Charter Energy

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Charter Energy - overview

Established

1986

Location

Atlanta, GA, US

Primary Industry

Business Support Services

About

Charter Energy is a US-based firm providing specialized Risk Advisory Services to the energy sector and related industries, enhancing clients' strategic risk management capabilities through collaboration and tailored solutions. Founded in 1986 and headquartered in Atlanta, US, Charter Energy focuses on delivering risk advisory services. The company has successfully completed one deal as of December 16, 2025, when Higginbotham Insurance Agency, Inc. acquired Charter Energy, although financial terms were not disclosed.


Charter Energy specializes in comprehensive Risk Advisory Services tailored for the energy sector. Their offerings include strategic risk management consulting that integrates with clients' teams to enhance risk strategies, addressing various needs such as Contractual Risk Control and Health, Safety, and Environmental (HSE) program development. With over 250 clients in the US and more than 20 countries, Charter Energy serves small to mid-sized enterprises, multinational corporations, and sovereign entities, primarily focusing on North America, Europe, and select markets in Asia and Latin America. Charter Energy generates revenue through fee-based structures for their consulting services, which include one-time project fees or ongoing retainer agreements.


Their B2B model ensures that services are tailored to corporate clients' specific needs, focusing on developing and implementing risk management frameworks based on each client's unique requirements and risk profiles. Charter Energy's recent acquisition by Higginbotham Insurance Agency, Inc. in December 2025, will provide opportunities for product development and market expansion. Plans are in place to enhance their service offerings and expand into new geographic markets, although no specific products or regions have been detailed yet.


The funding obtained from the acquisition is expected to support these initiatives, positioning Charter Energy for further growth in the risk advisory sector.


Current Investors

Higginbotham Insurance Agency, Inc.

Primary Industry

Business Support Services

Sub Industries

Business Support Services, Consulting Services, Private Equity, Financial Services, Insurance

Website

www.charterenergy.com/

Company Stage

Add-on

Total Amount Raised

Subscriber access only

Charter Energy - deals

Deals TypeDeal StatusTarget (s)Deal DateInvestor(s)Seller(s)Deal size (Mn)Enterprise value (Mn)Post-money valuation (Mn)EBITDA multiple (x)Revenue multiple (x)Lead partner (s)
Add-onCompletedCharter Energy-

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