ALLAN & BERTRAM LTD
🌿Early-stageactive
14077380 · ltd · incorporated 2022-04-29
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.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 3.9y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
77/100
Strong
What this business does
Primary activity: SIC 18129
Sector: Manufacturing
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 77/100 (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
1 live charge · oldest 3.9y
75/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Charge age ~3.9 years — mid-life; refi window approaching.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: medium (58/100)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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
3 officers (2 active, 3 linked, 3 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
16 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
60
Adequate — check latest filings for context.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Recent activity
Last 30 days
0
filings
Last 90 days
1
filing
- • 1 confirmation-statement
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (18 events)Click to expand
- 2025-11-13📄accounts-with-accounts-type-smallaccounts · AA
- 2024-11-04📄accounts-with-accounts-type-smallaccounts · AA
- 2024-05-14📄memorandum-articlesincorporation · MA
- 2024-05-14📄resolutionresolution · RESOLUTIONS
- 2024-05-08📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2023-09-10📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-09-04📄accounts-with-accounts-type-smallaccounts · AA
- 2023-08-30➖CLEMENT, Andrew Donald resigneddirector
- 2023-03-08📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2022-09-15📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2022-08-30🔒Charge registered #1Lender: Ivor Rose Limited
- 2022-07-11📄capital-allotment-sharescapital · SH01
- 2022-05-05📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2022-04-29🏢Company incorporatedAs ALLAN & BERTRAM LTD
- 2022-04-29➕ROSE, Michael David appointeddirector
- 2022-04-29➕SHIPLEY, Mark Ivor appointeddirector
- 2022-04-29➕CLEMENT, Andrew Donald appointeddirector
- 2022-04-29📄incorporation-companyincorporation · NEWINC
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 59 — 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 59. Early succession window.
- 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.)
Group structure
Ivor Rose Ltd is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Ivor Rose Ltd
Corporate parent · holds 75-100% shares · board control
⬇
ALLAN & BERTRAM LTD
This company · 14077380
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 |
|---|---|---|---|---|
Ivor Rose Ltd Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 29/04/2022 |
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.
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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
Incorporated2022-04-29
Jurisdictionengland-wales
Primary SIC18129 — SIC 18129
Registered office
C/O Birketts Llp
One London Wall
London
EC2Y 5EA
England
Filing status
Accounts
Next due: 2026-11-30
Last made up to: 2025-02-28
Confirmation statement
Next due: 2027-05-08
Last: 2026-04-24
Officers (2 active · 1 resigned)
ROSE, Michael David→
Activedirector · ~58y · appointed 2022-04-29
View their other companies + combined net worth →
SHIPLEY, Mark Ivor→
Activedirector · ~59y · appointed 2022-04-29
View their other companies + combined net worth →
CLEMENT, Andrew Donald→
Resigneddirector · ~67y · appointed 2022-04-29 · resigned 2023-08-30
Click a director name to see their full track record across all companies.
Mortgages & charges
1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Ivor Rose Ivor Rose Limited | A registered charge | — | 30/08/2022 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (16 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-05-20
accounts-with-accounts-type-small
accounts · AA
2025-11-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-04-24
accounts-with-accounts-type-small
accounts · AA
2024-11-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-05-15
memorandum-articles
incorporation · MA
2024-05-14
resolution
resolution · RESOLUTIONS
2024-05-14
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-05-08
termination-director-company-with-name-termination-date
officers · TM01
2023-09-10
accounts-with-accounts-type-small
accounts · AA
2023-09-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-05-25
change-account-reference-date-company-previous-shortened
accounts · AA01
2023-03-08
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2022-09-15
capital-allotment-shares
capital · SH01
2022-07-11
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2022-05-05