Risk Advisory Services

Risk Advisory is Charter Energy’s strategic niche, delivered through our proprietary platform.

Charter Energy’s Advisory Service team is effectively embedded with every client’s corporate team to help support and achieve their Risk Strategy and Goals. Leveraging our Advisory Services greatly improves risk transfer optionality and risk mitigation.

Our advisory services support the following for clients:

Simplistic and Consistent risk strategy throughout the corporate life cycle
Contractual Risk Control (Development Agreements; O&M; EPC; PSA; MIPA; MSA; etc)
Contractor Risk Control
Transaction Due Diligence
HSE and ESG Program Development; Tracking; and KPI analytics
Field Risk Assessments

Charter Energy Advisory Services yields the following benefits to our clients:

Consistent and effective approach to risk
Maximized control and risk communication from C-suite to field employees
Sharper corporate risk intelligence
Clear decision-making process for risk transfer and retention mix
Protection of the company’s brand and reputation
Protection of balance sheet and assets
More informed capital allocation decisions that increase enterprise value
Minimized Total Cost of Risk and Improved Cost of Capital
Improved business results

We Invest Significant Resources Into Every Client, Providing Unparalleled Risk Advisory Services To Reduce the Cost of Capital.

Our objective is to develop strategic and measurable Enterprise Risk Management goals for each client that lead to value-creating risk decisions achieved through consistent and effective communication of risk philosophy.

Charter recognizes the importance and benefits of integrating sound risk strategies throughout your business by taking time to learn about your operations, team, risk culture, risk philosophy and risk appetite to help you to become a more risk-intelligent enterprise.
Charter prefers to work face-to-face with clients and field staff. Your business, reputation, assets, cash flow and enterprise value cannot afford items being lost in translation via emails and intermittent phone calls.
Charter takes a quality-over-quantity approach with clients: We provide the highest quality risk advisory services with a focused and highly experienced team to a select group of clients.
Charter has avoided the service limitations and bureaucratic time drag that encumber other firms. This enables Charter to facilitate an enterprise approach between finance, risk management, legal, engineering and operations.
Charter clients range from small and middle-market companies, to large multinational holding and sovereign companies. We maintain a balanced portfolio of small and large clients to effectively serve the needs of both. Our services are NOT dictated by client size, but are specifically defined by them.

Discover Other Charter Services

Risk Transfer

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

Private Equity

See how Charter’s Private Equity Services expertise leverages our team’s industry experience to facilitate efficient risk decisions for our clients.