BARTON GROUP HOLDING LTD
🏛️Establishedactive
13222489 · ltd · incorporated 2021-02-24
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 5.3y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£2.40M
book net assets
Opportunity
76/100
Strong
What this business does
Primary activity: Activities of other holding companies n.e.c.
Sector: Financial & insurance
Investor take
PursueStrong opportunity: asset-holding vehicle with strong profile and bankable structure.
Opportunity 76/100 (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: share sale to pe / searcher (73/100).
🏦
Refinance opportunity
2 live charges · 2 lenders · oldest 5.3y
70/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 5.3 years old — likely at or near maturity.
- · Two lenders — manageable, but coordination required.
- · 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
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
4 officers (2 active, 4 linked, 3 with DOB)
85
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
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
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 · FRS 102Positive net assets
Net assets £2,402,000
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£2.4m
Current Assets
—
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · FRS 102| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | £2.40M | — |
| Net assets | £2.40M | — |
| Average employees | — | 200 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
3 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
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (30 events)Click to expand
- 2025-12-05📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-01-16📄capital-return-purchase-own-sharescapital · SH03
- 2024-12-18📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-12-05📄resolutionresolution · RESOLUTIONS
- 2024-12-05📄memorandum-articlesincorporation · MA
- 2024-12-03📄capital-name-of-class-of-sharescapital · SH08
- 2024-12-03📄capital-variation-of-rights-attached-to-sharescapital · SH10
- 2024-11-22✏️certificate-change-of-name-companychange-of-name · CERTNM
- 2024-11-07📄capital-cancellation-sharescapital · SH06
- 2024-10-30📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2024-10-30📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-10-29➖SINCLAIR, Ian resignedsecretary
- 2023-12-20📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-08-01📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-08-01📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2023-05-19➕SINCLAIR, Ian appointedsecretary
- 2023-05-19➖SINCLAIR, Ian Colin resigneddirector
- 2023-04-17📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-01-09📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-01-03📄change-account-reference-date-company-previous-extendedaccounts · AA01
- 2022-03-31📄mortgage-satisfy-charge-fullmortgage · MR04
- 2022-03-31🔓Charge satisfied #1
- 2021-07-19📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2021-05-11📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2021-04-29🔒Charge registered #2Lender: Close Brothers Limited (The “Security Trustee”)
- 2021-03-02➕MCNAMEE, Elizabeth Sandra appointeddirector
- 2021-03-02🔒Charge registered #1Lender: Keith Bibb and Barbara Bibb
- 2021-02-24🏢Company incorporatedAs BARTON GROUP HOLDING LTD
- 2021-02-24➕RODBOURNE, Daniel Stephen appointeddirector
- 2021-02-24➕SINCLAIR, Ian Colin 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 63 — approaching natural succession window.
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 63. Approaching typical UK retirement age — succession thinking likely.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
1 med ·Name changed recently
mediumName changes can be benign (rebrand) but can also precede distress, phoenix activity, or buyer concealment.
Evidence: 2024-11-22: certificate-change-of-name-company
Shareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Daniel Stephen Rodbourne Individual · British · DOB 11/1964 · age 62 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 24/02/2021 |
1 historic (ceased) PSC
- Ian Colin Sinclairceased 02/03/2021· 25-50% shares · 25-50% voting
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Holding company · WV postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ALVESTON HOLDINGS LIMITED→ 12320858 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ANCHORAGE GLOBAL LIMITED→ 15271635 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ARCARE ORTON HOLDINGS LIMITED→ 15153406 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| ARMOUR HOUSING GROUP CIC→ 15906126 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AROS & AN LTD→ 16841961 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ATHWAL HOLDINGS LIMITED→ 06464989 · est 2008 · no financials extracted | — | — | — | — | 18y | — | — |
| ATWAL PROPERTY GROUP LIMITED→ 11503358 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| BAGGERIDGE FOUR HOLDINGS LIMITED→ 16798556 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BAGRIDGE ROAD MANAGEMENT COMPANY LIMITED→ 10408299 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| BASRAN HOLDINGS LTD→ 14150954 · est 2022 · no financials extracted | — | — | — | — | 3y | — | — |
| BCRS CIEF II LIMITED→ 15358310 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| BCRS IFW CIP LIMITED→ 15219751 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
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
Incorporated2021-02-24
Jurisdictionengland-wales
Primary SIC64209 — Activities of other holding companies n.e.c.
Registered office
(Barton Storage Systems Ltd) Barton Industrial Park
Mount Pleasant
Bilston
West Midlands
WV14 7NG
United Kingdom
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-09-21
Last: 2025-09-07
Officers (2 active · 2 resigned)
MCNAMEE, Elizabeth Sandra→
Activedirector · ~63y · appointed 2021-03-02
View their other companies + combined net worth →
RODBOURNE, Daniel Stephen→
Activedirector · ~62y · appointed 2021-02-24
View their other companies + combined net worth →
SINCLAIR, Ian→
Resignedsecretary · appointed 2023-05-19 · resigned 2024-10-29
SINCLAIR, Ian Colin→
Resigneddirector · ~65y · appointed 2021-02-24 · resigned 2023-05-19
Click a director name to see their full track record across all companies.
Mortgages & charges
2
Total charges
1
Outstanding
1
Active lenders
Status:Lender:2 of 2 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Close Brothers Close Brothers Limited (The “Security Trustee”) | A registered charge | — | 29/04/2021 | — | |
| satisfied | Keith Bibb and Barbara Bibb | A registered charge | — | 02/03/2021 | 31/03/2022 |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (31 total)
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-05
confirmation-statement-with-updates
confirmation-statement · CS01
2025-09-15
capital-return-purchase-own-shares
capital · SH03
2025-01-16
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-18
resolution
resolution · RESOLUTIONS
2024-12-05
memorandum-articles
incorporation · MA
2024-12-05
capital-name-of-class-of-shares
capital · SH08
2024-12-03
capital-variation-of-rights-attached-to-shares
capital · SH10
2024-12-03
certificate-change-of-name-company
change-of-name · CERTNM
2024-11-22
capital-cancellation-shares
capital · SH06
2024-11-07
termination-secretary-company-with-name-termination-date
officers · TM02
2024-10-30
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-10-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-09-17
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-09-15