ALEXANDER AND DUNCAN,LIMITED
🌳Matureactive
00119918 · ltd · incorporated 1912-01-29
Investment thesis
Property vehicle with leveraged stack — refinance / partial-release angle.
Why interesting: Asset-backed; value largely in underlying property; lender engagement likely possible.
Why risky: Multiple lenders to manage; inter-creditor friction and partial-release cost possible.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Dec 2024
Net worth
—
book net assets
Opportunity
67/100
Strong
What this business does
Primary activity: SIC 46610
Sector: Wholesale & retail
ALSO REGISTERED FOR
- 68209Other letting and operating of own or leased real estate
- 77310Renting and leasing of agricultural machinery and equipment
Investor take
Pass (distressed without resilience)Active trading company. Family succession underway — not a classic acquisition target.
Opportunity 67/100 (strong), bankability 42/100. Same-surname younger director in place — likely family handover, not open to sale. Asset purchase likely safer than share purchase given structural signals. Biggest value-creation lever: Consolidate lender relationships. 7 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: family or management succession (50/100).
🏦
Refinance opportunity
17 live charges · 7 lenders · oldest 61.4y
25/100
too messy
Structure is too messy for a clean refinance right now — clean up first or expect bespoke terms.
- · Oldest live charge is 61.4 years old — likely at or near maturity.
- · 7 lenders named — inter-creditor friction likely.
- · Legal-friction score 50/100 (high).
Data confidence
Overall: high (80/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Company profile
address, 3 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
17 charges (17/17 with lender, 17/17 with type)
90
Directors & officers
7 officers (3 active, 7 linked, 5 with DOB)
84
Ownership & PSC
2 active PSC(s) of 3 total, 3 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
131 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
67/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
50
Adequate — check latest filings for context.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
56
Some moderate concerns — review flags.
Signal strength
100
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2024-12-31 | 2023-12-31 |
|---|---|---|
| Average employees | 2 | 200 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
2 signals detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.
Available from the Pro tier upwards.
See pricing →Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (47 events)Click to expand
- 2025-09-08📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-09-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-09-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-05-10📄appoint-person-director-company-with-name-dateofficers · AP01
- 2023-05-10📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-05-10📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2023-03-10➕AMOS, Kerry Anne appointeddirector
- 2022-09-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-05-30📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2022-05-30📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-10-01📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-09-25📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-09-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-05-15📄change-person-director-company-with-change-dateofficers · CH01
- 2018-09-13📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-05-22📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2017-12-31➖ROCKE, Lois resignedsecretary
- 2017-09-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2013-10-02🔒Charge registered #16Lender: Hsbc Bank PLC
- 2013-10-01🔒Charge registered #17Lender: Hsbc Bank PLC
- 2012-05-25🔓Charge satisfied #11
- 2012-05-25🔓Charge satisfied #2
- 2011-09-22🔒Charge registered #15Lender: Sg Equipment Finance Limited
- 2011-07-29🔒Charge registered #14Lender: Sg Equipment Finance Limited
- 2004-03-19🔓Charge satisfied #13
- 2003-04-30➖KIMBERLEY, Paul Adrian resigneddirector
- 1998-02-28➕AMOS, Simon Cyril George appointeddirector
- 1998-02-28➕KIMBERLEY, Paul Adrian appointeddirector
- 1997-12-31➖AMOS, Cyril George resignedsecretary
- 1997-12-31➕ROCKE, Lois appointedsecretary
- 1997-12-31➖DAVIES, Brian Ivor resigneddirector
- 1989-01-20🔓Charge satisfied #10
- 1988-12-31🔓Charge satisfied #9
- 1988-12-22🔒Charge registered #13Lender: The Beth Johnson Foundation Limited
- 1984-03-26🔒Charge registered #12Lender: John Deere Limited
- 1983-02-16🔒Charge registered #11Lender: Industrial and Commercial Finance Corporation Limited
- 1983-02-15🔒Charge registered #10Lender: The Beth Johnson Foundation Limited
- 1981-10-08🔒Charge registered #9Lender: M. H. Credit Corporation Limited
- 1981-02-20🔒Charge registered #8Lender: Midland Bank PLC
- 1980-11-05🔒Charge registered #7Lender: Midland Bank PLC
- 1979-02-13🔒Charge registered #6Lender: Midland Bank PLC
- 1979-02-13🔒Charge registered #5Lender: Midland Bank PLC
- 1975-12-23🔒Charge registered #4Lender: Midland Bank PLC
- 1974-01-22🔒Charge registered #3Lender: Midland Bank PLC
- 1967-11-22🔒Charge registered #2Lender: Midland Bank PLC
- 1965-01-29🔒Charge registered #1Lender: Midland Bank PLC
- 1912-01-29🏢Company incorporatedAs ALEXANDER AND DUNCAN,LIMITED
Owner dependency
83/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Long-tenure founder: Senior director has been in place 28 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 80 — succession pressure is live.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
45/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- primaryFamily succession underway: Not a takeover target — AMOS, Kerry Anne (same surname) appointed 2023-03-10. Pattern consistent with intra-family handover.
- primaryFounder aged 70+: Senior director is approximately 80 years old. Natural succession window is now.
- primary20+ year tenure: Director in role 28 years. Very long tenure is a classic succession signal.
- secondaryStable-but-static management: Company is 114 years old and no new directors in the last 3 years — succession not yet being planned internally.
Red flags
1 high · 1 med · 1 lowConfirmation statement overdue
highAnnual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal.
Evidence: Next due: 2026-05-18
Charge satisfaction-then-recreation pattern
mediumMultiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.
12 live charges
lowHeavily leveraged with multiple live security positions — understand the capital structure before proceeding.
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mrs Kerry Anne Amos Individual · British · DOB 09/1978 · age 48 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 06/03/2023 |
Mr Simon Cyril George Amos Individual · British · DOB 07/1974 · age 52 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 05/05/2016 |
1 historic (ceased) PSC
- Mr Cyril George Amosceased 25/08/2020· 25-50% shares · 25-50% voting
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
🔒Co-director network graph
Radial SVG graph showing every company connected via shared directors, colour-coded by status.
Available from the Pro tier upwards.
See pricing →Similar companies
Active · Wholesale & distribution · HR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| AILIYANGYANG LTD→ 16532324 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| AIMOLY INTERNATIONAL TRADE LIMITED→ 16880001 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| AIRECOO LTD→ 16521028 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| AKC SOLUTION LIMITED→ 14001703 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| AKIZO LTD→ 16530383 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALGONQUIN VORSTEARL LTD→ 16582025 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALLEGRO COMMERCE CO., LTD→ 16914307 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALLEYWAY VENTURES LTD→ 16152776 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ALLRIVERS TRADING LIMITED→ 16740541 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALO YOUR LTD→ 16467960 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALTURANT SAHUARO LTD→ 16702972 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALVARADO LACOMA LTD→ 16436480 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
9 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.
Available from the Pro tier upwards.
See pricing →🔒Advanced scoring suite
Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.
Available from the Pro tier upwards.
See pricing →Company details
Statusactive
Typeltd
Incorporated1912-01-29
Jurisdictionengland-wales
Primary SIC46610 — SIC 46610
Registered office
Southern Ave
Leominster
Herefordshire
HR6 0QB
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-05-18OVERDUE
Last: 2025-05-04
Officers (3 active · 4 resigned)
Active
AMOS, Kerry Anne→
Activedirector · ~48y · appointed 2023-03-10
View their other companies + combined net worth →
AMOS, Simon Cyril George→
Activedirector · ~52y · appointed 1998-02-28
View their other companies + combined net worth →
AMOS, Cyril George→
Resignedsecretary · resigned 1997-12-31
ROCKE, Lois→
Resignedsecretary · appointed 1997-12-31 · resigned 2017-12-31
DAVIES, Brian Ivor→
Resigneddirector · ~93y · resigned 1997-12-31
KIMBERLEY, Paul Adrian→
Resigneddirector · ~62y · appointed 1998-02-28 · resigned 2003-04-30
Click a director name to see their full track record across all companies.
Mortgages & charges
17
Total charges
12
Outstanding
4
Active lenders
Status:Lender:17 of 17 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | HSBC Hsbc Bank PLC | A registered charge | 1 property | 02/10/2013 | — | |
| outstanding | HSBC Hsbc Bank PLC | A registered charge | 1 property | 01/10/2013 | — | |
| outstanding | Sg Equipment Finance Sg Equipment Finance Limited | Certificate of assignment | 1 property | 22/09/2011 | — | |
| outstanding | Sg Equipment Finance Sg Equipment Finance Limited | Master assignment | 2 properties | 29/07/2011 | — | |
| satisfied | The Beth Johnson Foundation The Beth Johnson Foundation Limited | Debenture | 1 property | 22/12/1988 | 19/03/2004 | |
| outstanding | John Deere John Deere Limited | Debenture | 1 property | 26/03/1984 | — | |
| satisfied | Industrial and Commercial Finance Corporation Industrial and Commercial Finance Corporation Limited | Debenture | 2 properties | 16/02/1983 | 25/05/2012 | |
| satisfied | The Beth Johnson Foundation The Beth Johnson Foundation Limited | Debenture | 1 property | 15/02/1983 | 20/01/1989 | |
| satisfied | M. H. Credit Corporation M. H. Credit Corporation Limited | Debenture | 1 property | 08/10/1981 | 31/12/1988 | |
| outstanding | Midland Bank Midland Bank PLC | Legal charge | 2 properties | 20/02/1981 | — | |
| outstanding | Midland Bank Midland Bank PLC | Charge | 1 property | 05/11/1980 | — | |
| outstanding | Midland Bank Midland Bank PLC | Mortgage | 1 property | 13/02/1979 | — | |
| outstanding | Midland Bank Midland Bank PLC | Mortgage | 1 property | 13/02/1979 | — | |
| outstanding | Midland Bank Midland Bank PLC | Mortgage | 1 property | 23/12/1975 | — | |
| outstanding | Midland Bank Midland Bank PLC | Mortgage | 2 properties | 22/01/1974 | — | |
| satisfied | Midland Bank Midland Bank PLC | Charge | 1 property | 22/11/1967 | 25/05/2012 | |
| outstanding | Midland Bank Midland Bank PLC | Mortgage | 1 property | 29/01/1965 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (131 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-08
confirmation-statement-with-updates
confirmation-statement · CS01
2025-05-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-30
confirmation-statement-with-updates
confirmation-statement · CS01
2024-05-17
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-09-14
confirmation-statement-with-updates
confirmation-statement · CS01
2023-05-11
appoint-person-director-company-with-name-date
officers · AP01
2023-05-10
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-05-10
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2023-05-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-09-30
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2022-05-30
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2022-05-30
confirmation-statement-with-updates
confirmation-statement · CS01
2022-05-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-10-01
confirmation-statement-with-updates
confirmation-statement · CS01
2021-05-14