AGB SERVICES (SOUTH WEST) LIMITED

🌳Matureactive
06604012 · ltd · incorporated 2008-05-28
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 17.7y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2026
Net worth
£596
book net assets
Opportunity
78/100
Strong
🔔
Follow this company (free)
Email alerts on filings, charges, director changes, gazette notices. No account needed.

Unsubscribe any time from any email. GDPR-respectful.

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch
What this business does
Primary activity: Plumbing, heat and air-conditioning installation
Sector: Construction
Investor take
Pursue
Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 78/100 (strong), bankability 80/100. High owner-dependency — earn-out structure likely required for clean transition. 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: strategic trade sale (63/100).

🏦

Refinance opportunity

1 live charge · oldest 17.7y

65/100
clean up first

Refinance viable after a tidy-up — address the highlighted items first.

  • · Oldest live charge is 17.7 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 25/100 — workable, but lender will want more DD.

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, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
4 officers (3 active, 4 linked, 3 with DOB)
85
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
52 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
65
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £596

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
£596
↑ 259% YoY
Current Assets
£44k
↑ 2.1% YoY
Current Liabilities
—
£0£9k£18k£27k£36k£44kMar 2025Mar 2026

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2026-03-312025-03-31
Total assets£32.2k£35.3k
Current assets£44.5k£43.5k
Net assets£596£166

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

Recent activity

Last 30 days
1
filing
  • • 1 accounts
Last 90 days
2
filings
  • • 1 accounts
  • • 1 confirmation-statement
Last 180 days
2
filings
  • • 1 accounts
  • • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (22 events)Click to expand
  1. 2026-06-18
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2025-10-21
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2024-06-12
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2023-11-17
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  5. 2022-12-19
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  6. 2022-12-15
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2022-12-06
    ➖
    BAKER, Lewis Andrew resigned
    director
  8. 2022-03-01
    ➕
    BAKER, Lewis Andrew appointed
    director
  9. 2022-03-01
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  10. 2021-12-07
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2020-11-18
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2020-01-06
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  13. 2018-09-05
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  14. 2018-07-17
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2017-10-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2016-11-10
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  17. 2016-06-07
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  18. 2008-10-21
    🔒
    Charge registered #1
    Lender: Hsbc Bank PLC
  19. 2008-05-28
    🏢
    Company incorporated
    As AGB SERVICES (SOUTH WEST) LIMITED
  20. 2008-05-28
    ➕
    BAKER, Rachel appointed
    secretary
  21. 2008-05-28
    ➕
    BAKER, Andrew Gary appointed
    director
  22. 2008-05-28
    ➕
    BAKER, Rachel appointed
    director

Owner dependency

76/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

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 18 years — deep operational knowledge concentrated in one person.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

59/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS
  • 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

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

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mrs Rachel Baker
Individual · British · DOB 02/1971 · age 55
25–50%
—25-50% shares28/05/2017
Mr Andrew Gary Baker
Individual · British · DOB 12/1979 · age 47
25–50%
—25-50% shares28/05/2017

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

Similar companies

Active · Construction · BS postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
A J JARRETT ELECTRICAL LTD.→
17103407 · est 2026 · no financials extracted
———————
A K A BRICKWORK CONTRACTORS LIMITED→
06476751 · est 2008 · no financials extracted
————18y——
ADW POWER LTD→
16491590 · est 2025 · no financials extracted
———————
AEUK DC PROJECT II LTD→
15400868 · est 2024 · no financials extracted
————2y——
AFFORDABLE PLANT HIRE LTD→
12880060 · est 2020 · no financials extracted
————5y——
AGA PROPERTY SERVICES LTD→
09042614 · est 2014 · no financials extracted
————11y——
AGM RCM LIMITED→
13915111 · est 2022 · no financials extracted
————4y——
AGO PROPERTIES LIMITED→
12529007 · est 2020 · no financials extracted
————6y——
AI BUILDING LTD→
15150081 · est 2023 · no financials extracted
————2y——
AIC ENGINEERING LTD→
14622086 · est 2023 · no financials extracted
————3y——
AIM ENGINEERS LTD→
15213861 · est 2023 · no financials extracted
————2y——
AIR & SOLAR SW LTD→
14398886 · est 2022 · no financials extracted
————3y——
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
Incorporated2008-05-28
Jurisdictionengland-wales
Primary SIC43220 — Plumbing, heat and air-conditioning installation

Registered office

Victoria House Yate Road
Iron Acton
Bristol
BS37 9XY
England

Filing status

Accounts
Next due: 2027-12-31
Last made up to: 2026-03-31
Confirmation statement
Next due: 2027-06-11
Last: 2026-05-28

Officers (3 active · 1 resigned)

BAKER, Rachel→
secretary · appointed 2008-05-28
View their other companies + combined net worth →
Active
BAKER, Andrew Gary→
director · ~47y · appointed 2008-05-28
View their other companies + combined net worth →
Active
BAKER, Rachel→
director · ~55y · appointed 2008-05-28
View their other companies + combined net worth →
Active
BAKER, Lewis Andrew→
director · ~25y · appointed 2022-03-01 · resigned 2022-12-06
Resigned

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

Mortgages & charges

1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
outstanding
HSBC
Hsbc Bank PLC
Debenture1 property21/10/2008—
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (52 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2026-06-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-06-01
accounts-with-accounts-type-micro-entity
accounts · AA
2025-10-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-05
accounts-with-accounts-type-micro-entity
accounts · AA
2024-06-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-10
accounts-with-accounts-type-micro-entity
accounts · AA
2023-11-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-06-01
termination-director-company-with-name-termination-date
officers · TM01
2022-12-19
accounts-with-accounts-type-micro-entity
accounts · AA
2022-12-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-06-09
appoint-person-director-company-with-name-date
officers · AP01
2022-03-01
accounts-with-accounts-type-micro-entity
accounts · AA
2021-12-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-06-08
accounts-with-accounts-type-micro-entity
accounts · AA
2020-11-18