Private Equity

Experience, Speed, Agility and Deep Market Relationships.

Charter’s Private Equity Services expertise leverages our team’s industry experience to facilitate efficient risk decisions for our clients. Our Private Equity and Transaction Risk services are entirely industry agnostic, meaning they are specifically designed to significantly improve risk intelligence and efficient transfer throughout the transaction cycle—regardless of your industry.

Mergers and Acquisitions, Management Buyouts, IPOs, Reverse Mergers, SPAC/De-SPAC and other Private Equity and/or Capital Markets Transactions require experience, speed, agility and deep market relationships to facilitate the most valuable retention and transfer mix for our clients, including Private Equity PortCo and/or Funds. These are all hallmarks of Charter’s service delivery.

Charter’s Private Equity Services include:

Transaction Due Diligence
Transaction Document Review and Redlining
Post Transaction Transfer of Risk, HSE, and Contracts
Transaction Risk Transfer
- Reps and Warranties; Contingent Liability; Environmental WRAPs; Tax Liability; Litigation Buyout
- Transaction Related Surety
- Executive Liability
- Property and Casualty Programs
Seller/Buyer Insurance Program Audits and adjustments to mitigate coverage gaps
Portfolio Insurance Programs
Special Situations Advisory and Placement Services

Our Private Equity Consulting Experts

Charter Energy principals and team members bring best-in-class experience from backgrounds in risk management, consulting, accounting, engineering, banking, private equity, legal, safety and environmental specialties. Several members of our team have worked specifically for private equity firms in the past, with concentrations in Risk and M&A advisory, Legal, ESG, Engineering, and Strategy. And each Private Equity client is assigned its own custom-assembled team of diverse, multi-disciplined and experienced Risk Advisory staffers, based on the client’s needs and the industry or service-specific requirements.

We are passionate about our Private Equity and Investment Funds expertise. That means we are fluent in the industry’s specialized needs and the intelligence-gathering required to provide one-of-a-kind, bespoke risk advisory solutions that are second to none.

Discover Other Charter Services

Risk Advisory

Discover how our Advisory Service improves competitive intelligence to improve your company’s Risk Management programs.

Risk Transfer

Our team has designed and implemented Risk Transfer options from basic office policies to complex global programs.