What We Do

What We Do & How we do it

We're your financial Sherpas

At Karlsrock, we want you and your teams to succeed.


For Businesses

We can buy your business at the best prices from SME’s to larger mid-market sized companies. We are sector agnostic so we’ll look at almost all industries.

Optimise your P&L and your balance sheet to drive financial growth using our tailored and unique strategies.

Transition your business to a listed entity to accelerate growth or source, negotiate, and finance tactical and strategic business and asset acquisitions.

Help you when planning & structuring a sale transaction.

Source, negotiate, and finance tactical and strategic acquisitions.

Carry out reviews and treasury assessments, provide new strategies, access preferential funding for large projects including R&D, and increase your passive income returns.

Our objective is to deliver sustainable financial growth that gets you to the top of the mountain.

 

If you’re just starting to think about options, we are there to have a discreet and confidential “no obligation” chat

For Asset Owners

We can buy your real assets (primarily real estate) at the best prices (individual assets and portfolios principally in Republic of Ireland and United Kingdom).

Optimise your existing residential, commercial and land assets; enhancing value and returns.

Help partner with you to source, negotiate, structure, finance & refinance additional asset purchases.

Undertake financial modelling, deal structuring, (co) investment and financing.

Prepare treasury assessments including financial risk assessments and developing structured product strategies to reduce risk and optimise cash flows.

For Co-Investors

Assess your goals and tailor our offerings to suit them.

Provide access to Private Off Market investment opportunities for well-established proven businesses; including Pre-IPO.

Provide Private Off market investment opportunities in real assets including residential and commercial real estate.

Assess and facilitate private Treasury Investment opportunities that can increase passive income returns on your excess cash.

Execute asset management strategies to build returns and empower talented executives.

Maintain the highest level of accountability and reporting governance for your peace of mind.

Our team has a wealth of knowledge and expertise to ensure that, as an investor, you have access to the right opportunities at the right time, and the best execution to make them happen over the long term.

How we do it

The many tools at our disposal.


Whatever your situation or your goals, our team will find the right levers to create positive financial outcomes. 


Depending on your circumstance, these could Include:

  • P&L, balance sheet and ESG optimisation

    We’ll look to provide a strategy for key department functions including treasury, finance, ops, sales and marketing. We empower senior management teams to achieve success so that businesses and assets are protected and grown in a way that’s ESG principled for the long term.

  • Going public

    We’ll help assess whether now is the right time to transition your business into a publicly listed investment company and if yes, we can work on the terms and due diligence to make it happen. 

  • Private or public company acquisition

    We’ll partner with you for partial or whole acquisitions, private off-market and/or public to private as well as pre-IPO to enhance your holdings.

  • Real assets

    We’ll support the acquisition of new assets or the optimisation of existing ones using new income models , financing structures and other specialist techniques.

  • Project finance

    We’ll carry out detailed project reviews, and assist with finance subject to qualification and acceptance. We are authorised to work with financial platforms and central / international wholesale banking, to empower economic growth and employment opportunities. 

  • Passive income

    If you are a company, UHNW, family office, or institutional investor sitting on excess liquidity or funds that are not deployed yet, we will carry out a review, and subject to qualification help you earn extra income whilst optimising your treasury functions.

  • Special situations

    We can help with at a large range of special situations. Whether you are an owner of a distressed loan or are involved in a commercial dispute, we’ve got a specialist team that can help turn the situation around. We’ll work through all the issues with your legal advisors, create a plan and deliver a solution.

Ready to talk about taking your wealth to the next level?

Get in touch
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