ROBERTSON PROPERTY (NO.5) LIMITED
🌳Matureactive
SC250095 · ltd · incorporated 2003-05-27
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
approaching window · 12-months
Approaching a transaction window — refinance or sale event plausible in the next 12 months.
- · Oldest live charge 22.2y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
not disclosed
Net worth
—
book net assets
Opportunity
79/100
Strong
What this business does
Primary activity: SIC 99999
Sector: Extraterritorial bodies
Investor take
PursueActive trading company with a 81-year-old founder — textbook succession opportunity.
Opportunity 79/100 (strong), bankability 85/100. Strong seller-intent signal (93/100, director aged 81). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).
🏦
Refinance opportunity
5 live charges · 2 lenders · oldest 22.2y
70/100
ready
Refinance conversation should be productive — structure clean and timing right.
- · Oldest live charge is 22.2 years old — likely at or near maturity.
- · Two lenders — manageable, but coordination required.
- · Legal-friction score 15/100 — clean.
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
0
Lenders & charges
5 charges (5/5 with lender, 5/5 with type)
90
Directors & officers
14 officers (3 active, 14 linked, 7 with DOB)
80
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
18 connected companies via shared directors
90
Filing history
87 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
80
Strong succession / seller-readiness signals.
Risk profile
77
Few red flags.
Signal strength
100
Good data coverage for analysis.
Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
1
filing
- • 1 officers
Counts from Companies House filing history.
Corporate timeline (52 events)Click to expand
- 2025-12-22📄appoint-person-director-company-with-name-dateofficers · AP01
- 2025-12-19➕STEELE, Murray Adam appointeddirector
- 2025-10-03📄accounts-with-accounts-type-dormantaccounts · AA
- 2024-12-13📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-10-24📄accounts-with-accounts-type-dormantaccounts · AA
- 2023-06-08📄notification-of-a-person-with-significant-controlpersons-with-significant-control · PSC02
- 2023-06-08📄change-to-a-person-with-significant-controlpersons-with-significant-control · PSC05
- 2022-11-11📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-12-13📄accounts-with-accounts-type-dormantaccounts · AA
- 2021-03-19📄accounts-with-accounts-type-dormantaccounts · AA
- 2020-10-30📍change-registered-office-address-company-with-date-old-address-new-addressaddress · AD01
- 2020-06-03📄change-account-reference-date-company-current-extendedaccounts · AA01
- 2020-01-30📄termination-secretary-company-with-name-termination-dateofficers · TM02
- 2020-01-30📄appoint-person-secretary-company-with-name-dateofficers · AP03
- 2020-01-28➕CAMPBELL, Ross Iain appointedsecretary
- 2020-01-28➖WILSON, Irene resignedsecretary
- 2019-11-19📄accounts-with-accounts-type-dormantaccounts · AA
- 2018-10-11📄accounts-with-accounts-type-dormantaccounts · AA
- 2017-10-03📄accounts-with-accounts-type-dormantaccounts · AA
- 2014-03-06🔓Charge satisfied #5
- 2014-03-06🔓Charge satisfied #4
- 2014-03-06🔓Charge satisfied #3
- 2014-03-06🔓Charge satisfied #2
- 2012-12-05➖COWAN, Andrew David resigneddirector
- 2011-06-30➖MUTCH, Robert Gordon resignedsecretary
- 2011-06-30➕COWAN, Andrew David appointeddirector
- 2011-06-30➖MUTCH, Robert Gordon resigneddirector
- 2011-06-17🔒Charge registered #5Lender: The Royal Bank of Scotland PLC
- 2011-06-17🔒Charge registered #4Lender: The Royal Bank of Scotland PLC
- 2011-06-17🔒Charge registered #3Lender: The Royal Bank of Scotland PLC
- 2011-03-01➕WILSON, Irene appointedsecretary
- 2009-11-27🔓Charge satisfied #1
- 2009-11-24🔒Charge registered #2Lender: Royal Bank of Scotland PLC
- 2009-04-30➖LYON, Steven resigneddirector
- 2009-04-01➕MUTCH, Robert Gordon appointedsecretary
- 2009-03-31➖BURLEY, Irene resignedsecretary
- 2007-11-09➖WOODS, Kenneth James resigneddirector
- 2004-09-09➕BURLEY, Irene appointedsecretary
- 2004-09-09➖CLARK, Ian resignedsecretary
- 2004-07-31➖ROBERTSON, Elliot resigneddirector
- 2004-01-30🔒Charge registered #1Lender: The Royal Bank of Scotland PLC
- 2003-05-30➕ROBERTSON, William George appointeddirector
- 2003-05-30➕CLARK, Ian appointedsecretary
- 2003-05-30➖CLP SECRETARIES LIMITED resignedcorporate-secretary
- 2003-05-30➖MMA NOMINEES LIMITED resignedcorporate-nominee-director
- 2003-05-27🏢Company incorporatedAs ROBERTSON PROPERTY (NO.5) LIMITED
- 2003-05-27➕CLP SECRETARIES LIMITED appointedcorporate-secretary
- 2003-05-27➕LYON, Steven appointeddirector
- 2003-05-27➕MUTCH, Robert Gordon appointeddirector
- 2003-05-27➕ROBERTSON, Elliot appointeddirector
Showing most recent 50 of 52 events
Owner dependency
98/100
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
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Founder name in company name: Company name contains director surname "ROBERTSON" — strong identity link between founder and business.
- +Long-tenure founder: Senior director has been in place 23 years — deep operational knowledge concentrated in one person.
- +Founder age: Director aged approximately 81 — succession pressure is live.
Succession & seller-readiness
86/100
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 81 years old. Natural succession window is now.
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- primary20+ year tenure: Director in role 23 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 ·Charge satisfaction-then-recreation pattern
mediumMultiple instances where a charge was satisfied and a new charge created within 6 months. Suggests active refinancing cycle.
Group structure
2 corporate shareholders identified. Group structure is distributed.
🏛️ultimate parent
Robertson Group (Holdings) Limited
Corporate parent · holds 75-100% shares · board control
🏛️ultimate parent
Robertson Property Limited
Corporate parent · holds 75-100% shares · board control
⬇
ROBERTSON PROPERTY (NO.5) LIMITED
This company · SC250095
Parent relationships inferred from Persons with Significant Control filings. Full subsidiary tree requires reverse-lookup (coming).
Shareholders & ownership
2 active beneficial owners · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Robertson Group (Holdings) Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 08/06/2023 |
Robertson Property Limited Corporate entity | 75–100% | 75–100% | board control75-100% shares · 75-100% voting · board control | 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 · Other · IV postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| ADWAN MANAGEMENT LP→ SL026055 · est 2016 · no financials extracted | — | — | — | — | 10y | — | — |
| AIRLUME VENTURES LP→ SL030787 · est 2017 · no financials extracted | — | — | — | — | 9y | — | — |
| ARDROSS COMMUNITY HALL→ SC181277 · est 1997 · no financials extracted | — | — | — | — | 28y | — | — |
| ARGO L.P.→ SL018202 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| ARMATAGE SCOTT FARMING LLP→ SO308133 · est 2025 · no financials extracted | — | — | — | — | 1y | — | — |
| ASIA CONTRACTS L.P.→ SL017270 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| ASSYNT DEVELOPMENT TRUST LIMITED→ SC379557 · est 2010 · no financials extracted | — | — | — | — | 15y | — | — |
| ATLANTICO TRADE L.P.→ SL013316 · est 2013 · no financials extracted | — | — | — | — | 12y | — | — |
| BALINTORE FARMS LP→ SL032659 · est 2018 · no financials extracted | — | — | — | — | 8y | — | — |
| BALLACHRAGGAN FARM PARTNERSHIP→ SL002648 · est 1995 · no financials extracted | — | — | — | — | 31y | — | — |
| BALTWAY LOGISTICS LP→ SL027086 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| BAR - COM (INVERNESS) LIMITED→ SC284142 · est 2005 · no financials extracted | — | — | — | — | 20y | — | — |
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.
See pricing →Company details
Statusactive
Typeltd
Incorporated2003-05-27
Jurisdictionscotland
Primary SIC99999 — SIC 99999
Registered office
10 Pinefield Industrial Estate
Perimeter Road
Elgin
IV30 6AE
Scotland
Filing status
Accounts
Next due: 2027-03-31
Last made up to: 2025-06-30
Confirmation statement
Next due: 2026-06-10
Last: 2025-05-27
Officers (3 active · 11 resigned)
CAMPBELL, Ross Iain→
Activesecretary · appointed 2020-01-28
View their other companies + combined net worth →
ROBERTSON, William George→
Activedirector · ~81y · appointed 2003-05-30
View their other companies + combined net worth →
STEELE, Murray Adam→
Activedirector · ~56y · appointed 2025-12-19
View their other companies + combined net worth →
BURLEY, Irene→
Resignedsecretary · appointed 2004-09-09 · resigned 2009-03-31
CLARK, Ian→
Resignedsecretary · appointed 2003-05-30 · resigned 2004-09-09
MUTCH, Robert Gordon→
Resignedsecretary · appointed 2009-04-01 · resigned 2011-06-30
WILSON, Irene→
Resignedsecretary · appointed 2011-03-01 · resigned 2020-01-28
CLP SECRETARIES LIMITED→
Resignedcorporate-secretary · appointed 2003-05-27 · resigned 2003-05-30
COWAN, Andrew David→
Resigneddirector · ~60y · appointed 2011-06-30 · resigned 2012-12-05
LYON, Steven→
Resigneddirector · ~64y · appointed 2003-05-27 · resigned 2009-04-30
MUTCH, Robert Gordon→
Resigneddirector · ~79y · appointed 2003-05-27 · resigned 2011-06-30
ROBERTSON, Elliot→
Resigneddirector · ~53y · appointed 2003-05-27 · resigned 2004-07-31
WOODS, Kenneth James→
Resigneddirector · ~64y · appointed 2003-05-27 · resigned 2007-11-09
MMA NOMINEES LIMITED→
Resignedcorporate-nominee-director · appointed 2003-05-27 · resigned 2003-05-30
Click a director name to see their full track record across all companies.
Mortgages & charges
5
Total charges
0
Outstanding
0
Active lenders
Status:Lender:5 of 5 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| satisfied | Lloyds Banking Group The Royal Bank of Scotland PLC | Assignation in security | 1 property | 17/06/2011 | 06/03/2014 | |
| satisfied | Lloyds Banking Group The Royal Bank of Scotland PLC | Assignment in security | 1 property | 17/06/2011 | 06/03/2014 | |
| satisfied | Lloyds Banking Group The Royal Bank of Scotland PLC | Floating charge | 1 property | 17/06/2011 | 06/03/2014 | |
| satisfied | Lloyds Banking Group Royal Bank of Scotland PLC | Bond & floating charge | 1 property | 24/11/2009 | 06/03/2014 | |
| satisfied | Lloyds Banking Group The Royal Bank of Scotland PLC | Bond & floating charge | 1 property | 30/01/2004 | 27/11/2009 |
Recent filings (87 total)
appoint-person-director-company-with-name-date
officers · AP01
2025-12-22
accounts-with-accounts-type-dormant
accounts · AA
2025-10-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-05-29
accounts-with-accounts-type-dormant
accounts · AA
2024-12-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-12
accounts-with-accounts-type-dormant
accounts · AA
2023-10-24
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-06-09
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC02
2023-06-08
change-to-a-person-with-significant-control
persons-with-significant-control · PSC05
2023-06-08
accounts-with-accounts-type-dormant
accounts · AA
2022-11-11
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-06-06
accounts-with-accounts-type-dormant
accounts · AA
2021-12-13
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-05-28
accounts-with-accounts-type-dormant
accounts · AA
2021-03-19
change-registered-office-address-company-with-date-old-address-new-address
address · AD01
2020-10-30