For counsel, the question is not just who can obtain terms. It is whether the client will receive careful placement strategy, clear economics, and a reliable point of contact after the policy binds.
Scott practiced M&A at Kirkland & Ellis, Gould & Ratner, and DLA Piper (2012–2017) before transitioning to transactional risk. He reads the purchase agreement, not just the carrier's template. He speaks the language your associates are drafting in.
RWI evolved in the M&A market as an insurance product, but it is often negotiated like a deal document: tied to the purchase agreement, the disclosure schedules, the diligence record, and the remedies the parties are trying to replace or supplement.
Wolf Transactional Risk, LLC approaches RWI with that reality in mind. When counsel refers a transaction, the engagement is with the client, but we understand that the referral reflects on counsel. Our job is to make the insurance process careful, clear, and respectful of counsel’s role: aligned to the transaction documents, responsive to the deal timeline, and useful if policy questions arise after binding.
The engagement is with your client. You remain in the quarterback role. We feed underwriting questions through you when that is useful, and directly to the client when that is faster — your preference, set upfront and respected throughout.
We do not pay referral fees to attorneys. Receiving them would compromise our loyalty to the client and your independence. What we offer the referring partner is a good result for your client and a broker relationship that holds up over many deals.
We will follow up with preliminary non-binding indications.
We work with M&A, real-estate, funds, and tax counsel across AmLaw 100 firms, regional firms, and boutique transaction shops. We are comfortable in any of those settings and adapt our engagement mechanics to match the firm's house style.
Wolf Transactional Risk, LLC acts as the client’s retail broker. Coverage is placed through a licensed U.S. wholesale insurance broker, giving the client wholesale-market access while the firm remains the client’s direct point of contact for placement strategy, policy questions, and claim coordination. The firm coordinates with the wholesale broker as part of the placement and post-binding process. Counsel remains counsel; WolfTRI does not provide legal, tax, or investment advice.
Our work is deliberately careful. Purchase agreements, disclosure schedules, diligence responses, underwriting questions, exclusions, and policy wording are reviewed with the understanding that today's placement file may become tomorrow's claim file. That orientation — not a personality trait or a guarantee of outcome — is what counsel and clients can expect from us on every engagement.
When policy or claim questions arise after binding, counsel can expect direct coordination and clear communication from the firm.
WolfTRI keeps counsel and clients oriented around the agreement, diligence responses, underwriting questions, exclusions, and final policy language, so the placement record is clear if policy or claim questions arise later. This is about placement-to-claim continuity and claim coordination after binding — not a guarantee of any claim outcome.
Referrals and coordination: info@wolftri.com · 847.207.9956
Send NDA-level parameters and we will follow up with preliminary indications.