Grafton.
Project Barbara · Deal Memo

HouseShaw / Glinton Slade group (J303)

Acquisition target · 3 June 2026

Three-company lettings / sales / commercial group · Sourced: Adam J Walker (Julie Drake), 3 Jun 2026 · Status: Under review · Structure: share sale · Analysed for Ed, 3 Jun 2026.

1Recommendation

Keep under review; treat primarily as a thesis-learning pack and a possible later target — behind Glenn Flegg. Larger, faster-growing managed book, and the share structure matches our preference — but it front-loads risk for a first deal: a group only assembled in 2024–25, no consolidated P&L provided, intercompany + acquisition debt, a balance-sheet-insolvent sales subsidiary, 33% sales exposure (off-thesis) and 22 HMOs. Worth a low-cost information request and a watching brief; progress only if the price carves sensibly to the lettings book and the numbers prove out.

2The opportunity

Three companies + a dormant name, owned by John Shaw & Stephen Locke (parent: Shawship Enterprises):

Chesham HP5 + High Wycombe HP11. ~67% lettings / 33% sales. ~390 fully managed + 22 HMOs (127 rooms); ~£485k recurring lettings fee income; avg rent £1,400; 232 landlords. Guide £1.25m incl. £84,000 pipeline (cash-free / debt-free) → ~£1.17m ex-pipeline for the whole group. Owners exiting.

Background: Potter & Ford was a profitable ~£450k-turnover Chesham agency (PBT £89,946 to Apr-2024) under prior owners. Shaw & Locke bought it Mar-2025 (funded by a ~£322k Allica Bank loan), then stripped its lettings book into Glinton and sales into Beech — so most current scale is <18 months old with no consolidated trading history.

3Financials — three sets of accounts, different period-ends; no consolidation supplied

EntityLatest periodTurnoverResultEquity
Glinton (lettings)FY to Mar-2025£572,257PBT £50,009+£95k
Glinton — MA pack 9m Apr–Dec 2025FY26 YTD£566,117Op £107,202 / Net £92,171NA £222k
Beech (sales)FY to Mar-2026 (draft)£338,767PBT £13,178−£62k
Potter & Ford (commercial)11m to Mar-2026£51,951Loss £(25,247)+£36k

4Valuation vs thesis

~£1.17m ex-pipeline for the whole group = ~2.4× recurring lettings fee income if all attributed to lettings; carving out ~£250–350k for the sales business + commercial rump implies ~1.7–1.9× on the lettings book — on-target only if the non-lettings pieces are worth that and earnings prove out.

CriterionHouseShaw
Lettings-led🟠 67%
Managed properties🟠 390 + 22 HMOs (large / complex)
Mgmt-fee income £150–500k✅ ~£485k
Entry multiple ≤2.5×🟠 ~2.4× group
Structure (share preferred)✅ share sale
Transparency🔴 weak (no consolidation)

5Risks & DD gaps

  1. 🔴 Obtain a consolidated group P&L (FY25 + FY26) and Glinton’s full FY26 accounts.
  2. 🔴 Share sale inherits everything — confirm “debt-free / cash-free” clears the £322k Allica loan; intercompany schedule + pre-completion reorganisation; tightly-warranted SPA.
  3. 🟠 33% sales exposure — cyclical, lower-margin, off-thesis.
  4. 🟠 22 HMOs / 127 rooms — licensing / fire-safety / Article 4 load; complicates the 2-person AI-native target model.
  5. 🟠 Owners exiting outright — day-one continuity rests on retaining 9 staff; only ~18 months of reorganised history to underwrite retention.
  6. 🟡 Correct the data error: the seller BQ’s internal note reverses Glinton / Beech (lettings vs sales); accounts confirm Glinton = lettings, Beech = sales. Get it in writing.

6Next steps