ADAMS ROOT & ASSOCIATES LIMITED
💤Zombieactive
04740354 · ltd · incorporated 2003-04-22
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Oct 2024
Net worth
—
book net assets
Opportunity
79/100
Strong
What this business does
Primary activity: Buying and selling of own real estate
Sector: Real estate
Investor take
PursueProperty-backed borrower with a 67-year-old founder — textbook succession opportunity.
Opportunity 79/100 (strong), bankability 67/100. Strong seller-intent signal (83/100, director aged 67). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 4 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (73/100).
🏦
Refinance opportunity
5 live charges · 4 lenders · oldest 20.1y
15/100
under pressure
Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.
- · Oldest live charge is 20.1 years old — likely at or near maturity.
- · 4 lenders named — inter-creditor friction likely.
- · Distress signals active — lender appetite narrows.
Data confidence
Overall: medium (76/100)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
75
Lenders & charges
5 charges (5/5 with lender, 5/5 with type)
90
Directors & officers
4 officers (1 active, 4 linked, 1 with DOB)
75
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
76 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
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
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2024-10-31 | 2023-10-31 |
|---|---|---|
| Average employees | 100 | 100 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Last 30 days
0
filings
Last 90 days
1
filing
- • 1 address
Last 180 days
2
filings
- • 1 address
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (34 events)Click to expand
- 2026-04-05📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2025-07-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-10-18📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2024-10-18🔒Charge registered #5Lender: Landbay Partners Limited
- 2024-07-26📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-07-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-06-06📄gazette-filings-brought-up-to-dategazette · DISS40
- 2023-05-30📄gazette-notice-compulsorygazette · GAZ1
- 2022-10-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-07-30📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2022-06-01📄gazette-filings-brought-up-to-dategazette · DISS40
- 2022-05-31📄gazette-notice-compulsorygazette · GAZ1
- 2021-10-16📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-12-09📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2020-12-01🔒Charge registered #4Lender: Santander UK PLC
- 2020-10-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-08-29📄mortgage-satisfy-charge-fullmortgage · MR04
- 2019-08-29📄mortgage-satisfy-charge-fullmortgage · MR04
- 2019-08-29🔓Charge satisfied #3
- 2019-08-29🔓Charge satisfied #2
- 2019-07-31📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-07-03📄resolutionresolution · RESOLUTIONS
- 2012-01-06🔓Charge satisfied #1
- 2012-01-04🔒Charge registered #3Lender: Svenska Handelsbanken Ab (Publ)
- 2012-01-04🔒Charge registered #2Lender: Svenska Handelsbanken Ab (Publ)
- 2010-01-01➖ROOT, Stephanie Kate resignedsecretary
- 2006-06-08🔒Charge registered #1Lender: Hsbc Bank PLC
- 2003-04-22🏢Company incorporatedAs ADAMS ROOT & ASSOCIATES LIMITED
- 2003-04-22➕ROOT, Peter John appointeddirector
- 2003-04-22➕ROOT, Stephanie Kate appointedsecretary
- 2003-04-22➕TEMPLE SECRETARIES LIMITED appointedcorporate-nominee-secretary
- 2003-04-22➖TEMPLE SECRETARIES LIMITED resignedcorporate-nominee-secretary
- 2003-04-22➕COMPANY DIRECTORS LIMITED appointedcorporate-nominee-director
- 2003-04-22➖COMPANY DIRECTORS LIMITED resignedcorporate-nominee-director
Owner dependency
100/100
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
- +Sole director: Only one active director — all governance concentrated on one person.
- +Founder name in company name: Company name contains director surname "ROOT" — strong identity link between founder and business.
- +Long-tenure founder: Senior director has been in place 23 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 67 — succession pressure is live.
Succession & seller-readiness
95/100
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 67. Approaching typical UK retirement age — succession thinking likely.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- primary20+ year tenure: Director in role 23 years. Very long tenure is a classic succession signal.
- secondaryStable-but-static management: Company is 23 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
mediumMultiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.
Shareholders & ownership
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Peter John Root Individual · English · DOB 05/1959 · age 67 | — | — | sig. influencesignificant influence | 22/04/2017 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Property · BS postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A&F INVESTMENTS AND PROPERTIES LIMITED→ 10221593 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| ACTO PROPERTIES LIMITED→ 16336228 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ADAMANT (CLEVEDON) LIMITED→ 11119021 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| ADAMANT (TRIANGLE) LIMITED→ 11474825 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| ADAMANT (WICKWAR) LIMITED→ 12061661 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ADAMEK PROPERTY LTD→ 10700133 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| ADAMFORT LTD→ 15605286 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| ADAMS HERITAGE ESTATES LTD→ 16876142 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ADAPT PROPERTIES (SOUTH WEST) LIMITED→ 07549971 · est 2011 · no financials extracted | — | — | — | — | 15y | — | — |
| ADAPT REAL ESTATE LIMITED→ 11505995 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| ADAPT SENIOR LIVING LIMITED→ 16465434 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ADDPACE LIMITED→ 03319380 · est 1997 · no financials extracted | — | — | — | — | 29y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
8 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
Incorporated2003-04-22
Jurisdictionengland-wales
Primary SIC68100 — Buying and selling of own real estate
Registered office
Netherdowns 15 Elmlea Avenue
Stoke Bishop
Bristol
BS9 3UU
England
Filing status
Accounts
Next due: 2026-07-30
Last made up to: 2024-10-31
Confirmation statement
Next due: 2027-02-13
Last: 2026-01-30
Officers (1 active · 3 resigned)
ROOT, Peter John→
Activedirector · ~67y · appointed 2003-04-22
View their other companies + combined net worth →
ROOT, Stephanie Kate→
Resignedsecretary · appointed 2003-04-22 · resigned 2010-01-01
TEMPLE SECRETARIES LIMITED→
Resignedcorporate-nominee-secretary · appointed 2003-04-22 · resigned 2003-04-22
COMPANY DIRECTORS LIMITED→
Resignedcorporate-nominee-director · appointed 2003-04-22 · resigned 2003-04-22
Click a director name to see their full track record across all companies.
Mortgages & charges
5
Total charges
2
Outstanding
2
Active lenders
Status:Lender:5 of 5 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Landbay Landbay Partners Limited | A registered charge | 1 property | 18/10/2024 | — | |
| outstanding | Santander Santander UK PLC | A registered charge | — | 01/12/2020 | — | |
| satisfied | Svenska Handelsbanken Ab (Publ) | Deed of legal mortgage | 2 properties | 04/01/2012 | 29/08/2019 | |
| satisfied | Svenska Handelsbanken Ab (Publ) | Mortgage debenture | 1 property | 04/01/2012 | 29/08/2019 | |
| satisfied | HSBC Hsbc Bank PLC | Debenture | 1 property | 08/06/2006 | 06/01/2012 |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (76 total)
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-04-05
confirmation-statement-with-updates
confirmation-statement · CS01
2026-01-30
accounts-with-accounts-type-micro-entity
accounts · AA
2025-07-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-04-09
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2024-10-18
accounts-with-accounts-type-micro-entity
accounts · AA
2024-07-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-03-11
accounts-with-accounts-type-micro-entity
accounts · AA
2023-07-30
gazette-filings-brought-up-to-date
gazette · DISS40
2023-06-06
confirmation-statement-with-updates
confirmation-statement · CS01
2023-06-04
gazette-notice-compulsory
gazette · GAZ1
2023-05-30
accounts-with-accounts-type-micro-entity
accounts · AA
2022-10-30
change-account-reference-date-company-previous-shortened
accounts · AA01
2022-07-30
gazette-filings-brought-up-to-date
gazette · DISS40
2022-06-01
gazette-notice-compulsory
gazette · GAZ1
2022-05-31