HAMILTON ROBERTSON INSURANCE BROKERS LIMITED
🌳Matureactive
SC076608 · ltd · incorporated 1981-11-11
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 9.6y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
78/100
Strong
What this business does
Primary activity: Activities of insurance agents and brokers
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 78/100 (strong), bankability 85/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
🏦
Refinance opportunity
1 live charge · oldest 9.6y
85/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 9.6 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: medium (60/100)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
9 officers (4 active, 9 linked, 6 with DOB)
83
Ownership & PSC
1 active PSC(s) of 3 total, 3 with control declared
90
Director network
11 connected companies via shared directors
78
Filing history
136 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
65
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Recent activity
Last 30 days
0
filings
Last 90 days
5
filings
- • 3 officers
- • 1 address
- • 1 persons-with-significant-control
Last 180 days
9
filings
- • 3 officers
- • 2 accounts
- • 2 other
Counts from Companies House filing history.
Corporate timeline (32 events)Click to expand
- 2026-02-02📄change-person-director-company-with-change-dateofficers · CH01
- 2026-02-02📄change-person-director-company-with-change-dateofficers · CH01
- 2026-02-02📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2026-02-02📄change-person-secretary-company-with-change-dateofficers · CH03
- 2026-02-02📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2026-01-06📄accounts-with-accounts-type-audit-exemption-subsiduaryaccounts · AA
- 2026-01-06📄legacyaccounts · PARENT_ACC
- 2026-01-06📄legacyother · GUARANTEE2
- 2026-01-06📄legacyother · AGREEMENT2
- 2025-03-20📄change-account-reference-date-company-current-extendedaccounts · AA01
- 2025-02-17📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-02-13➕WRIGHT, Kathren appointeddirector
- 2024-05-07📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-10-26📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-09-28📄termination-director-company-with-name-termination-dateofficers · TM01
- 2022-09-08📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-09-08📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-06-30➖LYBURN, David John resigneddirector
- 2020-10-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-08-05📄appoint-person-director-company-with-name-dateofficers · AP01
- 2019-08-01➕BROWN, Graeme appointeddirector
- 2019-06-27➖HAMILTON, Alexander resigneddirector
- 2016-12-14🔓Charge satisfied #1
- 2016-09-23🔒Charge registered #1Lender: C & a Mackie Insurance Consultants Limited
- 2007-09-21➕ROBERTSON, Graeme appointedsecretary
- 2007-09-21➖HAMILTON, Christine Lilian resignedsecretary
- 2002-10-01➕LYBURN, David John appointeddirector
- 2000-09-30➖HAMILTON, Alexander resignedsecretary
- 2000-09-30➕HAMILTON, Christine Lilian appointedsecretary
- 2000-09-30➖HAMILTON, Christine Lilian resigneddirector
- 1999-08-04➕ROBERTSON, Graeme appointeddirector
- 1981-11-11🏢Company incorporatedAs HAMILTON ROBERTSON INSURANCE BROKERS LIMITED
Owner dependency
75/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Founder name in company name: Company name contains director surname "ROBERTSON" — strong identity link between founder and business.
- +Long-tenure founder: Senior director has been in place 27 years — deep operational knowledge concentrated in one person.
Succession & seller-readiness
50/100
Moderate signalSome succession indicators present. Worth watching; approach if sector/strategy fits.
SIGNALS
- primary20+ year tenure: Director in role 27 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
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Group structure
Hamilton Robertson Holdings Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Hamilton Robertson Holdings Limited
Corporate parent · holds 75-100% shares · board control
⬇
HAMILTON ROBERTSON INSURANCE BROKERS LIMITED
This company · SC076608
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 |
|---|---|---|---|---|
Hamilton Robertson Holdings Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 27/06/2019 |
2 historic (ceased) PSCs
- Mr Graeme Robertsonceased 27/06/2019· 25-50% shares · 25-50% voting · board control
- Mr Alexander Hamiltonceased 27/06/2019· 25-50% shares · 25-50% voting · board control
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
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|---|---|---|---|---|---|---|---|
| HAIG CONSORTIUM LTD→ SC663066 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| HALO ASSIST LIMITED→ SC442224 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
| HAUGHEY EVANS MORTGAGES LIMITED→ SC876874 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| HLN CONSULTANCY LIMITED→ SC446607 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
| I C LOANS LIMITED→ SC254258 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| INVESTAX LIMITED→ SC222930 · est 2001 · no financials extracted | — | — | — | — | 24y | — | — |
| ISLAMIC FINANCE COUNCIL UK LIMITED→ SC347666 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| J C ROXBURGH (INSURANCE BROKERS) LTD→ SC417217 · est 2012 · no financials extracted | — | — | — | — | 14y | — | — |
| J. MCGHEE (FINANCIAL CONSULTANT) LTD.→ SC299913 · est 2006 · no financials extracted | — | — | — | — | 20y | — | — |
| J&D FINANCIAL ADVICE SERVICE LIMITED→ SC621721 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| J3 DEBT SOLUTIONS LTD→ SC612868 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| JACOBS TWO LIMITED→ SC580155 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
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
Incorporated1981-11-11
Jurisdictionscotland
Primary SIC66220 — Activities of insurance agents and brokers
Registered office
Prospect House Hamilton International Technology Park
Stanley Boulevard
Blantyre
Glasgow
G72 0BN
Scotland
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-09-19
Last: 2025-09-05
Officers (4 active · 5 resigned)
Active
BROWN, Graeme→
Activedirector · ~50y · appointed 2019-08-01
View their other companies + combined net worth →
ROBERTSON, Graeme→
Activedirector · ~54y · appointed 1999-08-04
View their other companies + combined net worth →
WRIGHT, Kathren→
Activedirector · ~54y · appointed 2025-02-13
View their other companies + combined net worth →
HAMILTON, Alexander→
Resignedsecretary · resigned 2000-09-30
HAMILTON, Christine Lilian→
Resignedsecretary · appointed 2000-09-30 · resigned 2007-09-21
HAMILTON, Alexander→
Resigneddirector · ~76y · resigned 2019-06-27
HAMILTON, Christine Lilian→
Resigneddirector · ~76y · resigned 2000-09-30
LYBURN, David John→
Resigneddirector · ~79y · appointed 2002-10-01 · resigned 2021-06-30
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
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | C & a Mackie Insurance Consultants C & a Mackie Insurance Consultants Limited | A registered charge | — | 23/09/2016 | 14/12/2016 |
Recent filings (136 total)
change-person-director-company-with-change-date
officers · CH01
2026-02-02
change-person-director-company-with-change-date
officers · CH01
2026-02-02
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2026-02-02
change-person-secretary-company-with-change-date
officers · CH03
2026-02-02
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2026-02-02
accounts-with-accounts-type-audit-exemption-subsiduary
accounts · AA
2026-01-06
legacy
accounts · PARENT_ACC
2026-01-06
legacy
other · GUARANTEE2
2026-01-06
legacy
other · AGREEMENT2
2026-01-06
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-09-09
change-account-reference-date-company-current-extended
accounts · AA01
2025-03-20
appoint-person-director-company-with-name-date
officers · AP01
2025-02-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-09-09
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-05-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-10-26