BURKE BROS.(CHELTENHAM)LIMITED

🌳Matureactive

00520051 · ltd · incorporated 1953-05-27

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

approaching window · 12-months

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

· Oldest live charge 71.8y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

year to May 2025

Net worth

—

book net assets

Opportunity

82/100

Exceptional

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What this business does

Primary activity: SIC 46770

Sector: Wholesale & retail

Investor take

Pursue

Active trading company with a 86-year-old founder — textbook succession opportunity.

Opportunity 82/100 (exceptional), bankability 85/100. Strong seller-intent signal (73/100, director aged 86). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

3 live charges · oldest 71.8y

85/100

ready

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

· Oldest live charge is 71.8 years old — likely at or near maturity.
· Single lender — cleanest path to refinance.
· Legal-friction score 15/100 — clean.

Data confidence

Overall: medium (79/100)

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

2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed

Lenders & charges

3 charges (3/3 with lender, 3/3 with type)

Directors & officers

10 officers (6 active, 10 linked, 6 with DOB)

Ownership & PSC

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

Director network

2 connected companies via shared directors

Filing history

141 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

82/100Exceptional

PassWatchWorth a lookStrongExceptional

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

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.

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

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	2025-05-31	2024-05-31
Average employees	800	800

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

Recent activity

Last 30 days

filings

Last 90 days

filings

Last 180 days

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (34 events)Click to expand

2025-08-29
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-03-04
📄
change-person-director-company-with-change-date
officers · CH01
2024-11-07
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-11-30
📄
mortgage-satisfy-charge-full
mortgage · MR04
2023-11-30
🔓
Charge satisfied #3
2023-09-20
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-11-03
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-10-25
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-06-28
📄
capital-name-of-class-of-shares
capital · SH08
2021-06-28
📄
resolution
resolution · RESOLUTIONS
2021-06-28
📄
capital-variation-of-rights-attached-to-shares
capital · SH10
2021-06-28
📄
statement-of-companys-objects
change-of-constitution · CC04
2021-06-28
📄
memorandum-articles
incorporation · MA
2021-01-08
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2021-01-08
📄
appoint-person-director-company-with-name-date
officers · AP01
2021-01-08
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2020-12-21
➕
BURKE, Lauren Pheonix appointed
secretary
2020-12-21
➕
BURKE, Lauren Pheonix appointed
director
2020-12-21
➖
BURKE, Phillip John resigned
secretary
2020-11-20
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-01-31
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2014-03-17
➖
BURKE, John Ernest resigned
secretary
2014-03-17
➕
BURKE, Phillip John appointed
secretary
2014-02-27
🔒
Charge registered #3
Lender: Lloyds Bank PLC
2008-05-14
➕
BURKE, Phillip John appointed
director
2003-10-29
🔓
Charge satisfied #1
2003-10-15
🔓
Charge satisfied #2
1995-10-27
➕
BURKE, John Ernest appointed
secretary
1995-10-27
➖
MORTIMER, Arthur James resigned
secretary
1995-04-30
➖
MORTIMER, Arthur James resigned
director
1993-11-01
➕
BURKE, John Ernest appointed
director
1991-09-12
🔒
Charge registered #2
Lender: Lloyds Bank PLC
1954-09-20
🔒
Charge registered #1
Lender: Lloyds Bank PLC
1953-05-27
🏢
Company incorporated
As BURKE BROS.(CHELTENHAM)LIMITED

Owner dependency

88/100

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

-5 active directors: Broader management team in place — suggests transferable governance.
+Founder name in company name: Company name contains director surname "BURKE" — strong identity link between founder and business.
+Long-tenure founder: Senior director has been in place 33 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 86 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

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 86 years old. Natural succession window is now.
primary20+ year tenure: Director in role 33 years. Very long tenure is a classic succession signal.
secondaryStable-but-static management: Company is 73 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

clean

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

Shareholders & ownership

1 active beneficial owner

Name	Shares	Voting rights	Nature of control	Notified
Mr Andrew Eric Burke Individual · British · DOB 06/1965 · age 61	25–50%	25–50%	25-50% shares · 25-50% voting	06/04/2016

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 · GL postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
BELVEDERE STONE LTD.→ 12060659 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
BIBURY FINE FOODS LIMITED→ 12886814 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
BOISWOOD LTD→ 02390228 · est 1989 · no financials extracted	—	—	—	—	36y	—	—
BOOST VENTILATION LTD→ 14274505 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
BRILLIANT STONE LTD→ 15849509 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
BRITONFOOD LTD→ 16121500 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
BROADWAY WINE COMPANY (TRADE) LTD→ 12251869 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
BS HONEY BEES LIMITED→ 12441775 · est 2020 · no financials extracted	—	—	—	—	6y	—	—
BUCKLEY & BEALE LIMITED→ 07491422 · est 2011 · no financials extracted	—	—	—	—	15y	—	—
BUCKOVER COUNTRY LIMITED→ 15543838 · est 2024 · no financials extracted	—	—	—	—	2y	—	—
BW CATERING PRODUCTS LIMITED→ 07477690 · est 2010 · no financials extracted	—	—	—	—	15y	—	—
C.C.C. TRADING LIMITED→ 02353833 · est 1989 · no financials extracted	—	—	—	—	37y	—	—

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

Typeltd

Incorporated1953-05-27

Jurisdictionengland-wales

Primary SIC46770 — SIC 46770

Registered office

Hayricks Wharf

Tewkesbury Road

Cheltenham

Gloucestershire

GL51 9DR

Filing status

Accounts

Next due: 2027-02-28

Last made up to: 2025-05-31

Confirmation statement

Next due: 2027-03-13

Last: 2026-02-27