HOMER BURGESS LIMITED

🌳Matureactive

SC055598 · ltd · incorporated 1974-05-03

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

£4.93M

year to Apr 2025

Net worth

—

book net assets

Opportunity

70/100

Strong

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What this business does

Primary activity: SIC 25990

Sector: Manufacturing

Investor take

Pursue

Leverage-led grower with a 65-year-old founder — textbook succession opportunity.

Opportunity 70/100 (strong), bankability 57/100. Strong seller-intent signal (63/100, director aged 65). Biggest value-creation lever: Consolidate lender relationships. 7 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (57/100).

🏦

Refinance opportunity

11 live charges · 6 lenders · oldest 45.5y

25/100

too messy

Structure is too messy for a clean refinance right now — clean up first or expect bespoke terms.

· Oldest live charge is 45.5 years old — likely at or near maturity.
· 6 lenders named — inter-creditor friction likely.
· Legal-friction score 53/100 (high).

Data confidence

Overall: medium (76/100)

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

1 year of iXBRL accounts extracted (no YoY comparison) + narrative notes parsed

Lenders & charges

11 charges (11/11 with lender, 11/11 with type)

Directors & officers

16 officers (6 active, 16 linked, 13 with DOB)

Ownership & PSC

2 active PSC(s) of 4 total, 4 with control declared

Director network

27 connected companies via shared directors

Filing history

149 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

🔒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

70/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Adequate — check latest filings for context.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Some moderate concerns — review flags.

Signal strength

100

Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared

Profitable

Profit before tax £782,751

Key financials

1 year extracted from filed iXBRL accounts

Cash

—

Net Worth

—

Current Assets

—

Current Liabilities

—

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2025-04-06
Turnover	£4.93M
Gross profit	£2.04M
Profit before tax	£782.8k
Average employees	5200

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

filings

Last 90 days

filing

• 1 confirmation-statement

Last 180 days

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (61 events)Click to expand

2025-09-26
📄
accounts-with-accounts-type-small
accounts · AA
2025-09-02
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-08-31
➖
BURGESS, Stephen James resigned
director
2025-06-30
➖
BURGESS, Linda Margaret resigned
director
2025-06-30
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-05-13
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2025-05-09
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2025-04-03
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-04-02
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-04-02
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-04-01
➕
HERLIHY, Francis appointed
director
2025-03-31
➖
DRAPER, Abigail Sarah resigned
director
2024-11-04
📄
change-person-director-company-with-change-date
officers · CH01
2024-09-20
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2024-09-18
🔒
Charge registered #13
Lender: Ares Management Limited (As Security Agent)
2024-09-16
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2024-09-16
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2024-09-06
🔒
Charge registered #12
Lender: Ares Management Limited as Security Trustee for the Secured Parties
2024-09-06
🔒
Charge registered #11
Lender: Ares Management Limited (As Security Agent)
2024-06-06
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-05-22
➕
BELL, Jordan appointed
director
2024-04-18
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2024-04-17
🔒
Charge registered #10
Lender: Ares Management Limited (As Security Agent)
2024-03-22
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2024-03-19
📄
memorandum-articles
incorporation · MA
2024-03-19
📄
resolution
resolution · RESOLUTIONS
2024-03-15
📄
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2024-03-13
🔒
Charge registered #9
Lender: Ares Management Limited (As Security Agent)
2024-03-13
🔒
Charge registered #8
Lender: Ares Management Limited (As Security Agent for the Secured Parties as Defined in the Instrument)
2024-02-29
📄
change-person-director-company-with-change-date
officers · CH01
2023-11-02
📄
statement-of-companys-objects
change-of-constitution · CC04
2023-11-02
📄
memorandum-articles
incorporation · MA
2023-11-02
📄
resolution
resolution · RESOLUTIONS
2023-10-31
➕
EVANS, Sally Ann appointed
secretary
2023-10-31
➕
ROWE, Thomas James Wharton appointed
director
2023-10-31
➕
RYDER, Alasdair Alan appointed
director
2023-10-31
➕
YOUNG, Gary Donald appointed
director
2023-10-31
➖
BURGESS, Linda Margaret resigned
secretary
2023-10-31
➖
BURGESS, Gillian Patricia resigned
director
2023-10-31
➕
DRAPER, Abigail Sarah appointed
director
2023-10-31
➖
SCOTT, Peter Fingland Keir resigned
director
2023-10-31
🔓
Charge satisfied #7
2023-03-07
🔓
Charge satisfied #3
2023-03-07
🔓
Charge satisfied #1
2019-01-28
🔒
Charge registered #7
Lender: Clydesdale Bank PLC (Trading as Both Clydesdale and Yorkshire Bank) (Company Number SC001111)
2011-04-06
➕
BURGESS, Gillian Patricia appointed
director
2011-04-06
➕
SCOTT, Peter Fingland Keir appointed
director
2005-05-31
➖
BURGESS, Keith Homer resigned
director
2000-09-15
🔓
Charge satisfied #6
2000-01-18
🔓
Charge satisfied #2

Showing most recent 50 of 61 events

Owner dependency

55/100

Moderate — manageable with handover

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

FACTORS

-5 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 65 — succession pressure is live.

Succession & seller-readiness

50/100

Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS

primaryFounder aged 63+: Senior director is approximately 65. Approaching typical UK retirement age — succession thinking likely.

Red flags

2 med · 1 low

2 director resignations in last 12 months

medium

Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.

Evidence: BURGESS, Linda Margaret resigned 2025-06-30; BURGESS, Stephen James resigned 2025-08-31

Charge satisfaction-then-recreation pattern

medium

Multiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.

6 live charges

low

Heavily leveraged with multiple live security positions — understand the capital structure before proceeding.

Group structure

2 corporate shareholders identified. Group structure is distributed.

🏛️

Ares Management Limited

Corporate parent · holds 75-100% shares

ultimate parent

🏛️

Rsk Environment Limited

Corporate parent · board control

⬇

HOMER BURGESS LIMITED

This company · SC055598

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

Shareholders & ownership

2 active beneficial owners · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Ares Management Limited Corporate entity	75–100%	—	75-100% shares	13/03/2024
Rsk Environment Limited Corporate entity	—	75–100%	board control75-100% voting · board control	31/10/2023

2 historic (ceased) PSCs

Mr Stephen James Burgessceased 31/10/2023· 25-50% shares
Ms Linda Margaret Burgessceased 31/10/2023· 25-50% shares

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 · Manufacturing · G postcode area

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KINNOCH CLOTHING LIMITED→ SC724777 · est 2022 · no financials extracted	—	—	—	—	4y	—	—
LINAKTIC LIMITED→ SC774578 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
LLOYDS CAPITAL LTD→ SC606761 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
LMB ENTERPRISES LIMITED→ SC488813 · est 2014 · no financials extracted	—	—	—	—	11y	—	—
LOGO PRINTED BLINDS LTD→ SC383555 · est 2010 · no financials extracted	—	—	—	—	15y	—	—
MACKAY & INGLIS LIMITED→ SC060615 · est 1976 · no financials extracted	—	—	—	—	49y	—	—
MACNEIL TRAINING AND DEVELOPMENTS LIMITED→ SC111718 · est 1988 · no financials extracted	—	—	—	—	37y	—	—
MAGNO-FLO LIMITED→ SC144848 · est 1993 · no financials extracted	—	—	—	—	32y	—	—
MALIN FABRICATION LTD→ SC494343 · est 2015 · no financials extracted	—	—	—	—	11y	—	—
MARINE ELECTRICAL INSTALLATIONS LIMITED→ SC226588 · est 2001 · no financials extracted	—	—	—	—	24y	—	—
MARLBOROUGH GRANITE LIMITED→ SC387965 · est 2010 · no financials extracted	—	—	—	—	15y	—	—
MARPET FABRICATIONS (1997) LTD.→ SC172812 · est 1997 · no financials extracted	—	—	—	—	29y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

9 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

Incorporated1974-05-03

Jurisdictionscotland

Primary SIC25990 — SIC 25990

Registered office

65 Sussex Street

Glasgow

G41 1DX

Scotland

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-04-06

Confirmation statement

Next due: 2027-02-19

Last: 2026-02-05