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 -

2. Current Investment Opportunities - Introducing Capital to Balmoral — 5% Success Fee

3. Expert Corner - Consultants in Business or The CIB

4. Events, Offers, Insights and Announcements - 33% of the Resurgence Program

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

Section 1 - ✉️ This Week’s Update:

It has been another high energy week of progress across the group with strategy sessions, new conversations and clear momentum building into the months ahead.

I am delighted to welcome Faris Khan as the newest member of our team joining us as M&A Analyst. Faris brings a sharp analytical mind, a strong work ethic and a real hunger to learn the art of deal making. He is already adding value as we continue to strengthen our acquisition pipeline and long term growth strategy.

Alongside this I have had a series of one to one sessions with several members of our private Ascend Community. These conversations continue to be one of the most rewarding parts of what we do and remind me why we are building this ecosystem in the first place.

We are only accepting 5 new members a month so get in touch if you need helping scaling through M&A, JV or Marketing.

On a more personal note I have also restarted training in the gym following surgery eight weeks ago. It has been a powerful reminder that progress is built through consistency and patience. I even managed to blend training and work together this week as we prepare to launch The Resurgence program designed to help over 40 year olds return to full fitness and confidence.

The program is led by Phil Early who at almost 60 years old is an unbelievable role model for what is possible when health becomes a priority.

Find out more in the Offers Section or if cant wait, Whatsapp

This is another important step in building the right team around the right vision and I am excited for what we will create together.

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: Introducing Capital to Balmoral — 5% Success Fee

At Balmoral Partners, we’re continuing to see strong momentum across our investment platform — and with that comes a growing need for aligned capital introductions.

To support this, we’re offering a 5% commission on successful investment introductions into Balmoral opportunities.

This is designed for trusted connectors — people with access to family offices, HNWIs, founders, or strategic investors — who understand the value of long-term, ethical capital and want to participate without deploying capital themselves.

How it works

• ✅ 5% success-based commission

• ✅ Paid on completion of the investment

• ✅ Applies to qualifying introductions only

• ✅ Confidential, professional, and relationship-led

If you know investors who align with our focus on health, longevity, ethical growth, and global diversification, we’d welcome a conversation.

📩 DM us to discuss an introduction or request further details.

Strong businesses are built on strong relationships — and we believe in rewarding those who help bring the right people together.

Section 3 - Expert Corner: Consultants in Business or The CIB

CIB is a specialist network of vetted coaches consultants and wellbeing experts who help organisations solve real human performance problems that drain productivity morale and profit.

They support leadership teams facing challenges such as burnout rising absence low engagement team conflict and under performance. Rather than selling generic programmes they focus on diagnosing the real issue and matching each organisation with the right specialist for short targeted interventions that deliver measurable results.

Their approach is fast to start light on bureaucracy and driven by outcomes not activity. Using their Thrive Index diagnostic and expert matching model they help improve leadership behaviour engagement wellbeing strategy and team performance while tracking impact so organisations only continue if it is working.

In short CIB helps organisations improve how their people work feel and perform without adding headcount or long term contracts. It is practical data led consultancy designed to deliver meaningful change from day one.

To find out more visit https://cib.global

If your organisation is facing a people performance challenge or wants to sustain high performance and uncover marginal gains now is the time to act.
Explore how CIB can support your team and start the conversation today.

Section 4 - Events, Offers, Insights and Announcements: The Resurgence Program

If you are over 40 and ready to reclaim your strength energy and confidence then The Resurgence program is for you.

This is a structured proven pathway to returning to full fitness led by Phil Earley whose own journey proves what is possible at any age.

To celebrate the launch the first 10 people to sign up will receive a whopping 33 percent discount bringing it down to just £1000 for an entire 12 week transformation.

Those first 10 will also be invited into a private WhatsApp community with me and the other members where we will keep each other accountable motivated and moving forward together.

If this feels like your moment then now is the time to act. Message me directly or register your interest today at https://www.theresurgence.co.uk/ and secure your place before the spaces are gone.

Your comeback starts here.

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