SAMUEL GRANT (HOLDINGS) LTD
🌳Matureactive
08846803 · ltd · incorporated 2014-01-15
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.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 12.1y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Dec 2024
Net worth
—
book net assets
Opportunity
75/100
Strong
What this business does
Primary activity: Activities of head offices
Sector: Professional, scientific & technical
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 75/100 (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: strategic trade sale (63/100).
🏦
Refinance opportunity
2 live charges · 2 lenders · oldest 12.1y
70/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 12.1 years old — likely at or near maturity.
- · Two lenders — manageable, but coordination required.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: high (82/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
5 officers (4 active, 5 linked, 4 with DOB)
86
Ownership & PSC
2 active PSC(s) of 3 total, 3 with control declared
90
Director network
10 connected companies via shared directors
75
Filing history
38 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒Estimated company valuation
Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.
Available from the Pro tier upwards.
See pricing →Opportunity Score
75/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
55
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2024-12-31 | 2023-12-31 |
|---|
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
5 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
2
filings
- • 2 persons-with-significant-control
Last 90 days
2
filings
- • 2 persons-with-significant-control
Last 180 days
3
filings
- • 2 persons-with-significant-control
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
- 2026-07-01📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2026-07-01📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2025-08-15📄accounts-with-accounts-type-groupaccounts · AA
- 2024-09-16📄accounts-with-accounts-type-groupaccounts · AA
- 2023-09-20📄accounts-with-accounts-type-groupaccounts · AA
- 2022-10-19📄capital-allotment-sharescapital · SH01
- 2022-09-08📄accounts-with-accounts-type-groupaccounts · AA
- 2021-09-28📄accounts-with-accounts-type-groupaccounts · AA
- 2020-12-04📄accounts-amended-with-accounts-type-groupaccounts · AAMD
- 2020-11-23📄accounts-with-accounts-type-groupaccounts · AA
- 2019-10-11📄accounts-with-accounts-type-groupaccounts · AA
- 2019-07-03📄appoint-person-director-company-with-name-dateofficers · AP01
- 2019-04-01➕DEAN, Ashley Jon appointeddirector
- 2018-10-02📄accounts-with-accounts-type-groupaccounts · AA
- 2017-09-29📄accounts-with-accounts-type-groupaccounts · AA
- 2014-11-01➕DEAN, Ashley Jon appointedsecretary
- 2014-10-02🔒Charge registered #2Lender: Lucy Jane Ficenec Murray as Security Trustee for Lucy Jane Ficenec Murray, John Paul Grant Ficenec and Judith Ann Surrey Ficenec
- 2014-06-30🔒Charge registered #1Lender: National Westminster Bank PLC
- 2014-05-15➖WADSWORTH, John Richard resigneddirector
- 2014-01-15🏢Company incorporatedAs SAMUEL GRANT (HOLDINGS) LTD
- 2014-01-15➕GRANT, Andrew David Surrey appointeddirector
- 2014-01-15➕GRANT, Matthew Paul Surrey appointeddirector
- 2014-01-15➕WADSWORTH, John Richard appointeddirector
Owner dependency
73/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Founder name in company name: Company name contains director surname "GRANT" — strong identity link between founder and business.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
43/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- 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
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Matthew Paul Surrey Grant Individual · British · DOB 07/1974 · age 52 | 25–50% | — | 25-50% shares | 01/07/2026 |
Mr Andrew David Surrey Grant Individual · British · DOB 06/1970 · age 56 | 25–50% | — | 25-50% shares | 06/04/2016 |
1 historic (ceased) PSC
- Mr Matthew Paul Surrey Grantceased 30/06/2026· 25-50% shares
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 · Professional services · LS postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| AZANDA LIMITED→ 11568695 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| BAMBOO CACTUS LTD→ 10619894 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| BAMFORD INDUSTRIES LIMITED→ 16554110 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BANKFIELD HEATH SOLICITORS LTD→ 08000476 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
| BARBARA NIXON LIMITED→ 13697613 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| BARNA DESIGN LTD→ 16315980 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| BARNABY STEWART EXECUTIVE SEARCH LTD→ 17116625 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| BARR PLANT & TOOL HIRE LTD→ 15122813 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| BARRETT LAYCOCK ASSOCIATES LIMITED→ 15649152 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| BARTLETT EMPLOYEE BENEFITS LIMITED→ 15817099 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| BARTLETT GROUP (SUBSIDIARIES) LIMITED→ 03218883 · est 1996 · no financials extracted | — | — | — | — | 29y | — | — |
| BARWICK PROPERTY CONSULTANCY LTD→ 14614249 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
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
Incorporated2014-01-15
Jurisdictionengland-wales
Primary SIC70100 — Activities of head offices
Registered office
Unit 1 Orion Way
Cross Green
Leeds
West Yorkshire
LS9 0AR
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-04-21
Last: 2026-04-07
Officers (4 active · 1 resigned)
Active
DEAN, Ashley Jon→
Activedirector · ~47y · appointed 2019-04-01
View their other companies + combined net worth →
GRANT, Andrew David Surrey→
Activedirector · ~56y · appointed 2014-01-15
View their other companies + combined net worth →
GRANT, Matthew Paul Surrey→
Activedirector · ~52y · appointed 2014-01-15
View their other companies + combined net worth →
WADSWORTH, John Richard→
Resigneddirector · ~75y · appointed 2014-01-15 · resigned 2014-05-15
Click a director name to see their full track record across all companies.
Mortgages & charges
2
Total charges
2
Outstanding
2
Active lenders
Status:Lender:2 of 2 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Lucy Jane Ficenec Murray as Security Trustee for Lucy Jane Ficenec Murray, John Paul Grant Ficenec and Judith Ann Surrey Ficenec | A registered charge | 1 property | 02/10/2014 | — | |
| outstanding | National Westminster Bank National Westminster Bank PLC | A registered charge | — | 30/06/2014 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (38 total)
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2026-07-01
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-07-01
confirmation-statement-with-updates
confirmation-statement · CS01
2026-04-07
accounts-with-accounts-type-group
accounts · AA
2025-08-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-03
accounts-with-accounts-type-group
accounts · AA
2024-09-16
confirmation-statement-with-updates
confirmation-statement · CS01
2024-05-30
confirmation-statement-with-updates
confirmation-statement · CS01
2023-10-17
accounts-with-accounts-type-group
accounts · AA
2023-09-20
confirmation-statement-with-updates
confirmation-statement · CS01
2022-10-19
capital-allotment-shares
capital · SH01
2022-10-19
accounts-with-accounts-type-group
accounts · AA
2022-09-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-11-25
accounts-with-accounts-type-group
accounts · AA
2021-09-28
accounts-amended-with-accounts-type-group
accounts · AAMD
2020-12-04