CALLUNA CAPITAL LTD
🏛️Establishedactive
12958851 · ltd · incorporated 2020-10-19
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
—
year to Dec 2024
Net worth
£119.4k
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
ALSO REGISTERED FOR
- 70229Management consultancy activities other than financial management
Investor take
PursueAsset-holding vehicle with a 69-year-old founder — textbook succession opportunity.
Opportunity 77/100 (strong), bankability 75/100. Strong seller-intent signal (60/100, director aged 69). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).
Data confidence
Overall: high (80/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Company profile
address, 2 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
2 connected companies via shared directors
51
Filing history
18 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
77/100Strong
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
85
Few red flags.
Signal strength
90
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · FRS 102Positive net assets
Net assets £119,414
Cash YoY
+1516%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£167k
↑ 1516% YoY
Net Worth
£119k
↑ 22820% YoY
Current Assets
£184k
↑ 54% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2024-12-31 | 2023-12-31 |
|---|---|---|
| Total assets | £119.4k | £521 |
| Current assets | £183.9k | £119.2k |
| Cash | £166.8k | £10.3k |
| Debtors | £17.1k | £108.9k |
| Net assets | £119.4k | £521 |
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
0
filings
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (15 events)Click to expand
- 2025-10-03📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2025-09-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-09-30📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-01-05📄change-person-director-company-with-change-dateofficers · CH01
- 2024-01-05📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-06-28📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-03-09📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-11-08📄change-account-reference-date-company-current-extendedaccounts · AA01
- 2021-10-25📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-10-25📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2021-10-25📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2020-10-19🏢Company incorporatedAs CALLUNA CAPITAL LTD
- 2020-10-19➕JUNGMAN, William Reeves appointeddirector
- 2020-10-19➕SIEGEL, Clifford Alan, Mr. appointeddirector
- 2020-10-19📄incorporation-companyincorporation · NEWINC
Owner dependency
78/100
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.
- +Founder age: Director aged approximately 69 — succession pressure is live.
- +No director turnover: Company is 6 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
56/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- primaryFounder aged 63+: Senior director is approximately 69. Approaching typical UK retirement age — succession thinking likely.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
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. Clifford Alan Siegel Individual · American,British · DOB 03/1957 · age 69 | 25–50% | 25–50% | board control25-50% shares · 25-50% voting · board control | 19/10/2020 |
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 · BS postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| BATH AND WEST FINANCE 8 LIMITED→ 13986266 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| BERRYWELL NUTRITION LIMITED→ 14447570 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| BEST MORTGAGE ADVISER LTD→ 11347700 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| BIRNBECK FINANCE LIMITED→ 01158939 · est 1974 · no financials extracted | — | — | — | — | 52y | — | — |
| BLACKSTABLE LIMITED→ 07472738 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
| BNS SERVICES LIMITED→ 06097668 · est 2007 · no financials extracted | — | — | — | — | 19y | — | — |
| BRIDGEWICK LIMITED→ 03313719 · est 1997 · no financials extracted | — | — | — | — | 29y | — | — |
| BRISTOL ROSE COMMERCIAL LIMITED→ 16457552 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BRUNEL PI BROKERS LTD→ 15237559 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| CABOT TRUSTEES LIMITED→ 03184466 · est 1996 · no financials extracted | — | — | — | — | 30y | — | — |
| CAD CAMMISH LTD→ 07669601 · est 2011 · no financials extracted | — | — | — | — | 14y | — | — |
| CAMPBELL - LEWIS LIMITED→ 07400956 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
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
Incorporated2020-10-19
Jurisdictionengland-wales
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding
Registered office
Paulton House Old Mills
Paulton
Bristol
BS39 7SX
England
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2027-01-18
Last: 2026-01-04
Officers (2 active · 0 resigned)
JUNGMAN, William Reeves→
Activedirector · ~40y · appointed 2020-10-19
View their other companies + combined net worth →
SIEGEL, Clifford Alan, Mr.→
Activedirector · ~69y · appointed 2020-10-19
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (18 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2026-02-18
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-10-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-01-05
change-person-director-company-with-change-date
officers · CH01
2024-01-05
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-01-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-06-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-01-24
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-03-09
confirmation-statement-with-updates
confirmation-statement · CS01
2022-01-04
change-account-reference-date-company-current-extended
accounts · AA01
2021-11-08
confirmation-statement-with-updates
confirmation-statement · CS01
2021-10-30
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2021-10-25