BERWICK SWAN AND WILDLIFE TRUST

🌳Matureactive

03410432 · private-limited-guarant-nsc-limited-exemption · incorporated 1997-07-28

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.

Why now

Window steady · low confidence

Stable recent picture — watch for any upcoming trigger event.

Opportunity decay

approaching window · 12-months

Approaching a transaction window — refinance or sale event plausible in the next 12 months.

· Oldest live charge 27.9y old — refinance window within 12 months

What changed my view

Last 30 days

No material changes in the last 30 days.

Last 90 days

No snapshot from 90 days ago — start tracking from today.

Last 180 days

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

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Mar 2025

Net worth

—

book net assets

Opportunity

83/100

Exceptional

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

What this business does

Primary activity: Other service activities n.e.c.

Sector: Other service activities

Investor take

Pursue

Active trading company with a 81-year-old founder — textbook succession opportunity.

Opportunity 83/100 (exceptional), bankability 80/100. Strong seller-intent signal (63/100, director aged 81). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Discharge stale live charges. 1 live charge(s) created 15+ years ago — likely paid but undischarged. Clean register. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

1 live charge · oldest 27.9y

65/100

clean up first

Refinance viable after a tidy-up — address the highlighted items first.

· Oldest live charge is 27.9 years old — likely at or near maturity.
· Single lender — cleanest path to refinance.
· Legal-friction score 30/100 — workable, but lender will want more DD.

Data confidence

Overall: medium (70/100)

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

Lenders & charges

1 charges (1/1 with lender, 1/1 with type)

Directors & officers

39 officers (8 active, 39 linked, 35 with DOB)

Ownership & PSC

No PSCs filed (unusual — worth investigating)

Director network

Network not yet resolved

Filing history

121 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

83/100Exceptional

PassWatchWorth a lookStrongExceptional

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

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.

Key financials

2 years extracted from filed iXBRL accounts

Cash

—

Net Worth

—

Current Assets

—

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102

Metric	2025-03-31	2024-03-31
Average employees	200	200

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

filings

Last 90 days

filings

Last 180 days

filing

• 1 officers

Counts from Companies House filing history.

Corporate timeline (88 events)Click to expand

2026-01-19
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-12-17
➖
ROUGHTON, Derek William resigned
director
2025-07-11
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-07-08
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-07-20
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-05-09
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-05-08
➖
KEENAN, Karen Anne resigned
director
2023-01-30
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-01-30
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-01-01
➕
O'GRADY, James William appointed
director
2023-01-01
➕
POWELL, Gillian appointed
director
2022-08-10
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-01-11
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-12-23
➖
SHAW, Ronald resigned
director
2021-08-23
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-09-05
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-06-28
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-01-30
📄
change-person-director-company-with-change-date
officers · CH01
2018-12-07
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2017-10-12
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2017-05-16
📄
termination-director-company-with-name-termination-date
officers · TM01
2017-01-31
➖
ELLIS, Garneth Cyril Alexander resigned
director
2017-01-31
➖
ELLIS, Jeanne resigned
director
2016-09-12
➖
WILSON, Graeme Bert resigned
director
2016-07-11
➕
KEENAN, Karen Anne appointed
director
2013-06-15
➕
GOFF, Patricia appointed
secretary
2013-06-15
➖
MORRIS, Terry William resigned
secretary
2013-06-15
➖
MORRIS, Terry William resigned
director
2013-06-15
➖
MORTIMER, Barrie resigned
director
2012-07-29
➖
MORTIMER, Anne Bethune resigned
director
2010-08-01
➕
MORRIS, Terry William appointed
secretary
2010-08-01
➖
CURTIS, Margaret Jean resigned
director
2009-07-30
➖
CURTIS, Margaret Jean resigned
secretary
2008-08-01
➕
MORRIS, Terry William appointed
director
2008-08-01
➕
MORTIMER, Anne Bethune appointed
director
2007-09-07
➕
ELLIS, Jeanne appointed
director
2007-05-14
➖
LIDDELL GRAINGER, David Ian resigned
director
2007-04-01
➕
ROUGHTON, Derek William appointed
director
2007-04-01
➖
WATERS, Jake Randall resigned
director
2006-10-02
➖
BELL, George resigned
director
2006-10-01
➖
HARTLEY, Carrie Jane resigned
director
2006-10-01
➕
SHAW, Ronald appointed
director
2005-07-01
➖
WILLIAMS BALL, Margaret resigned
director
2005-03-13
➕
WILLIAMS BALL, Margaret appointed
director
2004-05-10
➕
BELL, George appointed
director
2003-10-10
➕
GOFF, Richard William appointed
director
2003-10-08
➖
ALLPORT, Michael Leslie resigned
secretary
2003-10-08
➕
CURTIS, Margaret Jean appointed
secretary
2003-10-08
➖
ALLPORT, Michael Leslie resigned
director
2003-10-08
➕
CURTIS, Margaret Jean appointed
director

Showing most recent 50 of 88 events

Owner dependency

73/100

High — earn-out structure required

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

FACTORS

-7 active directors: Broader management team in place — suggests transferable governance.
+Long-tenure founder: Senior director has been in place 29 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 81 — succession pressure is live.
+Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

90/100

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 81 years old. Natural succession window is now.
primary20+ year tenure: Director in role 29 years. Very long tenure is a classic succession signal.
secondaryStable-but-static management: Company is 29 years old and no new directors in the last 3 years — succession not yet being planned internally.
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.)

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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

Typeprivate-limited-guarant-nsc-limited-exemption

Incorporated1997-07-28

Jurisdictionengland-wales

Primary SIC96090 — Other service activities n.e.c.

Registered office

The Swan Shed Windmill Way East

Ramparts Business Park

Berwick Upon Tweed

TD15 1TU

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2026-08-11

Last: 2025-07-28