ASAM TRUSTEES LIMITED
🌳Matureactive
SC095927 · ltd · incorporated 1985-11-11
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
79/100
Strong
What this business does
Primary activity: Other activities auxiliary to financial services, except insurance and pension funding
Sector: Financial & insurance
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 79/100 (strong), bankability 75/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Most likely exit: strategic trade sale (73/100).
Data confidence
Overall: medium (56/100)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
0
Lenders & charges
Confirmed no charges registered
85
Directors & officers
18 officers (4 active, 18 linked, 11 with DOB)
82
Ownership & PSC
1 active PSC(s) of 2 total, 2 with control declared
90
Director network
1 connected companies via shared directors
48
Filing history
119 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
79/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
85
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
90
Good data coverage for analysis.
Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
2
filings
- • 1 confirmation-statement
- • 1 officers
Counts from Companies House filing history.
Corporate timeline (46 events)Click to expand
- 2025-11-11📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-11-01➕ROBERTSON, Scott Leonard appointeddirector
- 2025-04-28➕BARLOW, Karen appointedsecretary
- 2025-04-28➖STEEL, Frances Mary Elizabeth resignedsecretary
- 2025-04-28➖BARLOW, Karen resigneddirector
- 2025-04-28📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2025-04-28📄termination-director-company-with-name-termination-dateofficers · TM01
- 2025-04-28📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2025-02-26📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-01-31📄accounts-with-accounts-type-smallaccounts · AA
- 2023-06-08📄accounts-with-accounts-type-smallaccounts · AA
- 2022-03-10📄accounts-with-accounts-type-smallaccounts · AA
- 2021-11-25➖STEEL, Alan Mckay resigneddirector
- 2021-11-25📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2021-11-25📄termination-director-company-with-name-termination-dateofficers · TM01
- 2021-11-25📄cessation-of-a-person-with-significant-controlpersons-with-significant-control · PSC07
- 2021-02-10📄accounts-with-accounts-type-smallaccounts · AA
- 2020-01-16📄accounts-with-accounts-type-fullaccounts · AA
- 2019-02-04📄accounts-with-accounts-type-fullaccounts · AA
- 2018-07-03📄appoint-person-director-company-with-name-dateofficers · AP01
- 2018-07-03📄termination-director-company-with-name-termination-dateofficers · TM01
- 2018-07-02➕BARLOW, Karen appointeddirector
- 2018-06-30➖MIDDLEMISS, Fiona resigneddirector
- 2018-01-19📄accounts-with-accounts-type-fullaccounts · AA
- 2012-04-24➕WILSON, Steven Alexander appointeddirector
- 2012-01-19➖CHUCHLA, Stanley resigneddirector
- 2009-12-04➖CURRIE, Graeme resigneddirector
- 2002-09-11➕MIDDLEMISS, Fiona appointeddirector
- 2002-08-31➖ALEXANDER, Robert resigneddirector
- 1999-04-01➕CURRIE, Graeme appointeddirector
- 1999-03-23➕STEEL, Frances Mary Elizabeth appointedsecretary
- 1999-03-23➖WILSON, Kenneth William resignedsecretary
- 1999-03-23➖WILSON, Kenneth William resigneddirector
- 1998-08-01➕WILSON, Kenneth William appointedsecretary
- 1998-07-31➖SINCLAIR, Frances Mary Elizabeth resignedsecretary
- 1998-07-31➖SINCLAIR, Frances Mary Elizabeth resigneddirector
- 1998-01-01➕FORBES, Steven Alexander appointeddirector
- 1998-01-01➖SHEPPARD, Elaine Kidd resignedsecretary
- 1998-01-01➕SINCLAIR, Frances Mary Elizabeth appointedsecretary
- 1998-01-01➕CHUCHLA, Stanley appointeddirector
- 1998-01-01➕SINCLAIR, Frances Mary Elizabeth appointeddirector
- 1998-01-01➕STEEL, Alan Mckay appointeddirector
- 1998-01-01➕WILSON, Kenneth William appointeddirector
- 1989-12-31➖HALL, Irene resignedsecretary
- 1989-07-03➖FORD, Donald Campbell Clark resigneddirector
- 1985-11-11🏢Company incorporatedAs ASAM TRUSTEES LIMITED
Owner dependency
68/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Long-tenure founder: Senior director has been in place 28 years — deep operational knowledge concentrated in one person.
- +Senior director age: Director aged approximately 62 — approaching natural succession window.
Succession & seller-readiness
60/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 62. Early succession window.
- primary20+ year tenure: Director in role 28 years. Very long tenure is a classic succession signal.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
1 med ·2 director resignations in last 12 months
mediumMultiple recent departures can indicate governance disagreement, succession event, or preparation for sale/stress.
Evidence: STEEL, Frances Mary Elizabeth resigned 2025-04-28; BARLOW, Karen resigned 2025-04-28
Group structure
Alan Steel Asset Management Limited is the ultimate parent — holding 75%+ shares. This company sits inside their group.
🏛️ultimate parent
Alan Steel Asset Management Limited
Corporate parent · holds 75-100% shares
⬇
ASAM TRUSTEES LIMITED
This company · SC095927
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 |
|---|---|---|---|---|
Alan Steel Asset Management Limited Corporate entity | 75–100% | 75–100% | 75-100% shares · 75-100% voting | 15/09/2021 |
1 historic (ceased) PSC
- Alan Steel Asset Management Limitedceased 15/09/2021· 75-100% shares
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.
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| BLACKROCK DIVERSIFIED PRIVATE DEBT FUND GP LIMITED→ SC680149 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| BLACKROCK SMALLER COMPANIES TRUST PLC→ SC006176 · est 1906 · no financials extracted | — | — | — | — | 119y | — | — |
| BLUESKY INDEPENDENT WEALTH MANAGERS LTD→ SC535531 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
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| BRAVO (DRINKS) LIMITED→ SC669698 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| BREICH BUILDING COMPANY LIMITED→ SC442841 · est 2013 · no financials extracted | — | — | — | — | 13y | — | — |
| BRIDGEPOINT EUROPE (SGP) LTD→ SC332267 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| BRIDGEPOINT EUROPE III FP (GP) LIMITED→ SC279897 · est 2005 · no financials extracted | — | — | — | — | 21y | — | — |
| BRIDGEPOINT EUROPE IV FP (GP) LIMITED→ SC330160 · est 2007 · no financials extracted | — | — | — | — | 18y | — | — |
| BRIDGEPOINT PRIVATE EQUITY (SPAIN) FP GP LIMITED→ SC867986 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BRIDGEPOINT PRIVATE EQUITY (SPAIN) FP SGP LIMITED→ SC852382 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
6 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
Incorporated1985-11-11
Jurisdictionscotland
Primary SIC66190 — Other activities auxiliary to financial services, except insurance and pension funding
Registered office
Nobel House
Regent Centre
Linlithgow
West Lothian
EH49 7HU
Filing status
Accounts
Next due: 2026-06-30
Last made up to: 2024-09-30
Confirmation statement
Next due: 2026-12-10
Last: 2025-11-26
Officers (4 active · 14 resigned)
Active
FORBES, Steven Alexander→
Activedirector · ~62y · appointed 1998-01-01
View their other companies + combined net worth →
ROBERTSON, Scott Leonard→
Activedirector · ~48y · appointed 2025-11-01
View their other companies + combined net worth →
WILSON, Steven Alexander→
Activedirector · ~54y · appointed 2012-04-24
View their other companies + combined net worth →
HALL, Irene→
Resignedsecretary · resigned 1989-12-31
SHEPPARD, Elaine Kidd→
Resignedsecretary · resigned 1998-01-01
SINCLAIR, Frances Mary Elizabeth→
Resignedsecretary · appointed 1998-01-01 · resigned 1998-07-31
STEEL, Frances Mary Elizabeth→
Resignedsecretary · appointed 1999-03-23 · resigned 2025-04-28
WILSON, Kenneth William→
Resignedsecretary · appointed 1998-08-01 · resigned 1999-03-23
ALEXANDER, Robert→
Resigneddirector · ~86y · resigned 2002-08-31
BARLOW, Karen→
Resigneddirector · ~52y · appointed 2018-07-02 · resigned 2025-04-28
CHUCHLA, Stanley→
Resigneddirector · ~80y · appointed 1998-01-01 · resigned 2012-01-19
CURRIE, Graeme→
Resigneddirector · ~67y · appointed 1999-04-01 · resigned 2009-12-04
FORD, Donald Campbell Clark→
Resigneddirector · resigned 1989-07-03
MIDDLEMISS, Fiona→
Resigneddirector · ~63y · appointed 2002-09-11 · resigned 2018-06-30
SINCLAIR, Frances Mary Elizabeth→
Resigneddirector · ~65y · appointed 1998-01-01 · resigned 1998-07-31
STEEL, Alan Mckay→
Resigneddirector · ~79y · appointed 1998-01-01 · resigned 2021-11-25
WILSON, Kenneth William→
Resigneddirector · ~68y · appointed 1998-01-01 · resigned 1999-03-23
Click a director name to see their full track record across all companies.
Recent filings (119 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-12-03
appoint-person-director-company-with-name-date
officers · AP01
2025-11-11
appoint-person-secretary-company-with-name-date
officers · AP03
2025-04-28
termination-director-company-with-name-termination-date
officers · TM01
2025-04-28
termination-secretary-company-with-name-termination-date
officers · TM02
2025-04-28
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-02-26
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-04
accounts-with-accounts-type-small
accounts · AA
2024-01-31
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-11-28
accounts-with-accounts-type-small
accounts · AA
2023-06-08
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-12-07
accounts-with-accounts-type-small
accounts · AA
2022-03-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-12-02
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2021-11-25
termination-director-company-with-name-termination-date
officers · TM01
2021-11-25