How To Earn Up To 14X On Your Money In The NEXT 36 Months
From This US-Based 55% China Import Tariffs Beneficiary
via Our Exclusive Private Placement for BreezLyte LLC
Hey Reader,
So, while the investment world attempts to figure out which companies are the winners and losers are in the “America First” deglobalization tariff war now set to start on August 1, with 55% tariffs now dead aimed at China imports (the existing 25% tariff + 30% additional tariffs) . . .
. . . Why not invest in a private American-based medical technology company that massively BENEFITS from the now 55% Chinese import tariffs just announced 7/9?
That company is BreezLyte LLC, the only FDA-certified manufacturer of N95 medical, surgical, and industrial respirators in the United States (Fremont CA).
Note: Almost 100% of the estimated 3-5 billion single-use N95 masks consumed annually in the United States are made in China.
But why invest in a private US-based PPE company?
Firstly, given that US stock markets are at all-time high valuation multiples and Tariff wars are escalating, I advise our Transformity Wealth Management clients to maintain a 10%-15% exposure to our exciting private equity and pre-IPO companies, with which we have established relationships.
We make these private technology investments for diversification, offering high returns (in this case, 24%-100% annually) and reduced daily, weekly, and quarterly portfolio volatility.
Note: Our last private deal was the very successful pre-IPO funding we raised last year for Verseon International (FYI Verseon closed a $200 million VC funding round at $2.2 BILLION post-money valuation—which means our investors have a near 500%/5X return already on our 2024 $552 million cost basis once their .10 warrants are exercised).
In the case of BreezLyte LLC, not only have we found and vetted a truly fantastic med-tech company with this highly lucrative private placement opportunity—this company is set up as an LLC—and my simple fundamental investment valuation upside analysis pencils out a 6X 600%+ potential profit in the next 36 months that includes:
= 100%+ return on your investment in 2026 CASH FLOW alone from forecast sales revenues distributed to LLC members/investors (and 20% tax loss pass through for 2025).
= 300%+ return in CASH on your investment in 2026-2027 on free cash flow directly from sales revenues
= 600% TOTAL FORECASTED CASH Return when this company will almost certainly be acquired by 3M or other medtech giant within the next 36 months
Or even better, you stand to make 14X on your original investment just from your LLC CASH distributions by 2029 without a sale of the company!
Total Investor Upside Projection ($1,000,000 invested for 3% of Ownership of the Company with no sale by 2030, just cash dividends paid)
2026 2027 2028 2029
Projected Net Profit $1.52M $4.02M $4.16M $4.27M
Expected Total Return 2.5x 5.5x 9.7x $14x
Just $100,000 in this funding round has 14X upside potential — a $1.4 million profit on your money!
And what if management SELLS the company in the next 36-48 months? Well, Management (who personally own a large chunk of the company) would only sell the company outright if the sales price was significantly higher than the 14x cumulative cash flow returns, right?
Really Key Point: With the sale of the LLC to a corporate buyer, your share of the LLC's sales proceeds is taxed at only a 20% Capital Gains rate.
Of course, by now, you are thinking, “Really, Toby? How does an American medical technology company deliver such an enormous return on investment in such a short timeframe? Why do you find the BreezLyte story so compelling, and its projections so realistic?
Well, I’m glad you asked—let me show you exactly how the “Stars Are Aligned” for you in this unique deal, why we expect a GIANT payoff in this deal, and why the upside we project is SO realistic and compelling!
Let's start with why I find the BreezLyte story so compelling, and its projections so realistic. Of course, by now, you are thinking, “Really, Toby? How does an American medical technology company deliver such an enormous return on investment in such a short timeframe?"
Glad you asked—let me show you exactly how the “Stars Are Aligned” for you and why we expect a GIANT payoff in this deal, and why the upside we project is SO realistic and compelling!
The BrezeLyte Deal: My investment banking firm, Transformity Capital Markets LLC, is raising up to $7.5 million for this unique and extremely timely late-stage Personal Protective Equipment (PPE) company, BreezLyte LLC, located in Fremont, California.
Time Is Of The Essence: We have already closed on or have reservations for $2.5 million of the deal, so just $5 million is left, and I expect this raise to close by the end of August or earlier.
Why Do I Call This Investment Opportunity a “No Brainer?”
First, to appreciate my enthusiasm for this BreezLyte LLC investment (and my personal $150,000 stake in this offering), you need to understand the background of how this fantastic investment opportunity came to be.
America’s Long-Term Dependence on China For N95 Respirator Masks
Let’s reflect for a moment on the pandemic years of 2020 and 2021. Not being in the healthcare industry, I did not realize that the face masks worn by all 22 million US healthcare professionals and caregivers, as well as the 20 million+ immunocompromised adults and children who also wore masks on their faces, are technically referred to as “N95 respirators.”
Nor did I know that N95 respirator masks are typically mandated to be single-use only, but this rule was relaxed during the pandemic due to critical shortages of N95 masks.
Key Point: The single-use N95 protocol rules for healthcare workers are now back in effect as of 2025 — remember that fact.
Nor did I know that over 23 million American construction workers and industrial workers in the United States today are required to wear N95 masks every day, too—did you? In fact OSHA, most Local labor laws, and all union protocols require N95 masks to be replaced every 8 hours, and “adherence to these safety protocols is crucial for ensuring effective respiration protection.”
In addition, employers must comply with OSHA's Respiratory Protection Standard (29 CFR 1910.134), which, in addition to regular replacement, requires proper fit testing, training, and maintenance of N95 masks or face stiff penalties.
OSHA’s Estimated Annual US N95 Mask Consumption Rates
Following Union construction and industrial labor rules regarding the use of N95 masks, the Occupational Safety and Health Administration (OSHA) estimates that annual N95 respirator consumption is pretty stunning:
Healthcare Workers:
During the COVID-19 pandemic, it was reported that healthcare workers consumed approximately 3 billion N95 respirators in 2020 alone.
In a typical year, prior to the pandemic, estimates suggested around 1 billion N95 masks were used by healthcare workers.
Construction and Manufacturing Labor:
The construction industry is a significant user of N95 masks, with estimates suggesting that about 1 billion N95 masks are used annually in this sector.
The manufacturing sector also contributes to this number, with usage varying widely based on the type of manufacturing and exposure levels. Still, the annual production could range from 500 million to 1 billion masks.
Immunocompromised Patients:
While specific data on N95 mask usage by immunocompromised patients is limited, a rough estimate suggests that around 50-100 million masks are produced annually.
Combining these estimates, the total annual consumption of N95 respirator masks in the U.S. is approximately:
Healthcare Workers: 1 to 3 billion masks
Construction and Manufacturing: 1.5 to 2 billion masks
Immunocompromised Patients: 50-100 million masks
NOTE: These numbers do NOT INCLUDE the estimated 10 billion+ N95 masks in storage that have passed their 3-5 year expiration dates from 2021 and, by LAW, have to be replaced with NEW N95 masks in the next few years
In short, 3 to 5 billion N95 masks are consumed annually across these groups in the United States.
According to BreezLyte’s CEO, Douglas Pahel, PhD, with a $25 Billion+ N95 Mask Market Opportunity 2025-2030, “Toby-we literally can sell ALL the US-manufactured N95 respirators and PPE we can make!”
BreezLyte N95 Respirators are a NEW STANDARD of Comfort & Reliability!
Frankly, the only thing I knew about N95 masks before we met BreezLyte was that when I was required to wear one inside ANY healthcare facility with other people around during the COVID pandemic period:
N95 masks were not very friendly at all when it came to BREATHING with them on my face
Every N95 mask I wore said “Made in China,” which was, of course, a nuclear-grade irony, right?
After talking with dozens of physicians and surgeons about their feelings about their currency N95 masks, ALL of them said “Toby I HATE wearing these damn things--can BreezLyte actually make them comfortable??
What I did know is that after the pandemic subsided, all public and private health organizations nationwide swore an oath to stockpile hundreds of millions of N95 masks to prepare for the next pandemic (that today, as mentioned, have now reached their expiration dates and must be replaced!!)
Finally, the LAST pandemic taught the Western World a very deadly lesson in how easily overseas supply chains can be disrupted (and that was BEFORE America declared a 30-50% tariff war on exported Chinese goods!).
Key Point: But what I really did NOT KNOW was how crucially dependent and beholden the American healthcare system had become on China manufacturing for all the “PPE,” i.e., “Personal Protective Equipment,” in the $2 trillion US healthcare system.
The $Multi-Billion Problem BreezLyte Uniquely Solved for America: “Made in America to Protect Americans”
Fact: The few US-based PPE startups failed due to two key issues: (1) low product quality and (2) 5x higher unit labor costs compared to those in China.
Yet, Employers must comply with OSHA's Respiratory Protection Standard (29 CFR 1910.134), which requires proper fit testing, training, and maintenance of N95 respirators, and, most importantly, daily replacement of employee N95 masks in most use cases.
The $Multi-Billion BreezLyte Investment Opportunity: America’s shift to “America First” trade policies, which will soon impose tariffs of 55% on Chinese exports to the United States
Newsflash: The now 55% minimum Chinese tariff rate reality has caused Med Tech giant 3M, the largest North American N95 mask distributor by far (over 60% market share), to recently announce to its biggest selling distributors to expect a 40% PRICE RISE for N95 masks starting in August 2025!
Here’s BreezLyte’s Killer Value Proposition In a Nutshell:
1) Their AIR2020 N95 masks are manufactured exclusively in the United States
2) They use patent-pending, state-of-the-art, high-quality, low-cost robotic assembly and US-made materials--the lowest manufacturing cost possible
3) Unlike the other failed USA PPE startups, BreezLytes' patent-pending and CDC-approved N95 masks are ALREADY 25% LESS EXPENSIVE than 3M respirators—and that is BEFORE the 55% tariffs that start August 1 (according to the White House news release today, 7.9.25!)
4) All the above give BreezLyte up to a 65% COST ADVANTAGE over Chinese-made N95 masks
5) It takes years, on average, for ANY NEW N95 respirator to be approved for sale by NIOSH--the National Institute for Occupational Safety and Health-- and BreezLyte’s N95s are the first and ONLY US-made respirators to achieve NIOSH certification
6) Based on our research of N95 respirator certification public records submitted to NIOSH, there are currently ZERO American-made N95 respirators in the multi-year certification process.
So Here’s Your No-Brainer Investment Opportunity:
When all the above and below facts are compiled and analyzed--especially the 55+% cost of goods sold advantage over Chinese-made N95 masks--I call this BreezLyte N95 PPE investment opportunity a “No Brainer” (and have invested $150,000 of my investment capital in this offering) as I have concluded that
This IS The Best LOW Risk and HIGH Reward Investment Proposition I Have Ever Seen in my 40+ Years Equity Research Experience—Period!
Note: I don’t want you to miss this deal, but again--we currently have over $2.5 million of investor money on its way into this investment--thus, time is of the essence for YOU TO participate and NOT miss the opportunity
Step 1--You MUST READ the BreezLyte Investor Deck!
Click here to READ THE COMPLETE BreezLyte Investor Presentation Deck—this deck is VERY detailed and must-read information!
But let me make my simple “No-Brainer” investment case short and sweet for my wealth management clients, equity research subscribers, and accredited investor friends and family members.
The No-Brainer BreezLyte Sales & Market Share Advantage
The North American respirator market is NOT dependent on pandemics to grow from $10 billion a year in 2024 to $20 billion in 2030 (according to ResearchandMarkets.com report that has compiled the latest market research data)
New PPE quality and functionality regulations from OSHA and OISHA have raised significant barriers to new entrants.
ONLY US-based BreezLyte has a) the patent-pending N95 technology + b) US-based robotic manufacturing plant + c) CDC certification for their AIR 2020 respirators in Nov. 2024
BreezLyte’s AIR 2020 mask is already priced 25% LOWER than 3M’s China-made N95 mask (and 3M has just announced a 30% price increase with new 30% tariffs on Chinese imports on TOP of its 25% higher price pre-tariffs)
BreexLyte’s AIR 2020 mask ALREADY features 25-50% LESS breathing resistance than Chinese-made N95 masks.
Nation/state/county N95 stockpiles have now reached significant EXPIRATION replenishment date milestones, with USA N95 RFPs (request for proposals) in the hundreds of millions of units for 2026 and 2027
Thus, the US decoupling from China manufacturing plants and 55% Tariffs (the existing 25% + new additional 30%) on China N95 mask Imports gives BreezLyte
Up to a 50% LOWER COST Advantage over 3M or other N95 importers who distribute N95 masks in the United States with up to 50% EASIER breathing for the user!,
The Cost of Goods Sold (“COGS”) for BL Non-Surgical N95 Unit is $0.24 at scale/sales price $0.85 initially, then $0.70 Q4 2026
Surgical N95 unit price (COGS $0.24) with sales price $1.10 Q3 2026/$0.90 2027
KeyPoint: With this final round of funding, BreezLyte is now poised to ramp up 24/7 monthly manufacturing to over 29 million of their patent-pending, CDC-certified, and SUPER HIGH NET PROFIT MARGIN N95 masks PER MONTH and commence sales in Q4 2025.
Question: How would YOU like to own an American company with a 55% cost advantage over China in an “America First” economy??
The Senior BreezLyte Management Team is second to none in the MedTech industry.
The entire management team is described in the investor deck (the link is here again — open it!).
Click here to read the complete BreezLyte Investor Presentation Deck
However, as an investor and now shareholder in BreezLyte, my personal favorite leader at BreezLyte is Jeremy Levine, Head of Sales. He has over 20 years of experience and established relationships selling medical equipment to the top 5 major N95 mask and PPE distributors in the USA, including McKesson, Cardinal Health, Owens & Minor, Henry Schein Inc., and AmerisourceBergen
How would you like to have HIS JOB right now??
His pitch: “Dear Big 5 USA PPE distributors—which of you are going to lock up a 50% lower cost advantage of N95 masks for your company and your healthcare clients with 50% improved breathability over your competition FIRST??
You have ONE CHANCE to lock in this massive sales advantage over your competitors—and yeah-- the first one who gives me a purchase order for ALL of our 2026 production will CRUSH the competition —you in or not?”
Final Point AGAIN: YES The BreezLyte LLC Market Opportunity In an “American First” Economy IS Massive
First off, as the ONLY AMERICAN-BASED fully CDC + NIOSH-CERTIFIED N95 respirator manufacturer located entirely in the USA --BreezLyte already serves a $10 BILLION US market for N95 respirators estimated to grow between 8.4% per year (Grand View Research) and 12.2% per year (ResearchAndMarkets.com) through 2030.
However, while the general public became aware of N95 respirators during the pandemic, the ongoing daily demand for these respirators in the USA extends WAY beyond pandemics and healthcare markets.
22 MILLION single-use N95-wearing healthcare professionals & caregivers in the USA
23 MILLION single-use N95-wearing construction & industrial workers in America and
20 MILLION N95-wearing immunocompromised adults & children just in the US alone. A large number of these people routinely use disposable, single-use N95 respirators.
Fortunately for us investors, with our new political era of "America First" and a 55% tariff war about to start with China (which again accounts for an estimated 95% of the N95 respirators sold in the US, including most of 3M's branded products).
. . . Investors in this extremely timely equity raise are investing in a “Perfect Storm” of daily demand and quarterly profits from BreezLyte’s 50% superior N95 breathing functionality + potentially 55% LOWER cost per mask advantage (aka a “killer value proposition”):
Finally--I need you to CAREFULLY consider the following facts of life in the N95 supply chain 2025-2030:
EXPIRING STOCKPILES: Large state and federal stockpiles of N95 respirators, accumulated during the pandemic, are reaching their expiration dates—and, by law, must be replaced. These agencies are already issuing numerous RFPs for literally hundreds of millions of N95 masks to replenish the federal and state stockpiles.
DEGLOBALIZATION & DECOUPLING: The US already has laws and regulations in place to encourage sourcing from domestic manufacturers. While companies like 3M and Honeywell are scrambling to find alternative sources to China, BreezLyte’s N95 respirators are already 100% manufactured in America through a fully automated and patented process.
To say the least, the current “America First” political and economic climate, along with the 55% import tariffs on Chinese goods just announced by the Trump administration, massively favors companies whose production facilities are already 100% onshore, certified, and ready to produce tens of millions of N95 masks today.
TODAY—the ONLY American-based fully certified N95 manufacturer is BreezLyte LLC, of which, after this funding, WILL BE able to scale up production lines quickly and produce 29+ million N95 masks PER MONTH!
REGULATORY CHANGES: NIOSH (the federal agency responsible for certifying N95 respirators, which are considered a Class 2 medical device, BTW) has already rescinded the emergency N95 certifications issued during the pandemic. They’re cracking down especially hard on non-compliant suppliers, which as you now understand, are most often located in China.
As NIOSH aggressively PURGES China-based suppliers, the US is facing a capacity crunch and reduced supply of N95 respirators, despite surging demand.
Fortunately, BreezLyte’s N95 respirators are ALREADY certified under NIOSH’s more stringent post-pandemic rules.
RETURN TO SINGLE USE: N95 respirators are meant to be used once and then thrown away. During the pandemic, respirator production was unable to meet demand. Therefore, it became standard practice for healthcare workers to reuse respirators for multiple days to ensure they had any protection at all. It was an unsafe and unsanitary practice.
Now, updated FDA guidance once again calls for a “single shift /single N95 mask use” policy. Obviously, the return to a single shift/single mask will fuel continuing demand.
But it’s not just external circumstances that favor BreezLyte’s success in the booming N95 respirator market. The company itself has several significant and highly defendable and exploitable technology advantages over overseas competitors:
FILTRATION: During NIOSH’s certification testing process, BreezLyte’s N95 respirators filtered 99% of airborne particles on average, which is superior to existing N95 levels of protection.
BREATHABILITY: Test results for the NIOSH certification process also indicate that BreezLyte’s respirators were found to be up to 50% EASIER to breathe through than other respirators on the market (I am sure that IF you’ve worn some of these N95 masks as I have over your face—they are difficult to breathe through easily—you can buy a 3M N95 and see for yourself!).
SEAL & FIT: Third-party testing demonstrated that BreezLyte’s respirators provided a secure seal-fit for over 92% of adult face shapes and head sizes. Many other NIOSH-approved respirators fit at least 70% of the adult population properly (even my size seven cranium!).
COMFORT: BreezLyte’s unique, patented 4-panel respirator design is far more comfortable than other N95 respirators on the market today. After all, what good is a protective mask that is too uncomfortable to wear?
COST ADVANTAGE: Even before 55% tariffs take effect, the automated manufacturing process created and patented by BreezLyte is already 30% less expensive than landed Chinese N95 masks.
Here is My Closing Argument For You to Buy a Chunk of Breezlyte LLC Shares TODAY!
So NOW DO YOU UNDERSTAND why I refer to making your decision on this BreezeLyte LLC Investment as a “NO-Brainer??
It’s simple math: BreezLyte’s massively superior and defensible customer value proposition, along with its 55% after-tariff cost advantage, is the strongest competitive moat I have ever seen in the $100 billion-a-year medical technology disposables industry — or any commodity industry.
This $7.5 million round will pave the way for BreezLyte to expand to 24 production lines within 18 months of closing, with each line capable of producing 1.1 million respirators per month, ultimately reaching a production volume of over 300 million respirators per year.
The Next Product Roadmap: Soon, BreezLyte will be producing Single Use Surgical N95s for operating rooms in 2026, at @ 2X the profit margin of Single Use non-surgical N95s; thus, the projected returns for LLC investors are exceptional—but VERY REAL!
And Finally--The LLC Advantage You Will LOVE!
Because BreezLyte is structured as an LLC, each investor gets an annual distribution from the company’s profits, plus equity upside from an eventual exit sale.
The Offering Term Sheet Highlights
Size of Offering: $7.5M
YE 2025: distributed tax losses equal to 20% of the original investment; the tax losses can be used against other passive income to reduce the tax cost of the investment
YE 2026 Forecast: 1.6x your investment in cash-flow returns on original investment
YE 2027 Forecast: 6x in cash-flow returns on original investment
As mentioned, the company will be a highly attractive acquisition target for major N95 distributors within the next two to three years.
Key Point: Upon a sale of the company, investors should see substantially more upside at long-term capital gains tax rates!
My REALLY Key Point: This LLC structure offers returns that are the best of both debt and equity.
In fact, should the company decide not to sell within the next five years, investors in this round will likely see more than 14 times their investment in regular direct cash-flow returns ALONE!.
In short, BreezLyte is perfectly positioned as the dominant domestic manufacturer of a superior N95 and Surgical N95 mask to:
A) capitalize on a multi-year boom in the N95 respirator market
B) push the critical manufacturing of critical PPE products out of China and into America
C) Achieve a highly profitable and durable competitive advantage over offshore N95 and PPE manufacturing.
Upside Projection ($1,000,000 invested for 3% of Ownership of the Company with no sale by 2030)
2026 2027 2028 2029
Projected Net Profit $1.52M $4.02M $4.16M $4.27M
Expected Cum Return 1.5x 5.5x 9.7x 14x
The Deal: At a $30M pre-money valuation, I’ve set the minimum investment at $50,000. However, for my clients and subscribers, I can accept as low as $25,000 until the offering is sold out.
To reserve your units, 1) TEXT or CALL me at 1 (301) 412-8622 or email me at tsmith@transformityresearch.com and indicate how much of the offering you are investing in this private placement offering
Instructions for Subscription
Read the BreezLyte LLC Term Sheet--IMPORTANT
1_ The Term Sheet (click here)
2) Please complete the Subscription Agreement
online at https://docuseal.com/d/RDWcUfBYWFoU1h
The website will take you through filling out the Subscription Agreement:
1. Page 7 of the Subscription Agreement with the name of the Subscriber, the investment amount, the name(s) of authorized representative(s) of the Subscriber, and the name of the financial institution from which funds are being invested.
2. Page 8, the Subscription Agreement Signature page, which constitutes the signature page for the (i) Subscription Agreement, (ii) the Subscriber
Questionnaire, (iii) the Accredited Investor Certification, and (iv) the Company Operating Agreement.
3. Exhibit A on page 9, a standard short investor questionnaire we need to keep on file.
4. The Accredited Investor Certification on page 10, checking the boxes to the left of each applicable item that is true of the Subscriber
Once completed, wire your subscription/investment amount to the account listed in section 19(f) on page 7 of the Subscription Agreement.
For your convenience, the wiring instructions are also stated below:
JPMorgan Chase Bank, N.A.
7600 Dublin Blvd.
Dublin, CA 94568, USA
Company Account Number: 627206862
Routing Number: 021000021
Swift: CHASUS33
Account name: BreezLyte LLC
Account Address: 47000-160 Warm Springs Blvd
Fremont, CA 9453
Once we receive the signed subscription agreement, we will verify the incoming wire. Upon confirmation of receipt from our bank, we will send the signed acceptance of subscription page (page 12 of the Subscription Agreement) for your records.
This will complete the transaction and provide you with all the necessary documentation and records for the investment
So what are you waiting for?
If you have another private investment opportunity in front of you with HIGHER RETURN POTENTIAL than BreezeLyte LLC-- PLEASE email it to me at tsmith@transformityresearch.com !!
Action to Take: Click the link below to ensure you're in before the deal sells out
Complete the Subscription Agreement
online at https://docuseal.com/d/RDWcUfBYWFoU1h
Tobin Smith--Founder/CIO Transformity Research/Wealth Management/Transformity Capital Markets