HOLGATE (YORK) MANAGEMENT COMPANY LIMITED

🌳Matureactive

03803300 · private-limited-guarant-nsc · incorporated 1999-07-08

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 Dec 2024

Net worth

—

book net assets

Opportunity

81/100

Exceptional

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What this business does

Primary activity: Residents property management

Sector: Activities of households

Investor take

Pursue

Asset-holding vehicle with a 74-year-old founder — textbook succession opportunity.

Opportunity 81/100 (exceptional), bankability 75/100. Strong seller-intent signal (63/100, director aged 74). 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, 1 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

31 officers (7 active, 31 linked, 20 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

118 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

81/100Exceptional

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

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	2024-12-31	2023-12-31

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

Recent activity

Last 30 days

filings

Last 90 days

filings

Last 180 days

filings

Counts from Companies House filing history.

Corporate timeline (72 events)Click to expand

2025-09-30
📄
accounts-with-accounts-type-dormant
accounts · AA
2024-09-27
📄
accounts-with-accounts-type-dormant
accounts · AA
2023-09-29
📄
accounts-with-accounts-type-dormant
accounts · AA
2023-03-18
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-03-02
➕
HAMILTON, Ryan appointed
director
2023-02-20
➕
YEOMANS, Richard appointed
director
2023-02-20
📄
appoint-person-director-company-with-name-date
officers · AP01
2022-10-03
📄
accounts-with-accounts-type-dormant
accounts · AA
2021-10-01
➕
OLDROYD, Nicola appointed
director
2021-10-01
📄
appoint-person-director-company-with-name-date
officers · AP01
2021-09-30
📄
accounts-with-accounts-type-dormant
accounts · AA
2021-06-30
📄
appoint-person-director-company-with-name-date
officers · AP01
2021-06-18
➕
SUTHERLAND, Nicola Jayne appointed
director
2021-06-10
➖
MULLEY, Anthony resigned
director
2021-06-10
➖
PENGELLY, John Howard resigned
director
2021-06-10
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-06-10
📄
termination-director-company-with-name-termination-date
officers · TM01
2021-05-26
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2020-12-31
📄
accounts-with-accounts-type-dormant
accounts · AA
2019-09-30
📄
accounts-with-accounts-type-dormant
accounts · AA
2018-09-28
📄
accounts-with-accounts-type-dormant
accounts · AA
2017-09-29
📄
accounts-with-accounts-type-dormant
accounts · AA
2016-10-27
➕
AITKEN, Ann Teresa appointed
director
2016-10-27
➖
HARRISON, Robert resigned
director
2016-10-27
➕
PENGELLY, John Howard appointed
director
2014-01-01
➕
HOLTBY, Adrian appointed
secretary
2014-01-01
➖
MANDER, Navpreet resigned
secretary
2013-09-19
➕
MANDER, Navpreet appointed
secretary
2013-09-18
➖
GRIFFITHS, Lori resigned
secretary
2013-02-01
➖
CARRICKER, Michael Rodney resigned
director
2012-11-19
➕
GRIFFITHS, Lori appointed
secretary
2012-11-19
➖
WATTS, Paula Mary resigned
secretary
2012-10-08
➖
MORLEY, Sharon resigned
secretary
2012-10-08
➕
WATTS, Paula Mary appointed
secretary
2012-03-13
➖
PENGELLY, John Howard resigned
director
2011-09-22
➕
HARRISON, Robert appointed
director
2011-09-22
➖
MILLER, Frances Elizabeth resigned
director
2011-06-21
➖
CHARLESWORTH, Dolores resigned
secretary
2011-06-21
➕
MORLEY, Sharon appointed
secretary
2010-10-11
➕
CHARLESWORTH, Dolores appointed
secretary
2010-10-11
➖
DIXON, Jennifer resigned
secretary
2010-03-03
➕
CARRICKER, Michael Rodney appointed
director
2007-05-18
➖
KAYE, Delphine Pearl resigned
director
2006-11-29
➕
KAYE, Delphine Pearl appointed
director
2006-11-29
➖
KAYE, Keith Melvin resigned
director
2006-11-29
➕
MILLER, Frances Elizabeth appointed
director
2006-11-29
➖
OATES, Rosamund resigned
director
2006-11-29
➕
PENGELLY, John Howard appointed
director
2006-02-11
➕
MULLEY, Anthony appointed
director
2005-11-04
➖
YARKER, Sarah Joanna resigned
director

Showing most recent 50 of 72 events

Owner dependency

65/100

High — earn-out structure required

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

FACTORS

-6 active directors: Broader management team in place — suggests transferable governance.
+Long-tenure founder: Senior director has been in place 26 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 74 — succession pressure is live.

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 74 years old. Natural succession window is now.
primary20+ year tenure: Director in role 26 years. Very long tenure is a classic succession signal.
secondaryStable-but-static management: Company is 27 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.)

Shareholders & ownership

1 active beneficial owner

Name	Shares	Voting rights	Nature of control	Notified
Mr Norman Edward Brown Individual · British · DOB 04/1952 · age 74	—	—	sig. influencesignificant influence	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 · Holding company · YO postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
1-3 GEORGE CT LTD→ 13702388 · est 2021 · no financials extracted	—	—	—	—	4y	—	—
10 PAVEMENT MANAGEMENT COMPANY LIMITED→ 11997140 · est 2019 · no financials extracted	—	—	—	—	6y	—	—
10 ROYAL CRESCENT (WHITBY) MANAGEMENT COMPANY LIMITED→ 04549016 · est 2002 · no financials extracted	—	—	—	—	23y	—	—
10-12 CHURCH STREET MANAGEMENT COMPANY LTD→ 14874730 · est 2023 · no financials extracted	—	—	—	—	2y	—	—
11 CRESCENT AVENUE (WHITBY) LTD→ 11431088 · est 2018 · no financials extracted	—	—	—	—	7y	—	—
11 CROMWELL ROAD MANAGEMENT COMPANY LIMITED→ 09741763 · est 2015 · no financials extracted	—	—	—	—	10y	—	—
11 NORMANBY TERRACE MANAGEMENT COMPANY LIMITED→ 07681992 · est 2011 · no financials extracted	—	—	—	—	14y	—	—
11 ROYAL CRESCENT WHITBY MANAGEMENT LIMITED→ 03857502 · est 1999 · no financials extracted	—	—	—	—	26y	—	—
11 THE ESPLANADE (WHITBY) LIMITED→ 06691354 · est 2008 · no financials extracted	—	—	—	—	17y	—	—
112 EAST PARADE LIMITED→ 06514653 · est 2008 · no financials extracted	—	—	—	—	18y	—	—
116 LOBSTERS LIMITED→ 07333334 · est 2010 · no financials extracted	—	—	—	—	15y	—	—
117 NORTH MARINE ROAD MANAGEMENT COMPANY LIMITED→ 12916734 · est 2020 · no financials extracted	—	—	—	—	5y	—	—

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.

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Company details

Statusactive

Typeprivate-limited-guarant-nsc

Incorporated1999-07-08

Jurisdictionengland-wales

Primary SIC98000 — Residents property management

Registered office

Unit 1 Middlethorpe Business Park

Sim Balk Lane

York

YO23 2BD

England

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2024-12-31

Confirmation statement

Next due: 2026-07-14

Last: 2025-06-30