CALEDONIAN FOUNDATION

🌳Matureactive
SC398281 · private-limited-guarant-nsc-limited-exemption · incorporated 2011-04-26
Investment thesis
Unencumbered property vehicle — clean asset-backed target with refinance headroom.
Why interesting: Property-holding entity with no live charges; straightforward asset-backed case.
Why risky: Values depend on title and valuation; property-specific market exposure.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Apr 2025
Net worth
£71.4k
book net assets
Opportunity
81/100
Exceptional
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What this business does
Primary activity: Renting and operating of Housing Association real estate
Sector: Real estate
Investor take
Pursue
Asset-holding vehicle with a 78-year-old founder — textbook succession opportunity.

Opportunity 81/100 (exceptional), bankability 75/100. Strong seller-intent signal (63/100, director aged 78). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

Data confidence

Overall: high (80/100)

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
Confirmed no charges registered
85
Directors & officers
5 officers (4 active, 5 linked, 5 with DOB)
90
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
3 connected companies via shared directors
54
Filing history
47 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒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
81/100Exceptional
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
85
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
90
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 102
Positive net assets
Net assets £71,433
Net assets shrinking
Down £360 YoY
Cash YoY
-10%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£61k
↓ 10% YoY
Net Worth
£71k
~ YoY
Current Assets
£71k
~ YoY
Current Liabilities
—
£0£14k£29k£43k£57k£72kApr 2024Apr 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-04-302024-04-30
Total assets£71.4k£71.8k
Current assets£71.4k£71.8k
Cash£60.9k£67.8k
Debtors£10.5k£4.0k
Net assets£71.4k£71.8k

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

1 signal 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 (23 events)Click to expand
  1. 2026-01-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2025-01-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-08-27
    📄
    change-person-director-company-with-change-date
    officers · CH01
  4. 2024-08-27
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  5. 2024-01-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2023-01-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2022-01-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2021-05-27
    📄
    termination-director-company-with-name-termination-date
    officers · TM01
  9. 2021-05-15
    ➖
    ANDREW, John Anthony resigned
    director
  10. 2021-04-06
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2020-01-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2019-01-31
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2018-04-20
    📍
    change-registered-office-address-company-with-date-old-address-new-address
    address · AD01
  14. 2018-02-01
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  15. 2017-02-07
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  16. 2016-05-19
    📄
    annual-return-company-with-made-up-date-no-member-list
    annual-return · AR01
  17. 2016-02-08
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  18. 2016-01-18
    ➕
    ANDREW, John Anthony appointed
    director
  19. 2015-11-01
    ➕
    MACLEOD, Sarah Jane appointed
    director
  20. 2012-09-21
    ➕
    TURNER, Gillian Dorothy appointed
    director
  21. 2011-05-30
    ➕
    TURNER, Douglas Lee appointed
    director
  22. 2011-04-26
    🏢
    Company incorporated
    As CALEDONIAN FOUNDATION
  23. 2011-04-26
    ➕
    LO, Richard appointed
    director

Owner dependency

73/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • -4 active directors: Broader management team in place — suggests transferable governance.
  • +Long-tenure founder: Senior director has been in place 15 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 15 years.
  • secondaryStable-but-static management: Company is 15 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
NameSharesVoting rightsNature of controlNotified
Mr Richard Lo
Individual · British · DOB 03/1962 · age 64
——sig. influencesignificant influence06/03/2017

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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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
Typeprivate-limited-guarant-nsc-limited-exemption
Incorporated2011-04-26
Jurisdictionscotland
Primary SIC68201 — Renting and operating of Housing Association real estate

Registered office

2 Ravelston Garden
Edinburgh
EH4 3LD
Scotland

Filing status

Accounts
Next due: 2027-01-31
Last made up to: 2025-04-30
Confirmation statement
Next due: 2026-05-10
Last: 2025-04-26

Officers (4 active · 1 resigned)

LO, Richard→
director · ~64y · appointed 2011-04-26
View their other companies + combined net worth →
Active
MACLEOD, Sarah Jane→
director · ~63y · appointed 2015-11-01
View their other companies + combined net worth →
Active
TURNER, Douglas Lee→
director · ~78y · appointed 2011-05-30
View their other companies + combined net worth →
Active
TURNER, Gillian Dorothy→
director · ~76y · appointed 2012-09-21
View their other companies + combined net worth →
Active
ANDREW, John Anthony→
director · ~74y · appointed 2016-01-18 · resigned 2021-05-15
Resigned

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

Recent filings (47 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2026-01-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-01-31
change-person-director-company-with-change-date
officers · CH01
2024-08-27
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-08-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-04-26
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-01-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-04-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-01-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-04-26
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-01-31
termination-director-company-with-name-termination-date
officers · TM01
2021-05-27
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-04-26
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-04-06
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-05-05