ALPHA WHOLESALE HVAC LTD
🌳Matureactive
07899359 · ltd · incorporated 2012-01-05
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 Dec 2024
Net worth
—
book net assets
Opportunity
79/100
Strong
What this business does
Primary activity: SIC 46740
Sector: Wholesale & retail
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 79/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).
Data confidence
Overall: medium (70/100)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
1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed
50
Lenders & charges
Confirmed no charges registered
85
Directors & officers
3 officers (2 active, 3 linked, 3 with DOB)
90
Ownership & PSC
4 active PSC(s) of 4 total, 4 with control declared
90
Director network
Network not yet resolved
30
Filing history
60 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
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Key financials
1 year extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2024-12-31 |
|---|---|
| Average employees | 32 |
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
4
filings
- • 2 persons-with-significant-control
- • 1 confirmation-statement
- • 1 accounts
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
- 2026-03-05📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2026-03-05📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-12-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-10-02📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2024-12-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-12-12📄change-person-director-company-with-change-dateofficers · CH01
- 2023-12-12📄change-person-director-company-with-change-dateofficers · CH01
- 2023-12-12📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-12-12📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-09-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-12-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-12-09📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-07-15📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-12-24📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-07-04📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2019-07-01📄resolutionresolution · RESOLUTIONS
- 2019-07-01📄resolutionresolution · RESOLUTIONS
- 2019-07-01📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2013-03-29➕MORRIS, Yarl appointeddirector
- 2012-01-05🏢Company incorporatedAs ALPHA WHOLESALE HVAC LTD
- 2012-01-05➕MORRIS, Nigel appointeddirector
- 2012-01-05➕KAHAN, Barbara appointeddirector
- 2012-01-05➖KAHAN, Barbara resigneddirector
Owner dependency
74/100
High — earn-out structure requiredMaterial 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.
- +Senior director age: Director aged approximately 63 — 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
- primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- secondary12+ year tenure: Director in role 14 years.
- 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
4 active beneficial owners · fragmented| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Sharon Morris Individual · British · DOB 08/1987 · age 39 | — | — | sig. influencesignificant influence | 19/03/2017 |
Mr Nigel Morris Individual · British · DOB 06/1963 · age 63 | — | — | sig. influencesignificant influence | 06/04/2016 |
Mr Yarl Morris Individual · British · DOB 11/1986 · age 40 | — | — | sig. influencesignificant influence | 06/04/2016 |
Mrs Ruth Morris Individual · British · DOB 07/1966 · age 60 | — | — | sig. influencesignificant influence | 06/04/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
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|---|---|---|---|---|---|---|---|
| 2A IMPORT & EXPORT LIMITED→ 13515941 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| 305 INTERNATIONAL GROUP LTD→ 14562025 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| AARON CHEMICALS LIMITED→ 02677024 · est 1992 · no financials extracted | — | — | — | — | 34y | — | — |
| AEGEAN GOLD DESIGNS LTD→ 09495934 · est 2015 · no financials extracted | — | — | — | — | 11y | — | — |
| AGRA FREEZE LIMITED→ 01319812 · est 1977 · no financials extracted | — | — | — | — | 48y | — | — |
| AGRIFACTORS (SOUTHERN) LIMITED→ 00985553 · est 1970 · no financials extracted | — | — | — | — | 55y | — | — |
| AJAMES HOLDINGS LIMITED→ 11655392 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| ALBION SUPPLIES LTD→ 05994131 · est 2006 · no financials extracted | — | — | — | — | 19y | — | — |
| ALGODÓN LIMITED→ 12007676 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ALITE TECH LTD→ 14266763 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| ALPHA FEMTECH UK LIMITED→ 16537366 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ALUFEM LTD→ 17054125 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
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
Incorporated2012-01-05
Jurisdictionengland-wales
Primary SIC46740 — SIC 46740
Registered office
Unit 1 Orchard Business Park Badsell Road
Five Oak Green
Tonbridge
TN12 6QU
United Kingdom
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-02-05
Last: 2026-01-22
Officers (2 active · 1 resigned)
MORRIS, Nigel→
Activedirector · ~63y · appointed 2012-01-05
View their other companies + combined net worth →
MORRIS, Yarl→
Activedirector · ~40y · appointed 2013-03-29
View their other companies + combined net worth →
KAHAN, Barbara→
Resigneddirector · ~95y · appointed 2012-01-05 · resigned 2012-01-05
Click a director name to see their full track record across all companies.
Recent filings (60 total)
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-03-05
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2026-03-05
confirmation-statement-with-updates
confirmation-statement · CS01
2026-02-11
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-24
change-account-reference-date-company-previous-shortened
accounts · AA01
2025-10-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-24
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-16
confirmation-statement-with-updates
confirmation-statement · CS01
2024-01-24
change-person-director-company-with-change-date
officers · CH01
2023-12-12
change-person-director-company-with-change-date
officers · CH01
2023-12-12
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-12-12
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-12-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-09-06
confirmation-statement-with-updates
confirmation-statement · CS01
2023-02-02
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-21