ALLAN MORRIS TRANSPORT LIMITED
🌳Matureactive
01672709 · ltd · incorporated 1982-10-20
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
—
year to Dec 2024
Net worth
—
book net assets
Opportunity
79/100
Strong
What this business does
Primary activity: Freight transport by road
Sector: Transportation & storage
Investor take
PursueActive trading company with a 68-year-old founder — textbook succession opportunity.
Opportunity 79/100 (strong), bankability 67/100. Strong seller-intent signal (93/100, director aged 68). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 7 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (73/100).
🏦
Refinance opportunity
14 live charges · 7 lenders · oldest 43.2y
35/100
too messy
Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.
- · Oldest live charge is 43.2 years old — likely at or near maturity.
- · 7 lenders named — inter-creditor friction likely.
- · Legal-friction score 40/100 — workable, but lender will want more DD.
Data confidence
Overall: medium (75/100)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
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
Lenders & charges
14 charges (14/14 with lender, 14/14 with type)
90
Directors & officers
10 officers (2 active, 10 linked, 8 with DOB)
86
Ownership & PSC
2 active PSC(s) of 4 total, 4 with control declared
90
Director network
12 connected companies via shared directors
81
Filing history
154 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒Estimated company valuation
Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.
Available from the Pro tier upwards.
See pricing →Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
100
Good data coverage for analysis.
Key financials
1 year extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2024-12-31 |
|---|---|
| Average employees | 22 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
2 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
0
filings
Last 90 days
0
filings
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (59 events)Click to expand
- 2025-08-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-08-05📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2024-11-26📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-06-07📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-06-07📄termination-director-company-with-name-termination-dateofficers · TM01
- 2024-06-07📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-05-31➕FOX, Paul Robert appointeddirector
- 2024-05-31➖ROBERTSON, Carl Edward resigneddirector
- 2024-05-31📄mortgage-satisfy-charge-fullmortgage · MR04
- 2024-05-31📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2024-05-31🔓Charge satisfied #11
- 2024-05-30🔒Charge registered #14Lender: Cynergy Business Finance Limited
- 2024-05-24📄mortgage-satisfy-charge-fullmortgage · MR04
- 2024-05-24📄mortgage-satisfy-charge-fullmortgage · MR04
- 2024-05-24🔓Charge satisfied #13
- 2024-05-24🔓Charge satisfied #12
- 2023-12-19📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-09-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-12-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-04-28📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2020-10-26📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-04-08📄change-account-reference-date-company-current-extendedaccounts · AA01
- 2019-12-13📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-08-07🔓Charge satisfied #10
- 2018-08-07🔓Charge satisfied #9
- 2018-08-07🔓Charge satisfied #8
- 2018-08-07🔓Charge satisfied #7
- 2018-08-07🔓Charge satisfied #6
- 2018-04-05🔒Charge registered #13Lender: Hsbc Bank PLC
- 2018-01-12🔒Charge registered #12Lender: Hsbc Invoice Finance (UK) LTD
- 2017-12-15🔒Charge registered #11Lender: Hsbc Bank PLC
- 2017-11-08➖LEE, James Benjamin resignedsecretary
- 2017-11-08➖LEE, Brian resigneddirector
- 2017-11-08➖LEE, Irene Maria resigneddirector
- 2017-11-08➕ROBERTSON, Carl Edward appointeddirector
- 2016-06-23🔒Charge registered #10Lender: Barclays Bank PLC
- 2013-04-17🔓Charge satisfied #5
- 2013-04-17🔓Charge satisfied #4
- 2013-04-17🔓Charge satisfied #2
- 2013-04-17🔓Charge satisfied #1
- 2013-04-01➕LEE, Irene Maria appointeddirector
- 2012-06-11🔒Charge registered #9Lender: Barclays Bank PLC
- 2012-06-08🔒Charge registered #8Lender: Barclays Bank PLC
- 2012-06-08🔒Charge registered #7Lender: Barclays Bank PLC
- 2012-05-28🔒Charge registered #6Lender: Barclays Bank PLC
- 2012-04-24🔓Charge satisfied #3
- 2009-12-16➖GREEN, Martin Harvey resigneddirector
- 2009-03-10➕GREEN, Martin Harvey appointeddirector
- 2009-03-10➖LEE, Irene Maria resigneddirector
- 2008-08-18🔒Charge registered #5Lender: Rbs Invoice Finance Limited
Showing most recent 50 of 59 events
Owner dependency
83/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Long-tenure founder: Senior director has been in place 22 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 68 — succession pressure is live.
Succession & seller-readiness
76/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 68. Approaching typical UK retirement age — succession thinking likely.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- primary20+ year tenure: Director in role 22 years. Very long tenure is a classic succession signal.
- 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
mediumMultiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.
Group structure
Ard Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Ard Holdings Limited
Corporate parent · holds 75-100% shares · board control
⬇
ALLAN MORRIS TRANSPORT LIMITED
This company · 01672709
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
2 active beneficial owners · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Ard Holdings Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 08/11/2017 |
Mr Terry Axon Individual · British · DOB 02/1958 · age 68 | — | — | sig. influencesignificant influence | 06/04/2016 |
2 historic (ceased) PSCs
- Mrs Irene Maria Leeceased 08/11/2017· significant influence
- Mr Brian Leeceased 08/11/2017· significant influence
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 · Transport & logistics · FY postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ACORN SCHOOL TRANSPORT LIMITED→ 11972112 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| AP HARVIE LTD→ 15578276 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| ASD VEHICLE MANAGEMENT LIMITED→ 08630328 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| BENCRAY LIMITED→ 01328319 · est 1977 · no financials extracted | — | — | — | — | 48y | — | — |
| BIG K LIFTING LTD→ 10187949 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| BLACKPOOL COACHES LTD→ 12076766 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| BOND WORKS LIMITED→ 12940915 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| C AND T LOGISTICS LTD→ 17098697 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| C.J.HASSEY LOGISTICS LTD→ 11774448 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| CARLETON CAB CO. LTD→ 04853550 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| CARROLLS CARRIERS LIMITED→ 10957025 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| CARZOLT LTD→ 13903504 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
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
Incorporated1982-10-20
Jurisdictionengland-wales
Primary SIC49410 — Freight transport by road
Registered office
Unit 2 Olympic Court
Whitehills Business Park, Boardmans Way
Blackpool
Lancashire
FY4 5GU
England
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-12-30
Last: 2025-12-16
Officers (2 active · 8 resigned)
Active
FOX, Paul Robert→
Activedirector · ~42y · appointed 2024-05-31
View their other companies + combined net worth →
LEE, Irene Maria→
Resignedsecretary · resigned 2004-06-21
LEE, James Benjamin→
Resignedsecretary · appointed 2004-06-21 · resigned 2017-11-08
GREEN, Martin Harvey→
Resigneddirector · ~54y · appointed 2009-03-10 · resigned 2009-12-16
LEE, Brian→
Resigneddirector · ~79y · resigned 2017-11-08
LEE, Irene Maria→
Resigneddirector · ~79y · appointed 2013-04-01 · resigned 2017-11-08
LEE, Irene Maria→
Resigneddirector · ~79y · resigned 2009-03-10
MCNULTY, Bernard→
Resigneddirector · ~90y · resigned 2001-10-01
ROBERTSON, Carl Edward→
Resigneddirector · ~60y · appointed 2017-11-08 · resigned 2024-05-31
Click a director name to see their full track record across all companies.
Mortgages & charges
14
Total charges
1
Outstanding
1
Active lenders
Status:Lender:14 of 14 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Cynergy Business Finance Cynergy Business Finance Limited | A registered charge | 6 properties | 30/05/2024 | — | |
| satisfied | HSBC Hsbc Bank PLC | A registered charge | 1 property | 05/04/2018 | 24/05/2024 | |
| satisfied | HSBC Hsbc Invoice Finance (UK) LTD | A registered charge | — | 12/01/2018 | 24/05/2024 | |
| satisfied | HSBC Hsbc Bank PLC | A registered charge | 1 property | 15/12/2017 | 31/05/2024 | |
| satisfied | Barclays Barclays Bank PLC | A registered charge | 1 property | 23/06/2016 | 07/08/2018 | |
| satisfied | Barclays Barclays Bank PLC | Fixed & floating charge | 1 property | 11/06/2012 | 07/08/2018 | |
| satisfied | Barclays Barclays Bank PLC | Legal charge | 1 property | 08/06/2012 | 07/08/2018 | |
| satisfied | Barclays Barclays Bank PLC | Legal charge | 1 property | 08/06/2012 | 07/08/2018 | |
| satisfied | Barclays Barclays Bank PLC | Guarantee & debenture | 1 property | 28/05/2012 | 07/08/2018 | |
| satisfied | NatWest Group Rbs Invoice Finance Limited | Debenture | 1 property | 18/08/2008 | 17/04/2013 | |
| satisfied | National Westminster Bank National Westminster Bank PLC | Legal charge | 1 property | 04/12/2006 | 17/04/2013 | |
| satisfied | Close Brothers Close Brothers Limited | A credit agreement entitled "prompt credit application" | 1 property | 28/04/1993 | 24/04/2012 | |
| satisfied | National Westminster Bank National Westminster Bank PLC | Legal mortgage | 1 property | 12/07/1985 | 17/04/2013 | |
| satisfied | National Westminster Bank National Westminster Bank PLC | Mortgage debenture | 1 property | 31/03/1983 | 17/04/2013 |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (154 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-12-17
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-08-06
change-account-reference-date-company-previous-shortened
accounts · AA01
2025-08-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-17
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-11-26
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-06-07
termination-director-company-with-name-termination-date
officers · TM01
2024-06-07
appoint-person-director-company-with-name-date
officers · AP01
2024-06-07
mortgage-satisfy-charge-full
mortgage · MR04
2024-05-31
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2024-05-31
mortgage-satisfy-charge-full
mortgage · MR04
2024-05-24
mortgage-satisfy-charge-full
mortgage · MR04
2024-05-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-19
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-12-28