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.  

Contents

1. Weekly Update - Reflections from the Week

2. Current Investment Opportunities - Investment Opportunity: Balmoral Partners

3. Expert Corner - Expand Smarter: Why the UAE Is the Global Entrepreneur’s Launchpad

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

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Section 1 - ✉️ This Week’s Update ✍️ Reflections from the Week

It’s been another dynamic week across the Balmoral ecosystem — full of movement, conversations, and momentum.

On the family front, Team Tomkins has been deep in house-hunting mode here in Abu Dhabi, exploring where we want to lay longer-term roots and what the next chapter looks like for us as a family. Those discussions naturally led into broader reflections on the state of the UK, international tax structures, and how to build a truly global, resilient lifestyle that aligns with our values.

On the business side, it’s been equally energising:

• We’ve made three offers on exciting new acquisitions.

• Sourced two off-market opportunities within our core sectors.

• And we’re gearing up to launch a new e-commerce venture in collaboration with one of our portfolio partners.

It feels like the perfect blend of family clarity, strategic focus, and entrepreneurial energy — a reminder that growth isn’t just about scaling companies, but designing life with intention.

Here’s to another week of progress, purpose, and possibility.

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 from Balmoral Partners

We’ve had a strong influx of interest from investors exploring opportunities within our individual verticals — particularly across healthcare, technology, and wellness.

That said, we still have around £250,000 available in our UAE-based TopCo, offering exposure across the full Balmoral portfolio.

This allocation is ideally suited to an investor with a passion for health, longevity, and ethical growth, looking to be part of a purpose-driven platform with global reach.

📩 DM for details or to arrange a confidential discussion.

Section 3 - Expert Corner: 🌍 Expand Smarter: Why the UAE Is the Global Entrepreneur’s Launchpad

For serious founders, the UAE isn’t just another market — it’s the smartest base for global expansion.

From Dubai, you can scale into the Middle East, Asia, and Africa, protect your profits, and operate globally with minimal tax friction.

But opportunity here demands strategy. The UAE’s free zones, tax laws, and company structures can be a maze — get them wrong, and efficiency turns into expensive lessons.

This event is for entrepreneurs and decision-makers looking to expand, relocate, or restructure their business for smarter global growth.

You’ll learn how successful founders use the UAE to:
✅ Build cleaner, more strategic corporate structures
✅ Expand seamlessly across borders
✅ Keep more of what they earn — legally and efficiently

Walk away with a clear roadmap to structure, scale, and succeed globally — the way smart founders already are. See link below

www.linkedin.com/events/7386321664772308992

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

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