CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED

🌳Matureactive

02076511 · ltd · incorporated 1986-11-21

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

73/100

Strong

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What this business does

Primary activity: Financial intermediation not elsewhere classified

Sector: Financial & insurance

Investor take

Pursue

Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 73/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (60/100)

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

Confirmed no charges registered

Directors & officers

42 officers (6 active, 42 linked, 36 with DOB)

Ownership & PSC

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

Director network

13 connected companies via shared directors

Filing history

201 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

73/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Some acquirability indicators.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Recent activity

Last 30 days

filing

• 1 confirmation-statement

Last 90 days

filings

• 1 confirmation-statement
• 1 accounts

Last 180 days

filings

• 1 confirmation-statement
• 1 accounts
• 1 officers

Counts from Companies House filing history.

Corporate timeline (94 events)Click to expand

2026-05-03
📄
accounts-with-accounts-type-full
accounts · AA
2026-02-09
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-02-02
➕
PATEL, Suchita Vijaychandra appointed
director
2025-09-26
➖
ROANTREE, Gillian Anne resigned
director
2025-09-26
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-04-28
📄
accounts-with-accounts-type-full
accounts · AA
2024-05-05
📄
accounts-with-accounts-type-full
accounts · AA
2024-01-15
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2024-01-14
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-06-22
📄
accounts-with-accounts-type-full
accounts · AA
2023-04-21
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-04-13
➕
CHOPRA, Manu Sheel appointed
director
2023-03-17
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-03-01
➖
VAN RIEL, Alexander Philip resigned
director
2022-11-28
📄
appoint-person-director-company-with-name-date
officers · AP01
2022-11-21
➕
STORRS, Steven William appointed
director
2022-10-28
➖
WENT, John James Douglas resigned
director
2022-10-28
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-04-29
📄
accounts-with-accounts-type-full
accounts · AA
2022-01-04
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-12-31
➖
GLEESON, Ian resigned
director
2021-10-21
📄
change-corporate-secretary-company-with-change-date
officers · CH04
2021-10-21
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2021-09-22
📄
resolution
resolution · RESOLUTIONS
2021-04-27
📄
accounts-with-accounts-type-full
accounts · AA
2019-09-09
➕
GANDHI, Achal appointed
director
2019-04-08
➖
BAKER, Adrian Lee resigned
director
2018-10-09
➕
WENT, John James Douglas appointed
director
2018-05-18
➕
BAKER, Adrian Lee appointed
director
2017-12-29
➖
PLUMMER, Jeremy James resigned
director
2017-01-31
➖
BAKER, Adrian Lee resigned
director
2015-12-16
➕
ROANTREE, Gillian Anne appointed
director
2015-09-30
➕
HORN, Andrew Nicholas appointed
director
2015-09-30
➖
HORN, Andrew Nicholas resigned
director
2015-09-30
➖
SAVIDGE, Stuart resigned
director
2014-04-22
➖
MARSHALL, Hannah resigned
director
2014-01-15
➖
BROWN, Scott resigned
director
2013-10-31
➖
FARNSWORTH, Simon Mark resigned
director
2013-04-18
➖
LAMOTHE, Jean resigned
director
2013-04-12
➖
CLIFTON-BROWN, James Benedict resigned
director
2013-04-12
➕
VAN RIEL, Alexander Philip appointed
director
2013-04-03
➕
BIGNELL, Alexander Robert appointed
director
2013-04-01
➕
MARSHALL, Hannah appointed
director
2013-01-16
➕
CBRE INVESTMENT MANAGEMENT (UK) LIMITED appointed
corporate-secretary
2013-01-16
➖
ROCHU, Fabrice resigned
secretary
2012-04-05
➖
DALE-HARRIS, Jonathan Roderick resigned
director
2012-04-05
➖
EVERETT, Richard resigned
director
2012-04-05
➖
KING, Giles Edward Ayliffe resigned
director
2012-01-10
➖
PRESTON, Nicholas Oliver resigned
director
2011-12-21
➕
LAMOTHE, Jean appointed
director

Showing most recent 50 of 94 events

Owner dependency

40/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-5 active directors: Broader management team in place — suggests transferable governance.

Succession & seller-readiness

43/100

Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS

secondary12+ year tenure: Director in role 13 years.
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.)

Group structure

Cbre Group, Inc. is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Cbre Group, Inc.

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

ultimate parent

⬇

CBRE INVESTMENT MANAGEMENT INDIRECT LIMITED

This company · 02076511

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
Cbre Group, Inc. Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	31/12/2023

1 historic (ceased) PSC

Cbre Investment Management Europe Holdings Limitedceased 31/12/2023· 75-100% shares · 75-100% 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 →

Similar companies

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AURORA UNDERWRITING (1997) LIMITED→ 03431418 · est 1997 · no financials extracted	—	—	—	—	28y	—	—
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AUTOMINT IO LIMITED→ 16949906 · est 2026 · no financials extracted	—	—	—	—	—	—	—
AVALON INVESTMENT SERVICES (NOMINEES) LIMITED→ 03826842 · est 1999 · no financials extracted	—	—	—	—	26y	—	—
AVIVA INTERNATIONAL INSURANCE LIMITED→ 00021487 · est 1885 · no financials extracted	—	—	—	—	140y	—	—
AVS HEALTH LIMITED→ 15539241 · est 2024 · no financials extracted	—	—	—	—	2y	—	—
AWE FINANCE LIMITED→ 11296999 · est 2018 · no financials extracted	—	—	—	—	8y	—	—
AXA GLOBAL HEALTHCARE (UK) LIMITED→ 03039521 · est 1995 · no financials extracted	—	—	—	—	31y	—	—
AXI DIGITAL (UK) LIMITED→ 14613945 · est 2023 · no financials extracted	—	—	—	—	3y	—	—
AXI FINANCIAL SERVICES (UK) LIMITED→ 06050593 · est 2007 · no financials extracted	—	—	—	—	19y	—	—
AXIOMA EUROPE LTD→ 11447632 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
AXIS CORPORATE CAPITAL UK II LIMITED→ 03045763 · est 1995 · no financials extracted	—	—	—	—	31y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

6 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

Incorporated1986-11-21

Jurisdictionengland-wales

Primary SIC64999 — Financial intermediation not elsewhere classified

Registered office

Third Floor

One New Change

London

EC4M 9AF

Filing status

Accounts

Next due: 2027-09-30

Last made up to: 2025-12-31

Confirmation statement

Next due: 2027-06-27

Last: 2026-06-13