About — Wolf Transactional Risk

Our Founders

The Founding Team.

WolfTRI is intentionally small and founder-led. Our founders bring complementary experience across M&A law, transactional insurance brokerage, investment banking, organizational leadership, and client-care systems. The point is not volume. It is accountability, role clarity, and careful work.

Scott D. Wolf

Co-Founder & Principal Broker

Scott is a former M&A attorney (UChicago Law, J.D. with Honors) and former Vice President at a prior global brokerage platform. He began his career at Kirkland & Ellis advising private equity clients on complex transactions, then practiced at Gould & Ratner and DLA Piper.

In 2017, he transitioned to insurance brokerage as a Director in Private Equity and Transaction Solutions at a prior global brokerage platform. Over seven years, he brokered 160+ RWI engagements — placing approximately $2 billion in coverage limits across enterprise values ranging from approximately $10 million to $8 billion, and serving as the primary U.S. RWI broker for inbound Asia and European transactions.

Scott handles every engagement with the senior-level attention that large platforms reserve for their biggest clients. All insurance placements are executed through a nationally recognized wholesale insurance platform.

Why This Matters

Many RWI brokers have M&A legal backgrounds. What's rare is combining that with years of managing a large renewable commercial insurance portfolio — spanning property, casualty, cyber, environmental, and employment practices liability across dozens of industries. That dual experience means Scott doesn't just place the RWI policy. He understands how it fits into the broader risk management strategy for every stakeholder in the transaction — buyer, seller, lender, and portfolio company alike.

J.D. with Honors, University of Chicago Law School — Kirkland & Ellis Scholar (top 10%) Member, Illinois Bar NPN 22075776

Scott acts exclusively as an insurance broker in this capacity and does not provide legal representation to WolfTRI clients.

Daniel Greenebaum

Co-Founder & Vice Chairman, Transaction Advisory

Daniel brings over a decade of M&A investment banking experience from BMO Capital Markets, where he rose from Analyst to Director in the firm's Mergers & Acquisitions group. Over 11+ years in Chicago, he executed and advised on transactions spanning middle-market and large-cap mandates across a wide range of industries — building deep expertise in deal structuring, financial analysis, valuation, and post-closing economics.

How This Expertise Informs Every Engagement

Daniel's investment banking background shapes how WolfTRI approaches every deal internally. His experience means our team brings fluency in:

Financial statement analysis and quality of earnings review
Purchase price allocation modeling and deal economics
Working capital mechanics and post-closing adjustment dynamics
Earnout structures and their impact on post-closing economics
Tax risk identification based on target company financials and deal structure

That depth of deal knowledge informs how Scott presents applications to underwriters, which exclusions he pushes back on, and why.

Daniel Greenebaum is not a licensed insurance producer. Daniel does not solicit, negotiate, or sell insurance. Insurance placement activities at WolfTRI are performed exclusively by Scott D. Wolf, the firm's sole licensed insurance producer. Daniel's role is transaction advisory — bringing institutional-caliber deal analysis to every engagement so the placement strategy is informed by a complete understanding of the deal's financial architecture.

Director, Mergers & Acquisitions — BMO Capital Markets (11+ years) B.S. Finance & Accountancy, Bronze Tablet — Gies College of Business, University of Illinois Urbana-Champaign

Daniel@wolftri.com

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.

Tamar Wolf

Founder & Chief Human Resources Officer

Tamar helps build the people and operating standards behind WolfTRI: hiring, onboarding, culture, client-care discipline, and the internal systems that make careful professional work repeatable. She studied at the University of Wisconsin-Madison and Northwestern University Pritzker School of Law, and her prior work includes stewardship-focused program management for JUF's Create a Jewish Legacy initiative.

Tamar Wolf is not a licensed insurance producer. Tamar does not solicit, negotiate, or sell insurance. Insurance placement activities at WolfTRI are performed exclusively by Scott D. Wolf, the firm's sole licensed insurance producer.

Why This Matters

In a service business, culture is the product. The reason WolfTRI can promise founder-level attention on every file is structural: the firm is staffed and operated to make that promise keepable. That operating discipline is Tamar's domain.

What we do.

WolfTRI is exclusively focused on transactional risk insurance — primarily Representations & Warranties Insurance (RWI), along with tax liability insurance, contingent legal risk coverage, and environmental wraps when a transaction needs them. We do not sell property, casualty, or benefits programs.

Who we serve.

Private equity sponsors, corporate strategics, family offices, independent sponsors, operating partners managing portfolios, and real-assets investors. Deal sizes from $10M to $5B+ enterprise value. Coverage limits from $5M primary to $1B+ aggregate towers.

How we are structured.

WolfTRI operates as a specialty brokerage placing through a leading national wholesale platform. Clients access institutional carrier relationships and senior-level underwriting attention — with a founder reviewing every policy.

How we are compensated.

WolfTRI's compensation is the insurer-paid commission embedded in the carrier's premium. WolfTRI does not charge an additional retail broker fee.

How we treat people.

We try to be the firm we would want to hire. That means returning calls the same day, even when the answer is "I don't know yet, here is when I will." It means telling a client when a deal isn't right for RWI before they spend money finding out. It means we do not run a clock on short calls, do not nickel-and-dime on scope, and will refer a deal to another broker when someone else is better positioned to serve it. Real talk, kept professional. That is the voice we want on every call.

Shorthand

Judgment, loyalty, wholesale pricing, and the kind of service you would want if it were your deal. A founder reviews every placement.

Talk to us directly.

Send NDA-level deal parameters and we will follow up with preliminary non-binding indications.