WEST MIDLANDS ENTERPRISE (INVESTMENTS) LIMITED

🌳Matureactive
01622697 · ltd · incorporated 1982-03-17
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 24.7y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
80/100
Exceptional
🔔
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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 86-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 85/100. Strong seller-intent signal (73/100, director aged 86). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

🏦

Refinance opportunity

3 live charges · 2 lenders · oldest 24.7y

70/100
ready

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

  • · Oldest live charge is 24.7 years old — likely at or near maturity.
  • · Two lenders — manageable, but coordination required.
  • · Legal-friction score 20/100 — clean.

Data confidence

Overall: medium (62/100)

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
0
Lenders & charges
3 charges (3/3 with lender, 3/3 with type)
90
Directors & officers
29 officers (3 active, 29 linked, 27 with DOB)
89
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
18 connected companies via shared directors
90
Filing history
172 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
85
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
100
Good data coverage for analysis.

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 (73 events)Click to expand
  1. 2025-09-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-09-27
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC05
  3. 2024-09-05
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2023-08-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2022-10-17
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2021-10-27
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2021-05-11
    📄
    change-person-director-company-with-change-date
    officers · CH01
  8. 2021-05-11
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  9. 2021-03-10
    📄
    change-person-director-company-with-change-date
    officers · CH01
  10. 2020-08-19
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2019-07-10
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2018-09-10
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2017-09-25
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2016-11-04
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2015-12-17
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  16. 2013-09-30
    ➖
    SCOTT, Ian Bennett resigned
    secretary
  17. 2009-03-27
    🔓
    Charge satisfied #3
  18. 2009-03-27
    🔓
    Charge satisfied #2
  19. 2009-03-27
    🔓
    Charge satisfied #1
  20. 2008-09-30
    ➖
    BURTON, David resigned
    director
  21. 2008-09-30
    ➖
    HEPWORTH, Ralph resigned
    director
  22. 2008-09-30
    ➖
    HOPE, Alan resigned
    director
  23. 2008-09-30
    ➖
    KHAN, Nazmul Zaman resigned
    director
  24. 2008-09-30
    ➖
    LOMAX, Richard Francis resigned
    director
  25. 2008-09-30
    ➖
    MITCHELL, Fraser resigned
    director
  26. 2008-09-30
    ➖
    PAYTON, Mark Andrew resigned
    director
  27. 2008-09-30
    ➖
    SAYERS, John Richard Charles resigned
    director
  28. 2008-09-30
    ➖
    SEABROOK, Michael Richard resigned
    director
  29. 2008-08-12
    ➖
    THOMAS, Kenneth Rowland resigned
    director
  30. 2008-04-30
    ➖
    PAYTON, Michael William resigned
    director
  31. 2008-01-29
    ➖
    BOOTH, Ian Martyn resigned
    secretary
  32. 2008-01-29
    ➕
    SCOTT, Ian Bennett appointed
    secretary
  33. 2007-06-26
    ➖
    EDGE, Geoffrey resigned
    director
  34. 2006-06-30
    ➖
    WARD, Martin Peter Christopher resigned
    director
  35. 2005-10-25
    ➖
    HAZELL, Timothy Robert Anthony resigned
    director
  36. 2005-10-25
    ➕
    PAYTON, Mark Andrew appointed
    director
  37. 2005-10-17
    ➖
    LYLE, Rupert James Tennant resigned
    director
  38. 2003-07-29
    ➕
    LYLE, Rupert James Tennant appointed
    director
  39. 2003-04-29
    ➕
    DAFFERN, Paul appointed
    director
  40. 2003-02-28
    ➖
    HALLETT, Gregory James resigned
    director
  41. 2003-01-28
    ➕
    KHAN, Nazmul Zaman appointed
    director
  42. 2002-10-29
    ➕
    LOMAX, Richard Francis appointed
    director
  43. 2002-07-30
    🔒
    Charge registered #3
    Lender: Barclays Bank PLC
  44. 2002-07-30
    🔒
    Charge registered #2
    Lender: Barclays Bank PLC
  45. 2002-06-30
    ➖
    COLLINGS, Peter Glydon resigned
    director
  46. 2002-04-30
    ➕
    PAYTON, Michael William appointed
    director
  47. 2001-10-16
    🔒
    Charge registered #1
    Lender: Lloyds Tsb Bank PLC
  48. 2001-05-24
    ➕
    HEPWORTH, Ralph appointed
    director
  49. 2001-04-06
    ➖
    ANDREWS, John Leslie resigned
    director
  50. 2001-03-07
    ➖
    SPARKS, David Hunter resigned
    director
Showing most recent 50 of 73 events

Owner dependency

75/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • +Long-tenure founder: Senior director has been in place 26 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 86 — 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 86 years old. Natural succession window is now.
  • primary20+ year tenure: Director in role 26 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 44 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

West Midlands Enterprise Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️
West Midlands Enterprise Limited
Corporate parent · holds 75-100% shares · board control
ultimate parent
⬇
WEST MIDLANDS ENTERPRISE (INVESTMENTS) LIMITED
This company · 01622697

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%
NameSharesVoting rightsNature of controlNotified
West Midlands Enterprise Limited
Corporate entity
75–100%
75–100%board control75-100% shares · 75-100% voting · board control06/04/2016

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 →

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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.

See pricing →

Company details

Statusactive
Typeltd
Incorporated1982-03-17
Jurisdictionengland-wales
Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

The Coppers 24 Sudbury Road
Yoxall
Burton Upon Trent
Staffordshire
DE13 8NA
England

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-12-26
Last: 2025-12-12

Officers (3 active · 26 resigned)

BEARDWOOD, Colin Robert→
director · ~86y · appointed 2000-01-25
View their other companies + combined net worth →
Active
BOOTH, Ian Martyn→
director · ~72y · appointed 2000-01-25
View their other companies + combined net worth →
Active
DAFFERN, Paul→
director · ~62y · appointed 2003-04-29
View their other companies + combined net worth →
Active
BOOTH, Ian Martyn→
secretary · resigned 2008-01-29
Resigned
SCOTT, Ian Bennett→
secretary · appointed 2008-01-29 · resigned 2013-09-30
Resigned
ANDREWS, John Leslie→
director · ~90y · appointed 2000-01-25 · resigned 2001-04-06
Resigned
BURTON, David→
director · ~83y · appointed 2000-01-25 · resigned 2008-09-30
Resigned
COLLINGS, Peter Glydon→
director · ~84y · resigned 2002-06-30
Resigned
EDGE, Geoffrey→
director · ~83y · resigned 2007-06-26
Resigned
HALLETT, Gregory James→
director · ~64y · appointed 2000-01-25 · resigned 2003-02-28
Resigned
HAZELL, Timothy Robert Anthony→
director · ~64y · appointed 1994-11-29 · resigned 2005-10-25
Resigned
HENTON, Andrew Michael→
director · ~57y · appointed 1999-01-26 · resigned 2000-02-15
Resigned
HEPWORTH, Ralph→
director · ~80y · appointed 2001-05-24 · resigned 2008-09-30
Resigned
HOPE, Alan→
director · ~93y · appointed 2000-01-25 · resigned 2008-09-30
Resigned
KHAN, Nazmul Zaman→
director · ~58y · appointed 2003-01-28 · resigned 2008-09-30
Resigned
LOMAX, Richard Francis→
director · ~51y · appointed 2002-10-29 · resigned 2008-09-30
Resigned
LYLE, Rupert James Tennant→
director · ~62y · appointed 2003-07-29 · resigned 2005-10-17
Resigned
MITCHELL, Fraser→
director · ~100y · appointed 2000-01-25 · resigned 2008-09-30
Resigned
PAYTON, Mark Andrew→
director · ~59y · appointed 2005-10-25 · resigned 2008-09-30
Resigned
PAYTON, Michael William→
director · ~51y · appointed 2002-04-30 · resigned 2008-04-30
Resigned

Click a director name to see their full track record across all companies.

Mortgages & charges

3
Total charges
0
Outstanding
0
Active lenders
Status:Lender:3 of 3 shown
TypeProperties
satisfied
Barclays
Barclays Bank PLC
Legal charge1 property30/07/200227/03/2009
satisfied
Barclays
Barclays Bank PLC
Guarantee & debenture1 property30/07/200227/03/2009
satisfied
Lloyds Banking Group
Lloyds Tsb Bank PLC
Mortgage1 property16/10/200127/03/2009

Recent filings (172 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-12-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-13
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2024-09-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-12-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-08-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-12-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-10-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-12-13
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-10-27
change-person-director-company-with-change-date
officers · CH01
2021-05-11
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2021-05-11
change-person-director-company-with-change-date
officers · CH01
2021-03-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-12-14