Higginbotham Expands Insurance Portfolio with Charter Energy Acquisition

Higginbotham, a Fort Worth-based insurance leader, has expanded its portfolio by acquiring Charter Energy, an independent firm in Atlanta known for its expertise in specialty insurance placement and risk management. This acquisition reinforces Higginbotham's footprint in the energy, heavy industry, and private equity sectors, enhancing its connection with insurance carriers and its capacity to meet regulatory compliance requirements.

Founded by Peter Lunati in 1986, Charter Energy is lauded for its technical approach to client service, managing underwriting and claims in the energy and heavy industry fields. Its diverse service offerings include transaction liability, surety, and comprehensive risk advisory services tailored for small to middle-market companies. Charter's robust industry knowledge aligns perfectly with Higginbotham's commitment to integrating risk management within its client-service philosophy.

By acquiring Charter, Higginbotham not only broadens its service capabilities but also aligns closely with Charter's proactive risk management strategies, which complement Higginbotham's Day Two Services®. This strategic partnership promises to provide both firms with enhanced resources and competitive advantages in the insurance industry, supporting their growth plans and client-service excellence in a dynamic regulatory environment.