CAMPBELL MUNRO INVESTMENT MANAGEMENT LTD

🌳Matureactive
09260106 · ltd · incorporated 2014-10-13
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
£544.7k
book net assets
Opportunity
78/100
Strong
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What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle with a 65-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 65). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (79/100)

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
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
Confirmed no charges registered
85
Directors & officers
5 officers (3 active, 5 linked, 4 with DOB)
86
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
36 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £544,686
Cash YoY
+226%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£134k
↑ 226% YoY
Net Worth
£545k
↑ 121% YoY
Current Assets
—
Current Liabilities
—
£0£109k£218k£327k£436k£545kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31
Total assets£547.2k£253.9k
Current assets—£41.2k
Cash£134.2k£41.2k
Net assets£544.7k£246.8k

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 (24 events)Click to expand
  1. 2025-08-06
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-08-05
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2023-05-25
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2022-06-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2021-06-25
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2021-03-17
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  7. 2021-03-16
    📄
    change-person-director-company-with-change-date
    officers · CH01
  8. 2021-03-16
    📄
    change-person-director-company-with-change-date
    officers · CH01
  9. 2021-03-16
    📄
    change-person-director-company-with-change-date
    officers · CH01
  10. 2021-03-16
    📄
    change-person-secretary-company-with-change-date
    officers · CH03
  11. 2021-03-16
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  12. 2021-03-16
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  13. 2020-05-13
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2019-12-18
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  15. 2019-01-18
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  16. 2019-01-14
    ➕
    MUNRO, Jill Elizabeth appointed
    director
  17. 2018-11-12
    📄
    accounts-with-accounts-type-dormant
    accounts · AA
  18. 2016-06-09
    ➖
    FEARNE, Andrew John resigned
    director
  19. 2014-10-13
    🏢
    Company incorporated
    As CAMPBELL MUNRO INVESTMENT MANAGEMENT LTD
  20. 2014-10-13
    ➕
    MUNRO, Jill Elizabeth appointed
    secretary
  21. 2014-10-13
    ➕
    MUNRO, David Richard Campbell appointed
    director
  22. 2014-10-13
    ➕
    FEARNE, Andrew John appointed
    director
  23. 2014-10-13
    ➕
    MUNRO, Jill Elizabeth appointed
    director
  24. 2014-10-13
    ➖
    MUNRO, Jill Elizabeth resigned
    director

Owner dependency

96/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Founder name in company name: Company name contains director surname "MUNRO" — strong identity link between founder and business.
  • +Founder age: Director aged approximately 65 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

61/100
Strong succession signal

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

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 65. Approaching typical UK retirement age — succession thinking likely.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • 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.)

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mrs Jill Elizabeth Munro
Individual · British · DOB 06/1961 · age 65
25–50%
—25-50% shares06/04/2016
Mr David Richard Campbell Munro
Individual · British · DOB 01/1962 · age 64
25–50%
—25-50% shares06/04/2016

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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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.

See pricing →

Company details

Statusactive
Typeltd
Incorporated2014-10-13
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding

Registered office

Thorpe House
Croft Road
Crowborough
East Sussex
TN6 1DL

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-11-29
Last: 2025-11-15

Officers (3 active · 2 resigned)

MUNRO, Jill Elizabeth→
secretary · appointed 2014-10-13
View their other companies + combined net worth →
Active
MUNRO, David Richard Campbell→
director · ~64y · appointed 2014-10-13
View their other companies + combined net worth →
Active
MUNRO, Jill Elizabeth→
director · ~65y · appointed 2019-01-14
View their other companies + combined net worth →
Active
FEARNE, Andrew John→
director · ~59y · appointed 2014-10-13 · resigned 2016-06-09
Resigned
MUNRO, Jill Elizabeth→
director · ~65y · appointed 2014-10-13 · resigned 2014-10-13
Resigned

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

Recent filings (36 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-11-17
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-08-06
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-19
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-08-05
confirmation-statement-with-updates
confirmation-statement · CS01
2023-11-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-11-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-05-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-11-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-06-21
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-11-24
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-06-25
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2021-03-17
change-person-director-company-with-change-date
officers · CH01
2021-03-16
change-person-director-company-with-change-date
officers · CH01
2021-03-16
change-person-director-company-with-change-date
officers · CH01
2021-03-16