M&A RWI at wholesale pricing.
Representations and Warranties Insurance for financial sponsors and strategic acquirers. Buy-side and sell-side placements across middle-market and larger deals — including complex structures and multi-party transactions.
NO SEPARATE RETAIL BROKER FEE.
SUCCESS-BASED COMPENSATION.
NO ENGAGEMENT FEE.
When counterparties already treat RWI as part of the structure, the question is who places it, how early, and on what economics.
Placement acts are performed by WolfTRI’s licensed producer through licensed U.S. wholesale-market infrastructure.
Buyers, sellers, and counsel on the deal.
The product is mature. Placement still needs judgment — early structure, credible diligence packaging, and process that holds when underwriting turns to your facts.
Insurer recovery and survival windows that often outlast a traditional seller indemnity package — subject to retention, exclusions, and final policy terms.
Supports limited or no post-closing indemnification while still giving buyers meaningful recovery rights under a defined policy.
Senior attention on structure, retention, exclusions, and the underwriting record — without a separate retail broker fee stacked on the premium.
Portfolio programs, small deals, and fee math.
Deeper papers for serial acquirers and smaller enterprise values — then return here for structure, film, and firm.
Structure. Recourse. Economics.
RWI moved from novelty to default on private M&A over the last decade. More carriers, more competitive rates, and better retentions made the product accessible well beyond mega-deals. What still separates a clean placement from a messy one is process.
01
Structure
Move selected indemnity economics into a policy so the purchase agreement can stay cleaner and the auction can move faster.
02
Recourse
Institutional insurer capacity and multi-year claim windows, subject to retention, exclusions, and the final policy.
03
Economics
Same RWI market access. WolfTRI does not layer a separate retail broker fee on top of the embedded commission.
WolfTRI in under a minute.
How wholesale RWI pricing works, why the firm exists, and what changes when former senior M&A advisors run the placement.
Former senior M&A advisors. Aligned economics.
Principal-led placement with wholesale pricing — and judgment that reads structure, appetite, and wording together.
WolfTRI’s focus is representations and warranties insurance on M&A. Founders draw on M&A law, RWI brokerage, and investment banking from prior careers. That mix informs how the firm reads structure, underwriting appetite, and policy wording — and limits surprises when underwriting turns to your specific facts.
Experience also includes commercial insurance renewal-book management — property, casualty, cyber, environmental, executive risk, employment-practices, and related lines. That breadth helps WolfTRI read how RWI fits a buyer’s wider risk strategy, not only the purchase agreement. Placement and policy negotiation are performed by WolfTRI’s licensed producer. About our team.
01
No engagement fee
Compensation is success-based — earned when a policy binds, not for showing up.
02
Wholesale pricing
No separate retail broker fee layered on the insurer-paid commission already in the premium.
See the economics
03
Program discipline
For repeat buyers, the licensed producer can standardize forms, routing, and post-closing stewardship across the program.
How we handle claims
Engagement count reflects experience at prior organizations before founding WolfTRI.
Sectors where the team has placed RWI.
At prior organizations, placements spanned buyouts, add-ons, strategic acquisitions, carve-outs, take-privates, minority investments, mergers of equals, sell-side transactions, cross-border deals, joint ventures, GP-led secondaries, and other diligence-driven structures. Expand a sector for underwriting issues that most often drove retention, exclusion, and pricing.
Reflects experience at prior organizations before founding WolfTRI.
View industries and underwriting issues+
Technology / AI
- IP ownership
- Open-source software
- Data privacy and cyber
- AI vendor and customer contracts
- Regulatory change
Healthcare / Life Sciences
- Licensure
- Billing and coding
- Payer exposure
- Compliance programs
- Medical malpractice interplay
- Clinical and regulatory diligence
Financial Institutions / Fintech
- Regulatory approvals
- Lending practices
- Consumer compliance
- Data security
- Capital or balance-sheet considerations
Industrials / Manufacturing
- Supply chain
- Product liability
- Environmental
- Workforce
- Customer concentration
- Contracts
Infrastructure / Energy
- Permits and development status
- Offtake or commercial agreements
- Environmental
- Tax-credit-adjacent issues
- Financing
Consumer / Sports / Hospitality / Media
- Brand and licensing
- Venue or property issues
- Labor
- Management contracts
- IP
- Customer and vendor concentration
Counsel and other advisors remain responsible for legal, tax, regulatory, financial, investment, and diligence advice. Coverage remains subject to underwriting, insurer appetite, policy terms, exclusions, retention, transaction documents, and the diligence record.
Discuss an M&A placement.
Write the firm with non-confidential or NDA-safe parameters. WolfTRI’s licensed producer will size structure, retention, and timing against your transaction.
Principal direct: scott@wolftri.com · +1 847.207.9956
Engagement statistics and sector experience reflect work at prior organizations before founding WolfTRI. Coverage remains subject to underwriting, insurer appetite, policy terms, exclusions, retention, transaction documents, and the diligence record. WolfTRI provides insurance brokerage services and does not provide legal, tax, investment, accounting, or regulatory advice.