BIRKDALE BROKING GROUP LIMITED

📈Growthactive
12551890 · ltd · incorporated 2020-04-08
Investment thesis
Growth-phase business — story-led; valuation sensitive to momentum.
Why interesting: Trading is scaling; acquirers paying for trajectory get disproportionate leverage.
Why risky: Price often leads fundamentals; dependency on founder often high.
🔒Estimated value
Upgrade to see
Turnover
year to Dec 2024
Net worth
book net assets
Opportunity
63/100
Worth a look
🔔
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What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
Special-situation opportunity
Distressed financial-services with salvageable qualities — special-situations priority.

Opportunity 63/100 (worth a look), bankability 65/100. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Resolve: Confirmation statement overdue. Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal. Most likely exit: strategic trade sale (88/100).

Data confidence

Overall: high (82/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

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
4 officers (3 active, 4 linked, 4 with DOB)
90
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
10 connected companies via shared directors
75
Filing history
31 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒Estimated company valuation

Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.

Available from the Pro tier upwards.

See pricing →
Opportunity Score
63/100Worth a look
PassWatchWorth a lookStrongExceptional 

Mixed signal. Worth opening the full target workup before deciding to pursue.

Business quality
55
Adequate — check latest filings for context.
Acquirability
50
Some acquirability indicators.
Risk profile
67
Some moderate concerns — review flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 102
Profitable
Profit before tax £781,190

Key financials

2 years extracted from filed iXBRL accounts
Cash
Net Worth
Current Assets
Current Liabilities
£0£0£0£0£0£0Dec 2023Dec 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2024-12-312023-12-31
Profit before tax£781.2k£430.1k
Average employees47003300

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

2 signals 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
1
filing
  • 1 miscellaneous
Last 90 days
3
filings
  • 2 persons-with-significant-control
  • 1 miscellaneous
Last 180 days
3
filings
  • 2 persons-with-significant-control
  • 1 miscellaneous
Counts from Companies House filing history.
Corporate timeline (27 events)Click to expand
  1. 2026-05-27
    📄
    legacy
    miscellaneous · RPCH01
  2. 2026-04-23
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC05
  3. 2026-04-23
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  4. 2025-09-15
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  5. 2025-08-28
    PARKER, Christian Scott appointed
    director
  6. 2025-08-06
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  7. 2025-07-31
    FENNAH, Gary William resigned
    director
  8. 2025-06-11
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2024-12-23
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  10. 2024-12-23
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  11. 2024-12-23
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC01
  12. 2024-11-14
    CATTERALL, Kevin appointed
    director
  13. 2024-04-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2024-01-09
    📄
    change-account-reference-date-company-previous-shortened
    accounts · AA01
  15. 2023-12-15
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2023-12-04
    FENNAH, Gary William appointed
    director
  17. 2023-12-04
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  18. 2023-06-28
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  19. 2023-05-31
    📄
    second-filing-of-confirmation-statement-with-made-up-date
    confirmation-statement · RP04CS01
  20. 2023-05-30
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  21. 2023-01-05
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  22. 2022-09-13
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  23. 2022-09-13
    📄
    notification-of-a-person-with-significant-control
    persons-with-significant-control · PSC02
  24. 2022-04-13
    📄
    resolution
    resolution · RESOLUTIONS
  25. 2022-03-12
    📄
    memorandum-articles
    incorporation · MA
  26. 2020-04-08
    🏢
    Company incorporated
    As BIRKDALE BROKING GROUP LIMITED
  27. 2020-04-08
    WALL, George Arthur appointed
    director

Owner dependency

50/100
Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

Succession & seller-readiness

30/100
Weak signal

Limited succession signal. Not a near-term off-market candidate.

Red flags

1 high ·
Confirmation statement overdue
high

Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal.

Evidence: Next due: 2026-04-21

Group structure

Ataraxia 10 Limited holds majority control (50-75%). Likely parent but not wholly-owned.

🏛️
Ataraxia 10 Limited
Corporate parent · holds 50-75% shares · board control
majority
BIRKDALE BROKING GROUP LIMITED
This company · 12551890

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner
NameSharesVoting rightsNature of controlNotified
Ataraxia 10 Limited
Corporate entity
5075%
50–75%board control50-75% shares · 50-75% voting · board control06/09/2022
2 historic (ceased) PSCs
  • Mr Kevin Catterallceased 22/04/2026· 25-50% shares · 25-50% voting
  • Mr George Arthur Wallceased 14/11/2024· 25-50% shares · 25-50% voting

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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16813460 · est 2025 · no financials extracted
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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
Incorporated2020-04-08
Jurisdictionengland-wales
Primary SIC66220 — Activities of insurance agents and brokers

Registered office

14-16 Hoghton Street
Southport
PR9 0PA
England

Filing status

Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-04-21OVERDUE
Last: 2025-04-07

Officers (3 active · 1 resigned)

CATTERALL, Kevin
director · ~52y · appointed 2024-11-14
View their other companies + combined net worth →
Active
PARKER, Christian Scott
director · ~45y · appointed 2025-08-28
View their other companies + combined net worth →
Active
WALL, George Arthur
director · ~44y · appointed 2020-04-08
View their other companies + combined net worth →
Active
FENNAH, Gary William
director · ~57y · appointed 2023-12-04 · resigned 2025-07-31
Resigned

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

Recent filings (31 total)

legacy
miscellaneous · RPCH01
2026-05-27
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2026-04-23
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-04-23
appoint-person-director-company-with-name-date
officers · AP01
2025-09-15
termination-director-company-with-name-termination-date
officers · TM01
2025-08-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-06-11
confirmation-statement-with-updates
confirmation-statement · CS01
2025-04-17
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-12-23
appoint-person-director-company-with-name-date
officers · AP01
2024-12-23
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-12-23
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-04-30
confirmation-statement-with-updates
confirmation-statement · CS01
2024-04-19
change-account-reference-date-company-previous-shortened
accounts · AA01
2024-01-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-15
appoint-person-director-company-with-name-date
officers · AP01
2023-12-04