BRUNNER INVESTMENT TRUST PLC(THE)

🌳Matureactive

00226323 · plc · incorporated 1927-12-03

Investment thesis

Looks cheap but ownership + security both unclear — probable value trap.

Why interesting: Headline metrics may be attractive.

Why risky: No PSC visibility combined with multiple live charges; transacting likely slow and expensive.

Opportunity decay

approaching window · 12-months

Approaching a transaction window — refinance or sale event plausible in the next 12 months.

· Oldest live charge 38.5y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

79/100

Strong

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What this business does

Primary activity: Financial intermediation not elsewhere classified

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 72-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 85/100. Strong seller-intent signal (73/100, director aged 72). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

🏦

Refinance opportunity

2 live charges · 2 lenders · oldest 38.5y

70/100

ready

Refinance conversation should be productive — structure clean and timing right.

· Oldest live charge is 38.5 years old — likely at or near maturity.
· Two lenders — manageable, but coordination required.
· Legal-friction score 20/100 — clean.

Data confidence

Overall: low (51/100)

Sparse data coverage. Treat AI-generated outputs as preliminary. Manual diligence essential.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

2 charges (2/2 with lender, 2/2 with type)

Directors & officers

33 officers (7 active, 33 linked, 21 with DOB)

Ownership & PSC

No PSCs filed (unusual — worth investigating)

Director network

9 connected companies via shared directors

Filing history

672 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

79/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Recent activity

Last 30 days

filing

• 1 accounts

Last 90 days

filings

• 1 accounts
• 1 capital
• 1 resolution

Last 180 days

filings

• 5 capital
• 1 accounts
• 1 resolution

Counts from Companies House filing history.

Corporate timeline (78 events)Click to expand

2026-06-04
📄
accounts-with-accounts-type-full
accounts · AA
2026-05-01
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-04-25
📄
resolution
resolution · RESOLUTIONS
2026-02-05
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-02-05
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-01-27
📍
change-sail-address-company-with-old-address-new-address
address · AD02
2026-01-08
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2026-01-07
📄
capital-return-purchase-own-shares-treasury-capital-date
capital · SH03
2025-06-06
➕
BAXENDALE, Nira Kishor appointed
secretary
2025-06-06
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2025-05-30
➖
NICE, Kelly resigned
secretary
2025-05-30
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2025-05-12
📄
accounts-with-accounts-type-full
accounts · AA
2025-04-16
📄
resolution
resolution · RESOLUTIONS
2025-01-06
📄
capital-allotment-shares
capital · SH01
2024-12-09
📄
capital-allotment-shares
capital · SH01
2024-05-02
📄
accounts-with-accounts-type-full
accounts · AA
2024-04-06
📄
memorandum-articles
incorporation · MA
2024-04-05
📄
resolution
resolution · RESOLUTIONS
2024-04-05
📄
resolution
resolution · RESOLUTIONS
2023-06-05
📄
accounts-with-accounts-type-full
accounts · AA
2023-04-15
📄
resolution
resolution · RESOLUTIONS
2023-04-06
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-03-31
➖
MAYNARD, Peter Martin resigned
director
2022-12-01
➕
FIELD, Elizabeth appointed
director
2022-07-06
➕
NICE, Kelly appointed
secretary
2022-03-11
➖
EMUSS, Eleanor resigned
secretary
2020-12-08
➖
BARLOW, Ian Edward resigned
director
2020-05-27
➕
ARMSTRONG, Douglas Alexander appointed
director
2020-05-27
➖
ARMSTRONG, Douglas Alexander resigned
director
2020-04-20
➕
HUTTON, Andrew James appointed
director
2019-12-01
➕
ALDRIDGE, Amanda appointed
director
2019-11-22
➖
BAZALGETTE, Vivian Paul resigned
director
2018-09-10
🔓
Charge satisfied #2
2018-06-27
🔓
Charge satisfied #1
2017-06-26
➕
EMUSS, Eleanor appointed
secretary
2017-06-26
➖
LAGO, Tracey Anne resigned
secretary
2016-03-15
➖
PERCY, Keith Edward resigned
director
2015-02-27
➖
INGRAM, Peter William Irving resigned
secretary
2015-02-27
➕
LAGO, Tracey Anne appointed
secretary
2014-03-18
➖
WORSLEY, William Ralph, Sir resigned
director
2014-01-01
➕
SHARP, James Edward appointed
director
2013-12-01
➕
DOBSON, Carolan appointed
director
2013-02-20
➖
HARRISON, Peter resigned
director
2013-01-01
➕
HARRISON, Peter appointed
director
2010-10-01
➕
MAYNARD, Peter Martin appointed
director
2010-03-18
➖
SIDDONS, Benjamin Charles Reid resigned
director
2010-03-18
➖
WAKELING, Richard Keith Arthur resigned
director
2009-11-19
➕
BARLOW, Ian Edward appointed
director
2005-03-24
➖
TROTT, John Francis Henry resigned
director

Showing most recent 50 of 78 events

Owner dependency

55/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-5 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 72 — succession pressure is live.

Succession & seller-readiness

73/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 72 years old. Natural succession window is now.
secondary12+ year tenure: Director in role 13 years.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

clean

No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

🔒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 →

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ALANTRA CORPORATE PORTFOLIO ADVISORS INTERNATIONAL LIMITED→ 11433438 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
ALANTRA PARTNERS INTERNATIONAL LIMITED→ 12077521 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
ALBAN MARSHALL FINANCE LIMITED→ 01411240 · est 1979 · no financials extracted	—	—	—	—	47y	—	—
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ALBION NO.5 PLC→ 15001191 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
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ALBION SMALL COMPANY GROWTH 2 LTD→ 09701744 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
ALBION TECHNOLOGY & GENERAL VCT PLC→ 04114310 · est 2000 · no financials extracted	—	—	—	—	25y	—	—
ALBION VENTURES LIMITED→ 05042911 · est 2004 · no financials extracted	—	—	—	—	22y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

7 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.

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Company details

Statusactive

Typeplc

Incorporated1927-12-03

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

199 Bishopsgate

London

EC2M 3TY

Filing status

Accounts

Next due: 2027-05-31

Last made up to: 2025-11-30

Confirmation statement

Next due: 2027-01-24

Last: 2026-01-10