The Investment Exchange

Issue 83 -

February 24, 2025

In partnership with

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.  

Today’s Fastest Growing Company Might Surprise You

🚨 No, it's not the publicly traded tech giant you might expect… Meet $MODE, the disruptor turning phones into potential income generators.

Mode saw 32,481% revenue growth, ranking them the #1 software company on Deloitte’s 2023 fastest-growing companies list.

📲 They’re pioneering "Privatized Universal Basic Income" powered by technology — not government, and their EarnPhone, has already helped consumers earn over $325M!

Their pre-IPO offering is live at just $0.26/share – don’t miss it.

*Mode Mobile recently received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
*The Deloitte rankings are based on submitted applications and public company database research, with winners selected based on their fiscal-year revenue growth percentage over a three-year period.
*Please read the offering circular and related risks at invest.modemobile.com.

Contents

  1. Weekly Update - We’re Hiring!

  2. Current Investment Opportunities - Balmoral Partners: £1M Raised – £500K to Go!

  3. Property Section with Paul Langshaw - Unlocking Opportunities: Converting Shops into Accommodation

  4. Expert Corner - The Mann on a Mission Podcast

  5. Events, Offers, Insights and Announcements - Transformational Wellness Retreat in Peru – September 2025

Section 1 - Weekly Update: 🚀 We’re Hiring: Full-Time Marketing Executive 🚀

2025 is off to an incredible start! In just six weeks, we’ve successfully completed three acquisitions and are on track to hit our target of six this year. As we continue to scale, I’m looking for a full-time Marketing Executive to join my team.

This isn’t just another marketing role—you’ll be working directly with me on my personal brand as well as with directors across our growing portfolio of companies. It’s a hands-on role where you’ll have a real impact.

Who You Are:

✅ You have real-world experience in direct response marketing—meaning you’ve generated actual ROI, not just made things look good.
✅ You understand the power of compelling copy, conversion funnels, and performance-driven strategies.
✅ You’re proactive, adaptable, and thrive in a fast-paced, high-growth environment.

What You’ll Be Doing:

🔹 Building and optimising my personal brand across LinkedIn and other platforms.
🔹 Driving direct response campaigns that generate measurable business results.
🔹 Collaborating with directors of multiple businesses in our portfolio to execute high-impact marketing strategies.

If you’re a results-driven marketer looking for a role where you can truly make a difference—and shape the journey of a fast-growing company—let’s talk.

Section 2 - Investment Opportunity: 🚀 Balmoral Partners: £1M Raised – £500K to Go! 🚀

Exciting progress! Balmoral Partners has successfully raised £1 million towards our £1.5 million target—momentum is building, and there’s still time to get involved.

If you’re interested in joining us on this journey, let’s talk. Get in touch to arrange a meeting and explore how you can be part of something special.

📩 Opportunities are still available—don’t miss out!

Section 3 - Property Section With Paul Langshaw: Unlocking Opportunities: Converting Shops into Accommodation

The UK property market is evolving, and savvy investors are capitalising on shop-to-accommodation conversions. With declining high-street retail and growing housing demand, transforming vacant shops into residential units presents a lucrative opportunity.

Why Now?

🔹 Legislative Boost – New permitted development rights (PDR) introduced in 2021 allow shops to be converted into homes without full planning permission, reducing costs and delays.
🔹 High Demand for Housing – Conversions address housing shortages while revitalizing underused retail spaces.
🔹 Strong Returns – Investors can achieve rental yields of 5%-8% and benefit from capital appreciation in high-demand locations.

Key Considerations

📍 Location is crucial – Target areas with strong transport links and rental demand.
🏗 Plan for renovations – Assess structural integrity and compliance with regulations.
💰 Market research matters – Ensure local rental demand aligns with your investment goals.

This strategy is a win-win, offering investors high returns while enhancing local communities. With reduced barriers to entry and strong growth potential, now is the time to explore shop-to-accommodation conversions.

Section 4 - Expert Corner: The Mann on a Mission Podcast

The Mann on a Mission Podcast: #36 Ross Tomkins on Optimising Your Mindset for Business & Life

In this episode, we explore the art of high performance across multiple domains with Ross Tomkins. Ross’s journey is a testament to achieving excellence without sacrificing vitality, happiness, or health. As the leader of a successful acquisition company, he transforms businesses to scale six and seven figures. He’s also the author of two books and has climbed three of the world’s highest peaks—demonstrating a consistent ability to perform at a high level. What makes Ross’s story truly compelling is how he structures his life with intention, focusing on meaning, purpose, and an optimised mindset. He shares his experience with low testosterone, how TRT therapy transformed his health, and how it led him to help other men improve their well-being. We also dive into his insights from plant medicine, particularly Psilocybin, and the impact it has had on his perspective and performance. This conversation is packed with valuable lessons on what it truly means to perform at your best and live life to the fullest.    

mannonamission.libsyn.com/36-ross-tomkins-on-optimising-your-mindset-for-business-life

Section 5 - Events, Offers, Insights and Announcements: 🌿 Apply to Join Our Transformational Wellness Retreat in Peru – September 2025 🌿

Are you ready for a life-changing journey? This September, we’re inviting a small group of seekers to embark on an exclusive wellness retreat in Peru, designed for deep healing, self-discovery, and transformation.

✨ What Awaits You:
🌄 Immersion in Peru’s breathtaking landscapes
🌱 Transformative plant medicine experiences with skilled facilitators
🧘‍♀️ Soul-nourishing healing and personal growth
🤝 Connection with a like-minded community

Spaces are limited—apply now to receive full details and secure your spot. Your journey to transformation starts here! 🌎✨

📩 Simply reply to this email and register interest to take the first step.

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 investing in one of our SEIS or EIS projects

You can follow me below

Ross YouTube

I invest in, mentor, and advise business owners aiming to scale to 7 and 8 figures. With nearly 20 years of entrepreneurial experience, including scaling six 7+ figure businesses and 15 acquisitions, I’ve refined a framework and mindset crucial for achieving success, fulfilment, and balance in the often tumultuous world of business.

www.youtube.com/@RossWTomkins

Contact ross@balmoralpartners.global

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