A & G ENERGY (FORFAR) LIMITED

🌳Matureactive
SC449141 · ltd · incorporated 2013-05-02
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 12.9y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
79/100
Strong
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What this business does
Primary activity: SIC 35110
Sector: Electricity, gas & energy
Investor take
Pursue
Active trading company with a 82-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 80/100. Strong seller-intent signal (68/100, director aged 82). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (73/100).

🏦

Refinance opportunity

1 live charge · oldest 12.9y

85/100
ready

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

  • · Oldest live charge is 12.9 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 15/100 — clean.

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
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
2 officers (2 active, 2 linked, 2 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
32 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional 

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

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£0£0£0£0£0Mar 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
Average employees2200

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 (20 events)Click to expand
  1. 2025-12-16
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  2. 2024-12-10
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  3. 2024-05-02
    📄
    change-person-director-company-with-change-date
    officers · CH01
  4. 2024-05-02
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  5. 2024-03-05
    📄
    change-account-reference-date-company-current-shortened
    accounts · AA01
  6. 2024-02-28
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  7. 2023-04-26
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  8. 2023-04-26
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  9. 2023-02-22
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  10. 2022-02-23
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  11. 2021-04-05
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  12. 2020-02-19
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  13. 2019-02-26
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  14. 2018-02-26
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  15. 2017-02-24
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  16. 2016-05-03
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  17. 2013-06-17
    🔒
    Charge registered #1
    Lender: The Royal Bank of Scotland PLC
  18. 2013-05-02
    🏢
    Company incorporated
    As A & G ENERGY (FORFAR) LIMITED
  19. 2013-05-02
    ➕
    FRASER, Alistair Smith appointed
    director
  20. 2013-05-02
    ➕
    FRASER, Graeme Smith appointed
    director

Owner dependency

86/100
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 age: Director aged approximately 82 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
  • +No director turnover: Company is 13 years old with no director changes — suggests a very tight-knit founder team never broadened.

Succession & seller-readiness

79/100
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 82 years old. Natural succession window is now.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 13 years.
  • 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

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr Alastair Smith Fraser
Individual · British · DOB 09/1944 · age 82
25–50%
25–50%25-50% shares · 25-50% voting06/04/2016
Mr Graeme Fraser
Individual · British · DOB 05/1969 · age 57
25–50%
25–50%25-50% shares · 25-50% voting06/04/2016

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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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
Incorporated2013-05-02
Jurisdictionscotland
Primary SIC35110 — SIC 35110

Registered office

Chapelshade House
78-84 Bell Street
Dundee
DD1 1RQ

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-05-16
Last: 2025-05-02

Officers (2 active · 0 resigned)

FRASER, Alistair Smith→
director · ~82y · appointed 2013-05-02
View their other companies + combined net worth →
Active
FRASER, Graeme Smith→
director · ~57y · appointed 2013-05-02
View their other companies + combined net worth →
Active

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 charge1 property17/06/2013—
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (32 total)

accounts-with-accounts-type-micro-entity
accounts · AA
2025-12-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-19
accounts-with-accounts-type-micro-entity
accounts · AA
2024-12-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-05-03
change-person-director-company-with-change-date
officers · CH01
2024-05-02
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-05-02
change-account-reference-date-company-current-shortened
accounts · AA01
2024-03-05
accounts-with-accounts-type-micro-entity
accounts · AA
2024-02-28
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-05-09
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-04-26
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-04-26
accounts-with-accounts-type-micro-entity
accounts · AA
2023-02-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-05-10
accounts-with-accounts-type-micro-entity
accounts · AA
2022-02-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-05-11