AGK INVESTMENTS LTD
🏛️Establishedactive
10200912 · ltd · incorporated 2016-05-26
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 9.7y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to May 2025
Net worth
£-16.6k
book net assets
Opportunity
76/100
Strong
What this business does
Primary activity: Public houses and bars
Sector: Accommodation & food service
Investor take
Pass (distressed without resilience)Distressed active trading company — structural issues outweigh the discount.
Opportunity 76/100 (strong), bankability 85/100. Strong seller-intent signal (65/100, director aged 66). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).
🏦
Refinance opportunity
4 live charges · oldest 9.7y
85/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 9.7 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 15/100 — clean.
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
4 charges (4/4 with lender, 4/4 with type)
90
Directors & officers
5 officers (3 active, 5 linked, 5 with DOB)
90
Ownership & PSC
3 active PSC(s) of 5 total, 5 with control declared
90
Director network
Network not yet resolved
30
Filing history
39 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
76/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
100
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredNegative net assets
Liabilities exceed assets by £16,568
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
-£17k
↑ 25% YoY
Current Assets
£13k
↑ 187% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-05-31 | 2024-05-31 |
|---|---|---|
| Total assets | £126.0k | £119.5k |
| Current assets | £12.6k | £4.4k |
| Net assets | £-16.6k | £-22.1k |
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 persons-with-significant-control
Counts from Companies House filing history.
Corporate timeline (33 events)Click to expand
- 2026-02-25📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2026-01-15📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2025-02-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-02-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-02-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-08-25📄mortgage-satisfy-charge-fullmortgage · MR04
- 2022-08-25📄mortgage-satisfy-charge-fullmortgage · MR04
- 2022-08-25🔓Charge satisfied #2
- 2022-08-25🔓Charge satisfied #1
- 2022-08-24📄mortgage-satisfy-charge-fullmortgage · MR04
- 2022-08-24📄mortgage-satisfy-charge-fullmortgage · MR04
- 2022-08-24🔓Charge satisfied #4
- 2022-08-24🔓Charge satisfied #3
- 2021-10-06📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-05-27📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-06-08➕DODSON, Graham appointeddirector
- 2020-06-08📄appoint-person-director-company-with-name-dateofficers · AP01
- 2020-02-26📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-12-20📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-12-20📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2019-10-29📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2019-06-07📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2018-12-17➖GROOM, Jacqueline resigneddirector
- 2018-12-17➖GROOM, Mark Lee resigneddirector
- 2018-12-17🔒Charge registered #4Lender: Greene King Brewing and Retailing Limited
- 2018-12-17🔒Charge registered #3Lender: Greene King Brewing and Retailing Limited
- 2016-09-01🔒Charge registered #2Lender: Greene King Brewing and Retailing Limited
- 2016-08-25🔒Charge registered #1Lender: Greene King Brewing and Retailing Limited
- 2016-05-26🏢Company incorporatedAs AGK INVESTMENTS LTD
- 2016-05-26➕BEAUMONT, Andrew appointeddirector
- 2016-05-26➕BRYANT, Kimberly Anne appointeddirector
- 2016-05-26➕GROOM, Jacqueline appointeddirector
- 2016-05-26➕GROOM, Mark Lee appointeddirector
Owner dependency
65/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Founder age: Director aged approximately 66 — succession pressure is live.
Succession & seller-readiness
50/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 66. Approaching typical UK retirement age — succession thinking likely.
Red flags
1 med ·Charge satisfaction-then-recreation pattern
mediumMultiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.
Shareholders & ownership
3 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Graham Dodson Individual · British · DOB 08/1960 · age 66 | 25–50% | — | 25-50% shares | 15/01/2026 |
Mr Andrew Beaumont Individual · British · DOB 08/1980 · age 46 | — | — | sig. influencesignificant influence | 26/05/2016 |
Miss Kimberly Anne Bryant Individual · British · DOB 05/1981 · age 45 | — | — | sig. influencesignificant influence | 26/05/2016 |
2 historic (ceased) PSCs
- Mr Mark Lee Groomceased 17/12/2018· significant influence
- Mrs Jacqueline Groomceased 17/12/2018· significant influence
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
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|---|---|---|---|---|---|---|---|
| 1 AHY LTD→ 13112644 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| 4BROTHERS TAKEAWAY LTD→ 15731276 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| 5 SUMMERDAYS LTD→ 14555726 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| 500 EVENTS LTD→ 16211826 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| A DRAGON INN LIMITED→ 16672480 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| A F PATEL LTD→ 15600334 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| A.D.D. FISHERIES LTD→ 16111252 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| A.LAWSON LTD→ 11065364 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| A&L TAKEAWAY LTD→ 10761441 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| ADRIELLA T/A THE ASSEMBLY ROOM LTD→ 17101029 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| AJ FOOD ENTERPRISE LIMITED→ 14275861 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| AJAY'S CAFE AND DELI LIMITED→ 16717734 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
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
Incorporated2016-05-26
Jurisdictionengland-wales
Primary SIC56302 — Public houses and bars
Registered office
15 High Street
Crofton
Wakefield
WF4 1NF
England
Filing status
Accounts
Next due: 2027-02-28
Last made up to: 2025-05-31
Confirmation statement
Next due: 2026-06-22
Last: 2025-06-08
Officers (3 active · 2 resigned)
BEAUMONT, Andrew→
Activedirector · ~46y · appointed 2016-05-26
View their other companies + combined net worth →
BRYANT, Kimberly Anne→
Activedirector · ~45y · appointed 2016-05-26
View their other companies + combined net worth →
DODSON, Graham→
Activedirector · ~66y · appointed 2020-06-08
View their other companies + combined net worth →
GROOM, Jacqueline→
Resigneddirector · ~63y · appointed 2016-05-26 · resigned 2018-12-17
GROOM, Mark Lee→
Resigneddirector · ~61y · appointed 2016-05-26 · resigned 2018-12-17
Click a director name to see their full track record across all companies.
Mortgages & charges
4
Total charges
0
Outstanding
0
Active lenders
Status:Lender:4 of 4 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Greene King Brewing and Retailing Greene King Brewing and Retailing Limited | A registered charge | 1 property | 17/12/2018 | 24/08/2022 | |
| satisfied | Greene King Brewing and Retailing Greene King Brewing and Retailing Limited | A registered charge | 1 property | 17/12/2018 | 24/08/2022 | |
| satisfied | Greene King Brewing and Retailing Greene King Brewing and Retailing Limited | A registered charge | 1 property | 01/09/2016 | 25/08/2022 | |
| satisfied | Greene King Brewing and Retailing Greene King Brewing and Retailing Limited | A registered charge | 1 property | 25/08/2016 | 25/08/2022 |
Recent filings (39 total)
accounts-with-accounts-type-micro-entity
accounts · AA
2026-02-25
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2026-01-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-23
accounts-with-accounts-type-micro-entity
accounts · AA
2025-02-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-24
accounts-with-accounts-type-micro-entity
accounts · AA
2024-02-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-06-21
accounts-with-accounts-type-micro-entity
accounts · AA
2023-02-28
mortgage-satisfy-charge-full
mortgage · MR04
2022-08-25
mortgage-satisfy-charge-full
mortgage · MR04
2022-08-25
mortgage-satisfy-charge-full
mortgage · MR04
2022-08-24
mortgage-satisfy-charge-full
mortgage · MR04
2022-08-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-06-22
accounts-with-accounts-type-micro-entity
accounts · AA
2021-10-06
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-06-21