CADRE ADVISORY HOLDINGS LIMITED
🌳Matureactive
09148206 · ltd · incorporated 2014-07-25
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
—
year to Mar 2025
Net worth
£564
book net assets
Opportunity
74/100
Strong
What this business does
Primary activity: Activities of other holding companies n.e.c.
Sector: Financial & insurance
Investor take
PursueStrong opportunity: asset-holding vehicle with strong profile and bankable structure.
Opportunity 74/100 (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 (58/100).
Data confidence
Overall: high (81/100)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
Confirmed no charges registered
85
Directors & officers
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
7 connected companies via shared directors
66
Filing history
50 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
74/100Strong
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
90
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · FRS 102Positive net assets
Net assets £564
Key financials
2 years extracted from filed iXBRL accountsCash
£3k
Net Worth
£564
Current Assets
£36k
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | £21.1k | — |
| Current assets | £36.0k | — |
| Cash | £2.6k | — |
| Debtors | £33.3k | — |
| Net assets | £564 | — |
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
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
- 2025-12-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-03-07📄change-person-director-company-with-change-dateofficers · CH01
- 2024-12-10📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-09-29📄resolutionresolution · RESOLUTIONS
- 2024-08-29📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-08-29📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2024-08-29📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-08-29📄change-person-director-company-with-change-dateofficers · CH01
- 2024-08-29📄change-person-director-company-with-change-dateofficers · CH01
- 2024-08-29📄capital-alter-shares-subdivisioncapital · SH02
- 2023-12-11📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-11-02📄capital-name-of-class-of-sharescapital · SH08
- 2023-02-27📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-02-27📄change-person-director-company-with-change-dateofficers · CH01
- 2022-10-17📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-02-16✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2021-12-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-11-10📄capital-name-of-class-of-sharescapital · SH08
- 2021-07-26📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-07-26📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-01-18➕WILLIAMS, Jamie appointeddirector
- 2014-07-25🏢Company incorporatedAs CADRE ADVISORY HOLDINGS LIMITED
- 2014-07-25➕O'BRIEN, Thomas Michael appointeddirector
Owner dependency
63/100
High — earn-out structure requiredMaterial 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.
- +No director turnover: Company is 12 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
49/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- secondary12+ year tenure: Director in role 12 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 Jamie Williams Individual · British · DOB 09/1990 · age 36 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 18/01/2021 |
Mr Thomas Michael O'Brien Individual · British · DOB 12/1983 · age 43 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 25/07/2016 |
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 →Similar companies
Active · Holding company · CF postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| BREATHE PROMOTIONS LTD→ 09308815 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| BRYNEITHIN GROUP LTD→ 14479714 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| BT LINDELL CONTRACTING LTD→ 15138823 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| BUNCH OF GRAPES HOLDINGS LIMITED→ 10120956 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| C3 456 LIMITED→ 13061044 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| CABOT ACTIVATED CARBON HOLDINGS UK LIMITED→ 08133730 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
| CABOT ACTIVATED CARBON UK LIMITED→ 08130269 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
| CADDY HOLDINGS BRIDGEND LIMITED→ 08572624 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| CAEDDA LIMITED→ 07917759 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
| CAEDELYN MAINTENANCE SERVICE LIMITED→ 00680149 · est 1961 · no financials extracted | — | — | — | — | 65y | — | — |
| CAER ENFYS PROPERTY MANAGEMENT COMPANY LIMITED→ 12337281 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| CAERLEON HOUSE CARE 2024 LIMITED→ 16012023 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
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
Incorporated2014-07-25
Jurisdictionengland-wales
Primary SIC64209 — Activities of other holding companies n.e.c.
Registered office
Unit B Off Edge
Station Approach
Penarth
CF64 3EE
Wales
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-11-04
Last: 2025-10-21
Officers (2 active · 0 resigned)
O'BRIEN, Thomas Michael→
Activedirector · ~43y · appointed 2014-07-25
View their other companies + combined net worth →
WILLIAMS, Jamie→
Activedirector · ~36y · appointed 2021-01-18
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (50 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-16
confirmation-statement-with-updates
confirmation-statement · CS01
2025-10-21
confirmation-statement-with-updates
confirmation-statement · CS01
2025-03-08
change-person-director-company-with-change-date
officers · CH01
2025-03-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-10
resolution
resolution · RESOLUTIONS
2024-09-29
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-08-29
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-08-29
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-08-29
change-person-director-company-with-change-date
officers · CH01
2024-08-29
change-person-director-company-with-change-date
officers · CH01
2024-08-29
capital-alter-shares-subdivision
capital · SH02
2024-08-29
confirmation-statement-with-updates
confirmation-statement · CS01
2024-03-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-11
capital-name-of-class-of-shares
capital · SH08
2023-11-02