BALMERS GARDEN MACHINERY HOLDINGS LIMITED

🌳Matureactive

08099553 · ltd · incorporated 2012-06-11

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 13.8y old — refinance window within 12 months

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Oct 2024

Net worth

—

book net assets

Opportunity

80/100

Exceptional

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What this business does

Primary activity: Activities of other holding companies n.e.c.

Sector: Financial & insurance

Investor take

Pursue

Asset-holding vehicle. Family succession underway — not a classic acquisition target.

Opportunity 80/100 (exceptional), bankability 80/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

1 live charge · oldest 13.8y

85/100

ready

Refinance conversation should be productive — structure clean and timing right.

· Oldest live charge is 13.8 years old — likely at or near maturity.
· Single lender — cleanest path to refinance.
· Legal-friction score 15/100 — clean.

Data confidence

Overall: medium (73/100)

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

Lenders & charges

1 charges (1/1 with lender, 1/1 with type)

Directors & officers

5 officers (4 active, 5 linked, 5 with DOB)

Ownership & PSC

1 active PSC(s) of 2 total, 2 with control declared

Director network

1 connected companies via shared directors

Filing history

46 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

80/100Exceptional

PassWatchWorth a lookStrongExceptional

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

100

Good data coverage for analysis.

Key financials

1 year extracted from filed iXBRL accounts

Cash

—

Net Worth

—

Current Assets

—

Current Liabilities

—

Financials

Extracted from Companies House accounts · FRS 102

Metric	2024-10-31
Average employees	0

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

🔒Filing-note intelligence

1 signal 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

filing

• 1 confirmation-statement

Last 90 days

filing

• 1 confirmation-statement

Last 180 days

filings

• 1 confirmation-statement
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (27 events)Click to expand

2026-02-13
📄
accounts-amended-with-accounts-type-group
accounts · AAMD
2025-05-19
📄
accounts-with-accounts-type-small
accounts · AA
2024-07-31
📄
accounts-with-accounts-type-group
accounts · AA
2024-06-24
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-06-24
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-04-29
➖
BALMER, David resigned
director
2023-10-18
➕
BALMER, Joanne appointed
director
2023-10-18
➕
BALMER, Mark appointed
director
2023-10-18
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-10-18
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-07-17
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-05-03
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-05-01
➕
BALMER, Thomas appointed
director
2023-01-11
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-03-28
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-06-24
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2021-06-24
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2021-03-26
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-02-26
📄
change-person-director-company-with-change-date
officers · CH01
2021-02-26
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2021-02-26
📄
change-person-director-company-with-change-date
officers · CH01
2021-02-26
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2021-02-10
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2012-10-05
🔒
Charge registered #1
Lender: Barclays Bank PLC
2012-06-11
🏢
Company incorporated
As BALMERS GARDEN MACHINERY HOLDINGS LIMITED
2012-06-11
➕
BALMER, Ann appointed
director
2012-06-11
➕
BALMER, David appointed
director

Owner dependency

78/100

High — earn-out structure required

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

FACTORS

-4 active directors: Broader management team in place — suggests transferable governance.
+Founder name in company name: Company name contains director surname "BALMER" — strong identity link between founder and business.
+Founder age: Director aged approximately 69 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

23/100

No succession signal

No meaningful acquirability indicators from public data.

SIGNALS

primaryFamily succession underway: Not a takeover target — BALMER, Joanne (same surname) appointed 2023-10-18. Pattern consistent with intra-family handover.
primaryFounder aged 63+: Senior director is approximately 69. Approaching typical UK retirement age — succession thinking likely.
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

clean

No 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
Mrs Ann Balmer Individual · British · DOB 08/1957 · age 69	25–50%	25–50%	25-50% shares · 25-50% voting	06/04/2016

1 historic (ceased) PSC

Mr David Balmerceased 29/04/2024· 50-75% shares · 50-75% 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

Active · Holding company · BL postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
AR PROPERTY SOLUTIONS LTD→ 15147837 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
ARWH HOLDINGS LIMITED→ 11195027 · est 2018 · no financials extracted	—	—	—	—	8y	—	—
ASHWORTH INTEGRATED SOLUTIONS LIMITED→ 13962207 · est 2022 · no financials extracted	—	—	—	—	4y	—	—
ASSEMBLY TECHNIQUES (HOLDCO) LTD→ 16862380 · est 2025 · no financials extracted	—	—	—	—	—	—	—
AU 01 LIMITED→ 09258957 · est 2014 · no financials extracted	—	—	—	—	11y	—	—
AYM HOLDINGS LIMITED→ 15856529 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
AZENDIV LIMITED→ 10675300 · est 2017 · no financials extracted	—	—	—	—	9y	—	—
B FRANK PROPERTIES LIMITED→ 12183377 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
BAGASI INVESTMENTS LTD→ 11794156 · est 2019 · no financials extracted	—	—	—	—	7y	—	—
BALMORAL COURT MANAGEMENT (CHORLEY) LIMITED→ 02940265 · est 1994 · no financials extracted	—	—	—	—	31y	—	—
BALSHAW INVESTMENTS LTD→ 16805008 · est 2025 · no financials extracted	—	—	—	—	—	—	—
BANNIF LTD→ 14100262 · est 2022 · no financials extracted	—	—	—	—	3y	—	—

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

Incorporated2012-06-11

Jurisdictionengland-wales

Primary SIC64209 — Activities of other holding companies n.e.c.

Registered office

C/O Pm+M First Floor, Sandringham House

, Hollins Brook Park, Pilsworth Road

Bury

Lancashire

BL9 8RN

England

Filing status

Accounts

Next due: 2026-07-31

Last made up to: 2024-10-31

Confirmation statement

Next due: 2027-06-25

Last: 2026-06-11

Officers (4 active · 1 resigned)

BALMER, Ann→

director · ~69y · appointed 2012-06-11

View their other companies + combined net worth →

Active

BALMER, Joanne→

director · ~47y · appointed 2023-10-18

View their other companies + combined net worth →

Active

BALMER, Mark→

director · ~35y · appointed 2023-10-18

View their other companies + combined net worth →

Active

BALMER, Thomas→

director · ~33y · appointed 2023-05-01

View their other companies + combined net worth →

Active

BALMER, David→

director · ~70y · appointed 2012-06-11 · resigned 2024-04-29

Resigned

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

Mortgages & charges

Total charges

Outstanding

Active lenders

Status:Lender:1 of 1 shown

			Type	Properties
	outstanding	Barclays Barclays Bank PLC	Guarantee and debenture	1 property	05/10/2012	—

Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (46 total)

confirmation-statement-with-updates

confirmation-statement · CS01

2026-06-21

accounts-amended-with-accounts-type-group

accounts · AAMD

2026-02-13

confirmation-statement-with-updates

confirmation-statement · CS01

2025-06-23

accounts-with-accounts-type-small

accounts · AA

2025-05-19

accounts-with-accounts-type-group

accounts · AA

2024-07-31

confirmation-statement-with-updates

confirmation-statement · CS01

2024-06-24

cessation-of-a-person-with-significant-control

persons-with-significant-control · PSC07

2024-06-24

termination-director-company-with-name-termination-date

officers · TM01

2024-06-24

appoint-person-director-company-with-name-date

officers · AP01

2023-10-18

appoint-person-director-company-with-name-date

officers · AP01

2023-10-18

accounts-with-accounts-type-total-exemption-full

accounts · AA

2023-07-17

confirmation-statement-with-updates

confirmation-statement · CS01

2023-06-19

appoint-person-director-company-with-name-date

officers · AP01

2023-05-03

change-registered-office-address-company-with-date-old-address-new-address

address · AD01

2023-01-11

confirmation-statement-with-no-updates

confirmation-statement · CS01

2022-06-20