BATEMAN ASSET MANAGEMENT LIMITED

🌳Matureactive
05119585 · ltd · incorporated 2004-05-05
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 Jul 2025
Net worth
book net assets
Opportunity
80/100
Exceptional
🔔
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What this business does
Primary activity: Life insurance
Sector: Financial & insurance
ALSO REGISTERED FOR
  • 65201Life reinsurance
Investor take
Pursue
Conservative operator with a 61-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (70/100, director aged 61). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: share sale to pe / searcher (85/100).

Data confidence

Overall: medium (78/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile
address, 2 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
5 officers (2 active, 5 linked, 2 with DOB)
78
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
52 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
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
80
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 102
Profitable
Profit before tax £130,151

Key financials

2 years extracted from filed iXBRL accounts
Cash
Net Worth
Current Assets
Current Liabilities
£0£0£0£0£0£0Jul 2024Jul 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-07-312024-07-31
Profit before tax£130.2k£129.9k
Average employees2200

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 accounts
Counts from Companies House filing history.
Corporate timeline (24 events)Click to expand
  1. 2026-03-17
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-04-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-01-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2023-03-07
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2022-04-29
    📄
    accounts-with-accounts-type-small
    accounts · AA
  6. 2021-04-22
    📄
    accounts-with-accounts-type-small
    accounts · AA
  7. 2020-03-10
    📄
    accounts-with-accounts-type-small
    accounts · AA
  8. 2019-03-01
    📄
    accounts-with-accounts-type-full
    accounts · AA
  9. 2018-02-05
    📄
    accounts-with-accounts-type-full
    accounts · AA
  10. 2017-03-01
    📄
    accounts-with-accounts-type-full
    accounts · AA
  11. 2016-07-01
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  12. 2016-02-25
    📄
    accounts-with-accounts-type-full
    accounts · AA
  13. 2016-02-02
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  14. 2015-05-15
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  15. 2015-04-16
    BATEMAN, John resigned
    director
  16. 2015-02-20
    📄
    accounts-with-accounts-type-full
    accounts · AA
  17. 2004-05-05
    🏢
    Company incorporated
    As BATEMAN ASSET MANAGEMENT LIMITED
  18. 2004-05-05
    BATEMAN, Julian David appointed
    secretary
  19. 2004-05-05
    BATEMAN, Julian David appointed
    director
  20. 2004-05-05
    SECRETARIAL APPOINTMENTS LIMITED appointed
    corporate-nominee-secretary
  21. 2004-05-05
    SECRETARIAL APPOINTMENTS LIMITED resigned
    corporate-nominee-secretary
  22. 2004-05-05
    BATEMAN, John appointed
    director
  23. 2004-05-05
    CORPORATE APPOINTMENTS LIMITED appointed
    corporate-nominee-director
  24. 2004-05-05
    CORPORATE APPOINTMENTS LIMITED resigned
    corporate-nominee-director

Owner dependency

100/100
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
  • +Sole director: Only one active director — all governance concentrated on one person.
  • +Founder name in company name: Company name contains director surname "BATEMAN" — strong identity link between founder and business.
  • +Long-tenure founder: Senior director has been in place 22 years — deep operational knowledge concentrated in one person.
  • +Senior director age: Director aged approximately 61 — approaching natural succession window.

Succession & seller-readiness

85/100
Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS
  • secondaryFounder aged 58+: Senior director is approximately 61. Early succession window.
  • primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
  • primary20+ year tenure: Director in role 22 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 22 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

clean
No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

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

🏛️
Bateman Group Holdings Limited
Corporate parent · holds 75-100% shares
ultimate parent
BATEMAN ASSET MANAGEMENT LIMITED
This company · 05119585

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
Bateman Group Holdings Limited
Corporate entity
75100%
75–100%75-100% shares · 75-100% voting01/06/2016

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
Incorporated2004-05-05
Jurisdictionengland-wales
Primary SIC65110 — Life insurance

Registered office

53 Smith Street
Warwick
CV34 4HU

Filing status

Accounts
Next due: 2027-04-30
Last made up to: 2025-07-31
Confirmation statement
Next due: 2027-01-17
Last: 2026-01-03

Officers (2 active · 3 resigned)

BATEMAN, Julian David
secretary · appointed 2004-05-05
View their other companies + combined net worth →
Active
BATEMAN, Julian David
director · ~61y · appointed 2004-05-05
View their other companies + combined net worth →
Active
SECRETARIAL APPOINTMENTS LIMITED
corporate-nominee-secretary · appointed 2004-05-05 · resigned 2004-05-05
Resigned
BATEMAN, John
director · ~92y · appointed 2004-05-05 · resigned 2015-04-16
Resigned
CORPORATE APPOINTMENTS LIMITED
corporate-nominee-director · appointed 2004-05-05 · resigned 2004-05-05
Resigned

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

Recent filings (52 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-03-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-01-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-04-09
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-16
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-01-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-03-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-02-28
accounts-with-accounts-type-small
accounts · AA
2022-04-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-02-04
accounts-with-accounts-type-small
accounts · AA
2021-04-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-03-05
accounts-with-accounts-type-small
accounts · AA
2020-03-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-01-06
accounts-with-accounts-type-full
accounts · AA
2019-03-01