DONALD C. MCROBERT & SON LIMITED

🌳Matureactive
SC271631 · ltd · incorporated 2004-08-05
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 10.9y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£107.3k
book net assets
Opportunity
82/100
Exceptional
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What this business does
Primary activity: Plumbing, heat and air-conditioning installation
Sector: Construction
Investor take
Pursue
Active trading company with a 79-year-old founder — textbook succession opportunity.

Opportunity 82/100 (exceptional), bankability 80/100. Strong seller-intent signal (83/100, director aged 79). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

1 live charge · oldest 10.9y

85/100
ready

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

  • · Oldest live charge is 10.9 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 15/100 — clean.

Data confidence

Overall: medium (77/100)

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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
8 officers (3 active, 8 linked, 5 with DOB)
83
Ownership & PSC
3 active PSC(s) of 4 total, 4 with control declared
90
Director network
Network not yet resolved
30
Filing history
74 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
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 £107,331
Cash YoY
-10%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£71k
↓ 9.5% YoY
Net Worth
£107k
↑ 32% YoY
Current Assets
£158k
~ YoY
Current Liabilities
—
£0£32k£64k£95k£127k£159kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31
Total assets£142.5k£124.3k
Current assets£158.0k£158.9k
Cash£71.1k£78.6k
Debtors£58.8k£42.7k
Net assets£107.3k£81.4k

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
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (33 events)Click to expand
  1. 2025-11-13
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-11-20
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  3. 2024-09-17
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2023-08-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2022-12-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2021-12-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2021-03-01
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2020-12-07
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  9. 2020-08-13
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  10. 2020-08-13
    📄
    cessation-of-a-person-with-significant-control
    persons-with-significant-control · PSC07
  11. 2020-08-12
    ➕
    MCROBERT, Craig appointed
    director
  12. 2020-07-30
    📄
    change-person-director-company-with-change-date
    officers · CH01
  13. 2020-07-30
    📄
    change-person-director-company-with-change-date
    officers · CH01
  14. 2020-07-30
    📄
    change-person-secretary-company-with-change-date
    officers · CH03
  15. 2019-11-08
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2018-10-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  17. 2018-10-10
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  18. 2018-10-10
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  19. 2018-10-10
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  20. 2018-10-01
    ➖
    MCROBERT, Craig resigned
    director
  21. 2018-10-01
    ➖
    MCROBERT, Grant Campbell resigned
    director
  22. 2018-10-01
    ➖
    MCROBERT, Shirley Anne resigned
    director
  23. 2015-06-01
    🔒
    Charge registered #1
    Lender: The Royal Bank of Scotland PLC
  24. 2014-04-01
    ➕
    MCROBERT, Grant Campbell appointed
    director
  25. 2004-08-05
    🏢
    Company incorporated
    As DONALD C. MCROBERT & SON LIMITED
  26. 2004-08-05
    ➕
    MCROBERT, Shirley Anne appointed
    secretary
  27. 2004-08-05
    ➕
    MCROBERT, Walter appointed
    director
  28. 2004-08-05
    ➕
    YORK PLACE COMPANY SECRETARIES LIMITED appointed
    corporate-nominee-secretary
  29. 2004-08-05
    ➖
    YORK PLACE COMPANY SECRETARIES LIMITED resigned
    corporate-nominee-secretary
  30. 2004-08-05
    ➕
    MCROBERT, Craig appointed
    director
  31. 2004-08-05
    ➕
    MCROBERT, Shirley Anne appointed
    director
  32. 2004-08-05
    ➕
    YORK PLACE COMPANY NOMINEES LIMITED appointed
    corporate-nominee-director
  33. 2004-08-05
    ➖
    YORK PLACE COMPANY NOMINEES LIMITED resigned
    corporate-nominee-director

Owner dependency

100/100
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
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Founder name in company name: Company name contains director surname "MCROBERT" — strong identity link between founder and business.
  • +Long-tenure founder: Senior director has been in place 22 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 79 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

96/100
Likely off-market candidate

Strong acquirability signals converging. Worth approaching directly — this is how off-market deals start.

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 79 years old. Natural succession window is now.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • primary20+ year tenure: Director in role 22 years. Very long tenure is a classic succession signal.
  • secondaryStable-but-static management: Company is 22 years old and no new directors in the last 3 years — succession not yet being planned internally.
  • 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

3 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Craig Mcrobert
Individual · British · DOB 11/1975 · age 51
25–50%
25–50%25-50% shares · 25-50% voting06/04/2016
Mr Walter Mcrobert
Individual · British · DOB 07/1947 · age 79
——sig. influencesignificant influence06/04/2016
Mrs Shirley Anne Mcrobert
Individual · British · DOB 11/1948 · age 78
——sig. influencesignificant influence06/04/2016
1 historic (ceased) PSC
  • Mr Grant Campbell Mcrobertceased 12/06/2020· significant influence

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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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
Incorporated2004-08-05
Jurisdictionscotland
Primary SIC43220 — Plumbing, heat and air-conditioning installation

Registered office

51 Rae Street
Dumfries
Dumfriesshire
DG1 1JD

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-08-15
Last: 2025-08-01

Officers (3 active · 5 resigned)

MCROBERT, Shirley Anne→
secretary · appointed 2004-08-05
View their other companies + combined net worth →
Active
MCROBERT, Craig→
director · ~51y · appointed 2020-08-12
View their other companies + combined net worth →
Active
MCROBERT, Walter→
director · ~79y · appointed 2004-08-05
View their other companies + combined net worth →
Active
YORK PLACE COMPANY SECRETARIES LIMITED→
corporate-nominee-secretary · appointed 2004-08-05 · resigned 2004-08-05
Resigned
MCROBERT, Craig→
director · ~51y · appointed 2004-08-05 · resigned 2018-10-01
Resigned
MCROBERT, Grant Campbell→
director · ~47y · appointed 2014-04-01 · resigned 2018-10-01
Resigned
MCROBERT, Shirley Anne→
director · ~78y · appointed 2004-08-05 · resigned 2018-10-01
Resigned
YORK PLACE COMPANY NOMINEES LIMITED→
corporate-nominee-director · appointed 2004-08-05 · resigned 2004-08-05
Resigned

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
TypeProperties
outstanding
Lloyds Banking Group
The Royal Bank of Scotland PLC
A registered charge—01/06/2015—
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (74 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-11-13
confirmation-statement-with-updates
confirmation-statement · CS01
2025-08-07
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-11-20
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-09-17
confirmation-statement-with-updates
confirmation-statement · CS01
2024-08-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-08-18
confirmation-statement-with-updates
confirmation-statement · CS01
2023-08-11
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-23
confirmation-statement-with-updates
confirmation-statement · CS01
2022-08-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-23
confirmation-statement-with-updates
confirmation-statement · CS01
2021-08-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-03-01
appoint-person-director-company-with-name-date
officers · AP01
2020-12-07
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2020-08-13
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2020-08-13