The Investment Exchange

Issue 88 - Post Summit Discount, save £1000

March 31, 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.  

Apple's New Smart Display Confirms What This Startup Knew All Along

Apple has entered the smart home race with its new Smart Display, firing a $158B signal that connected homes are the future.

When Apple moves in, it doesn’t just join the market — it transforms it.

One company has been quietly preparing for this moment.

Their smart shade technology already works across every major platform, perfectly positioned to capture the wave of new consumers Apple will bring.

While others scramble to catch up, this startup is already shifting production from China to its new facility in the Philippines — built for speed and ready to meet surging demand as Apple’s marketing machine drives mass adoption.

With 200% year-over-year growth and distribution in over 120 Best Buy locations, this company isn’t just ready for Apple’s push — they’re set to thrive from it.

Shares in this tech company are open at just $1.90.

Apple’s move is accelerating the entire sector. Don’t miss this window.

Past performance is not indicative of future results. Email may contain forward-looking statements. See US Offering for details. Informational purposes only.

Contents

  1. Weekly Update -

  2. Current Investment Opportunities - Balmoral Partners

  3. Expert Corner - Ryan Tansom

  4. Events, Offers, Insights and Announcements - £1000 OFF12-mentorship program

Section 1 - Weekly Update: BAVS

What a fantastic week hosting some incredible speakers at the 3rd Annual Business Acquisition Virtual Summit. Jeremy Harbour, Carl Allen and Roland Frasier dug into the in and outs of M&A, Adam Coffey and Nick Bradley lifted the lid on the secret world of Private Equity, Ron Damond gave everyone some tips on engaging with Family Offices whilst Callum Laing unpacked Capital Raising in general..

Mike Agugliaro and Jeremy Bellotti focussed on Mindset whilst Alison Maslan and Ryan Tansom focussed on Operations leaving Kane Minikus to blow everyones mind with the A.I Revolution.

Ignore it at your peril.

In addition to the Summit we have almost finished negotiating on our 5th acquisition of the year. We set a target of 6 in the first 90 days and have narrowly missed out but I’m certainly not disappointed with 4.5 :)

Section 2 - Investment Opportunity: 🚨 Balmoral Partners Update – March 2025 🚨

We’re excited to share that Balmoral Partners has now raised over £1 million from our exceptional network of strategic investors. This marks a major milestone as we continue building momentum behind our vision.

But we’re not done yet.

We're now entering the final phase of our raise, with just £500,000 remaining to close the round. This is a unique opportunity to join a fast-moving, tightly held partnership focused on sourcing, structuring, and scaling high-potential deals across growth markets.

We’re proud of the caliber of investors already on board — operators, founders, and value-adding capital — and we’re being intentional about who we bring in to complete the round.

If you're interested in finding out more before we close this window, feel free to reach out directly.

Let’s build something exceptional.

— Ross
Founding Partner, Balmoral Partners

Section 3 - Expert Corner: Ryan Tansom

Ryan nailed his presentation “Independence by design”. Check out his website and podcast below

Ryan Tansom

Hi there 👋🏼, I’m Ryan Tansom. In 2009, I joined my family’s $21 million business, which was losing nearly $1 million a year. Over five years, I helped lead a turnaround that resulted in an eight-figure sale to a competitor in 2014. However, the sale didn’t go as planned, inspiring me to figure out what we could have done differently. Since then, I’ve founded multiple businesses, participated in dozens of transactions, and created the Independence by Design™ Framework. This system helps owner-operators achieve freedom over their time, optimize cash flow, increase equity value, and prepare for a future exit. I’ve worked with over 2,000 entrepreneurs through workshops, coaching, and speaking engagements at Vistage, EO, and industry conferences. As host of 400+ podcast episodes, I’ve interviewed thought leaders like Gino Wickman and Jack Stack. My mission is to help owner-operators break free from the grind and design a business—and a life—they love.

www.youtube.com/@ryantansom

Section 4 - Events, Offers, Insights and Announcements: 12-month Mentorship Program with Ross Tomkins

At the summit, I was asked time and again about my mentorship program — and now, for a limited time, I'm opening the doors.

This is your chance to join my flagship program, part of the Ascend Network, designed for high-performers ready to build serious momentum in both business and life.

What You Get:

  • ✅ Weekly Zoom sessions with me — no fluff, just high-impact strategy and accountability.

  • ✅ Quarterly in-person intensives — deep dives with a powerful network in the room.

  • ✅ Daily accountability via our private WhatsApp group — 7-day access to me and the group.

  • ✅ Proven frameworks like 90-Day Sprints, Daily Non-Negotiables, and goal-setting structures that actually move the needle.

  • ✅ Full support across your personal and professional goals — not just business, but who you're becoming.

Our members have already completed hundreds of millions in transactions, launched new ventures, and transformed the way they operate. Now it’s your turn.

Limited Time Offer:
As a thank you to summit attendees, I'm offering £1,000 off — bringing the cost from £4,995 down to £3,995 — but only for the next 7 days.

This is your opportunity to build something extraordinary with the right structure, support, and community around you.

📩 To apply or learn more, simply reply to this email and we’ll arrange a call.

Let’s get to work.

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

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