Higginbotham, an employee-owned insurance, financial and HR services firm headquartered in Fort Worth, has joined forces with Charter Energy, an independent firm based in Atlanta that provides specialty insurance placement and risk management strategies for a global portfolio of energy, heavy industry, and private equity clients.<\/p>\n
The acquisition of Charter adds specialty depth through expertise in priority growth industries and strengthened relationships with specialty carriers. The firms said a shared client-service philosophy \u2014 one that treats risk management as an integrated part of service rather than an add-on \u2014 was central to the decision.<\/p>\n
Charter Energy was founded in 1986 by Peter \u201cPete\u201d Lunati, who sought a more direct, technical approach to serving clients.<\/p>\n
\u201cCharter started in 1986 when my dad, Pete Lunati, walked away from a big broker that wanted him to be a knife-and-fork producer \u2014 take people to dinner, don\u2019t touch the account,\u201d said Marsh Lunati, owner and principal of Charter Energy. He said Charter quickly developed deep specialty expertise across energy and heavy industry risks.<\/p>\n
Today, Charter focuses on energy, heavy industry and construction, as well as private equity, with additional capabilities in transaction liability and surety. The firm also provides risk advisory services, effectively taking on the risk management function for small to middle-market companies.<\/p>\n
\u201cI built Charter as a response to customer needs,\u201d said founder and principal Peter \u201cPete\u201d Lunati. \u201cWhen our clients needed risk advisory services, we built a risk advisory platform.\u201d<\/p>\n
Higginbotham Chairman and CEO Rusty Reid said that kind of proactive risk support \u201cis built into every relationship, every day\u201d through the firm\u2019s Day Two Services\u00ae.<\/p>\n
Marsh Lunati said the collaboration positions Charter for continued growth. \u201cHigginbotham gives us the horsepower to grow that model,\u201d he said.<\/p>\n","protected":false},"excerpt":{"rendered":"Higginbotham, an employee-owned insurance, financial and HR services firm headquartered in Fort Worth, has joined forces with Charter…\n","protected":false},"author":3,"featured_media":451654,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5138],"tags":[5229,60,7371,11095,7372,147729,7337,8396,358,7453,3187,67,586,132,5230,68,2969],"class_list":{"0":"post-451653","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-fort-worth","8":"tag-america","9":"tag-financial-services","10":"tag-fort-worth","11":"tag-fort-worth-inc-staff","12":"tag-fortworth","13":"tag-higginbotham","14":"tag-insurance","15":"tag-mergers-and-acquisitions","16":"tag-texas","17":"tag-top-story","18":"tag-tx","19":"tag-united-states","20":"tag-united-states-of-america","21":"tag-unitedstates","22":"tag-unitedstatesofamerica","23":"tag-us","24":"tag-usa"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115731184168241160","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/451653","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=451653"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/451653\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/451654"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=451653"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=451653"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=451653"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}