PORTLAND ANALYTICS LIMITED
🌳Matureactive
07024807 · ltd · incorporated 2009-09-21
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
—
year to Aug 2025
Net worth
£152.5k
book net assets
Opportunity
81/100
Exceptional
What this business does
Primary activity: Management consultancy activities other than financial management
Sector: Professional, scientific & technical
Investor take
PursueAsset-holding vehicle with a 77-year-old founder — textbook succession opportunity.
Opportunity 81/100 (exceptional), bankability 75/100. Strong seller-intent signal (63/100, director aged 77). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).
Data confidence
Overall: high (83/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
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
Confirmed no charges registered
85
Directors & officers
5 officers (5 active, 5 linked, 4 with DOB)
86
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
22 connected companies via shared directors
90
Filing history
49 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
81/100Exceptional
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
85
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 · accounting standard not declaredPositive net assets
Net assets £152,526
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£153k
↑ 8.9% YoY
Current Assets
£458k
↑ 33% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-08-31 | 2024-08-31 |
|---|---|---|
| Total assets | £226.2k | £243.4k |
| Current assets | £458.0k | £344.7k |
| Net assets | £152.5k | £140.0k |
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
1
filing
- • 1 accounts
Last 180 days
1
filing
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (22 events)Click to expand
- 2026-05-15📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2025-05-20📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-05-17📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-04-20📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-11-23📄resolutionresolution · RESOLUTIONS
- 2022-11-23📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2022-11-23📄memorandum-articlesincorporation · MA
- 2022-11-22📄capital-name-of-class-of-sharescapital · SH08
- 2022-05-04📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-04-07📄appoint-person-director-company-with-name-dateofficers · AP01
- 2022-04-01➕JOHNSON, Michael Daniel appointeddirector
- 2021-04-19📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-04-15📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-05-01📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2018-05-01📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2017-10-09📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2017-05-16📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2013-04-01➕SPENCER, Juliette Michelle appointedsecretary
- 2013-03-01➕DONALD, Neil Scott appointeddirector
- 2013-03-01➕SMITH, Nicholas James Kenally appointeddirector
- 2009-09-21🏢Company incorporatedAs PORTLAND ANALYTICS LIMITED
- 2009-09-21➕SPENCER, James Nicholas Lloyd appointeddirector
Owner dependency
65/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- -4 active directors: Broader management team in place — suggests transferable governance.
- +Long-tenure founder: Senior director has been in place 17 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 77 — succession pressure is live.
Succession & seller-readiness
83/100
Likely off-market candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- primaryFounder aged 70+: Senior director is approximately 77 years old. Natural succession window is now.
- secondary12+ year tenure: Director in role 17 years.
- secondaryStable-but-static management: Company is 17 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.)
Shareholders & ownership
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr James Nicholas Lloyd Spencer Individual · British · DOB 12/1972 · age 54 | 50–75% | — | 50-75% shares | 06/04/2016 |
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 →Similar companies
Active · Professional services · YO postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| A HOBSON LTD→ 15202202 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ACCIPITER ADVISORY LTD→ 14399055 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ACCRETIS LTD→ 07833321 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| ACQUIRE MINING LIMITED→ 15327272 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ACTIVE DEVICE DEVELOPMENT LIMITED→ 07416410 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
| AD ADVISORY LTD→ 11025051 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| ADMIN ALEX LTD→ 16159335 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ADNFC WEALTH MANAGEMENT LTD→ 15909881 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ADVANCE HINDSIGHT LIMITED→ 12080770 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ADVANCED PROFESSIONAL SERVICES LTD→ 05780182 · est 2006 · no financials extracted | — | — | — | — | 20y | — | — |
| ADVANTAGE CONSULTING LIMITED→ 14235326 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ADVENT ACCOUNTANTS LTD→ 15497172 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
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
Incorporated2009-09-21
Jurisdictionengland-wales
Primary SIC70229 — Management consultancy activities other than financial management
Registered office
1 Toft Green
York
YO1 6JT
England
Filing status
Accounts
Next due: 2027-05-31
Last made up to: 2025-08-31
Confirmation statement
Next due: 2026-10-05
Last: 2025-09-21
Officers (5 active · 0 resigned)
SPENCER, Juliette Michelle→
Activesecretary · appointed 2013-04-01
View their other companies + combined net worth →
DONALD, Neil Scott→
Activedirector · ~77y · appointed 2013-03-01
View their other companies + combined net worth →
JOHNSON, Michael Daniel→
Activedirector · ~34y · appointed 2022-04-01
View their other companies + combined net worth →
SMITH, Nicholas James Kenally→
Activedirector · ~57y · appointed 2013-03-01
View their other companies + combined net worth →
SPENCER, James Nicholas Lloyd→
Activedirector · ~54y · appointed 2009-09-21
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (49 total)
accounts-with-accounts-type-micro-entity
accounts · AA
2026-05-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-10-02
accounts-with-accounts-type-micro-entity
accounts · AA
2025-05-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-09-26
accounts-with-accounts-type-micro-entity
accounts · AA
2024-05-17
confirmation-statement-with-updates
confirmation-statement · CS01
2023-09-28
accounts-with-accounts-type-micro-entity
accounts · AA
2023-04-20
resolution
resolution · RESOLUTIONS
2022-11-23
capital-variation-of-rights-attached-to-shares
capital · SH10
2022-11-23
memorandum-articles
incorporation · MA
2022-11-23
capital-name-of-class-of-shares
capital · SH08
2022-11-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-10-02
accounts-with-accounts-type-micro-entity
accounts · AA
2022-05-04
appoint-person-director-company-with-name-date
officers · AP01
2022-04-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-09-21