IM ASSET MANAGEMENT LIMITED

🌳Matureactive

05016348 · ltd · incorporated 2004-01-15

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.

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

79/100

Strong

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What this business does

Primary activity: Security and commodity contracts dealing activities

Sector: Financial & insurance

Investor take

Pursue

Active trading company with a 65-year-old founder — textbook succession opportunity.

Opportunity 79/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 65). Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).

Data confidence

Overall: medium (60/100)

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

Confirmed no charges registered

Directors & officers

27 officers (7 active, 27 linked, 22 with DOB)

Ownership & PSC

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

Director network

13 connected companies via shared directors

Filing history

126 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

79/100Strong

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

Good data coverage for analysis.

Recent activity

Last 30 days

filings

Last 90 days

filings

• 3 officers
• 1 confirmation-statement

Last 180 days

filings

• 3 officers
• 1 confirmation-statement
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (71 events)Click to expand

2026-01-30
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-01-27
📄
appoint-person-director-company-with-name-date
officers · AP01
2026-01-27
📄
termination-director-company-with-name-termination-date
officers · TM01
2026-01-23
➕
GIARAMITA, Lewis James appointed
director
2026-01-23
➕
TOMLINSON, Edward Mark appointed
director
2026-01-23
➖
SOLLITT, David James resigned
director
2025-11-07
📄
change-account-reference-date-company-current-shortened
accounts · AA01
2025-09-22
📄
accounts-with-accounts-type-full
accounts · AA
2025-09-16
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2025-09-16
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2025-09-05
📍
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2025-09-04
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-08-30
➕
FISHER, Andrew Charles appointed
director
2025-07-10
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-07-10
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-06-10
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2025-06-10
📄
withdrawal-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC09
2025-06-10
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2025-06-10
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-06-10
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-06-10
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-06-10
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-05-30
➕
FEENEY, Paul William appointed
director
2025-05-30
➕
HOTSON, Grant Thomas appointed
director
2025-05-30
➖
RAETTIG, Jonathan Paul resigned
secretary
2025-05-30
➖
ALLEN, Richard David resigned
director
2025-05-30
➖
HARRISON, Lynzi resigned
director
2025-05-30
➖
HYNES, Simon Andrew resigned
director
2025-05-30
➖
MYERS, Paula Jane resigned
director
2025-01-10
📄
accounts-with-accounts-type-full
accounts · AA
2024-12-13
➖
LADER, Jeffrey resigned
director
2024-12-13
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-07-02
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-07-02
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-07-01
➕
SANDERSON, Stewart Duncan appointed
director
2024-06-30
➖
POTTS, Richard Warren resigned
director
2024-06-11
📄
second-filing-of-confirmation-statement-with-made-up-date
confirmation-statement · RP04CS01
2024-04-16
➖
MARSHALL, Craig Alexander resigned
director
2024-02-12
➕
HARRISON, Lynzi appointed
director
2024-02-12
➕
MYERS, Paula Jane appointed
director
2023-12-15
➕
LADER, Jeffrey appointed
director
2023-11-23
➕
ALLEN, Richard David appointed
director
2023-11-23
➖
ALLEN, Richard David resigned
director
2023-11-23
➕
ALLEN, Richard David appointed
director
2023-04-30
➖
BAKER, Niall David resigned
director
2023-04-25
➕
HYNES, Simon Andrew appointed
director
2022-06-02
➖
AUSTIN, David John resigned
director
2021-09-23
➕
AUSTIN, David John appointed
director
2021-04-30
➖
NICHOLL, Colin James resigned
director
2015-01-23
➕
SOLLITT, David James appointed
director

Showing most recent 50 of 71 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

-7 active directors: Broader management team in place — suggests transferable governance.
+Long-tenure founder: Senior director has been in place 20 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 65 — succession pressure is live.

Succession & seller-readiness

63/100

Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS

primaryFounder aged 63+: Senior director is approximately 65. Approaching typical UK retirement age — succession thinking likely.
secondary12+ year tenure: Director in role 20 years.
supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.

Red flags

1 med ·

6 director resignations in last 12 months

medium

Multiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.

Evidence: RAETTIG, Jonathan Paul resigned 2025-05-30; ALLEN, Richard David resigned 2025-05-30; HARRISON, Lynzi resigned 2025-05-30

Group structure

Shackleton Advisers Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.

🏛️

Shackleton Advisers Limited

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

ultimate parent

⬇

IM ASSET MANAGEMENT LIMITED

This company · 05016348

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
Shackleton Advisers Limited Corporate entity	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	28/07/2025

1 historic (ceased) PSC

Bb Shelf 4 Llpceased 28/07/2025· 75-100% shares · 75-100% voting · board control

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 →

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A2 ADVICE LTD→ 12407474 · est 2020 · no financials extracted	—	—	—	—	6y	—	—
AA MECHANICAL INSURANCE SERVICES LIMITED→ 05987949 · est 2006 · no financials extracted	—	—	—	—	19y	—	—
AAG CYBER SECURITY LIMITED→ 04410888 · est 2002 · no financials extracted	—	—	—	—	24y	—	—
ABACUS PORTFOLIO MANAGEMENT LIMITED→ 03915043 · est 2000 · no financials extracted	—	—	—	—	26y	—	—
ABBEYDALE MORTGAGES LIMITED→ 13879815 · est 2022 · no financials extracted	—	—	—	—	4y	—	—
ABI FINANCIAL SERVICES LTD→ 16590841 · est 2025 · no financials extracted	—	—	—	—	—	—	—
ABM FINANCIAL MANAGEMENT LIMITED→ 03810914 · est 1999 · no financials extracted	—	—	—	—	26y	—	—

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

Typeltd

Incorporated2004-01-15

Jurisdictionengland-wales

Primary SIC66120 — Security and commodity contracts dealing activities

Registered office

38 Carver Street

Sheffield

S1 4FS

England

Filing status

Accounts

Next due: 2026-09-30

Last made up to: 2025-04-30

Confirmation statement

Next due: 2027-01-29

Last: 2026-01-15