and it’s not too late to join us.

👉 DM me directly if you'd like to learn more about our upcoming opportunities to invest alongside us.

Let’s grow — together.
— Ross

Section 3 - Expert Corner: Build Your Leadership Energy Masterclass by Ali Kiggz:

⚡ Most Entrepreneurs Burn Out Before They Break Through...

The dream was never the problem.

What holds most business owners back?
Their energy breaks down long before their vision has time to take root.

😴 Afternoon crashes
🌫️ Brain fog
☕ Dependence on coffee just to function

When energy dips, focus slips, performance slows, and progress stalls.

Enter: Ali Kiggz, Founder of The Fit Body for Business

Ali's mission is simple:
Help purpose-driven leaders sustain their energy so they can fully deliver their gift to the world — without burning out.

His live masterclass — Build Your Leadership Energy — is for business owners ready to:

• Boost focus and stamina naturally

• Lose weight and feel lighter in their bodies

• Hit business goals without stimulants or burnout

📅 Next Masterclass:

🗓️ 5th January 2026
🕑 2:00 PM GMT
🎯 Online & Free to Attend

You’ll learn:

• Why energy crashes have nothing to do with motivation or willpower

• How the modern food system sabotages your stamina

• Why your gut health could be the missing piece in your performance puzzle

This isn’t about grinding harder.
It’s about rebuilding your energy system from the inside out so you can finish what you started — with power.

If that sounds like the kind of reset you’ve been craving…

👉 Register now

Build Your Leadership Energy
Finish What You Started.

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