DUNVORIST INVESTMENTS LIMITED

🌳Matureactive
SC317478 · ltd · incorporated 2007-02-28
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
—
year to Mar 2025
Net worth
£586.0k
book net assets
Opportunity
82/100
Exceptional
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What this business does
Primary activity: Other service activities n.e.c.
Sector: Other service activities
Investor take
Pursue
Asset-holding vehicle with a 78-year-old founder — textbook succession opportunity.

Opportunity 82/100 (exceptional), bankability 85/100. Strong seller-intent signal (73/100, director aged 78). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Cash flow review and working-capital discipline. Cash down -64% YoY — forensic review of receivables, stock turns, and creditor days. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

2 live charges · oldest 11.2y

45/100
under pressure

Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.

  • · Oldest live charge is 11.2 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Cashflow trend is negative — lender view likely cautious.

Data confidence

Overall: high (83/100)

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
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
4 officers (3 active, 4 linked, 3 with DOB)
85
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
13 connected companies via shared directors
84
Filing history
64 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 · FRS 102
Positive net assets
Net assets £586,014
Net assets shrinking
Down £104,320 YoY
Cash draining
Cash down 64% YoY
Cash YoY
-64%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£13k
↓ 64% YoY
Net Worth
£586k
↓ 15% YoY
Current Assets
£37k
↓ 63% YoY
Current Liabilities
—
£0£138k£276k£414k£552k£690kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-312024-03-31
Total assets£603.6k£696.1k
Current assets£37.1k£100.6k
Cash£13.4k£37.3k
Debtors£11.9k£53.8k
Net assets£586.0k£690.3k

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
1
filing
  • • 1 confirmation-statement
Last 180 days
2
filings
  • • 1 confirmation-statement
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (29 events)Click to expand
  1. 2025-12-18
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-11-26
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2023-12-15
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2023-11-16
    📄
    mortgage-satisfy-charge-full
    mortgage · MR04
  5. 2023-11-16
    🔓
    Charge satisfied #2
  6. 2023-10-05
    📄
    mortgage-satisfy-charge-full
    mortgage · MR04
  7. 2023-10-05
    🔓
    Charge satisfied #1
  8. 2022-12-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2022-09-27
    📄
    capital-allotment-shares
    capital · SH01
  10. 2022-09-23
    📄
    memorandum-articles
    incorporation · MA
  11. 2022-09-23
    📄
    resolution
    resolution · RESOLUTIONS
  12. 2022-03-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2021-03-23
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  14. 2021-03-23
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  15. 2021-03-08
    📄
    second-filing-of-annual-return-with-made-up-date
    annual-return · RP04AR01
  16. 2021-03-08
    📄
    second-filing-of-annual-return-with-made-up-date
    annual-return · RP04AR01
  17. 2021-03-08
    📄
    second-filing-of-annual-return-with-made-up-date
    annual-return · RP04AR01
  18. 2021-03-08
    📄
    second-filing-of-annual-return-with-made-up-date
    annual-return · RP04AR01
  19. 2021-03-08
    📄
    second-filing-of-annual-return-with-made-up-date
    annual-return · RP04AR01
  20. 2021-03-08
    📄
    second-filing-of-annual-return-with-made-up-date
    annual-return · RP04AR01
  21. 2021-03-08
    📄
    second-filing-of-annual-return-with-made-up-date
    annual-return · RP04AR01
  22. 2017-02-28
    ➖
    MCKENZIE, John resigned
    secretary
  23. 2015-03-05
    🔒
    Charge registered #2
    Lender: Bank of Scotland PLC
  24. 2015-02-18
    🔒
    Charge registered #1
    Lender: Bank of Scotland PLC
  25. 2015-01-21
    ➕
    MCKENZIE, John Macfarlane appointed
    director
  26. 2015-01-21
    ➕
    MCKENZIE, Laura Lees appointed
    director
  27. 2007-02-28
    🏢
    Company incorporated
    As DUNVORIST INVESTMENTS LIMITED
  28. 2007-02-28
    ➕
    MCKENZIE, Steven John appointed
    director
  29. 2007-02-28
    ➕
    MCKENZIE, John appointed
    secretary

Owner dependency

83/100
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
  • +Long-tenure founder: Senior director has been in place 19 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 78 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

83/100
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 78 years old. Natural succession window is now.
  • secondary12+ year tenure: Director in role 19 years.
  • secondaryStable-but-static management: Company is 19 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

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr Steven John Mckenzie
Individual · British · DOB 07/1974 · age 52
75–100%
75–100%board control75-100% shares · 75-100% voting · board control06/04/2016

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 →

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CHARLES CONNELL & COMPANY LIMITED→
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£25.00M
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——20075y8464y
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SC274347 · est 2004 · no financials extracted
————21y8379y
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———210033y8374y
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SC350620 · est 2008
——£2.54M—17y8378y
LOCHABER HOUSING ASSOCIATION PROPERTY SERVICES C.I.C.→
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————16y8384y
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——£853.4k—29y8360y
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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
Incorporated2007-02-28
Jurisdictionscotland
Primary SIC96090 — Other service activities n.e.c.

Registered office

Dunvorist Station Road
Murthly
Perthshire
PH1 4EL

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-03-14
Last: 2026-02-28

Officers (3 active · 1 resigned)

MCKENZIE, John Macfarlane→
director · ~78y · appointed 2015-01-21
View their other companies + combined net worth →
Active
MCKENZIE, Laura Lees→
director · ~53y · appointed 2015-01-21
View their other companies + combined net worth →
Active
MCKENZIE, Steven John→
director · ~52y · appointed 2007-02-28
View their other companies + combined net worth →
Active
MCKENZIE, John→
secretary · appointed 2007-02-28 · resigned 2017-02-28
Resigned

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

Mortgages & charges

2
Total charges
0
Outstanding
0
Active lenders
Status:Lender:2 of 2 shown
TypeProperties
satisfied
Lloyds Banking Group
Bank of Scotland PLC
A registered charge1 property05/03/201516/11/2023
satisfied
Lloyds Banking Group
Bank of Scotland PLC
A registered charge—18/02/201505/10/2023

Recent filings (64 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-03-02
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-18
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-03-03
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-11-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-03-18
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-15
mortgage-satisfy-charge-full
mortgage · MR04
2023-11-16
mortgage-satisfy-charge-full
mortgage · MR04
2023-10-05
confirmation-statement-with-updates
confirmation-statement · CS01
2023-03-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-22
capital-allotment-shares
capital · SH01
2022-09-27
memorandum-articles
incorporation · MA
2022-09-23
resolution
resolution · RESOLUTIONS
2022-09-23
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-03-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-03-08