Roth&Co provides strategies, planning, and regulatory advice to broker-dealers, hedge funds, investment partnerships, security transactions, and private placements. With nearly forty years of experience in the financial services industry, both nationally and globally, we can be your trusted guide, offering a comprehensive suite of client-centered solutions through a team-based approach.
Other Applicable Services
Financial Services Suite
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Financial statement audits for funds under GAAP, IFRS, or other applicable standards
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Tax compliance for investment partnerships
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Tax-efficient structures for domestic and international investments, including advice on new fund structures such as funds of funds, secondaries, and co-investments
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Carried interest and incentive structuring
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Ensuring compliance with fund agreements and regulatory requirements
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Providing due diligence for portfolio company transactions
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International advisory and compliance
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Tax technology and transformation
