Edge Management LLC

Complex Transactions.
Institutional Outcomes.

We structure and originate institutional-grade transactions at the intersection of capital structuring, specialty insurance, and tax strategy — converting sophisticated assets into financeable opportunities for sponsors, developers, and investors.

0+
Years of Experience
0
Global Offices
0B+
Capital Structured (USD)
AAA
NRSRO-Rated Structures
The Edge Platform

Four Disciplines.
One Integrated Outcome.

Most advisors solve one piece of the financing puzzle. Edge brings four complementary disciplines to the same desk — because the truly bankable transactions in climate infrastructure require all of them working in concert. Our partnerships with Risk Capital Partners and extend that capability across the entire deal stack.

See How We Work
01

De-Risking

Bespoke risk transfer architecture — including Technology Performance Insurance, revenue puts, and counterparty wraps — that takes the risks lenders can't accept and converts them into transferred, modeled, bankable exposures.

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02

Capital Stack Design

Origination and structuring of non-dilutive debt, project finance, and structured products. We assemble capital stacks that clear institutional underwriting — designed around insurance enhancement, tax optimization, and rated structures.

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03

Investor Network Access

A global network of qualified institutional investors, family offices, private credit funds, and sovereign wealth — pre-engaged to evaluate transactions structured to meet their mandates. Sponsors meet capital that prices their deal correctly.

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04

Tax Capital NEW

Federal and state tax credits, deductions, and accounting method strategies that strengthen cash flow, thicken coverage ratios, and lower effective cost of capital — integrated directly into the deal model from day one.

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✦ Featured Vertical
Edge Tax Capital

De-Risking From
Both Ends.

Insurance addresses the risk side of what makes a deal unbankable. Tax strategy addresses the cash-flow side. Edge is the only specialty finance firm that brings both disciplines to every transaction simultaneously — through our integrated tax capital practice.

Discuss Tax Strategy →

"Every dollar of unnecessary tax liability is a dollar that doesn't fund a premium reserve, doesn't shore up debt service coverage, and doesn't sit on the balance sheet." Tax optimization is de-risking — from the other side of the balance sheet.

Our tax capital services are delivered alongside our insurance structuring — every incentive identified is immediately translated into tangible improvements in your deal model: stronger DSCR, lower effective capex, improved sponsor IRR.

§168 / Depreciation

Cost Segregation

Reclassify building components from 39-year to 5, 7, and 15-year schedules. Generates immediate cash savings of 2.5–10% of building cost — applied to acquisitions, new construction, and retrofits.

Typical savings: $50K–$2M+ per project
§48E ITC

Clean Electricity Investment Credit

Direct ITC for solar, wind, geothermal, battery storage, and nuclear projects. Monetize upfront or use to reduce equity required at financial close — often 20–30% of total capex.

Up to 30%+ ITC on qualifying capex
§41 R&D

Research & Development Credits

Federal and state credits for qualifying technical activities — prototype development, process improvement, novel engineering. Critical for FOAK technology companies and hard tech operators.

Often $200K–$2M+ in unclaimed credits
§179D

Energy-Efficient Building Deduction

Up to $5.81 per square foot for qualifying energy-efficient lighting, HVAC, and building envelope systems. Available to building owners and designers of government and tax-exempt projects.

Up to $5.81/sq ft deduction
§45X

Advanced Manufacturing Credit

Per-component production credit for U.S. manufacturers of solar, wind, battery, and critical mineral components. Supports the domestic energy supply chain and rewards onshore production.

Cents-per-component to $-per-kWh
§1031

Like-Kind Exchange

Defer capital gains on property dispositions through qualified replacement acquisitions. Powerful for real estate fund operators recycling capital across hold periods without triggering recognition events.

Defers 100% of qualifying capital gains
Technology Performance Insurance

When Lenders Say
"Too Risky."

First-of-a-kind technology is the financing wall every climate infrastructure sponsor hits. Banks won't lend against unproven performance. Investors discount unrated revenue. Edge designs technology performance insurance — wrapped underwriting from rated carriers — that converts those uncertainties into transferred, modeled, bankable exposures.

The result: transactions that previously couldn't clear lender hurdles become investment-grade. Your project gets financed. Your capital costs go down.

Explore TPI →
The Edge Transaction Framework
Insurance Wrap
Technology, revenue, downside risk
+
Capital Stack
Structured for institutional underwriting
Tax Capital
Credits, deductions, incentives
+
Market Access
Global capital placement network
Output
An investment-grade transaction that clears institutional thresholds no single discipline could reach.
How We Work

From Complex Asset
to Institutional Capital.

Four disciplined steps. One integrated outcome. Every engagement, every sector, every deal.

1

Discovery & Diagnosis

We review the asset, capital need, technology, and existing tax position — identifying what's blocking institutional capital and where the deal model can be strengthened.

2

Structure Design

Insurance products, capital stack, tax optimization, and collateral structure designed in parallel — every component aligned toward a single institutional financing target.

3

Documentation & Rating

Rating models, actuarial analysis, insurance certificates, tax studies, deal memoranda — the institutional package required for an NRSRO process or private placement.

4

Placement & Close

We take the transaction to our global network of institutional funds, family offices, private credit providers, and insurers — managing placement through to close.

Recent Transactions

Selected Deals Across
Our Platform.

View All Transactions →
Renewable Fuels FOAK

Patent-Backed Biofuel Financing

Designed insurance coverages enabling a biofuel entrepreneur to use their patent portfolio as equity in a structured project finance transaction.

Non-Dilutive
Project Capital
Circular Economy Project Finance

Recycling Industry Capital Raise

Structured a non-dilutive debt facility for an advanced recycling operator — sourced through institutional channels not previously accessible to the sponsor.

Investment Grade
Rating Achieved
Alt Investments NRSRO

Life Settlement Bond Issuance

Designed an insurance-enhanced collateral structure that secured an NRSRO investment-grade rating for a structured life settlement bond — opening institutional placement.

AAA
Tranche Rating
Sectors We Serve

Where Complexity Meets
Institutional Capital.

Our integrated platform operates across every sector where complex assets, unconventional risks, and capital ambition intersect.

Battery Energy Storage

Performance insurance, §48E ITC monetization, and structured project finance for grid-scale BESS and front-of-meter storage.

Renewable Fuels

SAF, hydrogen, RNG, and biofuels — technology wraps, §45X & §45V structuring, and FOAK project finance.

Circular Economy

Advanced recycling, waste-to-value, biochar, and materials recovery — feedstock risk wraps and R&D credit recovery.

All Sectors

Industrial decarbonization, CRE, AgTech, life sciences, and alternative investments — every sector our platform serves.

Voices From the Deal Table

What Our Clients Say.

Sponsors and capital partners who have closed transactions with Edge.

"

Raising debt from the capital markets is complicated. Edge took the time to understand our business and our capital needs, then created a roadmap that ultimately unlocked ideal sources of funding we hadn't previously considered.

Derek W.
Executive, Recycling Industry
"

Edge developed insurance coverages that ultimately allowed us to use our patent portfolio as equity in our transaction. Without their assistance, our road to funding would have been significantly more difficult.

Lawrence W.
Founder, Biofuel Company
"

Edge is unique in its ability to use specialty insurance — especially in novel sectors — when pursuing funding. Their creative risk transfer solutions are second to none, and our relationship has led to new opportunities for both sides.

Aaron G.
Managing Director, Investment Banking
Latest Insights

Perspectives on Capital,
Risk & Transition.

All Insights →

How §48E Reshapes Battery Storage Project Finance

The clean electricity ITC has fundamentally restructured how grid-scale storage projects raise equity. Here's what sponsors and lenders need to model.

Technology Performance Insurance: A Primer for FOAK Sponsors

The financing wall every first-of-a-kind sponsor hits — and the insurance products designed specifically to dismantle it.

When Insurance Unlocks an Investment-Grade Rating

How structured insurance enhancement converts unrated alternative assets into NRSRO investment-grade securities institutions can buy.

Ready to Build a
Better Transaction?

Book a 30-minute discovery call with our team. We'll identify where insurance, capital structuring, and tax strategy can materially improve the economics of your deal.

Book Discovery Call → Submit a Brief
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