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 -

2. Current Investment Opportunities - The New Frontier of Medicine: Psychedelics

3. Expert Corner - Daniel Mattalana

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: Welcome to this week’s pulse check. 🔥
From boardrooms to biohacking, investments to inner work — it’s been another fast-moving, high-frequency week inside the Ascend and Balmoral ecosystems. New deals closed, big ideas brewing, and a few powerful reminders that health, wealth, and purpose all rise together. Whether you're scaling a business, expanding your reach, or simply trying to show up better each day — there’s something in here for you.

Let’s dive in. 🚀

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: The New Frontier of Medicine: Psychedelics

What was once considered fringe is fast becoming the most exciting frontier in modern medicine.

Psychedelics — from psilocybin and MDMA to ketamine and ibogaine — are now being used to treat everything from PTSD and depression to addiction, anxiety, and end-of-life trauma. We're seeing a radical shift in how the world thinks about healing, consciousness, and long-term wellness.

But this isn’t just about medicine.
It’s about transforming mental health, rewriting outdated models of care, and unlocking entirely new therapeutic ecosystems — with the data, science, and results to back it all up.

At Balmoral, we believe this is one of the most important and impactful industries of the next decade.
We're actively exploring and supporting opportunities to be first movers — as operators, investors, and long-term partners — in the psychedelic health space.

If you're excited about where this is going and want to be involved as a key stakeholder, investor, or operator,
DM me directly — and let’s explore the future, together.

Section 3 - Expert Corner: You’re Earning… But Is Your Money Working?

If you’re an entrepreneur, investor, or high-performing sales pro — chances are the cash is coming in.

But are you putting that money to work?

🔥 Daniel Matallana — Colombian author, M&A insider, and trusted member of our circle — has launched a free community for entrepreneurs ready to scale their wealth, not just their revenue.

It’s built for people like us: dealmakers, builders, wealth creators.

📈 If you want to learn smarter ways to invest and expand your portfolio…

👉 Join here: Wealthy Sales Pro Community

Let your money hustle while you sleep.

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 THIS WEEK 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