DRI LTD
🌳Matureactive
09533157 · ltd · incorporated 2015-04-09
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 Apr 2025
Net worth
£508.5k
book net assets
Opportunity
74/100
Strong
What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
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: strategic trade sale (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
3 officers (3 active, 3 linked, 2 with DOB)
83
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
42 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
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 105 (micro)Positive net assets
Net assets £508,482
Net assets shrinking
Down £30,675 YoY
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£508k
↓ 5.7% YoY
Current Assets
£486k
↓ 9.7% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 105 (micro)| Metric | 2025-04-30 | 2024-04-30 |
|---|---|---|
| Total assets | £531.2k | £567.5k |
| Current assets | £485.6k | £537.7k |
| Net assets | £508.5k | £539.2k |
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 confirmation-statement
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
- 2025-12-04📄change-person-secretary-company-with-change-dateofficers · CH03
- 2025-12-04📄change-person-secretary-company-with-change-dateofficers · CH03
- 2025-12-03📄change-person-director-company-with-change-dateofficers · CH01
- 2025-12-03📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-10-07📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-11-01📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-10-29📄capital-allotment-sharescapital · SH01
- 2024-08-01➕INNES, Samantha Joanne appointeddirector
- 2024-08-01📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-01-04📄change-person-secretary-company-with-change-dateofficers · CH03
- 2024-01-02📄change-person-director-company-with-change-dateofficers · CH01
- 2023-08-25📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-01-17📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-11-30📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-06-07📄change-person-secretary-company-with-change-dateofficers · CH03
- 2021-06-07📄change-person-director-company-with-change-dateofficers · CH01
- 2021-06-07📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-05-28📄change-person-secretary-company-with-change-dateofficers · CH03
- 2021-05-27📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-05-27📄change-person-director-company-with-change-dateofficers · CH01
- 2015-04-09🏢Company incorporatedAs DRI LTD
- 2015-04-09➕INNES, David Robert appointedsecretary
- 2015-04-09➕INNES, David Robert appointeddirector
Owner dependency
66/100
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.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
41/100
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.
- 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 · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr David Robert Innes Individual · British · DOB 04/1985 · age 41 | 75–100% | — | 75-100% shares | 06/04/2016 |
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 →Similar companies
Active · Financial services · DL postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ADVANCED MORTGAGE SOLUTIONS NORTH EAST LIMITED→ 13421800 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| B. PORTWOOD & COMPANY LIMITED→ 00785468 · est 1963 · no financials extracted | — | — | — | — | 62y | — | — |
| DIAMOND INTERNATIONAL OVERSEAS LTD→ 06672742 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| FATHOM FINANCIAL LIMITED→ 10548553 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| FRETILLER INVESTMENTS LIMITED→ 15450255 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| G STILLER (TRANSPORT) LIMITED→ 11841918 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| GENESIS PL LTD→ 13239626 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| GENESIS PROTECTION SERVICES LTD→ 11100494 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| GOMERIC'S MOUND LIMITED→ 15720546 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| GROWTH CAPITAL VENTURES NOMINEES (AB) LIMITED→ 10842279 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| GROWTH CAPITAL VENTURES NOMINEES LIMITED→ 08722273 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| HALL PROPERTIES (N/E) LTD→ 05536013 · est 2005 · no financials extracted | — | — | — | — | 20y | — | — |
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
Incorporated2015-04-09
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding
Registered office
14-15 Harelands Courtyard Offices Melsonby
Richmond
North Yorkshire
DL10 5NY
England
Filing status
Accounts
Next due: 2027-01-31
Last made up to: 2025-04-30
Confirmation statement
Next due: 2027-04-23
Last: 2026-04-09
Officers (3 active · 0 resigned)
INNES, David Robert→
Activesecretary · appointed 2015-04-09
View their other companies + combined net worth →
INNES, David Robert→
Activedirector · ~41y · appointed 2015-04-09
View their other companies + combined net worth →
INNES, Samantha Joanne→
Activedirector · ~35y · appointed 2024-08-01
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (42 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-04-21
change-person-secretary-company-with-change-date
officers · CH03
2025-12-04
change-person-secretary-company-with-change-date
officers · CH03
2025-12-04
change-person-director-company-with-change-date
officers · CH01
2025-12-03
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-12-03
accounts-with-accounts-type-micro-entity
accounts · AA
2025-10-07
confirmation-statement-with-updates
confirmation-statement · CS01
2025-04-23
accounts-with-accounts-type-micro-entity
accounts · AA
2024-11-01
capital-allotment-shares
capital · SH01
2024-10-29
appoint-person-director-company-with-name-date
officers · AP01
2024-08-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-04-23
change-person-secretary-company-with-change-date
officers · CH03
2024-01-04
change-person-director-company-with-change-date
officers · CH01
2024-01-02
accounts-with-accounts-type-micro-entity
accounts · AA
2023-08-25
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-04-14