RothwoldRothwold
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Private equity & consulting · Rooted in 1026

Sown to grow.
Rooted to endure.
Cultivated for generations.

Rothwold is a private firm of financial counsel — engaged exclusively by principals of significance. We structure investment vehicles, lead acquisitions, direct financial operations, and architect the strategy that plants capital so deep and so deliberately that it endures long after the generation that created it.

Request counselSee our Boughs
By appointment · Palm Beach, Florida · USEngagements are limited and reviewed by a partner
§ II
The Roots

The company and the capital it produces are one structure.

Most founders cross from operator to owner without a financial design deliberate enough to carry the transition. Cash sits where it lands. Personal exposure outpaces the company's risk model. Tax and succession are decided after the fact.

We work the seam — fractional CFO presence on one side, patrimonial design and the eventual private banking relationship on the other. Engagements are kept few and led by the founder of the firm.

MR
Mateo Roth
Founder

“We sit on the same side of the table as the principal — without an order book, a custodian, or a quota.”

How we work
  1. /01
    Founder-led

    Every engagement is owned end-to-end by Mateo, not delegated to associates.

  2. /02
    Single-mandate

    A deliberate cap on concurrent clients keeps the attention real.

  3. /03
    Fiduciary

    We hold no assets, distribute no product, and accept no third-party fees.

  4. /04
    Discreet

    Clients are not listed. Materials are not retained beyond the engagement.

§ IIIThe Boughs

One headline mandate.
Three supporting hands.

The CFO seat is our primary engagement. The other three mandates extend from that work — taken individually when the situation calls for it.

/01★

Fractional Chief Financial Officer

We hold the cash, capital, controls and the board narrative. Two to four days a month, retained — not a contractor running a checklist. Suited to companies between $5M and $50M in revenue.

/02

Capital Structuring

From growth round to refinancing to recapitalization. We advise on terms before negotiation begins. We are not paid by the counterparty.

/03

Strategic Valuation

409A, purchase price allocation, deal modeling, and exit readiness — built and defended by the same partner who produced it.

/04

Path to Private Banking

Patrimonial design, tax positioning, jurisdictional readiness, and the curation of the bank relationship itself. We open the door. We do not sit at the desk.

§ IVThe Tending

Same five stages.
Different work inside.

Typical engagement
8–14 weeks
  1. 01Week 1

    Diagnostic

    A confidential read of position, capital structure and risk. Produces the baseline that scopes the rest.

  2. 02Week 2

    Proposal

    A scoped engagement designed against the diagnostic — mandate, deliverables, timeline, fees.

  3. 03Week 2–3

    Agreement

    Digital execution of the engagement letter. A 50% retainer initiates work.

  4. 04Week 3–8

    Design

    The core build — sequenced against a documents checklist on the client portal.

  5. 05Week 8+

    Delivery

    Signed deliverables, implementation support, and the structure of what follows.

Documents and deliverables are managed on the client portal — not by email.Begin a diagnostic →
§ VContact

Send an inquiry.

Every engagement begins with a confidential conversation. We respond within two business days, in person.

Working hours

Monday–Friday
9:00–18:00 ET

Privacy

Inquiries are read only by a partner. We do not list clients and do not retain materials beyond the initial conversation unless an engagement begins.