ROBERTSON GROUP (HOLDINGS) LIMITED

🌳Matureactive

SC356297 · ltd · incorporated 2009-03-10

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

—

not disclosed

Net worth

—

book net assets

Opportunity

77/100

Strong

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What this business does

Primary activity: Activities of head offices

Sector: Professional, scientific & technical

Investor take

Pursue

Active trading company with a 81-year-old founder — textbook succession opportunity.

Opportunity 77/100 (strong), bankability 77/100. Strong seller-intent signal (73/100, director aged 81). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 3 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

8 live charges · 3 lenders · oldest 17.1y

35/100

too messy

Refinance path is blocked by complexity. Rethink structure or expect bespoke, expensive terms.

· Oldest live charge is 17.1 years old — likely at or near maturity.
· 3 lenders named — inter-creditor friction likely.
· Legal-friction score 30/100 — workable, but lender will want more DD.

Data confidence

Overall: medium (61/100)

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

Lenders & charges

8 charges (8/8 with lender, 8/8 with type)

Directors & officers

25 officers (10 active, 25 linked, 19 with DOB)

Ownership & PSC

1 active PSC(s) of 3 total, 3 with control declared

Director network

20 connected companies via shared directors

Filing history

118 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

77/100Strong

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Some moderate concerns — review flags.

Signal strength

100

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filings

• 2 persons-with-significant-control
• 1 confirmation-statement
• 1 officers

Last 180 days

filings

• 3 officers
• 2 persons-with-significant-control
• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (75 events)Click to expand

2026-03-26
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2026-03-26
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2026-03-11
📄
termination-director-company-with-name-termination-date
officers · TM01
2026-02-05
📄
accounts-with-accounts-type-group
accounts · AA
2026-01-09
➖
TELFER, Andrew James William resigned
director
2025-12-19
➕
STEELE, Murray Adam appointed
director
2025-12-19
➖
WILSON, Irene resigned
director
2025-12-19
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-12-19
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-03-18
📄
accounts-with-accounts-type-group
accounts · AA
2024-12-05
➕
HAWKINS, Douglas Grahame appointed
director
2024-12-05
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-12-04
➕
HOLT, Robert Duncan appointed
director
2024-12-04
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-10-09
➕
HUTCHEON, Graham Robert appointed
director
2024-10-09
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-03-20
📄
accounts-with-accounts-type-group
accounts · AA
2023-04-19
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2023-03-31
📄
accounts-with-accounts-type-group
accounts · AA
2022-03-29
📄
accounts-with-accounts-type-group
accounts · AA
2022-01-19
📄
appoint-person-director-company-with-name-date
officers · AP01
2022-01-10
➕
TELFER, Andrew James William appointed
director
2021-07-26
📄
accounts-with-accounts-type-group
accounts · AA
2020-05-01
➖
SHEWAN, Derek William resigned
director
2020-05-01
📄
change-account-reference-date-company-current-extended
accounts · AA01
2020-05-01
📄
termination-director-company-with-name-termination-date
officers · TM01
2020-02-10
➕
MCQUADE, Brian appointed
director
2020-01-28
➕
CAMPBELL, Ross Iain appointed
secretary
2020-01-28
➖
WILSON, Irene resigned
secretary
2019-12-31
➖
CLARK, Ian resigned
director
2019-12-31
➖
ROBERTS, Stuart resigned
director
2019-05-01
➕
WILSON, Irene appointed
director
2018-01-08
➖
CLARK, Ian resigned
secretary
2018-01-08
➕
WILSON, Irene appointed
secretary
2017-01-06
🔓
Charge satisfied #8
2016-03-31
➖
BODNAR-HORVATH, Robert Edmund Paul resigned
director
2015-09-11
➕
EDGAR, Sonya Billie appointed
director
2015-09-11
➕
ROBERTSON, Elliot Cardno appointed
director
2014-03-06
🔓
Charge satisfied #7
2014-03-06
🔓
Charge satisfied #6
2014-03-06
🔓
Charge satisfied #5
2014-03-06
🔓
Charge satisfied #4
2014-03-06
🔓
Charge satisfied #3
2014-03-06
🔓
Charge satisfied #2
2014-02-13
🔒
Charge registered #8
Lender: Santander UK PLC
2014-01-06
➖
MCINTYRE, Jim resigned
director
2013-06-04
🔒
Charge registered #7
Lender: The Royal Bank of Scotland PLC
2013-06-01
➕
CLARK, Ian appointed
director
2013-06-01
➕
SHEWAN, Derek William appointed
director
2012-12-05
➖
COWAN, Andrew David resigned
director

Showing most recent 50 of 75 events

Owner dependency

88/100

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

-9 active directors: Broader management team in place — suggests transferable governance.
+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 17 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 81 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

73/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

primaryFounder aged 70+: Senior director is approximately 81 years old. Natural succession window is now.
secondary12+ year tenure: Director in role 17 years.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

2 med ·

2 director resignations in last 12 months

medium

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

Evidence: TELFER, Andrew James William resigned 2026-01-09; WILSON, Irene resigned 2025-12-19

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.

Shareholders & ownership

1 active beneficial owner

Name	Shares	Voting rights	Nature of control	Notified
Sir William George Robertson Individual · British · DOB 04/1945 · age 81	50–75%	50–75%	board control50-75% shares · 50-75% voting · board control	01/03/2026

2 historic (ceased) PSCs

Newlands (Elgin) Holdings Limitedceased 30/01/2026· 75-100% shares · 75-100% voting · board control
Mr William George Robertsonceased 11/04/2017· 50-75% 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.

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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.

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🔒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.

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Company details

Statusactive

Typeltd

Incorporated2009-03-10

Jurisdictionscotland

Primary SIC70100 — Activities of head offices

Registered office

10 Perimeter Road

Pinefield Industrial Estate

Elgin

Morayshire

IV30 6AE

Filing status

Accounts

Next due: 2027-03-31

Last made up to: 2025-06-30

Confirmation statement

Next due: 2027-03-24

Last: 2026-03-10