ATKINSON EQUIPMENT LIMITED

🌳Matureactive

01050233 · ltd · incorporated 1972-04-17

Investment thesis

Established operating company — standard diligence applies, no dominant angle.

Why interesting: Live, filing, normal profile.

Why risky: No standout signals in either direction.

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Mar 2025

Net worth

£4.51M

book net assets

Opportunity

79/100

Strong

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What this business does

Primary activity: Agents specialised in the sale of other particular products

Sector: Wholesale & retail

Investor take

Pursue

Active trading company with a 71-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 67/100. Strong seller-intent signal (63/100, director aged 71). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 3 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

7 live charges · 3 lenders · oldest 52.5y

35/100

too messy

Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.

· Oldest live charge is 52.5 years old — likely at or near maturity.
· 3 lenders named — inter-creditor friction likely.
· Legal-friction score 35/100 — workable, but lender will want more DD.

Data confidence

Overall: high (81/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

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

Lenders & charges

7 charges (7/7 with lender, 7/7 with type)

Directors & officers

14 officers (6 active, 14 linked, 10 with DOB)

Ownership & PSC

1 active PSC(s) of 2 total, 2 with control declared

Director network

7 connected companies via shared directors

Filing history

128 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.

Signals from accounts

Derived from iXBRL accounts · FRS 102

Positive net assets

Net assets £4,514,309

Net assets shrinking

Down £284,205 YoY

Cash YoY

+38%

Year on year

Key financials

2 years extracted from filed iXBRL accounts

Cash

£658k

↑ 38% YoY

Net Worth

£4.5m

↓ 5.9% YoY

Current Assets

£2.9m

↓ 15% YoY

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102

Metric	2025-03-31	2024-03-31
Total assets	£4.63M	£5.15M
Current assets	£2.90M	£3.40M
Cash	£658.4k	£476.5k
Debtors	£1.32M	£1.86M
Net assets	£4.51M	£4.80M

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

🔒Filing-note intelligence

4 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

filings

Last 90 days

filings

Last 180 days

filing

• 1 accounts

Counts from Companies House filing history.

Corporate timeline (47 events)Click to expand

2025-12-16
📄
accounts-with-accounts-type-medium
accounts · AA
2024-12-18
📄
accounts-with-accounts-type-full
accounts · AA
2023-11-27
📄
accounts-with-accounts-type-full
accounts · AA
2023-07-17
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2023-07-14
🔒
Charge registered #7
Lender: Hsbc UK Bank PLC
2022-12-19
📄
accounts-with-accounts-type-full
accounts · AA
2021-12-22
📄
accounts-with-accounts-type-group
accounts · AA
2021-03-22
📄
accounts-with-accounts-type-group
accounts · AA
2021-02-23
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2021-02-23
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2021-02-08
📄
capital-name-of-class-of-shares
capital · SH08
2021-02-08
📄
resolution
resolution · RESOLUTIONS
2019-12-17
📄
accounts-with-accounts-type-group
accounts · AA
2018-12-21
📄
accounts-with-accounts-type-group
accounts · AA
2018-09-21
📄
capital-name-of-class-of-shares
capital · SH08
2018-09-21
📄
resolution
resolution · RESOLUTIONS
2018-09-13
📄
appoint-person-director-company-with-name-date
officers · AP01
2018-09-13
📄
appoint-person-director-company-with-name-date
officers · AP01
2018-09-01
➕
ATKINSON, Giles Robert David appointed
director
2018-09-01
➕
ATKINSON, Gregory Peter appointed
director
2015-11-06
🔓
Charge satisfied #5
2015-11-06
🔓
Charge satisfied #4
2015-11-06
🔓
Charge satisfied #3
2015-11-06
🔓
Charge satisfied #2
2015-11-06
🔓
Charge satisfied #1
2010-03-19
➖
ATKINSON, Phyllis Joyce resigned
director
2009-05-25
➖
CAWTE, John Dane resigned
director
2009-04-06
➕
PEARCE, Simon Timothy appointed
secretary
2009-04-06
➕
PEARCE, Simon Timothy appointed
director
2009-04-06
➖
ATKINSON, Janet Elizabeth resigned
secretary
2008-12-19
➖
ATKINSON, Brian Robert resigned
director
2007-05-09
🔒
Charge registered #6
Lender: Hsbc Bank PLC
2006-11-27
🔒
Charge registered #5
Lender: Hsbc Bank PLC
2006-11-27
🔒
Charge registered #4
Lender: Hsbc Bank PLC
2004-06-25
➕
CAWTE, John Dane appointed
director
2004-05-25
➕
ATKINSON, Janet Elizabeth appointed
secretary
2004-05-25
➖
MERRIFIELD, Stephen resigned
secretary
2004-05-25
➖
MERRIFIELD, Stephen resigned
director
1996-08-01
➕
MERRIFIELD, Stephen appointed
director
1995-04-01
➖
ATKINSON, Phyllis Joyce resigned
secretary
1995-04-01
➕
MERRIFIELD, Stephen appointed
secretary
1995-03-31
➖
BROOKS, Janet Elizabeth resigned
director
1994-11-01
➕
ATKINSON, Janet Elizabeth appointed
director
1980-06-13
🔒
Charge registered #3
Lender: Midland Bank PLC
1980-03-10
🔒
Charge registered #2
Lender: Midland Bank PLC
1973-11-20
🔒
Charge registered #1
Lender: Midland Bank PLC
1972-04-17
🏢
Company incorporated
As ATKINSON EQUIPMENT 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 "ATKINSON" — strong identity link between founder and business.
+Long-tenure founder: Senior director has been in place 32 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 71 — 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 71 years old. Natural succession window is now.
primary20+ year tenure: Director in role 32 years. Very long tenure is a classic succession signal.
secondaryStable-but-static management: Company is 54 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 ·

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.

Group structure

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

🏛️

Atkinson Equipment Group Limited

Corporate parent · holds 75-100% shares

ultimate parent

⬇

ATKINSON EQUIPMENT LIMITED

This company · 01050233

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
Atkinson Equipment Group Limited Corporate entity	75–100%	—	75-100% shares	18/02/2021

1 historic (ceased) PSC

Mr Clive Robert Atkinsonceased 18/02/2021· 75-100% shares

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 · BA postcode area

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A P TECHNOLOGIES LIMITED→ 04348203 · est 2002 · no financials extracted	—	—	—	—	24y	—	—
ABPAC LIMITED→ 01651229 · est 1982 · no financials extracted	—	—	—	—	43y	—	—
ACACIA ENERGY GROUP LTD.→ 10767397 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
AFEARD LTD→ 15956993 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
ALL DOGS HAVE DREAMS LTD→ 16425104 · est 2025 · no financials extracted	—	—	—	—	—	—	—
ALLUM LIMITED→ 02617922 · est 1991 · no financials extracted	—	—	—	—	34y	—	—
AMINOH PEPTIDES LTD→ 17020404 · est 2026 · no financials extracted	—	—	—	—	—	—	—
ARHAM WEAR LTD→ 15405552 · est 2024 · no financials extracted	—	—	—	—	2y	—	—
ARMS-TEC LTD→ 16338430 · est 2025 · no financials extracted	—	—	—	—	1y	—	—
ARTISAN FOOD CLUB ONLINE LIMITED→ 14311486 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
ATLAS INTERIORS LIMITED→ 06910215 · est 2009 · no financials extracted	—	—	—	—	16y	—	—
AUDARE LTD→ 11412944 · est 2018 · no financials extracted	—	—	—	—	7y	—	—

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

Incorporated1972-04-17

Jurisdictionengland-wales

Primary SIC46180 — Agents specialised in the sale of other particular products

Registered office

Moat Works,

Moat Road,

West Wilts Trading Estate,

Westbury, Wilts

BA13 4JF

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2026-10-31

Last: 2025-10-17