MACKENZIE KERR (HOLDINGS) LIMITED

🌳Matureactive

SC346545 · ltd · incorporated 2008-08-04

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.

Why now

Window steady · low confidence

Steady and tidy — no seller pressure yet. Approach only if an angle opens.

Opportunity decay

hardening · 12-months

Already tight — no obvious softening catalysts on the horizon.

· Thesis: well-run, low negotiation leverage

What changed my view

Last 30 days

No material changes in the last 30 days.

Last 90 days

No snapshot from 90 days ago — start tracking from today.

Last 180 days

No snapshot from 180 days ago — start tracking from today.

🔒Estimated value

—

Upgrade to see

Turnover

—

year to Mar 2025

Net worth

£69.5k

book net assets

Opportunity

80/100

Exceptional

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What this business does

Primary activity: Activities of other holding companies n.e.c.

Sector: Financial & insurance

Investor take

Pursue

Asset-holding vehicle with a 82-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 75/100. Strong seller-intent signal (83/100, director aged 82). Share purchase looks the cleaner deal structure. Biggest value-creation lever: Cash flow review and working-capital discipline. Cash down -36% YoY — forensic review of receivables, stock turns, and creditor days. Most likely exit: share sale to pe / searcher (73/100).

Data confidence

Overall: medium (79/100)

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

Lenders & charges

Confirmed no charges registered

Directors & officers

5 officers (2 active, 5 linked, 4 with DOB)

Ownership & PSC

1 active PSC(s) of 2 total, 2 with control declared

Director network

3 connected companies via shared directors

Filing history

75 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

🔒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

80/100Exceptional

PassWatchWorth a lookStrongExceptional

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

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · accounting standard not declared

Positive net assets

Net assets £69,456

Net assets shrinking

Down £3,219 YoY

Cash YoY

-36%

Year on year

Key financials

2 years extracted from filed iXBRL accounts

Cash

£261

↓ 36% YoY

Net Worth

£69k

↓ 4.4% YoY

Current Assets

£6k

↓ 50% YoY

Current Liabilities

—

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · accounting standard unknown

Metric	2025-03-31	2024-03-31
Total assets	£299.5k	£332.7k
Current assets	£6.1k	£12.3k
Cash	£261	£411
Debtors	£5.8k	£11.9k
Net assets	£69.5k	£72.7k

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

filings

Last 90 days

filings

• 2 capital

Last 180 days

filings

• 2 capital
• 1 accounts

Counts from Companies House filing history.

Corporate timeline (27 events)Click to expand

2026-04-01
📄
capital-return-purchase-own-shares
capital · SH03
2026-03-27
📄
capital-cancellation-shares
capital · SH06
2025-12-30
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-08-13
📄
capital-return-purchase-own-shares
capital · SH03
2025-07-15
📄
capital-cancellation-shares
capital · SH06
2025-01-22
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-07-02
📄
capital-return-purchase-own-shares
capital · SH03
2024-06-17
📄
capital-cancellation-shares
capital · SH06
2024-06-12
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-06-12
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2023-12-29
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-21
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-02-25
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-10-04
📄
capital-cancellation-shares
capital · SH06
2021-02-01
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-09-02
📄
capital-alter-shares-redemption-statement-of-capital
capital · SH02
2020-08-22
📄
second-filing-of-confirmation-statement-with-made-up-date
confirmation-statement · RP04CS01
2019-12-31
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2013-01-31
➖
MONTGOMERY, Stuart Bruce resigned
director
2013-01-31
➖
YOUNG, Charles Whiteford resigned
director
2011-07-29
➕
PLUNKETT, John Ronald appointed
director
2011-07-29
➕
MONTGOMERY, Stuart Bruce appointed
director
2011-07-29
➕
YOUNG, Charles Whiteford appointed
director
2008-08-11
➕
KERR, James Alexander Mackenzie appointed
director
2008-08-04
🏢
Company incorporated
As MACKENZIE KERR (HOLDINGS) LIMITED
2008-08-04
➕
DUPORT DIRECTOR LIMITED appointed
corporate-director
2008-08-04
➖
DUPORT DIRECTOR LIMITED resigned
corporate-director

Owner dependency

98/100

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 "KERR" — strong identity link between founder and business.
+Long-tenure founder: Senior director has been in place 18 years — deep operational knowledge concentrated in one person.
+Founder age: Director aged approximately 82 — succession pressure is live.

Succession & seller-readiness

89/100

Likely off-market candidate

Strong 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.
secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
secondary12+ year tenure: Director in role 18 years.
secondaryStable-but-static management: Company is 18 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

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%

Name	Shares	Voting rights	Nature of control	Notified
Mr James Alexander Mackenzie Kerr Individual · British · DOB 06/1975 · age 51	75–100%	75–100%	board control75-100% shares · 75-100% voting · board control	06/04/2016

1 historic (ceased) PSC

Norse Management (U.K.) Limitedceased 20/03/2024· 25-50% shares · 25-50% voting

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 · Holding company · EH postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
THE TUITEAM COMPANY LIMITED→ SC189123 · est 1998	£1.27M £1.08M–£1.46M	—	£1.27M	—	27y	83	85y
GLENDINNING ASSETS LIMITED→ SC185169 · est 1998	£898.3k £763.5k–£1.03M	—	£898.3k	—	28y	82	69y
MDW SCOTLAND LTD→ SC206317 · est 2000	£395.2k £335.9k–£454.5k	—	£395.2k	—	26y	82	76y
PWP HOLDINGS LIMITED→ SC177994 · est 1997	£179.2k £152.3k–£206.1k	—	£179.2k	—	28y	82	67y
D.C. AGRICULTURAL HOLDINGS LIMITED→ SC215245 · est 2001	£13.2k £11.2k–£15.2k	—	£13.2k	—	25y	82	71y
HISTORIC LOTHIAN PROTECTION & DEVELOPMENT LIMITED→ SC231712 · est 2002	£9.4k £8.0k–£10.8k	—	£9.4k	—	24y	82	73y
CRAIGLEITH ELECTRONICS LIMITED→ SC162758 · est 1996	£6.1k £5.2k–£7.0k	—	£6.1k	—	30y	82	71y
HOT SPRING PORTABLE SPAS (SCOTLAND) LIMITED→ SC148582 · est 1994	£3.0k £2.6k–£3.5k	—	£3.0k	—	32y	82	65y
CP WAREHOUSING LIMITED→ SC247121 · est 2003	£2.4k £2.0k–£2.7k	—	£2.4k	—	23y	83	79y
MURRAY CAPITAL GROUP LIMITED→ SC375630 · est 2010	£1.0k £850–£1.1k	—	£1.0k	—	16y	82	75y
BALFOUR & MANSON PROPERTY LTD.→ SC041493 · est 1964	£401 £341–£461	—	£401	—	61y	82	66y
BLACKCRAIG WINDFARM HOLDINGS LIMITED→ SC502633 · est 2015	—	—	—	0	11y	89	44y

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

Incorporated2008-08-04

Jurisdictionscotland

Primary SIC64209 — Activities of other holding companies n.e.c.

Registered office

3 Manor Place

Edinburgh

EH3 7DH

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2026-08-19

Last: 2025-08-05

Officers (2 active · 3 resigned)

KERR, James Alexander Mackenzie→

director · ~51y · appointed 2008-08-11

View their other companies + combined net worth →

Active

PLUNKETT, John Ronald→

director · ~82y · appointed 2011-07-29

View their other companies + combined net worth →

Active

MONTGOMERY, Stuart Bruce→

director · ~41y · appointed 2011-07-29 · resigned 2013-01-31

Resigned

YOUNG, Charles Whiteford→

director · ~73y · appointed 2011-07-29 · resigned 2013-01-31

Resigned

DUPORT DIRECTOR LIMITED→

corporate-director · appointed 2008-08-04 · resigned 2008-08-04

Resigned

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

Recent filings (75 total)

capital-return-purchase-own-shares

capital · SH03

2026-04-01

capital-cancellation-shares

capital · SH06

2026-03-27

accounts-with-accounts-type-total-exemption-full

accounts · AA

2025-12-30

capital-return-purchase-own-shares

capital · SH03

2025-08-13

confirmation-statement-with-updates

confirmation-statement · CS01

2025-08-11

capital-cancellation-shares

capital · SH06

2025-07-15

accounts-with-accounts-type-total-exemption-full

accounts · AA

2025-01-22

confirmation-statement-with-updates

confirmation-statement · CS01

2024-08-14

capital-return-purchase-own-shares

capital · SH03

2024-07-02

capital-cancellation-shares

capital · SH06

2024-06-17

cessation-of-a-person-with-significant-control

persons-with-significant-control · PSC07

2024-06-12

change-to-a-person-with-significant-control

persons-with-significant-control · PSC04

2024-06-12

accounts-with-accounts-type-total-exemption-full

accounts · AA

2023-12-29

confirmation-statement-with-no-updates

confirmation-statement · CS01

2023-08-07

accounts-with-accounts-type-total-exemption-full

accounts · AA

2022-12-21