D R & E G DAVIES LIMITED
🌳Matureactive
06507974 · ltd · incorporated 2008-02-19
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 18.2y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
82/100
Exceptional
What this business does
Primary activity: SIC 01500
Sector: Agriculture, forestry & fishing
Investor take
PursueActive trading company with a 61-year-old founder — textbook succession opportunity.
Opportunity 82/100 (exceptional), bankability 75/100. Strong seller-intent signal (70/100, director aged 61). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Discharge stale live charges. 1 live charge(s) created 15+ years ago — likely paid but undischarged. Clean register. Most likely exit: share sale to pe / searcher (65/100).
🏦
Refinance opportunity
2 live charges · 2 lenders · oldest 18.2y
50/100
clean up first
Refinance viable after a tidy-up — address the highlighted items first.
- · Oldest live charge is 18.2 years old — likely at or near maturity.
- · Two lenders — manageable, but coordination required.
- · Legal-friction score 25/100 — workable, but lender will want more DD.
Data confidence
Overall: medium (59/100)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
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
4 officers (3 active, 4 linked, 3 with DOB)
85
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
8 connected companies via shared directors
69
Filing history
64 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
82/100Exceptional
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
100
Good data coverage for analysis.
Recent activity
Last 30 days
0
filings
Last 90 days
5
filings
- • 5 officers
Last 180 days
6
filings
- • 5 officers
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (28 events)Click to expand
- 2026-06-17📄change-person-secretary-company-with-change-dateofficers · CH03
- 2026-06-17📄change-person-director-company-with-change-dateofficers · CH01
- 2026-06-17📄change-person-director-company-with-change-dateofficers · CH01
- 2026-06-17📄change-person-director-company-with-change-dateofficers · CH01
- 2026-06-17📄change-person-director-company-with-change-dateofficers · CH01
- 2025-09-27📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-09-27📄legacyaccounts · PARENT_ACC
- 2025-09-27📄legacyother · AGREEMENT2
- 2025-09-27📄legacyother · GUARANTEE2
- 2025-01-27📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2025-01-24🔒Charge registered #2Lender: Oxbury Bank PLC
- 2024-07-13📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2024-07-13📄legacyaccounts · PARENT_ACC
- 2024-07-13📄legacyother · GUARANTEE2
- 2024-07-13📄legacyother · AGREEMENT2
- 2023-07-14📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2023-07-14📄legacyaccounts · PARENT_ACC
- 2023-07-14📄legacyother · AGREEMENT2
- 2023-07-14📄legacyother · GUARANTEE2
- 2022-06-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-06-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2014-02-22➖BEYERS, Johan David resigneddirector
- 2009-12-16➕BEYERS, Johan David appointeddirector
- 2008-05-01🔒Charge registered #1Lender: National Westminster Bank PLC
- 2008-02-19🏢Company incorporatedAs D R & E G DAVIES LIMITED
- 2008-02-19➕DAVIES, Elizabeth Gaynor appointedsecretary
- 2008-02-19➕DAVIES, Dafydd Rhodri appointeddirector
- 2008-02-19➕DAVIES, Elizabeth Gaynor appointeddirector
Owner dependency
99/100
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.
- +Founder name in company name: Company name contains director surname "DAVIES" — strong identity link between founder and business.
- +Long-tenure founder: Senior director has been in place 18 years — deep operational knowledge concentrated in one person.
- +Senior director age: Director aged approximately 61 — approaching natural succession window.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
69/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 61. Early succession window.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- secondary12+ year tenure: Director in role 18 years.
- secondaryStable-but-static management: Company is 18 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
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Group structure
D R & E G (Davies Holdings) Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
D R & E G (Davies Holdings) Limited
Corporate parent · holds 75-100% shares
⬇
D R & E G DAVIES LIMITED
This company · 06507974
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 |
|---|---|---|---|---|
D R & E G (Davies Holdings) Limited Corporate entity | 75–100% | — | 75-100% shares | 06/04/2016 |
2 historic (ceased) PSCs
- Mrs Elizabeth Gaynor Daviesceased 06/04/2016· 25-50% shares · 25-50% voting
- Mr Dafydd Rhodri Daviesceased 06/04/2016· 25-50% shares · 25-50% 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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|---|---|---|---|---|---|---|---|
| AGRICOM SERVICES LTD→ 13322646 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| CLEARLINE(UK) LTD→ 09076634 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| COLLAR CLUB CARDIFF AND VALE LTD→ 14004755 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| CYNEFIN PLACE LIMITED→ 16846932 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| DAVID KNIGHT SERVICES LTD→ 09841330 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| DAVIES PENYWAL FARM LIMITED→ 16275495 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| DC AGRICULTURAL FABRICATION LTD→ 16540793 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| DH GRIFFITHS AGRICULTURAL CONTRACTOR LTD→ 13033309 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| DIGITAL DOLPHIN LIMITED→ 10600695 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| DINO'S DAWGS AND THE GREEN CAT CAFE LTD→ 13150860 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| E.H.RADCLIFFE & SON LIMITED→ 00711224 · est 1961 · no financials extracted | — | — | — | — | 64y | — | — |
| EASY BLUE LTD→ 14860231 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
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.
See pricing →Company details
Statusactive
Typeltd
Incorporated2008-02-19
Jurisdictionengland-wales
Primary SIC01500 — SIC 01500
Registered office
Rosedew Farm
Rosedew Farm
Llantwit Major
CF61 1PZ
Wales
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-09-30
Confirmation statement
Next due: 2027-03-05
Last: 2026-02-19
Officers (3 active · 1 resigned)
DAVIES, Elizabeth Gaynor→
Activesecretary · appointed 2008-02-19
View their other companies + combined net worth →
DAVIES, Dafydd Rhodri→
Activedirector · ~58y · appointed 2008-02-19
View their other companies + combined net worth →
DAVIES, Elizabeth Gaynor→
Activedirector · ~61y · appointed 2008-02-19
View their other companies + combined net worth →
BEYERS, Johan David→
Resigneddirector · ~51y · appointed 2009-12-16 · resigned 2014-02-22
Click a director name to see their full track record across all companies.
Mortgages & charges
2
Total charges
2
Outstanding
2
Active lenders
Status:Lender:2 of 2 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Oxbury Bank Oxbury Bank PLC | A registered charge | 1 property | 24/01/2025 | — | |
| outstanding | National Westminster Bank National Westminster Bank PLC | Debenture | 1 property | 01/05/2008 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (64 total)
change-person-secretary-company-with-change-date
officers · CH03
2026-06-17
change-person-director-company-with-change-date
officers · CH01
2026-06-17
change-person-director-company-with-change-date
officers · CH01
2026-06-17
change-person-director-company-with-change-date
officers · CH01
2026-06-17
change-person-director-company-with-change-date
officers · CH01
2026-06-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-02
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-27
legacy
accounts · PARENT_ACC
2025-09-27
legacy
other · AGREEMENT2
2025-09-27
legacy
other · GUARANTEE2
2025-09-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-01
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2025-01-27
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2024-07-13
legacy
accounts · PARENT_ACC
2024-07-13
legacy
other · GUARANTEE2
2024-07-13