APPLEGATE GROUP LIMITED

🌳Matureactive
08631084 · ltd · incorporated 2013-07-30
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
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Turnover
not disclosed
Net worth
book net assets
Opportunity
79/100
Strong
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What this business does
Primary activity: Activities of other holding companies n.e.c.
Sector: Financial & insurance
Investor take
Pursue
Strong opportunity: asset-holding vehicle 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: low (38/100)

Sparse data coverage. Treat AI-generated outputs as preliminary. Manual diligence essential.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
No iXBRL financials extracted
0
Lenders & charges
No charge records returned
50
Directors & officers
3 officers (2 active, 3 linked, 3 with DOB)
90
Ownership & PSC
No PSC data returned
40
Director network
Network not yet resolved
30
Filing history
No filing history
0
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.
Corporate timeline (5 events)Click to expand
  1. 2019-10-10
    NEWTON, Nicola Marie appointed
    director
  2. 2015-07-14
    FRITH, Karl Peter resigned
    director
  3. 2013-07-30
    🏢
    Company incorporated
    As APPLEGATE GROUP LIMITED
  4. 2013-07-30
    NEWTON, Jonathan appointed
    director
  5. 2013-07-30
    FRITH, Karl Peter appointed
    director

Owner dependency

74/100
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.
  • +Senior director age: Director aged approximately 59 — approaching natural succession window.
  • +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
  • secondaryFounder aged 58+: Senior director is approximately 59. Early succession window.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 13 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.)

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Peers ranked by estimated value, then turnover, then opportunity score.See all →
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Company details

Statusactive
Typeltd
Incorporated2013-07-30
Jurisdictionengland-wales
Primary SIC64209 — Activities of other holding companies n.e.c.

Registered office

Newgate Hockley Hole Lane
Whaplode
Spalding
Lincolnshire
PE12 6TH
England

Filing status

Accounts
Next due: 2027-02-28
Last made up to: 2025-05-31
Confirmation statement
Next due: 2026-12-22
Last: 2025-12-08

Officers (2 active · 1 resigned)

NEWTON, Jonathan
director · ~59y · appointed 2013-07-30
View their other companies + combined net worth →
Active
NEWTON, Nicola Marie
director · ~59y · appointed 2019-10-10
View their other companies + combined net worth →
Active
FRITH, Karl Peter
director · ~52y · appointed 2013-07-30 · resigned 2015-07-14
Resigned

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