ROBERT BRETT & SONS LIMITED

🌳Matureactive

00227266 · ltd · incorporated 1928-01-11

Investment thesis

Well-run mature business — low negotiation leverage; premium likely.

Why interesting: Textbook target; clean filings, stable trading.

Why risky: No pressure on seller; any deal likely at full price.

Opportunity decay

hardening · 12-months

Already tight — no obvious softening catalysts on the horizon.

· Thesis: well-run, low negotiation leverage

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

75/100

Strong

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What this business does

Primary activity: Activities of head offices

Sector: Professional, scientific & technical

Investor take

Pursue

Active trading company with a 84-year-old founder — textbook succession opportunity.

Opportunity 75/100 (strong), bankability 57/100. Strong seller-intent signal (63/100, director aged 84). Asset purchase likely safer than share purchase given structural signals. Biggest value-creation lever: Consolidate lender relationships. 8 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (45/100).

🏦

Refinance opportunity

17 live charges · 8 lenders · oldest 98.3y

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 98.3 years old — likely at or near maturity.
· 8 lenders named — inter-creditor friction likely.
· Legal-friction score 55/100 (high).

Data confidence

Overall: medium (61/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

17 charges (17/17 with lender, 17/17 with type)

Directors & officers

19 officers (7 active, 19 linked, 16 with DOB)

Ownership & PSC

1 active PSC(s) of 6 total, 6 with control declared

Director network

32 connected companies via shared directors

Filing history

182 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

75/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Adequate — check latest filings for context.

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 persons-with-significant-control

Last 90 days

filing

• 1 persons-with-significant-control

Last 180 days

filing

• 1 persons-with-significant-control

Counts from Companies House filing history.

Corporate timeline (75 events)Click to expand

2026-05-28
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2025-09-23
📄
accounts-with-accounts-type-full
accounts · AA
2024-12-23
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2024-12-23
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2024-12-20
🔒
Charge registered #17
Lender: Hsbc UK Bank PLC
2024-12-20
🔒
Charge registered #16
Lender: Hsbc UK Bank PLC
2024-07-31
📄
accounts-with-accounts-type-group
accounts · AA
2024-01-16
📄
mortgage-satisfy-charge-part
mortgage · MR04
2024-01-05
📄
second-filing-capital-allotment-shares
capital · RP04SH01
2023-12-05
📄
capital-allotment-shares
capital · SH01
2023-08-18
📄
change-person-secretary-company-with-change-date
officers · CH03
2023-07-24
📄
accounts-with-accounts-type-group
accounts · AA
2023-04-04
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2022-11-28
📄
resolution
resolution · RESOLUTIONS
2022-11-28
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2022-11-28
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2022-11-28
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2022-11-28
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2022-11-28
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2022-07-26
📄
accounts-with-accounts-type-group
accounts · AA
2021-09-01
📄
accounts-with-accounts-type-group
accounts · AA
2021-04-08
📄
resolution
resolution · RESOLUTIONS
2021-02-19
🔒
Charge registered #15
Lender: Hsbc UK Bank PLC
2020-12-31
➖
SMITH, Alan Henry resigned
director
2020-12-23
🔒
Charge registered #14
Lender: Hsbc UK Bank PLC
2020-01-01
➕
KITCHIN, Susan Frances appointed
secretary
2020-01-01
➖
GILBERT, John resigned
secretary
2018-10-31
🔓
Charge satisfied #11
2016-05-16
🔓
Charge satisfied #12
2016-05-16
🔓
Charge satisfied #9
2016-05-16
🔓
Charge satisfied #8
2016-03-05
🔓
Charge satisfied #13
2015-12-31
➖
JACKSON, Cyril Patrick resigned
director
2015-07-01
➕
SMITH, Alan Henry appointed
director
2015-03-30
➕
TARN, Nicholas James appointed
director
2015-01-28
➕
BOLSOVER, George William appointed
director
2014-11-27
➖
BOLSOVER, George William resigned
director
2013-08-19
🔒
Charge registered #13
Lender: David Kenneth Mepham and Christine Pearl Mepham
2013-05-29
➕
BOLSOVER, George William appointed
director
2012-06-28
🔒
Charge registered #12
Lender: National Westminster Bank PLC
2012-06-28
🔒
Charge registered #11
Lender: Rbs Invoice Finance Limited
2009-11-06
🔓
Charge satisfied #7
2009-01-29
➕
POSTON, Lindsay appointed
director
2008-12-31
➖
DE LIEDERKERKE, Charles resigned
director
2006-12-31
➖
RUSSELL, Simon John resigned
director
2006-05-23
➕
DE LIEDERKERKE, Charles appointed
director
2006-03-09
🔒
Charge registered #10
Lender: Robert Leonard Smith Gillian Smith and John Robert Smith
2005-12-31
➖
BRETT, Timothy William resigned
director
2002-07-26
➖
WOOLNOUGH, Peter Barry resigned
secretary
2002-07-26
➖
WOOLNOUGH, Peter Barry resigned
director

Showing most recent 50 of 75 events

Owner dependency

80/100

Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS

-6 active directors: Broader management team in place — suggests transferable governance.
+Founder name in company name: Company name contains director surname "BRETT" — strong identity link between founder and business.
+Long-tenure founder: Senior director has been in place 30 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 84 — succession pressure is live.

Succession & seller-readiness

90/100

Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 84 years old. Natural succession window is now.
primary20+ year tenure: Director in role 30 years. Very long tenure is a classic succession signal.
secondaryStable-but-static management: Company is 98 years old and no new directors in the last 3 years — succession not yet being planned internally.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med · 1 low

Charge satisfaction-then-recreation pattern

medium

Multiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.

5 live charges

low

Heavily leveraged with multiple live security positions — understand the capital structure before proceeding.

Group structure

Brett Group Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Brett Group Holdings Limited

Corporate parent · holds 75-100% shares · board control

ultimate parent

⬇

ROBERT BRETT & SONS LIMITED

This company · 00227266

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Brett Group Holdings Limited Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	11/11/2022

5 historic (ceased) PSCs

Mr Timothy William Brettceased 11/11/2022· 50-75% shares · 50-75% voting
Mr James Robert Brettceased 11/11/2022· 25-50% shares · 25-50% voting
Mr Edward James Timothy Brettceased 11/11/2022· 25-50% shares · 25-50% voting
Mr William John Brettceased 11/11/2022· 25-50% shares · 25-50% voting
Mr Harvey Marston Strange Barrettceased 22/08/2022· 50-75% shares · 50-75% 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 →

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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.

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Company details

Statusactive

Typeltd

Incorporated1928-01-11

Jurisdictionengland-wales

Primary SIC70100 — Activities of head offices

Registered office

Robert Brett House

Ashford Road

Canterbury

Kent

CT4 7PP

England

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2024-12-31

Confirmation statement

Next due: 2026-08-11

Last: 2025-07-28