RWI is a critical extension of your purchase agreement.
We combine senior transactional advisory experience with specialist placement support, while your existing advisers retain their roles.
Why separate the RWI mandate
RWI is tailored to the purchase agreement, and underwriting relies on the buyer’s due diligence reports. If the insurance broker placing RWI also performs due diligence or other M&A consulting services, a later claim could question that other work.
WolfTRI does not take on those separate mandates. We have no separate diligence engagement or commercial insurance placement of our own to defend. This allows us to advocate for you with integrity if you have a claim, free of any potential conflict of interest associated with a different workstream.
White paper · The three-hat problem
One brokerage often performs the insurance diligence, places the go-forward program, and brokers the RWI. That is efficient at signing. On the day a claim implicates the first two hats, the same firm has to argue against its own work to make the client’s case.
Offered as a conversation starter, not a verdict. If you see it differently, we want to hear it: info@wolftri.com.
What working with us looks like
Understand the transaction
We discuss the purchase agreement, diligence scope, existing insurance, and timetable with your deal team, so the submission reflects the deal.
Compare insurer terms
WolfTRI’s licensed producers, with our wholesale broker’s specialist team, approach the RWI market. We then compare coverage, exclusions, retention, and cost side by side with you and your counsel.
Coordinate underwriting and binding
We coordinate underwriting questions with your counsel and diligence advisers around the deal timetable. WolfTRI’s licensed producers work with your counsel on the policy wording through binding.
Stay involved after closing
We keep the placement record and stay involved if a claim arises, with no separate WolfTRI fee for that support.
Senior attention and specialist team support
Our team leads the client relationship and provides senior insurance judgment and oversight. We draw on our background in M&A law, investment banking, and commercial insurance to provide holistic guidance on how the RWI fits your transaction. A specialist RWI broker and service team at our wholesale broker provide placement and servicing support akin to what a buyer is accustomed to when working with a large retail insurance broker.
Meet the team · RWI Cost Calculator · RWI Claims
Wolf Transactional Risk, LLC is an insurance brokerage, not a law firm, and does not provide legal, tax, accounting, or investment advice. This overview is not a quote, binder, or offer of insurance. Coverage, pricing, and terms depend on underwriting and the issued policy. Not every WolfTRI team member is a licensed insurance producer; insurance is solicited, negotiated, and placed by a licensed WolfTRI producer.