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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 - Family, Strategy & Big Moves

2. Current Investment Opportunities - Investment Opportunity: The Vegan Patty Lady

3. Expert Corner - Ascend Quarterly: Exclusive In-Person Event

4. Events, Offers, Insights and Announcements - Green Energy Capital Raise — Introducers Welcome

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

Section 1 - ✉️ This Week’s Update: 🏡 Family, Strategy & Big Moves

This week has been a special one for Team Tomkins.

We’ve been house hunting here in Abu Dhabi, exploring neighbourhoods and discussing our long-term plans as a family, everything from where we want to build our next chapter to the state of the UK and how tax structures differ across the world.

Of course, while we’ve been thinking long term personally… the deal machine hasn’t stopped turning.

We’ve:

• ✅ Made three offers on exciting businesses,

• 🤝 Sourced two additional off-market opportunities in our sector, and

• 🚀 Are about to launch a new e-commerce venture in partnership with one of our portfolio companies.

It’s shaping up to be a season of bold moves, smart positioning and intentional living, both at home and in business

On a totally different note, I would love your help. I’ve been nominated for an award and it would mean a lot if you follow this link and leave a vote (click on the photo)

Let’s go. 👊

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 Bold Flavour. No Compromise.

The UK’s plant-based food revolution is accelerating and The Vegan Patty Lady is leading the charge with culturally inspired, nutritionally balanced, and allergen-friendly products.

🌱 The Opportunity

• Over 6.4 million Brits now identify as plant-based — double last year’s figure.

• The market is growing at 10.6% CAGR through 2030.

• 70% of consumers say plant-based food needs better texture and taste.

🥥 The Solution

Founder Natasha Orumbie has created the UK’s first vegan Jamaican curry patties that are:

• 🌿 Whole-food & clean-label (no ultra-processed ingredients)

• 🚫 Gluten-free & soy-free options

• 🌶 Bursting with bold Caribbean flavours

• ✅ Backed by strong re-order and conversion rates

🚀 Traction So Far

• Tripled revenue in year one: £9K → £27K

• 31.25% re-order rate (vs UK food avg. 10–15%)

• 5.18% conversion rate (vs e-commerce avg. 1–2%)

• National listing with Ocado — sold out in 2 weeks

• £125K starter pipeline with Compass Group

📈 Investment Ask

• £175K–£200K for 10–15% equity

• 6–9 month runway focused on production, marketing, and facility fit-out

• Targeting a £5–15 million market share over 3–5 years

🌍 Why Now

The Vegan Patty Lady is first to market with an authentic, allergen-aware, cultural food product that meets the health and flavour demands of today’s consumer. Backed by an experienced team and advisory board, they’re ready to scale.

📩 [email protected]
🌐 www.theveganpattylady.co.uk
📸 @theveganpattylady
📞 07968 352 165

Section 3 - Expert Corner: 🚀 Ascend Quarterly: Exclusive In-Person Event

Ambitious business owners don’t just build companies, they build legacies.

Our next Ascend in-person quarterly is your chance to connect with a hand-picked group of founders who are scaling fast without sacrificing their health, mindset, or freedom.

✨ Strictly limited places
🔥 High-impact sessions
🤝 Real connections, NOT just networking

If you’re ready to play bigger, lead with clarity, and scale with certainty, this is your invitation.

📩 Apply for your seat now — places won’t last.

Section 4 - Events, Offers, Insights and Announcements: ⚡ Green Energy Capital Raise — Introducers Welcome

We’re currently seeking to source between $25M and $100M USD to accelerate a major green energy infrastructure project, a strategic initiative designed to drive sustainable growth and long-term value.

💰 We’re offering a percentage introducer’s fee on successful capital placement.

If you’re well-connected in the investment, family office or institutional capital space or can facilitate introductions to serious capital partners — this is an opportunity to earn while being part of a meaningful energy transition project.

🔸 Deal Size: $25M – $100M
🔸 Sector: Renewable / Green Energy
🔸 Introducer Fee: % paid on successful placement

📩 For further details or to make an introduction, reach out directly to either myself or James on ross@ or [email protected]

Let’s power the future together. ⚡

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