Introduce WolfTRI when the RWI workstream needs senior attention and clear economics.
WolfTRI is a focused transactional-risk insurance brokerage for defined RWI mandates. The firm provides principal-led review, access to the RWI market through licensed wholesale-market infrastructure (subject to transaction fit, insurer appetite, and policy terms), transparent compensation, and no additional WolfTRI retail broker fee under the standard model.
Career-to-date RWI experience across private-company, real-asset, and portfolio transactions. Representative experience available on request; policy review led by the Principal Broker.
Good moments to make the introduction.
- A buyer is considering RWI for an acquisition, real-asset transaction, or GP-led secondary.
- A client already has an RWI quote and wants to understand premium, fees, retention, exclusions, and process.
- A family office, sponsor, strategic buyer, or general counsel wants a senior broker reviewing the policy and economics.
- A deal team wants a narrower RWI-focused mandate rather than a broad insurance engagement.
A short, non-confidential summary is enough.
If you only have three facts, send transaction type, rough size, and timing. Keep documents out of email until Scott confirms the right process.
- Buyer or sponsor name
- Transaction type
- Approximate enterprise value or purchase price
- Desired RWI limit, if known
- Target industry or asset class
- Timing to sign and close
- Whether a quote or indication already exists
- Any confidentiality limits
Confidentiality note. Do not send confidential transaction documents, data-room materials, privileged communications, or nonpublic personal information until an appropriate NDA, engagement process, and secure exchange method are in place.
Send this to your contact.
Worth a non-confidential call with Scott Wolf before you assign the RWI mandate. WolfTRI is focused on principal-led RWI placement, economics review, and policy coordination, with no separate WolfTRI retail broker fee under its standard model.
Scott Wolf at WolfTRI may be worth speaking with on the RWI workstream for this transaction. WolfTRI is a focused transactional-risk insurance brokerage with principal-led review, wholesale-market access, transparent compensation, and no additional WolfTRI retail broker fee under its standard model. A good first step is a non-confidential call on structure, timing, policy issues, and quote economics.
Adapt as needed for your contact’s context and your own voice.
What WolfTRI does not do.
- WolfTRI is not an insurer, underwriter, law firm, tax adviser, claims administrator, or investment adviser.
- WolfTRI does not guarantee coverage, pricing, claim payment, or insurer participation.
- Coverage remains subject to underwriting, insurer appetite, policy terms, exclusions, retention, transaction documents, and applicable law.