Independent Advisory & Private Markets Investment.
Rooted in heritage. Shaped for the future.
A Tradition of Enterprise, Stewardship and Long-Term Perspective
Karlsrock works with business owners, entrepreneurs, operators, families and private investors where decisions carry long-term consequence-advising, investing and partnering through growth, transition, and transformation.
Co-founded by Charles J. Gannon, and informed by over a century of family enterprise, Karlsrock brings institutional discipline together with the discretion, judgement, and long-term perspective of a private office.
Our Core Capabilities
Mergers, Acquisitions & Business Advisory
Discrete guidance for owners and private capital investors considering growth, acquisition, succession or a sale.
Private Markets
Proprietary investing and selective co-investment where appropriate, with active enterprise value creation alongside aligned partners.
Real Assets
Advisory, management and investment across real estate, energy, infrastructure and natural resources.
Private Wealth & Family Stewardship
Strategic oversight, governance and capital stewardship for families and private investors navigating liquidity events, generational transitions and long-term capital deployment.
Capital Solutions
Structuring and debt advisory for acquisitions, growth and transformation.
General Partners & Sponsors
Selective support for fund managers, sponsors and operating partners.
Trusted at Moments That Matter
Karlsrock is engaged when owners, investors, GPs and sponsors face decisions that shape outcomes - preparing a business for sale, pursuing an acquisition, unlocking value or navigating complex transitions.
When Enterprise Value Is at Stake
Value is often lost not because a business is weak, but because timing, positioning and process discipline are underestimated. Karlsrock brings structured preparation, value enhancement, targeted outreach and measured negotiation to increase certainty, protect legacy and optimise outcomes.
When Capital Transitions
Whether advising an owner through growth or transition, supporting long-term stewardship across generations, or partnering alongside aligned investors and managers, our role is to bring measured judgement and alignment. We support families and long-term investors on governance, stewardship and capital deployment following liquidity events. We act independently, think long term and work with discretion - drawing on over a century of family enterprise to support moments that demand experience as much as execution.
“I have been in business for over 50 years in media and real estate. Karlsrock managed to unlock a deal that two previous advisors could not. From strategising, succession and exit planning, valuation, through to buy- and sell-side engagement, they handled our complex multi-jurisdictional negotiations and transactions, closing them expertly.
Their experience and methodology generated a higher exit value and better terms.
In my experience, Karlsrock delivers a superior service compared to other advisory firms.”
―
Stuart Freeman, Chairman / Owner
Media & Real Estate Group