What We Do
Strategic Advisory & Private Capital for Transformational Outcomes
Karlsrock provides integrated disciplines designed to support business owners, families and long-term investors and select sponsors and fund managers through growth, complexity and transition.
Mergers, Acquisitions & Business Advisory
Sell-Side Advisory
Exit readiness and valuation; equity story and positioning; buyer identification and engagement; negotiation and deal structuring; end-to-end transaction leadership.
Buy-Side Advisory
Capital strategy; target origination and sector mapping; commercial and financial assessment; acquisition structuring; integration planning.
Business Advisory
Supporting the value growth and resilience of companies, portfolios and operating assets through structured commercial, operational and financial discipline.
Special Situations
Discrete support in complex or time-sensitive circumstances, including liquidity pressure, refinancing risk, accelerated transactions, stakeholder negotiations and turnaround strategy.
Why Value Is Often Missed
Private markets discount uncertainty - whether in reporting, strategy, operations or management dependency. Karlsrock helps stabilise performance, strengthen positioning and run disciplined processes that improve certainty, terms and value.
“Karlsrock worked to restructure our business so that we were exit ready. Their commercial insight and operating discipline strengthened our performance and significantly increased our enterprise value.”
―
Tim Butter, Co-Owner, Essential Services Business (Water)
Private Markets
Karlsrock’s private markets activity combines proprietary investing and selective co-investment alongside operators, management teams and aligned partners, typically in early- or growth-stage businesses, leveraged buyouts and sector platforms.
We take an active role post-investment to support performance, governance and strategic direction.
Where clients require fund selection or broader portfolio evaluation, Karlsrock provides strategic input and commercial analysis, working alongside regulated advisers where required.
Why Capital Alone Is Not Enough
Capital alone rarely creates value. Without operating cadence, governance, and disciplined execution, growth stalls and risk rises. Karlsrock supports value creation with sector understanding, execution discipline and aligned partnership- helping build enterprise value and improve performance through cycles.
Real Assets
Advisory, management and investment across real estate, energy, infrastructure and natural resources.
Where Real Assets Values Drift
Real assets values may drift - planning risk, cost inflation, capital structure fragility or misaligned counterparties create risk. Karlsrock brings disciplined origination, appraising, capital structuring, planning, development and project management execution as well as risk management oversight to protect downside and enhance long-term outcomes.
Our international sales network supports the careful execution of acquisitions and disposals, helping to ensure that assets are transacted appropriately across markets.
Capital Solutions
Advisory support across debt structuring and restructuring for acquisitions (including leveraged buy-outs), growth, recapitalisations, refinancing and real estate financing. Where equity capital is required from third parties, we coordinate execution alongside our regulated partners.
When Capital Constrains Strategy
Capital constraints such as tight covenants, mismatched periods and fragile structures can erode value. Karlsrock helps to shape capital structures that fit the asset, cycle and strategic intent, improving resilience, cash flow and optionality.
General Partner & Sponsor Partnerships
Selective support for seasoned fund managers, emerging managers, independent sponsors and operating partners seeking to transition or originate, execute and grow investments with institutional discipline.
Karlsrock works alongside GPs and sponsors, bringing transaction judgement, capital structuring support and value creation capability across acquisitions, buy-and-build strategies and special situations.
How Karlsrock supports General Partners, Sponsors and Asset Managers
- Origination support and sector mapping (discreet, targeted)
- Transaction execution: valuation, structuring, diligence management, negotiation support
- Fund-level and GP-level strategic advisory: governance, reporting cadence, investor materials and underwriting discipline
- GP stakes and platform capital advisory: minority stake funding, partner transitions and growth capital planning
- Manager buy-outs and successions: continuity planning, partner economics, and transaction execution support
- Financing advisory: fund facilities including subscription lines / NAV facilities and portfolio company-level acquisition financing, refinancings and recapitalisations
- Value creation support: commercial, operational and strategic levers to drive enterprise value post-close
Fundraising and diligence cycles absorb leadership time; IC materials lack institutional clarity; deal execution stretches capacity; post-close value creation is under-resourced. Misaligned capital and governance can slow decision-making and reduce flexibility when conditions shift. Karlsrock strengthens the platform -process discipline, underwriting, structuring and governance so you execute with greater certainty and support value creation after close.