ALLAN ROBERTSON & SON LTD
Opportunity 74/100 (strong), bankability 80/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: share sale to pe / searcher (58/100).
Refinance opportunity
2 live charges · oldest 10.2y
Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.
- · Oldest live charge is 10.2 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Distress signals active — lender appetite narrows.
Data confidence
Overall: medium (78/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Solid opportunity signal. Worth a dedicated memo and management meeting.
Key financials
2 years extracted from filed iXBRL accountsHover 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 |
|---|---|---|
| Average employees | 1500 | 1500 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
2 signals 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
- • 1 confirmation-statement
- • 1 confirmation-statement
Corporate timeline (17 events)Click to expand
- 2025-09-04📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2025-01-10📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2024-03-25📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2023-01-09📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2022-01-07📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2021-03-31📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2019-12-13📄accounts-with-accounts-type-total-exemption-fullaccounts · AA
- 2018-12-20📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2017-12-22📄accounts-with-accounts-type-unaudited-abridgedaccounts · AA
- 2016-12-21📄accounts-with-accounts-type-total-exemption-smallaccounts · AA
- 2016-04-01📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2016-03-28🔒Charge registered #2Lender: Bank of Scotland PLC
- 2016-03-07📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2016-03-03📄annual-return-company-with-made-up-date-full-list-shareholdersannual-return · AR01
- 2016-02-22🔒Charge registered #1Lender: Bank of Scotland PLC
- 2013-02-13🏢Company incorporatedAs ALLAN ROBERTSON & SON LTD
- 2013-02-13➕ROBERTSON, Allan Stewart appointeddirector
Owner dependency
The business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
- +Sole director: Only one active director — all governance concentrated on one person.
- +Founder name in company name: Company name contains director surname "ROBERTSON" — strong identity link between founder and business.
- +No director turnover: Company is 13 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
Multiple signals suggest succession is on the horizon. Candidate for proactive outreach.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
- secondary12+ year tenure: Director in role 13 years.
- supportingClean filings + long tenure: Disciplined long-tenure operator — classic lifestyle-business pattern that often sells quietly.
Red flags
cleanShareholders & ownership
1 active beneficial owner · dominant holder ≥75%| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Allan Stewart Robertson Individual · British · DOB 02/1970 · age 56 | 75–100% | — | 75-100% shares | 13/02/2017 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Construction · PH postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| B MUNRO ELECTRICAL LIMITED→ SC682632 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| BACON & CRERAR LIMITED→ SC711222 · est 2021 · no financials extracted | — | — | — | — | 4y | — | — |
| BANNERMAN DECORATORS LTD→ SC757288 · est 2023 · no financials extracted | — | — | — | — | 3y | — | — |
| BG ROOFING LTD→ SC798799 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| BIRCHCROFT PROPERTY DEVELOPMENT COMPANY LIMITED→ SC552626 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| BLACKWOOD JOINERY LTD→ SC785782 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| BMP PLUMBING & HEATING LTD→ SC811814 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| C BLACK ROOFING CONTRACTOR LTD→ SC871738 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| C D MERCER LIMITED→ SC546086 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| C.A. MCPHERSON LTD.→ SC286476 · est 2005 · no financials extracted | — | — | — | — | 20y | — | — |
| C&D MAINTENANCE LTD→ SC782832 · est 2023 · no financials extracted | — | — | — | — | 2y | — | — |
| CABOODLE LTD→ SC723986 · est 2022 · no financials extracted | — | — | — | — | 4y | — | — |
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 →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
Registered office
Filing status
Officers (1 active · 0 resigned)
Click a director name to see their full track record across all companies.
Mortgages & charges
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Lloyds Banking Group Bank of Scotland PLC | A registered charge | 1 property | 28/03/2016 | — | |
| outstanding | Lloyds Banking Group Bank of Scotland PLC | A registered charge | — | 22/02/2016 | — |