The next generation RWI broker, built for execution certainty

Scott Wolf

scott@wolftri.com

Scott is a former M&A attorney and senior insurance executive with deep expertise in Transactional Risk Insurance and complex Property and Casualty Insurance placements.

Scott’s interest in RWI began in 2012 as a first-year M&A associate at Kirkland & Ellis: on two sell-side PE deals he saw the contrast up close — one required the seller to leave roughly 10% of enterprise value in escrow; the other used RWI. At the time, most transaction parties had never heard of RWI, including counsel at leading M&A firms. By 2017 the product appeared on approximately 20% of U.S. private M&A deals, and Scott became one of the first M&A lawyers to move into the global transactional risk insurance market.

Between 2017 and 2025, he served as lead RWI broker on 150+ engagements, placing $2B+ of RWI coverage limits^*. Scott has taught RWI continuing legal education to leading law firms and in-house legal teams, including a commercial real estate RWI curriculum he co-developed in 2019 with a partner at a global law firm. He worked with counsel at 35+ law firms, who regularly brought him opportunities to assist their clients. Scott has placed coverage on minority acquisitions, take-privates, mergers of equals, cross-border M&A, GP-led secondaries, real estate, and contingent-risk structures.

Unlike most RWI brokers, Scott also oversaw ~350 commercial insurance policies representing ~$25M of annual premium^*, including buy-side commercial insurance due diligence engagement. Scott also has experience placing residual value and non-payment insurance products.

Scott’s combined background, M&A legal training, RWI brokering, and commercial insurance production is differentiated in the insurance market.

Scott formed WolfTRI so that he could provide sophisticated Transactional Risk Insurance brokerage services without institutional pressure to (i) charge both brokerage commission and a separate retail broker fee and/or (ii) sell related due diligence services which may result in a conflict of interest if a claim arises.

Daniel Greenebaum

daniel@wolftri.com

Daniel brings 11+ years of M&A investment banking experience from BMO Capital Markets, where he rose from Analyst to Director in the firm’s Mergers & Acquisitions Group. Based in Chicago, he executed and advised on middle-market and large-cap mandates across a wide range of industries — with depth in deal structuring, financial analysis, valuation, and post-closing economics.

He is fluent in financial statement analysis and quality-of-earnings review, purchase-price allocation, working-capital mechanics and post-closing adjustments, earnout structures and their effect on post-closing economics, and risk identification from target financials and deal structure.

When he is not deep in deal analysis, Daniel is working with equal intensity to get his golf handicap to scratch — and serves as the official planner of all WolfTRI client golf outings.

All insurance placements, coverage recommendations, and policy negotiations are directed by Scott D. Wolf as the firm’s licensed producer, and executed through licensed U.S. wholesale-market infrastructure. Daniel’s role is transaction advisory. He does not act as an insurance producer.

Tamar Wolf

tamar@wolftri.com

Tamar spent years in institutional nonprofit leadership at the Jewish United Fund of Metropolitan Chicago, including as Program Manager and later Director of Create a Jewish Legacy. In that role she trained, consulted, and supported dozens of Chicago Jewish organizations on securing legacy commitments — work that helped participating organizations raise more than $50 million in planned gifts across roughly 1,600 commitments, with tens of millions realized. She also supported JUF campaign fundraising and donor-relations development.

That background — program design, multi-stakeholder coordination, and building durable systems around long-horizon relationships — is how she approaches WolfTRI’s people and operating infrastructure. She leads hiring, onboarding, culture, client-care standards, and the internal processes that keep execution, integrity, and client advocacy consistent as the firm scales, without diluting judgment or compliance discipline.

Tamar is not a licensed insurance producer and does not solicit, negotiate, or sell insurance. Placement activities are performed exclusively by Scott D. Wolf, WolfTRI’s licensed producer.