J. KELLY & SONS (HAMILTON) LIMITED

🌳Matureactive
SC020771 · ltd · incorporated 1939-01-03
Investment thesis
Well-run mature business — low negotiation leverage; premium likely.
Why interesting: Textbook target; clean filings, stable trading.
Why risky: No pressure on seller; any deal likely at full price.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
  • · Oldest live charge 36.5y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Dec 2024
Net worth
£7.77M
book net assets
Opportunity
82/100
Exceptional
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What this business does
Primary activity: Activities of other holding companies n.e.c.
Sector: Financial & insurance
Investor take
Pursue
Asset-holding vehicle. Family succession underway — not a classic acquisition target.

Opportunity 82/100 (exceptional), bankability 85/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

1 live charge · oldest 36.5y

85/100
ready

Refinance conversation should be productive — structure clean and timing right.

  • · Oldest live charge is 36.5 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 15/100 — clean.

Data confidence

Overall: high (80/100)

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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
11 officers (4 active, 11 linked, 8 with DOB)
85
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
114 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
82/100Exceptional
PassWatchWorth a lookStrongExceptional 

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared
Positive net assets
Net assets £7,768,125
Cash YoY
+12%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£917k
↑ 12% YoY
Net Worth
£7.8m
↑ 1.2% YoY
Current Assets
£2.4m
↑ 17% YoY
Current Liabilities
—
£0£1.6m£3.1m£4.7m£6.2m£7.8mDec 2023Dec 2024

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2024-12-312023-12-31
Total assets£7.99M£7.91M
Current assets£2.36M£2.03M
Cash£916.8k£816.8k
Debtors£1.44M£1.21M
Net assets£7.77M£7.68M

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
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (31 events)Click to expand
  1. 2025-09-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-09-24
    ➕
    DAVIDSON, Emily Jane appointed
    director
  3. 2024-09-24
    ➕
    KELLY, Lewis John Carmichael appointed
    director
  4. 2024-09-24
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  5. 2024-09-24
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  6. 2024-09-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2023-09-20
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2022-09-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2021-08-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2020-11-04
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2020-08-06
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  12. 2020-08-06
    📄
    change-person-director-company-with-change-date
    officers · CH01
  13. 2020-08-06
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  14. 2020-08-06
    📄
    change-person-secretary-company-with-change-date
    officers · CH03
  15. 2019-11-18
    📄
    appoint-person-secretary-company-with-name-date
    officers · AP03
  16. 2019-11-18
    📄
    termination-secretary-company-with-name-termination-date
    officers · TM02
  17. 2019-10-23
    ➕
    DAVIDSON, Emily appointed
    secretary
  18. 2019-10-23
    ➖
    KELLY, Marion resigned
    secretary
  19. 2019-09-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  20. 2018-10-02
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  21. 2012-09-03
    ➖
    KELLY, John resigned
    director
  22. 2001-03-09
    ➖
    KELLY, Catherine W resigned
    director
  23. 1995-01-23
    ➖
    KELLY (SENIOR), John resigned
    director
  24. 1994-06-29
    🔓
    Charge satisfied #1
  25. 1991-06-08
    ➕
    KELLY, Andrew Semple appointed
    director
  26. 1991-06-08
    ➖
    GEMMELL, Janet H resigned
    secretary
  27. 1991-06-08
    ➕
    KELLY, Marion appointed
    secretary
  28. 1991-06-08
    ➖
    GEMMELL, Ian A resigned
    director
  29. 1991-06-08
    ➖
    GEMMELL, Janet H resigned
    director
  30. 1989-10-09
    🔒
    Charge registered #1
    Lender: Wimpey Homes Holdings Limited
  31. 1939-01-03
    🏢
    Company incorporated
    As J. KELLY & SONS (HAMILTON) LIMITED

Owner dependency

91/100
Critical — business is the founder

The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.

FACTORS
  • +Founder name in company name: Company name contains director surname "KELLY" — strong identity link between founder and business.
  • +Long-tenure founder: Senior director has been in place 35 years — deep operational knowledge concentrated in one person.
  • +Senior director age: Director aged approximately 63 — approaching natural succession window.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

30/100
Weak signal

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

SIGNALS
  • primaryFamily succession underway: Not a takeover target — KELLY, Lewis John Carmichael (same surname) appointed 2024-09-24. Pattern consistent with intra-family handover.
  • primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.
  • primary20+ year tenure: Director in role 35 years. Very long tenure is a classic succession signal.
  • supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

clean
No 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
NameSharesVoting rightsNature of controlNotified
Mr Andrew Semple Kelly
Individual · British · DOB 08/1963 · age 63
——sig. influencesignificant influence06/04/2016

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 · Holding company · DG postcode area
CompanyEst. valueTurnoverNet worthStaffAgeOppDirector
ROGERSON MOTORS LIMITED→
SC055796 · est 1974
£205.8k
£174.9k–£236.7k
—£205.8k—51y8283y
BUILDING CRAFTSMEN LIMITED→
SC184995 · est 1998
£51.5k
£43.7k–£59.2k
—£51.5k—28y8068y
MATHER PROPERTY DEVELOPMENT LIMITED→
SC317394 · est 2007
£1.0k
£851–£1.2k
—£1.0k—19y8269y
CAULDHAME LIMITED→
SC266350 · est 2004
£57
£48–£66
—£57—22y8063y
CINNAMON 2007 LIMITED→
SC312763 · est 2006
———019y8281y
CLAN CENTRE LIMITED→
SC113050 · est 1988 · no financials extracted
————37y8162y
ELRIG ESTATE COMPANY LIMITED→
SC133061 · est 1991
———10034y8175y
THE COUNTRY TRADER LIMITED→
SC127204 · est 1990 · no financials extracted
————35y8162y
ANTARTEX LIMITED→
SC071934 · est 1980 · no financials extracted
————45y8062y
CLARK CORRA LTD→
SC352058 · est 2008
————17y8064y
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————35y8063y
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————49y8067y
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
Incorporated1939-01-03
Jurisdictionscotland
Primary SIC64209 — Activities of other holding companies n.e.c.

Registered office

Airdrie Farm
-
Kirkbean
Dumfriesshire
DG2 8AB
Scotland

Filing status

Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-09-16
Last: 2025-09-02

Officers (4 active · 7 resigned)

DAVIDSON, Emily→
secretary · appointed 2019-10-23
View their other companies + combined net worth →
Active
DAVIDSON, Emily Jane→
director · ~50y · appointed 2024-09-24
View their other companies + combined net worth →
Active
KELLY, Andrew Semple→
director · ~63y · appointed 1991-06-08
View their other companies + combined net worth →
Active
KELLY, Lewis John Carmichael→
director · ~19y · appointed 2024-09-24
View their other companies + combined net worth →
Active
GEMMELL, Janet H→
secretary · resigned 1991-06-08
Resigned
KELLY, Marion→
secretary · appointed 1991-06-08 · resigned 2019-10-23
Resigned
GEMMELL, Ian A→
director · ~91y · resigned 1991-06-08
Resigned
GEMMELL, Janet H→
director · ~95y · resigned 1991-06-08
Resigned
KELLY, Catherine W→
director · ~92y · resigned 2001-03-09
Resigned
KELLY, John→
director · ~93y · resigned 2012-09-03
Resigned
KELLY (SENIOR), John→
director · ~121y · resigned 1995-01-23
Resigned

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

Mortgages & charges

1
Total charges
0
Outstanding
0
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
satisfied
Wimpey Homes Holdings
Wimpey Homes Holdings Limited
Standard security1 property09/10/198929/06/1994

Recent filings (114 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-09-29
confirmation-statement-with-updates
confirmation-statement · CS01
2025-09-29
appoint-person-director-company-with-name-date
officers · AP01
2024-09-24
appoint-person-director-company-with-name-date
officers · AP01
2024-09-24
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-16
confirmation-statement-with-updates
confirmation-statement · CS01
2024-09-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-09-20
confirmation-statement-with-updates
confirmation-statement · CS01
2023-09-18
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-09-29
confirmation-statement-with-updates
confirmation-statement · CS01
2022-09-09
confirmation-statement-with-updates
confirmation-statement · CS01
2021-09-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-08-31
confirmation-statement-with-updates
confirmation-statement · CS01
2021-05-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-11-04
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2020-08-06