DIOCESE OF SALISBURY ACADEMY TRUST

🌳Matureactive

08656655 · private-limited-guarant-nsc-limited-exemption · incorporated 2013-08-19

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

75/100

Strong

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What this business does

Primary activity: Educational support services

Sector: Education

Investor take

Pursue

Active trading company with a 77-year-old founder — textbook succession opportunity.

Opportunity 75/100 (strong), 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: medium (55/100)

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

31 officers (11 active, 31 linked, 27 with DOB)

Ownership & PSC

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

Director network

Network not yet resolved

Filing history

86 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

75/100Strong

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

Last 180 days

filings

• 3 officers
• 1 incorporation
• 1 resolution

Counts from Companies House filing history.

Corporate timeline (72 events)Click to expand

2026-03-12
📄
termination-director-company-with-name-termination-date
officers · TM01
2026-03-02
📄
memorandum-articles
incorporation · MA
2026-02-27
➖
LACEY, Mark Colin resigned
director
2026-01-26
📄
resolution
resolution · RESOLUTIONS
2026-01-14
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2026-01-14
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2026-01-01
➕
LYONS-MONTGOMERY, Moira appointed
secretary
2026-01-01
➖
SUMMERILL, Nicola resigned
secretary
2025-12-21
📄
accounts-with-accounts-type-full
accounts · AA
2025-10-10
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-10-07
➕
CRARER, Tim appointed
director
2025-07-28
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-07-24
➕
SIRL, David Hugh appointed
director
2025-01-29
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-01-28
➖
TUBBS, Joy Sheridan, Canon resigned
director
2024-12-20
📄
accounts-with-accounts-type-full
accounts · AA
2024-08-29
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-01-05
📄
accounts-with-accounts-type-full
accounts · AA
2023-10-02
📄
change-person-director-company-with-change-date
officers · CH01
2023-03-03
📄
accounts-with-accounts-type-full
accounts · AA
2022-10-05
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-10-05
📄
termination-director-company-with-name-termination-date
officers · TM01
2022-10-04
➖
EXON, Graham Arthur resigned
director
2022-10-04
➖
NOBLE, David Jonathan resigned
director
2022-07-12
📄
appoint-person-director-company-with-name-date
officers · AP01
2022-06-28
➕
THORNTON, Sian appointed
director
2022-06-22
📄
appoint-person-director-company-with-name-date
officers · AP01
2022-06-21
➕
HITCHINGS, Thomas Paul appointed
director
2022-04-20
📄
accounts-with-accounts-type-full
accounts · AA
2021-10-26
📄
appoint-person-director-company-with-name-date
officers · AP01
2021-10-14
➕
WEAVERS, Elizabeth appointed
director
2021-07-06
➖
BALMFORTH, Timothy Peter resigned
director
2021-06-28
➖
WRIGHT, Joanne resigned
director
2020-12-31
➖
HILL, Philippa Joy resigned
director
2020-12-08
➕
GRINSTEAD, John Stanley appointed
director
2020-12-08
➕
NOBLE, David Jonathan appointed
director
2020-07-20
➖
MAUNDRELL, Graham Lloyd resigned
director
2020-06-14
➖
JENKINSON, Ronald Dick resigned
director
2019-03-11
➕
PUGH, Giles Adrian appointed
director
2019-02-11
➕
EXON, Graham Arthur appointed
director
2019-02-05
➕
HILL, Philippa Joy appointed
director
2019-01-25
➕
TONG, Rosemary appointed
director
2019-01-14
➕
WRIGHT, Joanne appointed
director
2018-12-31
➖
SHAVE-SMYTHIES, Gemma Victoria resigned
secretary
2018-12-31
➖
SMITH, Anthony Glen resigned
director
2018-12-31
➖
STEPHENS, Harold William Barrow, Rev Canon resigned
director
2018-10-10
➕
SUMMERILL, Nicola appointed
secretary
2018-03-21
➖
PUGH, Giles Adrian resigned
secretary
2018-03-21
➕
SHAVE-SMYTHIES, Gemma Victoria appointed
secretary
2018-03-12
➕
JARMAN, Patrick Edmund appointed
director

Showing most recent 50 of 72 events

Owner dependency

55/100

Moderate — manageable with handover

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

FACTORS

-10 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 77 — succession pressure is live.

Succession & seller-readiness

60/100

Strong succession signal

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

SIGNALS

primaryFounder aged 70+: Senior director is approximately 77 years old. Natural succession window is now.

Red flags

1 med ·

2 director resignations in last 12 months

medium

Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.

Evidence: SUMMERILL, Nicola resigned 2026-01-01; LACEY, Mark Colin resigned 2026-02-27

Group structure

Salisbury Diocesan Board Of Education holds 25-50% — a significant corporate investor but not a controlling parent.

🏛️

Salisbury Diocesan Board Of Education

Corporate parent · board control

⬇

DIOCESE OF SALISBURY ACADEMY TRUST

This company · 08656655

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

Shareholders & ownership

1 active beneficial owner

Name	Shares	Voting rights	Nature of control	Notified
Salisbury Diocesan Board Of Education Corporate entity	—	—	board controlboard control · trust interest	06/04/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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CHAPEL ARTS STUDIOS→ 11307517 · est 2018 · no financials extracted	—	—	—	—	8y	—	—
DH STUDENT GUARDIANSHIP LTD→ 17070149 · est 2026 · no financials extracted	—	—	—	—	—	—	—
DRIVE HART LTD→ 11666622 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
DRIVE WITH YVONNE LTD→ 15736562 · est 2024 · no financials extracted	—	—	—	—	1y	—	—
DSET LTD→ 12820955 · est 2020 · no financials extracted	—	—	—	—	5y	—	—
EAQ (EDUCATION AND QUALIFICATIONS) LTD→ 07362407 · est 2010 · no financials extracted	—	—	—	—	15y	—	—
EDP (EDUCATIONAL DEVELOPMENT PROJECTS) TRUST→ 06854334 · est 2009 · no financials extracted	—	—	—	—	17y	—	—
EDUCATIONAL ESTATES & CO LTD→ 09061607 · est 2014 · no financials extracted	—	—	—	—	11y	—	—
EDWARDSTOWE ADVISORY LTD→ 10136890 · est 2016 · no financials extracted	—	—	—	—	9y	—	—
ELEVATE LIFESTYLE MEDICINE LTD→ 17004396 · est 2026 · no financials extracted	—	—	—	—	—	—	—

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

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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.

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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.

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Company details

Statusactive

Typeprivate-limited-guarant-nsc-limited-exemption

Incorporated2013-08-19

Jurisdictionengland-wales

Primary SIC85600 — Educational support services

Registered office

Emmaus House The Avenue

Wilton

Salisbury

SP2 0FG

England

Filing status

Accounts

Next due: 2027-05-31

Last made up to: 2025-08-31

Confirmation statement

Next due: 2026-09-07

Last: 2025-08-24