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Edge structures and originates institutional-grade transactions for the energy transition — combining specialty insurance, capital structuring, and tax strategy into a single integrated platform.
Edge was founded on a simple insight: the most important transactions of the energy transition are also the hardest to finance. First-of-a-kind technology, novel business models, unconventional collateral — these don't fit standard lending templates, and most advisors only solve one piece of the financing puzzle.
For more than 25 years, our team has designed bespoke insurance and risk-mitigation structures that address the most critical concerns of global investors and lenders. Today, alongside our specialty insurance brokerage Risk Capital Partners and our integrated tax capital practice, we deliver an integrated platform that turns complex assets into investment-grade transactions.
Every Edge engagement draws on all four capabilities simultaneously — because the most fundable deals are always optimized from every angle.
Bespoke products for unconventional risks. Through Risk Capital Partners (RCP), our specialty brokerage, we design coverages that conventional lenders won't accept — and convert them into transferred, modeled, bankable exposures.
Origination, structuring, and placement of non-dilutive debt. We assemble capital stacks that institutional investors can underwrite and place them through our global network of funds, family offices, and private credit providers.
A complete framework for converting risk into opportunity. From technology wraps to revenue puts to residual value protection, we build the de-risking layer institutional capital requires.
Edge Tax Capital identifies and monetizes federal credits, deductions, and incentives that strengthen cash flow, thicken coverage ratios, and lower effective cost of capital.
A senior team with over 28 years in specialty insurance, capital markets, and complex transaction structuring.
Senior deal originator with 28 years sourcing, structuring, and closing complex transactions across energy transition and climate-aligned technologies. Track record supporting $1.8B+ in capital raised, converting first-of-kind platforms into investment-grade growth opportunities. BS UCLA, MBA USC.
25+ years in due diligence and strategy advisory across 200+ transactions. Established London's leading commercial DD practice and a top UK risk finance and insurance DD practice. Specialist in green technology. Cambridge MA, Imperial MSc, INSEAD MBA (Distinction).
Edge's sister specialty insurance brokerage. The carrier-facing arm responsible for designing and placing the bespoke insurance products that anchor every Edge transaction — from technology performance wraps to revenue puts and counterparty coverages.
Edge's affiliated climate technology practice — the deep-domain partner for first-of-kind energy transition transactions, technology diligence, and structured project finance across BESS, renewable fuels, and circular economy verticals.
Leads Edge's market engagement across sustainable finance, ESG-aligned projects, and planet-positive technologies. Five+ years in B2B growth and strategy, originating high-quality conversations between developers, investors, and capital providers. MBA holder with focus on sustainable finance narratives.
40+ years of legal experience spanning Government Counsel in Washington D.C., corporate counsel for publicly traded telecom firms, and in-house counsel for insurance and banking entities. Deep expertise in IP, M&A, and high-tech regulatory matters. JD Rutgers, LLM George Washington, BS Notre Dame.
17+ years in life settlements, formerly Director of Operations at RiverRock overseeing seven closed-end Funds. Founder of Chestnut Capital Management. Past Chairman of the European Life Settlement Association (ELSA), recipient of ELSA Lifetime Achievement Award. BA Buffalo, MA Maryland.
Career across senior management roles at Fortune 500 companies in entertainment, publishing, media, and cosmetics. Two-time Tony Award and three-time Drama Desk Award winner. Former White House Advance under President Ford. Active philanthropist and serial board director.
Decade+ in energy markets, project origination, and commercial strategy with a focus on hydrogen, sustainable fuels, and petrochemicals. Senior roles at H Cycle, Monarch Energy, and Trafigura. Started career at ExxonMobil. BS Chemical Engineering (cum laude), University of Alabama.
Profile to be added — content will appear here once the team member is confirmed.
Every Edge engagement is led by senior partners — never delegated. We perform free preliminary diagnostics on every prospective transaction, and where we proceed, we cap fees against deliverables to align our incentives with sponsor outcomes.
Our work product — risk architecture, structured finance models, NRSRO-grade documentation, tax studies — is built to clear institutional thresholds the first time, not iterate through cycles of sponsor review.
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