Charter Energy


"Charter is hands down, the best risk assessment/ insurance brokerage house I’ve worked with. Our entire investment staff works with the small team at Charter on all of our U.S. transactions and we have been extremely impressed with their work ethic, knowledge, advice and rates."

- Global Private Equity Firm

"Charter spends about 10% of their time placing insurance while the rest is being a strategic partner helping us vet/quantify risks for investments, acquisitions, divestitures and doing a great job for our investment committee"

- Private Equity Group

"With smaller bespoke brokers you get more knowledge and skill where at larger brokers if you are not #1 you receive minimal services and have less sophistication in service teams and capabilities. The commoditization of clients is trending with larger brokers. Why not be something special to a specialized and capable group of risk professionals?"

- Lloyds London Energy Underwriter

"I have known Charter for over 25 years now, 15 of which I was directly responsible for our Risk Management program. Charter was instrumental in educating me in the area of oil and gas risk management as well as helping develop policies and procedures that prevented major financial losses despite having large liability and property incidents including having to shut in an entire gas field due to wildfires in the area. Charter would prove to be a great resource for management teams and companies."

- Domestic E&P Company

"There are not many honest and honorable brokers out there, so I immediately thought of Charter for this."

- Steel Company CFO

"It was a pleasure meeting you yesterday. I really appreciate the support you and your team have provided. The sound advice and support offered by Charter Energy has been excellent and valuable. I also appreciate the follow up from Janet and Frank, they keep me on my toes. I'm looking forward to continuing our business relationship further as we bring our company to life."

- Steel Production Company

"Thank you for all your assistance in helping us close this transaction. Your PSA comments/pushback and other Risk Assessments helped insulate our company, saved us money, and greatly helped achieve the most favorable terms prior to transaction close."

- Midstream Energy Company

"Charter, Thank you for the Contractual Risk Assessments and quick turn around on our requests. We greatly appreciate the time to teach and educate me and our contract management team about MSA and contractor management. The value you create is very much appreciated and needed."

- Midstream Energy Company

"I greatly appreciate your efforts on our renewal and I have never worked with a broker as clear, articulate, effective, professional and knowledgeable as Charter. I also appreciate you not pushing higher limits and unneeded coverage in order to unnecessarily bulk up our program."

- International Energy Company CFO