The Investment Exchange

Issue 92 - Sell-Side M&A Masterclass

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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 - Headhuntable: Revolutionising the Job Search with AI

  3. Property with Paul - Why Student Accommodation Remains a Golden Investment Opportunity

  4. Expert Corner - Paul Giannamore’s Sell-Side M&A Masterclass

  5. Events, Offers, Insights and Announcements - Get in touch

Section 1 - Welcome to the Latest Edition of The Investment Exchange

We are entering an exciting period of evolution here at Balmoral Partners. As we continue expanding our global presence, our upcoming events will provide the perfect opportunity for founders and funders to come together in an unforgettable setting—designed for connection, clarity, and growth.

In parallel, we’re thrilled to announce that we have found our Marketing Director, who will be joining us at the end of the month. Additionally, we’ve appointed a new Relationships Manager, Craig Wallace, who recently joined us in Ibiza for the final days of a series of exciting conversations that will shape our future direction.

In addition, we are thrilled to share that our 5th acquisition is imminent and expected to complete this week. We are also excited to announce that our 6th investment has been agreed, as we move forward with an exciting women’s health tech platform that aligns perfectly with our mission to drive innovation in the healthcare sector.

Moreover, we’re evolving the Ascend mastermind into a scalable, tiered membership ecosystem. With new productized content, curated access, and recurring revenue models, Ascend is transforming into a hub for high-integrity builders who are ready to rise and make a meaningful impact.

Let’s build something remarkable—together.


Section 2 - Investment Opportunity: Headhuntable: Revolutionising the Job Search with AI


Headhuntable is the first fully autonomous AI-powered job search agent, transforming the job-seeking experience with end-to-end automation, real-time interview coaching, and personalized LinkedIn networking. In an era where AI is reshaping employment, our mission is clear: empower job seekers and give them back control.

The Problem: Traditional job boards and outdated platforms are failing candidates:

  • Qualified candidates are overlooked due to inefficient systems.

  • Mass applications lead to “apply-and-pray” fatigue—resulting in burnout.

  • Declining trust in traditional platforms erodes confidence, leaving job seekers frustrated and disillusioned.

The Solution: Headhuntable is a game-changer with its fully autonomous, end-to-end job search automation, offering:

  • Generative-AI real-time interview coaching that provides tailored feedback.

  • Automated resume tailoring for each specific opportunity, ensuring a perfect match.

  • AI-powered personal branding and LinkedIn outreach to grow your network.

  • A pay-per-performance model that aligns our success with yours—only paying for results!

The Market Opportunity

  • 300 million jobs globally are at risk of displacement from AI (Goldman Sachs).

  • 27% of jobs in OECD countries face automation threats (Reuters).

  • 375 million workers will need to quickly adapt to new careers.

The opportunity to address these challenges is massive—and Headhuntable is leading the charge in transforming how people find work.

Traction

  • 95% success rate from our refined manual processes since 2023.

  • Launched pay-per-performance model in January 2025.

  • Organic growth: 3-6 new sign-ups per day with zero marketing spend.

  • Featured in LA Weekly with national coverage upcoming in CNBC, Forbes, and Wired.

  • Final discussions with Indeed Ventures to lead the current funding round.

Competitive Edge: Headhuntable stands out with features no competitor can match:

Feature

Headhuntable

Closest Competitor

End-to-End Automation

Real-Time Interview Coaching

Pay-per-Performance Pricing

LinkedIn Network Automation

AI-Driven Personal Branding

Customer Satisfaction

95%

82%

Join the Revolution: Headhuntable is transforming the job search. If you're ready to take control of your career in the age of AI, let’s connect.

Contact Us:
Email: [email protected]
Text Nathaniel directly at: 737-308-6050
Email Nathaniel: [email protected]

headhuntable_investor_tear_sheet_updated.pdf49.83 KB • PDF File

Section 3 - Property with Paul Langshaw: Why Student Accommodation Remains a Golden Investment Opportunity

Despite concerns over the Renters Reform Bill, I’m doubling down on student accommodation due to its resilience and strong demand. The abolition of Section 21 and other reforms may worry some investors, but they present a unique opportunity for those who understand the market.

Key Points:

  • Purpose-built student accommodation (PBSA) is exempt from many new regulations.

  • Student demand remains strong, with universities expanding and needing more housing.

  • Nervous landlords are selling, reducing competition and driving up rents for those who stay invested.

  • High-quality properties will command premium rents as standards rise.

  • Strategic partnerships with universities offer guaranteed occupancy and higher rents.

I’m focusing on buying 3-5 properties in high-demand university towns, with plans to improve energy efficiency and security. The market disruption creates a wealth-building opportunity for strategic investors, and I’m offering select investors a chance to partner in these ventures.

Feel free to reach out if you’d like to discuss these opportunities further.

Section 4 - Expert Corner: Paul Giannamore’s Sell-Side M&A Masterclass

I highly recommend checking out the latest instalment of Paul Giannamore’s Sell-Side M&A Masterclass series, as recommended by my friend, Samuel Clarke. In this insightful Q&A session, Paul answers viewer-submitted questions on the high-stakes world of mergers and acquisitions.

Paul delves into critical psychological and strategic elements behind structuring a competitive sale process, maintaining leverage with buyers, and navigating key negotiation moments. Key topics include:

  • How buyers assess competition and whether you’re bluffing

  • Extracting critical information without revealing too much

  • The power of deadlines and creating urgency

  • How to control emotions and prevent them from derailing a deal

  • The one skill that sets elite dealmakers apart

Paul breaks down real-world M&A tactics, from creating leverage in one-buyer scenarios to forcing a buyer to bid against themselves without them realizing it. Whether you're a business owner considering a sale or an M&A professional refining your approach, this masterclass Q&A is a must-watch.

Paul Giannamore is a leading expert in Sell-Side M&A, known for guiding service business owners through smooth and profitable transactions. His strategic insights have shaped many successful deals, making him one of the top experts in the industry.

📌 Watch Paul’s Previous Masterclass Episodes
🔗 Part 1: Paul Giannamore’s Sell-Side M&A Masterclass
🔗 Part 2: Inside an M&A Transaction: A Masterclass on Managing the Process

📌 Connect with Paul Giannamore
🔗 LinkedIn
🔗 Instagram

Section 5 - Events, Offers, Insights and Announcements:

If you have an offer that you’d like to see here, get in touch

Thanks for checking in

Kind healthy regards

Ross

What are you waiting for?

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

You can follow me below

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