VELO MONTGOMERIE LIMITED

🌳Matureactive

SC473060 · ltd · incorporated 2014-03-20

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

hardening · 12-months

Already tight — no obvious softening catalysts on the horizon.

· Thesis: well-run, low negotiation leverage

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Mar 2025

Net worth

£165.0k

book net assets

Opportunity

78/100

Strong

🔒Generate AI memo →🔒Outreach pack →🔒Corporate story →📑 Reports →Sign in to watch

What this business does

Primary activity: SIC 33170

Sector: Manufacturing

ALSO REGISTERED FOR

47640SIC 47640

Investor take

Pursue

Asset-holding vehicle with a 76-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (68/100, director aged 76). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

Data confidence

Overall: medium (79/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 2 SIC codes, incorporation date

100

Financials

2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed

Lenders & charges

Confirmed no charges registered

Directors & officers

3 officers (3 active, 3 linked, 2 with DOB)

Ownership & PSC

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

Director network

2 connected companies via shared directors

Filing history

24 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

78/100Strong

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

Few red flags.

Signal strength

Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared

Positive net assets

Net assets £164,960

Cash YoY

+2%

Year on year

Key financials

2 years extracted from filed iXBRL accounts

Cash

£118k

↑ 1.7% YoY

Net Worth

£165k

↑ 2.0% YoY

Current Assets

£299k

~ YoY

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2025-03-31	2024-03-31
Total assets	£165.7k	£162.7k
Current assets	£298.7k	£297.3k
Cash	£118.4k	£116.4k
Net assets	£165.0k	£161.7k

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

filings

Last 90 days

filing

• 1 confirmation-statement

Last 180 days

filing

• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (18 events)Click to expand

2025-12-24
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-20
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-21
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-19
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-07
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-11-17
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-12-11
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2018-12-20
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2017-07-24
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2016-12-19
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2016-03-21
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2015-08-26
📄
accounts-with-accounts-type-total-exemption-small
accounts · AA
2015-03-23
📄
annual-return-company-with-made-up-date-full-list-shareholders
annual-return · AR01
2014-03-20
🏢
Company incorporated
As VELO MONTGOMERIE LIMITED
2014-03-20
➕
MONTGOMERIE, Gareth John appointed
secretary
2014-03-20
➕
MONTGOMERIE, Gareth John appointed
director
2014-03-20
➕
MONTGOMERIE, William Fitch appointed
director
2014-03-20
📄
incorporation-company
incorporation · NEWINC

Owner dependency

96/100

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 "MONTGOMERIE" — strong identity link between founder and business.
+Founder age: Director aged approximately 76 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

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 76 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 12 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

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Mr Gareth John Montgomerie Individual · British · DOB 11/1982 · age 44	75–100%	75–100%	75-100% shares · 75-100% voting	06/04/2016

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 →

Similar companies

Active · Manufacturing · DG postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
EWART ENGINEERING LIMITED→ SC049122 · est 1971	£1.94M £1.51M–£2.37M	£8.54M	—	7900	54y	87	62y
HODDAM CONTRACTING COMPANY LIMITED→ SC033012 · est 1958	—	—	—	48	68y	83	60y
JAMES GORDON LIMITED→ SC293893 · est 2005	—	—	£7.20M	—	20y	83	76y
A & G KING TIMBER LIMITED→ SC198132 · est 1999	—	—	£7.80M	—	26y	82	84y
CASTLE TECHNOLOGIES (STRANRAER) LIMITED→ SC377099 · est 2010	—	—	—	12	16y	82	58y
DAVID REID LIMITED→ SC292994 · est 2005	—	—	£11.1k	—	20y	82	67y
ESK VALLEY KNITWEAR CO.LIMITED→ SC059934 · est 1976	—	—	—	25	50y	82	58y
EUROPEAN FOREST MACHINERY LIMITED→ SC206862 · est 2000	—	—	—	0	26y	82	68y
J D ENGINEERING (SCOTLAND) LIMITED→ SC204802 · est 2000	—	—	—	1900	26y	82	72y
JAMES KINGAN AND SONS LIMITED→ SC024140 · est 1946	—	—	£3.88M	—	80y	82	66y
MATHER DAIRY UTENSILS COMPANY LIMITED→ SC317396 · est 2007	—	—	£2.61M	—	19y	82	69y
PLASTIC TECHNOLOGY SERVICES LIMITED→ SC133850 · est 1991	—	—	—	4000	34y	82	71y

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

Incorporated2014-03-20

Jurisdictionscotland

Primary SIC33170 — SIC 33170

Registered office

C/O Farries, Kirk & Mcvean Dumfries Enterprise Park

Heathhall

Dumfries

DG1 3SJ

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2027-04-03

Last: 2026-03-20

Officers (3 active · 0 resigned)

MONTGOMERIE, Gareth John→

secretary · appointed 2014-03-20

View their other companies + combined net worth →

Active

MONTGOMERIE, Gareth John→

director · ~44y · appointed 2014-03-20

View their other companies + combined net worth →

Active

MONTGOMERIE, William Fitch→

director · ~76y · appointed 2014-03-20

View their other companies + combined net worth →

Active

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