About us
Karlsrock is our brand, yet we operate through separate, dedicated companies and trusts.
We bring a wealth of business, banking, and treasury experience together to supercharge your wealth. If you’re a business or asset owner we’ll help you cut through the doublespeak to buy your business or asset at the most agreeable price, and/or enhance your market position, optimise your P&L and balance sheet, increase your passive income or deliver the finance you need to implement projects.
If you’re a private UHNW, family office or institutional investor and are looking for investments, we’ll help you generate stable returns through our unique private opportunities in business and real assets and/or optimise your passive income returns on your excess cash in advance of it being deployed.
“We strongly believe that great business and meaningful investments change people’s lives and society for the better. And that’s why we are passionate about what we do. When you trust us with helping you achieve your goals, we’ll work to ensure we deliver them for the long term.”
Brian Dowling
Chairman, Karlsrock
We aim to communicate clearly to bring you on the journey.
We know the importance of discretion.
We understand the need to protect commercial and private sensitivities.
We want to win with you and do it with good intentions.
We will work alongside new or existing executive managers.
We approach every challenge with a solution-focused mindset.
We are selective of our clients and partners to hold high ethical standards.
We want you to succeed and will push you forward.
We gain greater purpose through social & charitable works.
Charles is CEO/senior consultant and principal founder of Karlsrock. He is an investor, financier and growth specialist with a background in small-medium and larger mid-market sized businesses, real assets, wholesale & central banking and treasury. He has over twenty-five years of experience growing the profitability and performance of businesses, treasuries and real assets.
Charles worked in a variety of organisations including WGZ Bank, Anglo Irish Bank and Novell Inc; among others. During his time with these firms, he delivered year on year profit increases on multi-billion-dollar portfolios through asset and liability management (ALM), treasury and investment management, sales and marketing. While, Corporate Treasurer for the EMEA region at Novell Inc (US Nasdaq listed), he had responsibility for a portfolio of 26 businesses which included funding, treasury investing, M&A, tax optimisation, risk and cash flow management, debt financing
He went on to successfully grow a number of private equity backed firms (SME to Large-Mid Market) optimising sales, marketing and product development functions and acting as CEO for private investment firms with a focus on Real Assets (Real Estate and Natural Resources) originating, negotiating and structuring large multi-million and multi-billion-dollar transactions and financing commitments
He has a strong interest in aligning businesses and assets to ESG principles.
Charles education includes CISI (Chartered Institute of Securities and Investment), London, UK, Bachelor of Commerce. B.Comm Hons from University College Dublin (UCD), Ireland (Specialising in Corporate Finance, Capital Markets, M&A, Investment management), and CIMA (Chartered Institute of Marketing) London, UK.
He may be recognisable from sport, having represented Ireland at an international level, playing in the 2019 World Cup, 2018 European Touch Rugby Championships.
Bernard Patrick (Brian) is Chairman of Karlsrock and brings over fifty years of Executive Management, Governance, Financial and Investment expertise to the company.
This experience was achieved in the UK, USA and Ireland across a wide range of commercial companies. Sectors include real estate, printing and packaging, product manufacturing, retail manufacturing and distribution, motor industry, as well as board senior executive positions within public bodies overseeing real estate portfolios, transport, travel and trade. He has extensive experience in Executive Director roles, such as Managing Director, Financial Director and Company Secretary, for over almost 50 years.
Brian is the former President and a qualified Fellow of the Chartered Institute of Management Accountants (FCMA) and was further educated at Harvard Management School of Business Administration (AMP) and The Glacier Institute of Management.
He was until recently the Chairman (two three-year terms) of a UK based Pension Fund, which has an asset under management of £500m, where he served as a Trustee for over twenty years. He is also Non-Exec. Director and Chairman of a group of companies in the provision of technology for motor industry marketing and sales.
Brian has a keen interest in sport generally and has in the past played all forms of Gaelic games, Rugby Union and currently plays Golf at a competitive level.
UNITED KINGDOM
Karlsrock Ltd., 86-90 Paul Street, London, EC2A 4NE
IRELAND
Karlsrock Ltd., Pembroke Hall, 38-39 Fitzwilliam Square, Dublin 2