IceBridge
Financial Management

Independent, flat-fee strategic advisory for owner-led businesses.

What we do

Providing expert guidance to ensure owners achieve clarity, leverage, and optimal outcomes in complex capital and investor discussions.

We help owners navigate the structure, key leverage points, and negotiation dynamics—ensuring informed decisions before any commitments are made.

Private equity

We oversee owners through financing, refinancing, and capital structure discussions—asking critical questions, analyzing terms, and ensuring every decision aligns with their priorities and long-term goals.

Capital Structure & Financing Negotiation

Venture capital

We dissect derivatives and commodities positions, exposing risks, clarifying pricing, and designing hedging strategies that protect businesses from market volatility.

Risk, Derivatives & Commodities Advisory

Hedge funds

We craft investor-grade narratives, represent owners in cross-border meetings, and translate complex operational and financial realities into actionable, persuasive insights.

Investor Narrative & Cross-Border Representation

Private equity

We help owners structure access to capital, plan for liquidity events, and evaluate strategic alternatives. Our focus is on ensuring that financing and corporate decisions support long-term business objectives and operational flexibility.

Strategic Capital & Liquidity Planning

Venture capital

We dissect potential acquisitions or sales, coordinate due diligence, and oversee transaction execution. Our oversight ensures deals preserve value, minimize risk, and align with the owner’s strategic objectives from start to finish.

M&A & Transaction Support

Hedge funds

We help owners establish and structure family offices, providing advisory guidance and overseeing implementation. Our focus is on governance, operational frameworks, and processes that support long-term strategic and financial objectives.

IceBridge
Financial Management

What we do

Capital Structure & Financing Negotiation

Risk, Derivatives & Commodities Advisory

Investor Narrative & Cross-Border Representation

Strategic Capital & Liquidity Planning

M&A & Transaction Support

Family Office Structuring & Setup

Disclaimer

IceBridge Financial Management

What we do

Capital Structure & Financing Negotiation

Risk, Derivatives & Commodities Advisory

Investor Narrative & Cross-Border Representation

Strategic Capital & Liquidity Planning

M&A & Transaction Support

Family Office Structuring & Setup

Disclaimer

IceBridge
Financial Management