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Columbia Financial Advisors

Columbia Financial Advisors
ADVISORY SERVICE
1992 FOUNDED
4 SERVICED COMPANIES
3 SERVICED DEALS
2 SERVICED INVESTORS
Description

Columbia Financial Advisors is a business valuation and financial advisory firm, primarily serving business owners and shareholders, attorneys, accountants and ESOP Trustees. The firm's core areas of service include employee stock ownership plan advisory, tax-related valuations, ligation support, dispute resolution, buy and sell-side advisory, fairness opinions, public company services, compliance and financial reporting. Columbia Financial Advisors's clients cover a broad spectrum of industries and range from publicly traded firms to small and closely held companies to some of the largest privately held companies in the United States.

Website
Year Founded
1992
Service Provider Type
Financing Advisory
Primary Office
  • 720 Southwest Washington
  • Suite 650
  • Portland, OR 97205
  • United States

+1 (503) 000-0000

Columbia Financial Advisors Services to Companies

Service on a Deal (3)

Company Name Service Provided Deal Date Deal Type Deal Amount
One Communications Advisor: General Jul 2006 00000 0000000
000000.00000000000 Advisor: General Nov 2003 00000 0000000
00000000000 Advisor: General Dec 1996 00000 0000000
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Columbia Financial Advisors Services to Investors

Service on a Deal — Buy Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
CTC Communications Advisor: General Jul 2006 00000 0000000
0000000 000000000 Advisor: General Feb 2004 00000 0000000
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Columbia Financial Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Columbia Financial Advisors Team (12)

Name Title Deals Office Contact
Info
Nic Staloch Principal, Shareholder & Office Director Seattle, WA
Donna Walker Principal & Founding Shareholder Portland, OR
Kathryn Aschwald Principal & Founding Shareholder Portland, OR
Mary McCarter Principal & Founding Shareholder Portland, OR
Arlene Ashcraft Principal & Shareholder Portland, OR

4 Former Team Members

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