Home Our People Wade Horst, CFA
Wade Horst
Wade Horst, CFA
Director
Education & Qualifications
MBA, Southern Methodist University
BSBA, University of Nebraska – Lincoln
Chartered Financial Analyst (CFA)
2021 Refinancing of the Year (Under $100MM), M&A Advisor
Wade Horst, CFA
Director

Wade is a detail-driven finance professional with experience in corporate finance, alternative asset management, and consulting. In his role supporting client engagements, Wade performs comprehensive financial and accounting analyses, develops company projections and forecasts, and creates integrated financial models. He plays a critical role in partnering with clients to leverage data across the organization to maximize the success of every engagement.

Prior to Harney, Wade was the Controller and Chief Compliance Officer at Alistair Capital Management, a long/short equity hedge fund. There, he led the firm’s operations and compliance, including its registration with the SEC, and provided bottom-up equity research. He also worked at ConAgra Foods, where he developed and managed financial modeling of capital structure and M&A scenario analysis.

Representative Engagements
Automotive

Represented a tier-one automotive supplier with significant cash flow and profitability challenges, managing an out-of-court liquidation to maximize recovery for creditors.

Distribution

Performed detailed financial analysis to facilitate the transition of a banking relationship in conjunction with advising on a merger to improve the company’s financial profile.

Manufacturing
  • Expert witness for a residential building products company in Ch. 11 bankruptcy.
  • Financial advisor in connection with a bankruptcy filing for Arandell, a commercial printer, in the Delaware Bankruptcy Court, restructuring the balance sheet and selling the Debtor’s assets through a 363 sale.
Consumer Products Company

Financial advisor for a beauty products company, improving cash flow and liquidity to position the company for a third-party growth equity investment.

Healthcare
  • Facilitated the sale of each division of a health and wellness provider in three separate transactions.
  • Advised on strategic alternatives for a diagnostic imaging services provider resulting in a sale to a strategic acquirer.

Recent Blog Posts & Presentations By Wade Horst, CFA
August 10, 2026
Valuation in a Shifting Market: Why Owners Can’t Wait for the Sale

Most business owners think about valuation only when a sale is on the table.  By then, it is usually too late to influence it.  In a market where PE-sponsored middle-market…Read More

August 4, 2026
Valuation in a Shifting Market: Why Owners Can’t Wait for the Sale

Most business owners think about valuation only when a sale is on the table.  By then, it is usually too late to influence it.  In a market where PE-sponsored middle-market…Read More

May 7, 2026
Earnouts Demystified: Balancing Risk and Reward in Business Sales

When business owners think about sale terms, attention usually goes first to valuation. That is understandable. But price is only part of the story. The more important question is often when and under what conditions that value actually gets paid. This is where earnouts enter…Read More

March 18, 2026
The RVD Model: A Practical Framework for Increasing Business Value Before a Sale

Many business owners assume increasing the value of their company before a sale simply means growing revenue or improving EBITDA. Growth certainly helps. But in middle-market transactions, valuation is rarely…Read More

January 20, 2026
Preparing Financial Statements for a Business Sale

Preparing to sell a business is often described as a valuation exercise. In practice, it is far more a credibility exercise. For most buyers, financial statements are more than a…Read More