J. F. HALLEY & SON LIMITED

🌳Matureactive
SC282324 · ltd · incorporated 2005-03-30
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 17.7y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
82/100
Exceptional
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What this business does
Primary activity: Electrical installation
Sector: Construction
Investor take
Pursue
Active trading company. Family succession underway — not a classic acquisition target.

Opportunity 82/100 (exceptional), bankability 75/100. Same-surname younger director in place — likely family handover, not open to sale. Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

2 live charges · 2 lenders · oldest 17.7y

70/100
ready

Refinance conversation should be productive — structure clean and timing right.

  • · Oldest live charge is 17.7 years old — likely at or near maturity.
  • · Two lenders — manageable, but coordination required.
  • · Legal-friction score 15/100 — clean.

Data confidence

Overall: medium (77/100)

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
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
2 charges (2/2 with lender, 2/2 with type)
90
Directors & officers
4 officers (3 active, 4 linked, 2 with DOB)
80
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
Network not yet resolved
30
Filing history
51 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
82/100Exceptional
PassWatchWorth a lookStrongExceptional 

Strong composite across quality, acquirability, and risk. High-priority target — progress to serious diligence.

Business quality
70
Active, clean filings, stable charge profile.
Acquirability
80
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.

Key financials

2 years extracted from filed iXBRL accounts
Cash
—
Net Worth
—
Current Assets
—
Current Liabilities
—
£0£20k£40k£60k£80k£100kMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown
Metric2025-03-312024-03-31
Total assets—£22.5k
Current assets—£100.3k
Debtors—£79.8k
Net assets—£697
Average employees4—

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

1 signal 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
1
filing
  • • 1 confirmation-statement
Last 90 days
2
filings
  • • 1 confirmation-statement
  • • 1 officers
Last 180 days
3
filings
  • • 1 confirmation-statement
  • • 1 officers
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (23 events)Click to expand
  1. 2026-03-10
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  2. 2026-03-09
    ➕
    HALLEY, Jack Andrew appointed
    director
  3. 2025-12-04
    📄
    accounts-with-accounts-type-micro-entity
    accounts · AA
  4. 2025-06-03
    📄
    resolution
    resolution · RESOLUTIONS
  5. 2025-05-02
    📄
    memorandum-articles
    incorporation · MA
  6. 2024-06-17
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2023-06-14
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2022-11-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2021-07-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2020-09-25
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2019-09-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  12. 2018-08-03
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  13. 2017-07-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  14. 2016-12-13
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  15. 2016-04-11
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  16. 2015-09-02
    🔓
    Charge satisfied #1
  17. 2015-01-13
    🔒
    Charge registered #2
    Lender: The Royal Bank of Scotland PLC
  18. 2008-09-11
    🔒
    Charge registered #1
    Lender: Clydesdale Bank PLC
  19. 2005-03-30
    🏢
    Company incorporated
    As J. F. HALLEY & SON LIMITED
  20. 2005-03-30
    ➕
    HALLEY, Patricia appointed
    secretary
  21. 2005-03-30
    ➕
    HALLEY, John Crerar appointed
    director
  22. 2005-03-30
    ➕
    OSWALDS OF EDINBURGH LIMITED appointed
    corporate-nominee-secretary
  23. 2005-03-30
    ➖
    OSWALDS OF EDINBURGH LIMITED resigned
    corporate-nominee-secretary

Owner dependency

100/100
Critical — business is the founder

The 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 "HALLEY" — strong identity link between founder and business.
  • +Long-tenure founder: Senior director has been in place 21 years — deep operational knowledge concentrated in one person.
  • +Founder age: Director aged approximately 66 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

36/100
Weak signal

Limited succession signal. Not a near-term off-market candidate.

SIGNALS
  • primaryFamily succession underway: Not a takeover target — HALLEY, Jack Andrew (same surname) appointed 2026-03-09. Pattern consistent with intra-family handover.
  • primaryFounder aged 63+: Senior director is approximately 66. Approaching typical UK retirement age — succession thinking likely.
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • primary20+ year tenure: Director in role 21 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

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

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr John Crerar Halley
Individual · British · DOB 04/1960 · age 66
—75–100%75-100% voting30/03/2017

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

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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
Incorporated2005-03-30
Jurisdictionscotland
Primary SIC43210 — Electrical installation

Registered office

69 King Street
Crieff
PH7 3HB

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-05-26
Last: 2026-05-12

Officers (3 active · 1 resigned)

HALLEY, Patricia→
secretary · appointed 2005-03-30
View their other companies + combined net worth →
Active
HALLEY, Jack Andrew→
director · ~32y · appointed 2026-03-09
View their other companies + combined net worth →
Active
HALLEY, John Crerar→
director · ~66y · appointed 2005-03-30
View their other companies + combined net worth →
Active
OSWALDS OF EDINBURGH LIMITED→
corporate-nominee-secretary · appointed 2005-03-30 · resigned 2005-03-30
Resigned

Click a director name to see their full track record across all companies.

Mortgages & charges

2
Total charges
1
Outstanding
1
Active lenders
Status:Lender:2 of 2 shown
TypeProperties
outstanding
Lloyds Banking Group
The Royal Bank of Scotland PLC
A registered charge—13/01/2015—
satisfied
Virgin Money
Clydesdale Bank PLC
Floating charge1 property11/09/200802/09/2015
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (51 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-05-12
appoint-person-director-company-with-name-date
officers · AP01
2026-03-10
accounts-with-accounts-type-micro-entity
accounts · AA
2025-12-04
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-06-03
resolution
resolution · RESOLUTIONS
2025-06-03
memorandum-articles
incorporation · MA
2025-05-02
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-06-17
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-06-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-06-14
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-06-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-11-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-06-24
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-07-29
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-06-03
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-06-03