DAVID ROBERTS & PARTNERS (YORK) LTD
🏛️Establishedactive
11894029 · ltd · incorporated 2019-03-20
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.
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
76/100
Strong
What this business does
Primary activity: Non-life insurance
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and acceptable with review structure.
Opportunity 76/100 (strong), bankability 67/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 3 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: strategic trade sale (73/100).
🏦
Refinance opportunity
4 live charges · 3 lenders · oldest 5.3y
35/100
too messy
Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.
- · Oldest live charge is 5.3 years old — likely at or near maturity.
- · 3 lenders named — inter-creditor friction likely.
- · Legal-friction score 33/100 — workable, but lender will want more DD.
Data confidence
Overall: medium (60/100)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
No iXBRL financials extracted
0
Lenders & charges
4 charges (4/4 with lender, 4/4 with type)
90
Directors & officers
8 officers (3 active, 8 linked, 7 with DOB)
88
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
10 connected companies via shared directors
75
Filing history
57 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.
Recent activity
Last 30 days
0
filings
Last 90 days
1
filing
- • 1 officers
Last 180 days
3
filings
- • 2 officers
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (41 events)Click to expand
- 2026-04-01📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-02-28➖COSTER, Marc resigneddirector
- 2026-01-29📄termination-director-company-with-name-termination-dateofficers · TM01
- 2026-01-28➖ELVIN, Mark Mccann resigneddirector
- 2025-10-29📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2025-10-29📄legacyaccounts · PARENT_ACC
- 2025-10-29📄legacyother · GUARANTEE2
- 2025-10-29📄legacyother · AGREEMENT2
- 2025-10-13📄legacyother · GUARANTEE2
- 2025-08-15📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2025-08-14📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-07-31➕PEEL, Alistair Charles appointedsecretary
- 2025-07-31➖POWELL, Eliot James resigneddirector
- 2025-03-18📄change-person-director-company-with-change-dateofficers · CH01
- 2025-03-04➕COSTER, Marc appointeddirector
- 2025-03-04➖SEED, Craig Arthur resigneddirector
- 2025-03-04📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-03-04📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-01-15📄appoint-person-director-company-with-name-dateofficers · AP01
- 2024-12-20➕POWELL, Eliot James appointeddirector
- 2024-10-02📄accounts-with-accounts-type-smallaccounts · AA
- 2024-04-02📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2024-03-27🔒Charge registered #4Lender: Ares Management Limited (The “Security Agent”)
- 2024-03-21📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2023-08-31📄resolutionresolution · RESOLUTIONS
- 2023-08-31📄memorandum-articlesincorporation · MA
- 2023-08-31📄capital-name-of-class-of-sharescapital · SH08
- 2023-08-31📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2023-08-18📄accounts-with-accounts-type-smallaccounts · AA
- 2023-07-25📄mortgage-satisfy-charge-fullmortgage · MR04
- 2023-07-25🔓Charge satisfied #1
- 2022-04-05🔒Charge registered #3Lender: Ares Management Limited (The “Security Agent”)
- 2021-12-09🔒Charge registered #2Lender: Ares Management Limited (As Security Agent)
- 2021-02-26🔒Charge registered #1Lender: Inflexion Private Equity Limited Acting in Its Capacity as Security Trustee
- 2020-09-18➖HILL, Kathryn Anna resigneddirector
- 2019-07-01➕LAUCHLAN, Jason Michael appointeddirector
- 2019-07-01➕ELVIN, Mark Mccann appointeddirector
- 2019-07-01➕HILL, Kathryn Anna appointeddirector
- 2019-07-01➕SEED, Craig Arthur appointeddirector
- 2019-03-20🏢Company incorporatedAs DAVID ROBERTS & PARTNERS (YORK) LTD
- 2019-03-20➕PAGE, John David 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.
- +Senior director age: Director aged approximately 60 — approaching natural succession window.
Succession & seller-readiness
46/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 60. Early succession window.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
1 med ·3 director resignations in last 12 months
mediumMultiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.
Evidence: COSTER, Marc resigned 2026-02-28; ELVIN, Mark Mccann resigned 2026-01-28; POWELL, Eliot James resigned 2025-07-31
Group structure
Dr & P Group Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Dr & P Group Limited
Corporate parent · holds 75-100% shares · board control
⬇
DAVID ROBERTS & PARTNERS (YORK) LTD
This company · 11894029
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Dr & P Group Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 20/03/2019 |
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 · PR postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| CLEAR GLASS HOLDING LTD→ 17123478 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| CLEARVIEW WEALTH PLANNING LIMITED→ 16958112 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| COUNTRYWIDE EQUITY RELEASE LIMITED→ 12827585 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| CROWN WEALTH MANAGEMENT LIMITED→ 05957611 · est 2006 · no financials extracted | — | — | — | — | 19y | — | — |
| CROWNE FINANCIAL SOLUTIONS LTD→ 14234027 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| CWD INVESTMENTS LTD→ 14569796 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| DAVID TOLSON PARTNERSHIP EOT LIMITED→ 16709890 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| DC FINANCIAL SERVICES LIMITED→ 10004401 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| DIGITAL BULL TRADING LIMITED→ 15685580 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| DOLPHIN FINANCIAL ADVICE LIMITED→ 06389359 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| DOMINION FINANCE LIMITED→ 02704712 · est 1992 · no financials extracted | — | — | — | — | 34y | — | — |
| DOMMARCIA SMITH LTD→ 09240716 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
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
Incorporated2019-03-20
Jurisdictionengland-wales
Primary SIC65120 — Non-life insurance
Registered office
Chancery House
Slaidburn Crescent
Southport
Merseyside
PR9 9YF
England
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-01-28
Last: 2026-01-14
Officers (3 active · 5 resigned)
PEEL, Alistair Charles→
Activesecretary · appointed 2025-07-31
View their other companies + combined net worth →
LAUCHLAN, Jason Michael→
Activedirector · ~50y · appointed 2019-07-01
View their other companies + combined net worth →
PAGE, John David→
Activedirector · ~60y · appointed 2019-03-20
View their other companies + combined net worth →
COSTER, Marc→
Resigneddirector · ~48y · appointed 2025-03-04 · resigned 2026-02-28
ELVIN, Mark Mccann→
Resigneddirector · ~60y · appointed 2019-07-01 · resigned 2026-01-28
HILL, Kathryn Anna→
Resigneddirector · ~40y · appointed 2019-07-01 · resigned 2020-09-18
POWELL, Eliot James→
Resigneddirector · ~55y · appointed 2024-12-20 · resigned 2025-07-31
SEED, Craig Arthur→
Resigneddirector · ~56y · appointed 2019-07-01 · resigned 2025-03-04
Click a director name to see their full track record across all companies.
Mortgages & charges
4
Total charges
3
Outstanding
2
Active lenders
Status:Lender:4 of 4 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Ares Management (The “Security Agent”) Ares Management Limited (The “Security Agent”) | A registered charge | 1 property | 27/03/2024 | — | |
| outstanding | Ares Management (The “Security Agent”) Ares Management Limited (The “Security Agent”) | A registered charge | 1 property | 05/04/2022 | — | |
| outstanding | Ares Management (As Security Agent) Ares Management Limited (As Security Agent) | A registered charge | 1 property | 09/12/2021 | — | |
| satisfied | Inflexion Private Equity Acting in Its Capacity as Security Trustee Inflexion Private Equity Limited Acting in Its Capacity as Security Trustee | A registered charge | — | 26/02/2021 | 25/07/2023 |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (57 total)
termination-director-company-with-name-termination-date
officers · TM01
2026-04-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-01-29
termination-director-company-with-name-termination-date
officers · TM01
2026-01-29
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2025-10-29
legacy
accounts · PARENT_ACC
2025-10-29
legacy
other · GUARANTEE2
2025-10-29
legacy
other · AGREEMENT2
2025-10-29
legacy
other · GUARANTEE2
2025-10-13
appoint-person-secretary-company-with-name-date
officers · AP03
2025-08-15
termination-director-company-with-name-termination-date
officers · TM01
2025-08-14
change-person-director-company-with-change-date
officers · CH01
2025-03-18
termination-director-company-with-name-termination-date
officers · TM01
2025-03-04
appoint-person-director-company-with-name-date
officers · AP01
2025-03-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-01-15
appoint-person-director-company-with-name-date
officers · AP01
2025-01-15