ANTHONY D EVANS (INSURANCE BROKERS) & CO LTD
🌳Matureactive
09495231 · ltd · incorporated 2015-03-17
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.
Why now
Window steady · low confidence
Steady and tidy — no seller pressure yet. Approach only if an angle opens.
Opportunity decay
hardening · 12-months
Already tight — no obvious softening catalysts on the horizon.
- · Thesis: well-run, low negotiation leverage
What changed my view
Last 30 days
No material changes in the last 30 days.
Last 90 days
No snapshot from 90 days ago — start tracking from today.
Last 180 days
No snapshot from 180 days ago — start tracking from today.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2026
Net worth
£2.21M
book net assets
Opportunity
78/100
Strong
What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
PursueAsset-holding vehicle with a 79-year-old founder — textbook succession opportunity.
Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 79). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).
Data confidence
Overall: medium (78/100)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
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
30 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 declaredPositive net assets
Net assets £2,206,868
Cash YoY
+5%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£2.8m
↑ 5.4% YoY
Net Worth
£2.2m
↑ 6.5% YoY
Current Assets
£2.9m
↑ 5.5% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2026-03-31 | 2025-03-31 |
|---|---|---|
| Total assets | £2.21M | £2.07M |
| Current assets | £2.94M | £2.79M |
| Cash | £2.81M | £2.66M |
| Debtors | £133.2k | £123.8k |
| Net assets | £2.21M | £2.07M |
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
1
filing
- • 1 accounts
Last 180 days
2
filings
- • 1 accounts
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (18 events)Click to expand
- 2026-04-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-04-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-04-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-07-05📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-06-27📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-12-12📄change-person-director-company-with-change-dateofficers · CH01
- 2022-09-13📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-04-05📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-10-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-10-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-08-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-11-02📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2017-11-13📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2017-05-10📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2016-10-06📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2015-06-30➕ROOKE, Caroline appointeddirector
- 2015-03-17🏢Company incorporatedAs ANTHONY D EVANS (INSURANCE BROKERS) & CO LTD
- 2015-03-17➕EVANS, Anthony David appointeddirector
Owner dependency
93/100
Critical — business is the founderThe 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 "EVANS" — strong identity link between founder and business.
- +Founder age: Director aged approximately 79 — succession pressure is live.
- +No director turnover: Company is 11 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
71/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 70+: Senior director is approximately 79 years old. Natural succession window is now.
- 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
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Shareholders & ownership
1 active beneficial owner| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Anthony David Evans Individual · British · DOB 02/1947 · age 79 | 50–75% | 50–75% | 50-75% shares · 50-75% voting | 06/04/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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| BURBAGE FINANCE LTD→ 08604283 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| C KONZEN MERCHANTS CAPITAL UK LTD→ 15406718 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| CAPRI HOLDINGS LTD→ 11308598 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| CARDIFF GLOBAL MARKETS LIMITED→ 10775132 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| CASSIDY GROUP PROPCO 1 LTD→ 13858135 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| CASSIDY GROUP PROPCO 2 LTD→ 13858238 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| CB DEVELOPMENT SOLUTIONS LTD→ 16625515 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CBW FINANCIAL PLANNING LIMITED→ 03224548 · est 1996 · no financials extracted | — | — | — | — | 29y | — | — |
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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
Incorporated2015-03-17
Jurisdictionengland-wales
Primary SIC66220 — Activities of insurance agents and brokers
Registered office
1 & 2 Mercia Village Torwood Close
Westwood Business Park
Coventry
CV4 8HX
England
Filing status
Accounts
Next due: 2027-12-31
Last made up to: 2026-03-31
Confirmation statement
Next due: 2027-03-18
Last: 2026-03-04
Officers (2 active · 0 resigned)
EVANS, Anthony David→
Activedirector · ~79y · appointed 2015-03-17
View their other companies + combined net worth →
ROOKE, Caroline→
Activedirector · ~44y · appointed 2015-06-30
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (30 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-04-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-04-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-04-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-04-29
confirmation-statement-with-updates
confirmation-statement · CS01
2024-04-08
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2023-07-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-06-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-03-13
change-person-director-company-with-change-date
officers · CH01
2022-12-12
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-09-13
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2022-04-05
confirmation-statement-with-updates
confirmation-statement · CS01
2022-03-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-10-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-04-16