CALEDONIA MANAGEMENT SYSTEMS LIMITED
🌳Matureactive
SC309922 · ltd · incorporated 2006-10-10
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 Dec 2024
Net worth
—
book net assets
Opportunity
76/100
Strong
What this business does
Primary activity: Management consultancy activities other than financial management
Sector: Professional, scientific & technical
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 76/100 (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 (63/100).
Data confidence
Overall: medium (76/100)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
Confirmed no charges registered
85
Directors & officers
3 officers (3 active, 3 linked, 2 with DOB)
83
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
48 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
76/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
70
Active, clean filings, stable charge profile.
Acquirability
65
Some acquirability indicators.
Risk profile
85
Few red flags.
Signal strength
90
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 | 2024-12-31 | 2023-12-31 |
|---|---|---|
| Average employees | 200 | 200 |
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
0
filings
Last 90 days
0
filings
Last 180 days
0
filings
Counts from Companies House filing history.
Corporate timeline (19 events)Click to expand
- 2025-04-14📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-05-02📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-08-29📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-06-16📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-09-27📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2020-09-02📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-08-05📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-09-26📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2017-09-22📄appoint-person-director-company-with-name-dateofficers · AP01
- 2017-05-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2016-11-16➕STEWART, Shelley Anne appointeddirector
- 2016-07-04📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2015-12-14📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2015-06-17📄capital-allotment-sharescapital · SH01
- 2015-06-17📄capital-allotment-sharescapital · SH01
- 2015-05-20📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2006-10-10🏢Company incorporatedAs CALEDONIA MANAGEMENT SYSTEMS LIMITED
- 2006-10-10➕STEWART, Shelley Anne appointedsecretary
- 2006-10-10➕STEWART, Iain Charles appointeddirector
Owner dependency
76/100
High — earn-out structure requiredMaterial founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.
FACTORS
- +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
- +Long-tenure founder: Senior director has been in place 20 years — deep operational knowledge concentrated in one person.
- +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.
Succession & seller-readiness
59/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
- secondary12+ year tenure: Director in role 20 years.
- secondaryStable-but-static management: Company is 20 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
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Iain Charles Stewart Individual · British · DOB 08/1973 · age 53 | 50–75% | — | 50-75% shares | 01/07/2016 |
Mrs Shelley Anne Stewart Individual · British · DOB 07/1977 · age 49 | 25–50% | — | 25-50% shares | 01/07/2016 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
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|---|---|---|---|---|---|---|---|
| AMZTEC ACCOUNTING LTD→ SC621522 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| BELLMOOG LTD→ SC853935 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| BOWIE MCINTOSH CONSULTING LTD→ SC622627 · est 2019 · no financials extracted | — | — | — | — | 7y | — | — |
| BRIANDUNBARSERVICES LTD→ SC829932 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| BROMLEY & BOLTON LIMITED→ SC724177 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
| BUTE PROJECTS LIMITED→ SC695958 · est 2021 · no financials extracted | — | — | — | — | 5y | — | — |
| C.I.K. ACCOUNTING SOLUTIONS (PERTH) LTD→ SC868955 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| C.I.K. ACCOUNTING SOLUTIONS LTD→ SC579043 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| CAMPBELL - GILL ASSOCIATES LTD→ SC573937 · est 2017 · no financials extracted | — | — | — | — | 8y | — | — |
| CAMPBELL ENGINEERING SERVICES LTD→ SC868122 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| CARFIN CONSULT LTD→ SC676738 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| CARLTON TECHNICAL LIMITED→ SC317118 · est 2007 · no financials extracted | — | — | — | — | 19y | — | — |
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
Incorporated2006-10-10
Jurisdictionscotland
Primary SIC70229 — Management consultancy activities other than financial management
Registered office
Sillycots Farm
St. Cyrus
By Montrose
DD10 0DR
Filing status
Accounts
Next due: 2026-09-30
Last made up to: 2024-12-31
Confirmation statement
Next due: 2026-10-22
Last: 2025-10-08
Officers (3 active · 0 resigned)
STEWART, Shelley Anne→
Activesecretary · appointed 2006-10-10
View their other companies + combined net worth →
STEWART, Iain Charles→
Activedirector · ~53y · appointed 2006-10-10
View their other companies + combined net worth →
STEWART, Shelley Anne→
Activedirector · ~49y · appointed 2016-11-16
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Recent filings (48 total)
confirmation-statement-with-updates
confirmation-statement · CS01
2025-10-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-04-14
confirmation-statement-with-updates
confirmation-statement · CS01
2024-10-14
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-05-02
confirmation-statement-with-updates
confirmation-statement · CS01
2023-10-10
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-08-29
confirmation-statement-with-updates
confirmation-statement · CS01
2022-10-21
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-06-16
confirmation-statement-with-updates
confirmation-statement · CS01
2021-10-22
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-09-27
confirmation-statement-with-updates
confirmation-statement · CS01
2020-10-08
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-09-02
confirmation-statement-with-updates
confirmation-statement · CS01
2019-11-06
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-08-05
confirmation-statement-with-updates
confirmation-statement · CS01
2018-10-10