ROBERTSON ENERGY LTD

🌳Matureactive
SC415597 · ltd · incorporated 2012-01-27
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 10.6y old — refinance window within 12 months
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
—
book net assets
Opportunity
80/100
Exceptional
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What this business does
Primary activity: SIC 35110
Sector: Electricity, gas & energy
Investor take
Pursue
Active trading company with a 80-year-old founder — textbook succession opportunity.

Opportunity 80/100 (exceptional), bankability 70/100. Strong seller-intent signal (63/100, director aged 80). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

🏦

Refinance opportunity

4 live charges · oldest 10.6y

85/100
ready

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

  • · Oldest live charge is 10.6 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Legal-friction score 15/100 — clean.

Data confidence

Overall: high (80/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

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
4 charges (4/4 with lender, 4/4 with type)
90
Directors & officers
4 officers (4 active, 4 linked, 4 with DOB)
90
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
2 connected companies via shared directors
51
Filing history
37 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
80/100Exceptional
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
75
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£0£0£0£0£0Mar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-312024-03-31
Average employees400400

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
2
filings
  • • 1 confirmation-statement
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (22 events)Click to expand
  1. 2025-12-16
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-12-10
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2024-03-05
    📄
    change-account-reference-date-company-current-shortened
    accounts · AA01
  4. 2024-02-01
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2023-03-10
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2022-03-07
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2020-12-02
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2020-01-06
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2018-11-09
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2017-11-07
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  11. 2016-11-14
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  12. 2016-04-22
    📄
    appoint-person-director-company-with-name-date
    officers · AP01
  13. 2016-04-22
    📄
    capital-allotment-shares
    capital · SH01
  14. 2016-04-01
    ➕
    HOPKINSON, Calli Leigh appointed
    director
  15. 2016-01-06
    🔒
    Charge registered #4
    Lender: Hsbc Bank PLC
  16. 2015-11-03
    🔒
    Charge registered #3
    Lender: Hsbc Bank PLC
  17. 2015-10-06
    🔒
    Charge registered #2
    Lender: Hsbc Bank PLC
  18. 2015-10-06
    🔒
    Charge registered #1
    Lender: Hsbc Bank PLC
  19. 2012-01-27
    🏢
    Company incorporated
    As ROBERTSON ENERGY LTD
  20. 2012-01-27
    ➕
    ROBERTSON, Helen Margaret appointed
    director
  21. 2012-01-27
    ➕
    ROBERTSON, James Alexander appointed
    director
  22. 2012-01-27
    ➕
    ROBERTSON, James Douglas appointed
    director

Owner dependency

78/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • -4 active directors: Broader management team in place — suggests transferable governance.
  • +Founder name in company name: Company name contains director surname "ROBERTSON" — strong identity link between founder and business.
  • +Founder age: Director aged approximately 80 — succession pressure is live.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

73/100
Strong succession signal

Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.

SIGNALS
  • primaryFounder aged 70+: Senior director is approximately 80 years old. Natural succession window is now.
  • secondary12+ year tenure: Director in role 14 years.
  • 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

2 active beneficial owners
NameSharesVoting rightsNature of controlNotified
Mr James Alexander Robertson
Individual · British · DOB 07/1980 · age 46
25–50%
25–50%25-50% shares · 25-50% voting06/04/2016
Mrs Helen Margaret Robertson
Individual · British · DOB 10/1955 · age 71
25–50%
25–50%25-50% shares · 25-50% voting06/04/2016

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 →

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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

8 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
Incorporated2012-01-27
Jurisdictionscotland
Primary SIC35110 — SIC 35110

Registered office

Whitefield Of Dun
By Montrose
Angus
DD10 9LR

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2027-02-16
Last: 2026-02-02

Officers (4 active · 0 resigned)

HOPKINSON, Calli Leigh→
director · ~43y · appointed 2016-04-01
View their other companies + combined net worth →
Active
ROBERTSON, Helen Margaret→
director · ~71y · appointed 2012-01-27
View their other companies + combined net worth →
Active
ROBERTSON, James Alexander→
director · ~46y · appointed 2012-01-27
View their other companies + combined net worth →
Active
ROBERTSON, James Douglas→
director · ~80y · appointed 2012-01-27
View their other companies + combined net worth →
Active

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

Mortgages & charges

4
Total charges
4
Outstanding
1
Active lenders
Status:Lender:4 of 4 shown
TypeProperties
outstanding
HSBC
Hsbc Bank PLC
A registered charge1 property06/01/2016—
outstanding
HSBC
Hsbc Bank PLC
A registered charge1 property03/11/2015—
outstanding
HSBC
Hsbc Bank PLC
A registered charge1 property06/10/2015—
outstanding
HSBC
Hsbc Bank PLC
A registered charge1 property06/10/2015—
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (37 total)

confirmation-statement-with-no-updates
confirmation-statement · CS01
2026-02-16
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-16
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-02-05
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-10
change-account-reference-date-company-current-shortened
accounts · AA01
2024-03-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-02-07
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-02-01
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-03-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-02-02
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-03-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-02-10
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-02-04
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-12-02
confirmation-statement-with-no-updates
confirmation-statement · CS01
2020-02-18
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-01-06