Financial advisory · Estd. 2026

The financial
architecture of
the company you
intend to keep.

We partner with founders and operators on the financial work that spans the company and the capital it produces — from the next raise to the structure that holds wealth after the exit.

By appointment · New York Inquiries reviewed by a partner
Plate I
Hover
Rothwold  ·  RW
On the mark — A note

The mark above is a tree, drawn as a single figure with its roots given the same weight as its canopy. Both halves are one structure. The company that earns the capital, and the capital that outlasts the company — we treat them as a single organism, with the same care given to what is seen as to what is anchored beneath.

— Mateo Roth, Founder
The Mark
ROTHWOLD
Financial Advisory · NY

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."
§ III Services

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

A senior finance partner embedded in your operating cadence. 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

Debt, equity, and reserves designed for the next stage. From growth round to refinancing to recapitalization. We advise on terms before negotiation begins. We are not paid by the counterparty.
/03

Strategic Valuation

Independent valuation and scenario work for the moments that count. 409A, purchase price allocation, deal modeling, and exit readiness — built and defended by the same partner who produced it.
/04

Path to Private Banking

The passage from operator wealth to a private banking relationship. 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.
§ IV The Method

Same five stages.
Different work inside.

  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
§ V Contact

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.