LORETO GRAMMAR SCHOOL

🌳Matureactive

08125396 · private-limited-guarant-nsc-limited-exemption · incorporated 2012-07-02

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

—

not disclosed

Net worth

—

book net assets

Opportunity

78/100

Strong

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What this business does

Primary activity: General secondary education

Sector: Education

Investor take

Pursue

Strong opportunity: active trading company with strong profile and bankable structure.

Opportunity 78/100 (strong), bankability 75/100. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

Data confidence

Overall: medium (58/100)

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

Lenders & charges

Confirmed no charges registered

Directors & officers

29 officers (14 active, 29 linked, 29 with DOB)

Ownership & PSC

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

Director network

6 connected companies via shared directors

Filing history

77 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

78/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filings

• 2 officers

Last 180 days

filings

• 4 officers
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (65 events)Click to expand

2026-05-13
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-05-13
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-05-05
➕
ADEGOKE, Yewande Rolly appointed
director
2026-05-05
➕
DUMBILL, James appointed
director
2026-03-17
📄
accounts-with-accounts-type-full
accounts · AA
2026-03-12
📄
termination-director-company-with-name-termination-date
officers · TM01
2026-03-11
➖
EARNSHAW, Thomas, Dr resigned
director
2026-02-16
📄
change-person-director-company-with-change-date
officers · CH01
2025-12-03
📄
replacement-filing-of-director-appointment-with-name
officers · RP01AP01
2025-02-03
📄
accounts-with-accounts-type-full
accounts · AA
2024-02-14
📄
accounts-with-accounts-type-full
accounts · AA
2024-01-11
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-01-01
➕
OSTICK, Georgina Victoria Elizabeth appointed
director
2023-09-14
➖
GRADY, Kathryn Maria, Dr resigned
director
2023-09-14
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-01-25
📄
accounts-with-accounts-type-full
accounts · AA
2022-07-06
📄
second-filing-of-director-appointment-with-name
officers · RP04AP01
2022-06-27
📄
appoint-person-director-company-with-name-date
officers · AP01
2022-06-15
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-05-17
➖
RAWLINGS, Catherine Mary resigned
director
2022-05-13
📄
appoint-person-director-company-with-name-date
officers · AP01
2022-05-13
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-05-10
➕
DAVIES, Ruth Elizabeth appointed
director
2022-03-11
➕
HASSALL, Jonathan Nicholas appointed
director
2022-03-11
➖
HASSALL, Jonathan resigned
director
2022-02-25
📄
accounts-with-accounts-type-full
accounts · AA
2021-07-15
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2021-07-15
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2021-07-15
📄
withdrawal-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC09
2020-03-10
➖
MARCHMONT, Kathryn Clare resigned
director
2018-03-12
➕
EARNSHAW, Thomas, Dr appointed
director
2018-03-12
➕
HASSALL, Jonathan appointed
director
2017-07-03
➖
BLOWER, Stephanie resigned
director
2017-07-03
➖
BOLAND, Bernadette, Sister resigned
director
2016-06-30
➖
MC EVOY, Anne, Sister resigned
director
2016-04-07
➖
BRADY, Mark Joseph resigned
director
2016-03-14
➖
CORNES, Mark resigned
director
2015-11-23
➖
DUNN, Michael Gerard Andrew resigned
director
2015-11-23
➖
WILLIAMS, Susan Frances Marie, Baroness resigned
director
2014-08-31
➖
FLIPPANCE, Elizabeth Anne resigned
director
2014-03-17
➕
ASHLEY, Martin Peter appointed
director
2014-03-17
➕
BRADY, Mark Joseph appointed
director
2014-03-17
➖
FORD, Gerald resigned
director
2014-03-17
➖
O'NEILL, Sarah Frances resigned
director
2012-12-01
➕
BROWN, Patricia Edwards appointed
director
2012-12-01
➕
HEWITT, Kathleen, Sister appointed
director
2012-12-01
➕
LISTER, Kevin James appointed
director
2012-12-01
➕
MC CARTHY, Justin Peter, Dr appointed
director
2012-12-01
➕
SWEENEY, Vincent Anthony appointed
director
2012-12-01
➕
TURTLE, Cecilia, Sister appointed
director

Showing most recent 50 of 65 events

Owner dependency

55/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-14 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 88 — succession pressure is live.

Succession & seller-readiness

73/100

Strong succession signal

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

SIGNALS

primaryFounder aged 70+: Senior director is approximately 88 years old. Natural succession window is now.
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.)

Group structure

Loreto Education Trust holds 25-50% — a significant corporate investor but not a controlling parent.

🏛️

Loreto Education Trust

Corporate parent · board control

⬇

LORETO GRAMMAR SCHOOL

This company · 08125396

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

2 active beneficial owners

Name	Shares	Voting rights	Nature of control	Notified
Mr Kevin James Lister Individual · British · DOB 02/1967 · age 59	25–50%	25–50%	25-50% shares · 25-50% voting	03/07/2017
Loreto Education Trust Corporate entity	—	25–50%	board control25-50% voting · board control	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 →

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AK ELITE FOOTBALL ACADEMY LTD→ 15019391 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
ALIYA JAFFER LTD→ 12254588 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
ALJAZARI CENTRE LIMITED→ 11127450 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
ALL ABOUT LANGUAGES LTD→ 09712910 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
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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.

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Company details

Statusactive

Typeprivate-limited-guarant-nsc-limited-exemption

Incorporated2012-07-02

Jurisdictionengland-wales

Primary SIC85310 — General secondary education

Registered office

Loreto Grammar School

Dunham Road

Altrincham

Cheshire

WA14 4AH

Filing status

Accounts

Next due: 2027-05-31

Last made up to: 2025-08-31

Confirmation statement

Next due: 2026-07-16

Last: 2025-07-02