SHERBORNE AREA SCHOOLS' TRUST

🌳Matureactive

08130468 · private-limited-guarant-nsc-limited-exemption · incorporated 2012-07-04

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

78/100

Strong

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What this business does

Primary activity: Primary education

Sector: Education

ALSO REGISTERED FOR

85310General secondary education

Investor take

Pursue

Active trading company with a 72-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 72). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

Data confidence

Overall: medium (57/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 2 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

Confirmed no charges registered

Directors & officers

55 officers (8 active, 55 linked, 50 with DOB)

Ownership & PSC

1 active PSC(s) of 5 total, 5 with control declared

Director network

2 connected companies via shared directors

Filing history

156 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

78/100Strong

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

filing

• 1 accounts

Last 180 days

filing

• 1 accounts

Counts from Companies House filing history.

Corporate timeline (126 events)Click to expand

2026-03-04
📄
accounts-with-accounts-type-full
accounts · AA
2025-10-22
📄
change-person-director-company-with-change-date
officers · CH01
2025-10-22
📄
termination-director-company-with-name-termination-date
officers · TM01
2025-10-13
➖
LOWKIS, Sarah resigned
director
2025-04-22
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-04-22
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-04-03
➕
KOPITTKE, Amanda appointed
director
2025-04-03
➕
LESSER, Michael appointed
director
2025-02-04
📄
accounts-with-accounts-type-full
accounts · AA
2025-01-17
➖
BERTELSEN, Jens resigned
director
2025-01-17
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-10-04
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2024-10-04
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2024-10-01
➕
SPIRRELL, Georgina appointed
secretary
2024-10-01
➖
MILLER, Lee resigned
secretary
2024-09-06
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-08-31
➖
MCDONALD, Suzanne resigned
director
2024-07-02
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-07-02
📄
termination-director-company-with-name-termination-date
officers · TM01
2024-06-28
➖
BEAVIS, Roy resigned
director
2024-06-28
➖
RUNDLE, Judith resigned
director
2024-06-24
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-06-18
➕
REYNOLDS, Sandra appointed
director
2024-06-12
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-05-15
➕
PUGH, Giles appointed
director
2024-03-26
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-03-26
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-03-26
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-03-22
➕
BUSBY, Sarah Cathrine appointed
director
2024-03-22
➕
BERTELSEN, Jens appointed
director
2024-03-13
➕
LOWKIS, Sarah appointed
director
2024-02-03
📄
accounts-with-accounts-type-full
accounts · AA
2024-01-11
📄
appoint-person-secretary-company-with-name-date
officers · AP03
2024-01-11
📄
termination-secretary-company-with-name-termination-date
officers · TM02
2024-01-05
➕
MILLER, Lee appointed
secretary
2024-01-04
➖
KNELL, Peter resigned
secretary
2023-08-11
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-08-11
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-08-10
📄
appoint-person-director-company-with-name-date
officers · AP01
2023-06-29
➖
BARTLEY, Timothy Maurice Cobden Higham resigned
director
2023-06-29
➖
BEDDING, Claire resigned
director
2023-06-29
➖
COLLS, Graham resigned
director
2023-06-29
➖
DAVEY, Christopher Roy resigned
director
2023-06-29
➖
JONES, Simon resigned
director
2023-06-29
➖
LUSHER, Steven resigned
director
2023-06-29
➖
MACFARLANE, Ian David resigned
director
2023-06-29
➖
MORRIS, Alan Douglas resigned
director
2023-06-29
➖
PLEWES, Caryl Robin resigned
director
2023-06-29
➖
SULLIVAN, Ruth Mary resigned
director
2023-06-29
➖
TRIFFITT, Jonathan, Canon resigned
director

Showing most recent 50 of 126 events

Owner dependency

55/100

Moderate — manageable with handover

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

FACTORS

-7 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 72 — succession pressure is live.

Succession & seller-readiness

60/100

Strong succession signal

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

SIGNALS

primaryFounder aged 70+: Senior director is approximately 72 years old. Natural succession window is now.

Red flags

clean

No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Group structure

The Diocese Of Salisbury holds 25-50% — a significant corporate investor but not a controlling parent.

🏛️

The Diocese Of Salisbury

Corporate parent

⬇

SHERBORNE AREA SCHOOLS' TRUST

This company · 08130468

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

Shareholders & ownership

1 active beneficial owner

Name	Shares	Voting rights	Nature of control	Notified
The Diocese Of Salisbury Corporate entity	—	—	sig. influencesignificant influence	01/06/2017

4 historic (ceased) PSCs

Mr Nigel Ieuan Reesceased 31/05/2017· significant influence
Mr Phillip James Tebbattceased 31/05/2017· significant influence
Mr Stephen Mark Hillierceased 31/05/2017· significant influence
Mrs Nicola Jane Edwardsceased 31/05/2017· significant influence

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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ANDREW SIMPSON WATERSPORTS CENTRES LIMITED→ 08989055 · est 2014 · no financials extracted	—	—	—	—	12y	—	—
ANDY WOODGATE DRIVER TRAINING LIMITED→ 10934490 · est 2017 · no financials extracted	—	—	—	—	8y	—	—
ANNA BOWEN LTD→ 05869794 · est 2006 · no financials extracted	—	—	—	—	19y	—	—
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ARCHITELA LTD→ 07144846 · est 2010 · no financials extracted	—	—	—	—	16y	—	—
ARISTOS CONSULTING LTD→ 06994586 · est 2009 · no financials extracted	—	—	—	—	16y	—	—
BEAMINSTER PRESCHOOL LIMITED→ 04908908 · est 2003 · no financials extracted	—	—	—	—	22y	—	—

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 →

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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

Typeprivate-limited-guarant-nsc-limited-exemption

Incorporated2012-07-04

Jurisdictionengland-wales

Primary SIC85200 — Primary education

Registered office

The Gryphon School

Bristol Road

Sherborne

Dorset

DT9 4EQ

Filing status

Accounts

Next due: 2027-05-31

Last made up to: 2025-08-31

Confirmation statement

Next due: 2026-07-18

Last: 2025-07-04