MELROSE & PORTEOUS LIMITED
🏛️Establishedactive
SC608825 · ltd · incorporated 2018-09-21
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.
Opportunity decay
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 3.2y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Oct 2024
Net worth
£146.7k
book net assets
Opportunity
73/100
Strong
What this business does
Primary activity: Solicitors
Sector: Professional, scientific & technical
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 73/100 (strong), bankability 80/100. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (58/100).
🏦
Refinance opportunity
2 live charges · oldest 3.2y
75/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Charge age ~3.2 years — mid-life; refi window approaching.
- · Single lender — cleanest path to refinance.
- · Legal-friction score 15/100 — clean.
Data confidence
Overall: medium (78/100)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
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
3 officers (2 active, 3 linked, 3 with DOB)
90
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
29 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
73/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
50
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredPositive net assets
Net assets £146,688
Net assets shrinking
Down £18,994 YoY
Cash YoY
+3%
Year on year
Key financials
2 years extracted from filed iXBRL accountsCash
£3.2m
↑ 2.6% YoY
Net Worth
£147k
↓ 11% YoY
Current Assets
£3.3m
↑ 1.3% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2024-10-31 | 2023-10-31 |
|---|---|---|
| Total assets | £242.1k | £300.3k |
| Current assets | £3.30M | £3.26M |
| Cash | £3.24M | £3.16M |
| Debtors | £55.1k | £95.3k |
| Net assets | £146.7k | £165.7k |
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
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (26 events)Click to expand
- 2025-05-06📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-05-21📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-04-25📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-04-21📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2023-04-06🔒Charge registered #2Lender: Tsb Bank PLC
- 2023-03-13📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2023-03-10🔒Charge registered #1Lender: Tsb Bank PLC
- 2023-01-13📄capital-cancellation-sharescapital · SH06
- 2023-01-12📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2023-01-12📄termination-director-company-with-name-termination-dateofficers · TM01
- 2023-01-12📄appoint-person-director-company-with-name-dateofficers · AP01
- 2023-01-12📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-01-12📄capital-return-purchase-own-sharescapital · SH03
- 2022-11-01➕MINTER, Janette Carruthers appointeddirector
- 2022-10-31➖WILSON, Kathryn Janet resigneddirector
- 2022-07-22📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-09-22📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-06-11📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-10-06📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2020-04-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-10-07📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2019-10-07📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC01
- 2019-10-07📄withdrawal-of-a-person-with-significant-control-statementpersons-with-significant-control · PSC09
- 2018-09-21🏢Company incorporatedAs MELROSE & PORTEOUS LIMITED
- 2018-09-21➕ROBERTS, Melanie appointeddirector
- 2018-09-21➕WILSON, Kathryn Janet appointeddirector
Owner dependency
58/100
Moderate — manageable with handoverSome founder dependency, but not acute. A structured handover period should cover most risk.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
Succession & seller-readiness
36/100
Weak signalLimited succession signal. Not a near-term off-market candidate.
SIGNALS
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
Red flags
cleanNo 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 |
|---|---|---|---|---|
Melanie Roberts Individual · British · DOB 10/1976 · age 50 | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 21/09/2018 |
1 historic (ceased) PSC
- Mrs Kathryn Janet Wilsonceased 31/10/2022· 25-50% shares · 25-50% voting
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Professional services · TD postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| HENDERSON KILDAVAIG BORDERS LTD→ 12885760 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| HODGSON + WHITE LTD→ 10942120 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| JCOULSONCHEF LTD→ 16775459 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| KENTSTONE ENGINEERING SERVICES LIMITED→ 11938366 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| LIAM TURTON LTD→ 16793228 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| LINTON ROBERTSON LIMITED→ 08264545 · est 2012 · no financials extracted | — | — | — | — | 13y | — | — |
| LITTLER 180 LTD→ 15388988 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| LITTLER DARTS LTD→ 15388986 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| LONDON PREMIUM GROUP LIMITED→ 06604081 · est 2008 · no financials extracted | — | — | — | — | 17y | — | — |
| MARTIN STITT LTD→ 15570832 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| METAHOLISYNERGY LIMITED→ 15813475 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| MORELANDS CONSULTANCY LTD→ 16665802 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
6 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
Incorporated2018-09-21
Jurisdictionscotland
Primary SIC69102 — Solicitors
Registered office
47 Market Square
Duns
TD11 3BX
United Kingdom
Filing status
Accounts
Next due: 2026-07-31
Last made up to: 2024-10-31
Confirmation statement
Next due: 2026-06-27
Last: 2025-06-13
Officers (2 active · 1 resigned)
MINTER, Janette Carruthers→
Activedirector · ~50y · appointed 2022-11-01
View their other companies + combined net worth →
ROBERTS, Melanie→
Activedirector · ~50y · appointed 2018-09-21
View their other companies + combined net worth →
WILSON, Kathryn Janet→
Resigneddirector · ~65y · appointed 2018-09-21 · resigned 2022-10-31
Click a director name to see their full track record across all companies.
Mortgages & charges
2
Total charges
2
Outstanding
1
Active lenders
Status:Lender:2 of 2 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Lloyds Banking Group Tsb Bank PLC | A registered charge | 1 property | 06/04/2023 | — | |
| outstanding | Lloyds Banking Group Tsb Bank PLC | A registered charge | 1 property | 10/03/2023 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (29 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-26
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-05-06
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-25
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-05-21
confirmation-statement-with-updates
confirmation-statement · CS01
2023-07-20
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-04-25
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2023-04-21
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2023-03-13
capital-cancellation-shares
capital · SH06
2023-01-13
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-01-12
termination-director-company-with-name-termination-date
officers · TM01
2023-01-12
appoint-person-director-company-with-name-date
officers · AP01
2023-01-12
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-01-12
capital-return-purchase-own-shares
capital · SH03
2023-01-12
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-09-21