LIBERTY GROUP INVESTMENTS LIMITED

🌳Matureactive

00968396 · ltd · incorporated 1969-12-16

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

—

not disclosed

Net worth

—

book net assets

Opportunity

77/100

Strong

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What this business does

Primary activity: Activities of head offices

Sector: Professional, scientific & technical

Investor take

Pursue

Active trading company with a 62-year-old founder — textbook succession opportunity.

Opportunity 77/100 (strong), bankability 67/100. Strong seller-intent signal (60/100, director aged 62). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Consolidate lender relationships. 4 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: share sale to pe / searcher (45/100).

🏦

Refinance opportunity

8 live charges · 4 lenders · oldest 44.2y

25/100

too messy

Structure is too messy for a clean refinance right now — clean up first or expect bespoke terms.

· Oldest live charge is 44.2 years old — likely at or near maturity.
· 4 lenders named — inter-creditor friction likely.
· Legal-friction score 48/100 (high).

Data confidence

Overall: medium (61/100)

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

No iXBRL financials extracted

Lenders & charges

8 charges (8/8 with lender, 8/8 with type)

Directors & officers

35 officers (6 active, 35 linked, 26 with DOB)

Ownership & PSC

1 active PSC(s) of 2 total, 2 with control declared

Director network

20 connected companies via shared directors

Filing history

227 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

77/100Strong

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

100

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filing

• 1 confirmation-statement

Last 180 days

filings

• 1 confirmation-statement
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (99 events)Click to expand

2026-01-21
📄
accounts-with-accounts-type-group
accounts · AA
2025-09-02
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-09-01
➕
FITZGERALD, Patrick Joseph appointed
director
2025-07-03
📄
accounts-with-accounts-type-group
accounts · AA
2025-02-04
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-02-04
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-02-03
➕
DESANGES, Ben Christopher appointed
director
2025-02-03
➕
SYMEONIDES, Christopher John appointed
director
2025-01-31
📄
capital-variation-of-rights-attached-to-shares
capital · SH10
2025-01-30
📄
capital-name-of-class-of-shares
capital · SH08
2025-01-30
📄
memorandum-articles
incorporation · MA
2025-01-30
📄
resolution
resolution · RESOLUTIONS
2024-11-08
📄
legacy
miscellaneous · ANNOTATION
2024-11-08
📄
legacy
miscellaneous · ANNOTATION
2024-10-16
📄
second-filing-of-confirmation-statement-with-made-up-date
confirmation-statement · RP04CS01
2024-10-09
📄
change-account-reference-date-company-current-shortened
accounts · AA01
2024-10-03
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-10-03
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-10-03
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-10-03
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-10-03
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-10-03
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-10-03
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-10-03
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-10-03
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2024-10-03
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2024-10-02
🔓
Charge satisfied #8
2024-10-02
🔓
Charge satisfied #4
2024-10-01
➕
MORGAN, David Keir Ewart appointed
director
2024-10-01
➕
THREADER, Paul Simon appointed
director
2024-10-01
➕
WAINWRIGHT, Philip Michael appointed
director
2024-10-01
➖
BURTON-CONNOLLY, Gemma resigned
secretary
2024-10-01
➖
BUTTERWORTH, Paul James resigned
director
2024-10-01
➖
FRANCIS, Debbie resigned
director
2024-10-01
➖
JONES, Ray resigned
director
2024-10-01
➖
JOYCE, Martin John resigned
director
2024-10-01
➖
PREW, Jonathan Mark resigned
director
2024-02-15
➕
BURTON-CONNOLLY, Gemma appointed
secretary
2024-02-15
➖
HINDLEY, Simon resigned
secretary
2023-09-21
🔓
Charge satisfied #7
2023-03-23
➕
HINDLEY, Simon appointed
secretary
2023-03-23
➖
SHANKS, Peter resigned
secretary
2023-01-11
➖
HARDYSMITH, Catherine resigned
secretary
2023-01-11
➕
SHANKS, Peter appointed
secretary
2022-09-30
➖
MCKUNE, Colette resigned
director
2022-06-08
➕
JONES, Ray appointed
director
2022-06-06
➕
BUTTERWORTH, Paul James appointed
director
2022-06-06
➕
FRANCIS, Debbie appointed
director
2022-06-06
➕
PREW, Jonathan Mark appointed
director
2022-06-06
➖
SPENCER, Bernard William resigned
director

Showing most recent 50 of 99 events

Owner dependency

48/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-6 active directors: Broader management team in place — suggests transferable governance.
+Senior director age: Director aged approximately 62 — approaching natural succession window.

Succession & seller-readiness

40/100

Moderate signal

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

SIGNALS

secondaryFounder aged 58+: Senior director is approximately 62. Early succession window.

Red flags

1 med ·

Charge satisfaction-then-recreation pattern

medium

Multiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.

Group structure

Wates Property Services (Holdings) Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Wates Property Services (Holdings) Limited

Corporate parent · holds 75-100% shares · board control

ultimate parent

⬇

LIBERTY GROUP INVESTMENTS LIMITED

This company · 00968396

Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%

Name	Shares	Voting rights	Nature of control	Notified
Wates Property Services (Holdings) Limited Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	01/10/2024

1 historic (ceased) PSC

Forhousing Limitedceased 01/10/2024· 25-50% shares · significant influence · trust interest · firm interest

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 · Professional services · KT postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
10 EIGHTY LIMITED→ 07878179 · est 2011 · no financials extracted	—	—	—	—	14y	—	—
10 CONSULTING LIMITED→ 05423731 · est 2005 · no financials extracted	—	—	—	—	21y	—	—
10 UHS LTD→ 14949568 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
1080 VIRTUAL MEDIA CONSULTING LTD→ 08198279 · est 2012 · no financials extracted	—	—	—	—	13y	—	—
10TH DIMENSION CONSULTING LTD→ 14776425 · est 2023 · no financials extracted	—	—	—	—	3y	—	—
1473 MEDIA LIMITED→ 14007471 · est 2022 · no financials extracted	—	—	—	—	4y	—	—
1494 CONSULTANTS LTD→ 11155352 · est 2018 · no financials extracted	—	—	—	—	8y	—	—
15TH EARL ENGINEERING LTD→ 16687343 · est 2025 · no financials extracted	—	—	—	—	—	—	—
1976 VENTURES LTD→ 16574025 · est 2025 · no financials extracted	—	—	—	—	—	—	—
199 TANKS LIMITED→ 13949741 · est 2022 · no financials extracted	—	—	—	—	4y	—	—
272 CONSULTING LIMITED→ 13843050 · est 2022 · no financials extracted	—	—	—	—	4y	—	—
3 BEAR VENTURES LTD→ 15811363 · est 2024 · no financials extracted	—	—	—	—	1y	—	—

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.

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Company details

Statusactive

Typeltd

Incorporated1969-12-16

Jurisdictionengland-wales

Primary SIC70100 — Activities of head offices

Registered office

Wates House

Station Approach

Leatherhead

Surrey

KT22 7SW

England

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2024-12-31

Confirmation statement

Next due: 2027-03-04

Last: 2026-02-18