BROOMHEAD LTD

🌿Early-stageactive
SC815814 · ltd · incorporated 2024-07-08
Investment thesis
Growth-phase business — story-led; valuation sensitive to momentum.
Why interesting: Trading is scaling; acquirers paying for trajectory get disproportionate leverage.
Why risky: Price often leads fundamentals; dependency on founder often high.
Why now
Window closing · high confidence
Getting harder to buy — profile has hardened into "growth story" recently.
  • · Lifecycle stage: startup → early
  • · Investment thesis: unclassified → growth_story
  • · Opportunity score: 76 → 57
  • · Hygiene score: 90 → 30
Opportunity decay
softening · 6-months
Softening — cumulative signals suggest this becomes more negotiable over the next 3–6 months.
  • · 8 recent signals weakening vs 0 strengthening
What changed my view
Last 30 days

Picture worsened over the last 30 days — 4 negative signals vs 0 positive.

  • ·Lifecycle stage: startupearly
  • ·Investment thesis: unclassifiedgrowth_story
  • Deal-killer verdict: cleancomplicated
  • Opportunity score: 7657
  • Hygiene score: 9030
  • +2 more
Last 90 days

Picture worsened over the last 90 days — 4 negative signals vs 0 positive.

  • ·Lifecycle stage: startupearly
  • ·Investment thesis: unclassifiedgrowth_story
  • Deal-killer verdict: cleancomplicated
  • Opportunity score: 7657
  • Hygiene score: 9030
  • +2 more
Last 180 days

No snapshot from 180 days ago — start tracking from today.

🔒Estimated value
Upgrade to see
Turnover
not disclosed
Net worth
book net assets
Opportunity
57/100
Worth a look
🔔
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What this business does
Primary activity: Plumbing, heat and air-conditioning installation
Sector: Construction
Investor take
Pass (distressed without resilience)
Distressed admin-neglect survivor — structural issues outweigh the discount.

Opportunity 57/100 (worth a look), bankability 40/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: File overdue accounts. Clears statutory overdue flag — immediate bankability uplift for refinance conversations. Most likely exit: share sale to pe / searcher (45/100). Current lenders should be on monthly review.

Data confidence

Overall: low (54/100)

Sparse data coverage. Treat AI-generated outputs as preliminary. Manual diligence essential.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
No iXBRL financials extracted
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
3 officers (3 active, 3 linked, 3 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
3 filings
60
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
57/100Worth a look
PassWatchWorth a lookStrongExceptional 

Mixed signal. Worth opening the full target workup before deciding to pursue.

Business quality
35
Concerning — overdue filings or status flags present.
Acquirability
75
Strong succession / seller-readiness signals.
Risk profile
49
Multiple red flags — proceed with caution.
Signal strength
90
Good data coverage for analysis.

Recent activity

Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
1
filing
  • 1 officers
Counts from Companies House filing history.
Corporate timeline (6 events)Click to expand
  1. 2026-03-04
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  2. 2026-03-01
    BROWN, George Anthony appointed
    director
  3. 2024-07-08
    🏢
    Company incorporated
    As BROOMHEAD LTD
  4. 2024-07-08
    BERRY, Kimberley Rachael Mckinley appointed
    director
  5. 2024-07-08
    TURNBULL, James Francis appointed
    director
  6. 2024-07-08
    📄
    incorporation-company
    incorporation · NEWINC

Owner dependency

63/100
High — earn-out structure required

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

FACTORS
  • +Senior director age: Director aged approximately 63 — approaching natural succession window.
  • +Young company: Only 2.1 years old — management layer unlikely to be developed.

Succession & seller-readiness

50/100
Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS
  • primaryFounder aged 63+: Senior director is approximately 63. Approaching typical UK retirement age — succession thinking likely.

Red flags

2 high ·
Accounts overdue
high

Statutory accounts have not been filed by their due date. Can indicate admin breakdown, cash preservation, or deliberate delay.

Evidence: Next due: 2026-07-08

Confirmation statement overdue
high

Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal.

Evidence: Next due: 2026-07-21

Shareholders & ownership

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mrs Kimberley Rachael Mckinley Berry
Individual · British · DOB 03/1994 · age 32
2550%
25–50%board control25-50% shares · 25-50% voting · board control08/07/2024
Mr James Francis Turnbull
Individual · Scottish · DOB 08/1963 · age 63
2550%
25–50%board control25-50% shares · 25-50% voting · board control08/07/2024

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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Peers ranked by estimated value, then turnover, then opportunity score.See all →
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Company details

Statusactive
Typeltd
Incorporated2024-07-08
Jurisdictionscotland
Primary SIC43220 — Plumbing, heat and air-conditioning installation

Registered office

9a Broomhead Drive
Dunfermline
Fife
KY12 9DT
United Kingdom

Filing status

Accounts
Next due: 2026-07-08OVERDUE
Last made up to:
Confirmation statement
Next due: 2026-07-21OVERDUE
Last: 2025-07-07

Officers (3 active · 0 resigned)

BERRY, Kimberley Rachael Mckinley
director · ~32y · appointed 2024-07-08
View their other companies + combined net worth →
Active
BROWN, George Anthony
director · ~62y · appointed 2026-03-01
View their other companies + combined net worth →
Active
TURNBULL, James Francis
director · ~63y · appointed 2024-07-08
View their other companies + combined net worth →
Active

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

Recent filings (3 total)

appoint-person-director-company-with-name-date
officers · AP01
2026-03-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-08-20
incorporation-company
incorporation · NEWINC
2024-07-08