Wolf Transactional Risk places transactional insurance for strategic acquirers, financial investors, real estate investors, and counsel.
Clients access the RWI market through a wholesale insurance broker.
Asset purchases, equity transactions, and REIT deals, including both single-asset and portfolio transactions.
View solutionStrategic transactions including acquisitions, divestitures, and minority transactions.
View solutionGP-led secondaries, LP trades, fund windups, take-privates, GP stakes, and complex fund structures.
View solution
01 · Experience
RWI policies brokered with aggregate limits in the billions (career-to-date, all at a prior broker platform before WolfTRI’s launch).
02 · Market
Broad RWI market outreach through a U.S. wholesale platform.
03 · Economics
Wholesale pricing, with no additional WolfTRI retail broker fee.
Coverage is placed through a nationally recognized U.S. wholesale platform. Experience figures reflect the principal’s career-to-date RWI brokerage experience, all of which was performed at a prior broker platform before founding WolfTRI in 2026.
Estimate only. Final cost depends on insurer pricing, underwriting fee, surplus-lines taxes and fees, transaction profile, retention, and coverage terms. Full methodology →
For repeat RWI buyers, fee structure can matter across a portfolio, not just a single placement. WolfTRI can also help repeat buyers leverage economies of scale with one or multiple carriers across a portfolio.
The insurer sets the premium. Underwriting fees and surplus-lines taxes are generally pass-through costs. The part that can differ is broker economics.
Many traditional retail RWI placements include a separate broker fee in addition to the insurer-paid commission already built into the premium. WolfTRI does not add a separate retail broker fee.
We show the economics plainly so clients can compare total cost before choosing a broker.
WolfTRI is a licensed insurance brokerage, not a law firm or investment bank. We do not provide legal, tax, or investment advice.
Our role is to help the RWI placement fit the transaction: the agreement, diligence record, economics, underwriting questions, and claim file that may later matter. We coordinate with the deal team, counsel, and any preferred broker so the insurance work does not sit apart from the deal.
Deal teams already carry enough moving parts. The insurance work should be clear, coordinated, and worthy of the transaction.