WALTER DAVIDSON & SONS LIMITED
🌳Matureactive
SC029652 · ltd · incorporated 1953-10-06
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
—
year to Jan 2025
Net worth
—
book net assets
Opportunity
75/100
Strong
What this business does
Primary activity: Other human health activities
Sector: Human health & social work
Investor take
PursueActive trading company with a 82-year-old founder — textbook succession opportunity.
Opportunity 75/100 (strong), bankability 57/100. Strong seller-intent signal (63/100, director aged 82). Biggest value-creation lever: Consolidate lender relationships. 4 distinct lenders creates friction — refinance into single-lender structure for cleaner diligence. Most likely exit: strategic trade sale (48/100).
🏦
Refinance opportunity
41 live charges · 4 lenders · oldest 52.0y
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 52.0 years old — likely at or near maturity.
- · 4 lenders named — inter-creditor friction likely.
- · Legal-friction score 55/100 (high).
Data confidence
Overall: high (81/100)Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.
Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
41 charges (41/41 with lender, 41/41 with type)
90
Directors & officers
17 officers (6 active, 17 linked, 14 with DOB)
86
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
5 connected companies via shared directors
60
Filing history
171 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
🔒Estimated company valuation
Sector-multiple EBITDA, turnover, and NAV-proxy valuation range with confidence tier — derived from extracted iXBRL financials.
Available from the Pro tier upwards.
See pricing →Opportunity Score
75/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
60
Adequate — check latest filings for context.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
74
Few red flags.
Signal strength
100
Good data coverage for analysis.
Key financials
2 years extracted from filed iXBRL accountsCash
—
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 | 2025-01-31 | 2024-01-31 |
|---|---|---|
| Profit before tax | — | £4.27M |
| Average employees | — | 65800 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
🔒Filing-note intelligence
3 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
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (95 events)Click to expand
- 2025-08-15📄accounts-with-accounts-type-groupaccounts · AA
- 2024-10-29📄accounts-with-accounts-type-groupaccounts · AA
- 2024-02-14📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2024-02-14📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2023-10-26📄accounts-with-accounts-type-groupaccounts · AA
- 2023-06-02📄memorandum-articlesincorporation · MA
- 2023-06-02📄resolutionresolution · RESOLUTIONS
- 2022-10-20📄accounts-with-accounts-type-groupaccounts · AA
- 2021-08-17📄accounts-with-accounts-type-groupaccounts · AA
- 2021-05-04📄appoint-person-director-company-with-name-dateofficers · AP01
- 2021-03-30➕COWLE, Kathleen appointeddirector
- 2021-01-19📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC04
- 2021-01-04📄accounts-with-accounts-type-groupaccounts · AA
- 2019-07-05📄accounts-with-accounts-type-groupaccounts · AA
- 2018-07-23📄accounts-with-accounts-type-groupaccounts · AA
- 2018-02-02📄termination-director-company-with-name-termination-dateofficers · TM01
- 2018-02-01➖DAVIDSON, Douglas Walter Mcgeorge resigneddirector
- 2017-08-17📄accounts-with-accounts-type-groupaccounts · AA
- 2012-05-21➖COULL, Ian Gordon resigneddirector
- 2010-09-16🔒Charge registered #47Lender: Angus Council
- 2010-02-15➕GORDON, Karen Hazel appointeddirector
- 2008-04-02🔒Charge registered #46Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #45Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #44Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #43Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #42Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #41Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #40Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #39Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #38Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #37Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #36Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #35Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #34Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #33Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #32Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #31Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #30Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #29Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #28Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #27Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #26Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #25Lender: Royal Bank of Scotland PLC
- 2008-04-02🔒Charge registered #24Lender: Royal Bank of Scotland PLC
- 2008-01-31🔓Charge satisfied #18
- 2008-01-26🔓Charge satisfied #22
- 2008-01-26🔓Charge satisfied #21
- 2008-01-26🔓Charge satisfied #20
- 2008-01-26🔓Charge satisfied #19
- 2008-01-26🔓Charge satisfied #17
Showing most recent 50 of 95 events
Owner dependency
88/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- -5 active directors: Broader management team in place — suggests transferable governance.
- +Founder name in company name: Company name contains director surname "DAVIDSON" — strong identity link between founder and business.
- +Long-tenure founder: Senior director has been in place 36 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 82 — 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 candidateStrong acquirability signals converging. Worth approaching directly — this is how off-market deals start.
SIGNALS
- primaryFounder aged 70+: Senior director is approximately 82 years old. Natural succession window is now.
- primary20+ year tenure: Director in role 36 years. Very long tenure is a classic succession signal.
- secondaryStable-but-static management: Company is 73 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
1 med · 1 lowCharge satisfaction-then-recreation pattern
mediumMultiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.
25 live charges
lowHeavily leveraged with multiple live security positions — understand the capital structure before proceeding.
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Graeme Walter Irving Davidson Individual · British · DOB 05/1959 · age 67 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 06/04/2016 |
Gail Davidson Individual · British · DOB 02/1957 · age 69 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 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 · Healthcare & medical · PH postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| CHERRYBANK DENTAL SPA LIMITED→ SC316933 · est 2007 · no financials extracted | — | — | — | — | 19y | — | — |
| CORBENIC CAMPHILL COMMUNITY LIMITED→ SC066657 · est 1978 · no financials extracted | — | — | — | — | 47y | — | — |
| CSJ MEDICAL LTD→ SC656594 · est 2020 · no financials extracted | — | — | — | — | 6y | — | — |
| DR PBM LTD→ SC864861 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| DYER FAMILY OSTEOPATHY LTD→ SC848474 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| EAST MECKPHEN MEDICAL LTD→ SC722251 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| HEARTWORK SERVICES (SCOTLAND) LTD→ SC712128 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| HIGHLAND OUTDOOR THERAPY CIC→ SC877844 · est 2026 · no financials extracted | — | — | — | — | — | — | — |
| HOME-START PERTH AND KINROSS LTD→ SC268665 · est 2004 · no financials extracted | — | — | — | — | 21y | — | — |
| HOMETRUST CARE LIMITED→ SC258048 · est 2003 · no financials extracted | — | — | — | — | 22y | — | — |
| HYGIENE PARTNERS (OH) LIMITED→ SC357299 · est 2009 · no financials extracted | — | — | — | — | 17y | — | — |
| INDEPENDENT ADVOCACY PERTH & KINROSS LIMITED→ SC246131 · est 2003 · no financials extracted | — | — | — | — | 23y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
8 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
Typeltd
Incorporated1953-10-06
Jurisdictionscotland
Primary SIC86900 — Other human health activities
Registered office
21-24 Wellmeadow
Blairgowrie
PH10 6AT
Filing status
Accounts
Next due: 2026-10-31
Last made up to: 2025-01-31
Confirmation statement
Next due: 2026-06-06
Last: 2025-05-23
Officers (6 active · 11 resigned)
GORDON, Allan Stewart→
Activesecretary · appointed 1993-10-01
View their other companies + combined net worth →
COWLE, Kathleen→
Activedirector · ~52y · appointed 2021-03-30
View their other companies + combined net worth →
DAVIDSON, Graeme Walter Irving→
Activedirector · ~67y · appointed 1990-03-14
View their other companies + combined net worth →
GORDON, Allan Stewart→
Activedirector · ~60y · appointed 1993-03-01
View their other companies + combined net worth →
GORDON, Karen Hazel→
Activedirector · ~53y · appointed 2010-02-15
View their other companies + combined net worth →
Active
COULL, Ian Gordon→
Resignedsecretary · resigned 1989-10-18
LONSDALE, Terry Harmer→
Resignedsecretary · appointed 1989-10-18 · resigned 1993-10-01
BAIN, Stuart Mckay→
Resigneddirector · ~96y · appointed 1991-05-23 · resigned 1995-06-28
BAIN, Stuart Mckay→
Resigneddirector · ~96y · resigned 1991-05-23
COULL, Ian Gordon→
Resigneddirector · ~79y · resigned 2012-05-21
DAVIDSON, Douglas Walter Mcgeorge→
Resigneddirector · ~98y · resigned 2018-02-01
LUMSDEN, Innes→
Resigneddirector · ~85y · resigned 2006-12-31
MCGUIRE, Andrew James→
Resigneddirector · ~63y · appointed 1993-03-01 · resigned 1998-08-15
MURRAY, John Mcbeth→
Resigneddirector · ~86y · appointed 1998-07-01 · resigned 2007-04-27
SIMMS, Leslie Richard→
Resigneddirector · ~83y · resigned 2002-10-31
TOLLAND, Lindsay Cameron→
Resigneddirector · ~84y · appointed 1990-04-11 · resigned 1992-07-27
Click a director name to see their full track record across all companies.
Mortgages & charges
41
Total charges
25
Outstanding
2
Active lenders
Status:Lender:41 of 41 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Angus Council | Standard security | 1 property | 16/09/2010 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 2 properties | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 2 properties | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group Royal Bank of Scotland PLC | Standard security | 1 property | 02/04/2008 | — | |
| outstanding | Lloyds Banking Group The Royal Bank of Scotland PLC | Bond & floating charge | 1 property | 24/07/2007 | — | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Standard security | 1 property | 14/12/1998 | 26/01/2008 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Standard security | 1 property | 03/12/1998 | 26/01/2008 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Standard security | 1 property | 02/09/1998 | 26/01/2008 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Standard security | 1 property | 12/08/1998 | 26/01/2008 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Standard security | 1 property | 12/08/1998 | 31/01/2008 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Standard security | 1 property | 12/08/1998 | 26/01/2008 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Standard security | 2 properties | 21/01/1998 | 26/01/2008 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Standard security | 1 property | 13/02/1995 | 26/01/2008 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Standard security | 1 property | 24/07/1989 | 26/01/2008 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Standard security | 1 property | 24/07/1989 | 26/01/2008 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Standard security | 1 property | 27/01/1989 | 26/01/2008 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Standard security | 1 property | 26/01/1989 | 26/01/2008 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Standard security | 1 property | 26/01/1989 | 26/01/2008 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Standard security | 1 property | 23/04/1982 | 26/01/2008 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | Bond & floating charge | 1 property | 09/06/1978 | 25/08/2007 | |
| satisfied | Lloyds Banking Group The Governor and Company of the Bank of Scotland | G r of s (perth) standard security | 1 property | 19/04/1974 | 26/01/2008 |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (171 total)
accounts-with-accounts-type-group
accounts · AA
2025-08-15
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-26
accounts-with-accounts-type-group
accounts · AA
2024-10-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-26
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-02-14
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2024-02-14
accounts-with-accounts-type-group
accounts · AA
2023-10-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-06-26
memorandum-articles
incorporation · MA
2023-06-02
resolution
resolution · RESOLUTIONS
2023-06-02
accounts-with-accounts-type-group
accounts · AA
2022-10-20
confirmation-statement-with-updates
confirmation-statement · CS01
2022-06-24
accounts-with-accounts-type-group
accounts · AA
2021-08-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-06-24
appoint-person-director-company-with-name-date
officers · AP01
2021-05-04