Columbia Financial Advisors Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 1992

Year Founded

  • Serviced Companies
  • 5

  • Serviced Deals
  • 3

  • Serviced Investors
  • 2

Columbia Financial Advisors General Information

Description

Columbia Financial Advisors was 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 were 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. The company was acquired by Weaver on February 1, 2023.

Contact Information

Website
www.cfai.com
Year Founded
1992
Service Provider Type
Financing Advisory
Corporate Office
  • 720 Southwest Washington
  • Suite 650
  • Portland, OR 97205
  • United States

Columbia Financial Advisors Services to Companies

Service on a Deal (3)

Company Name Service Provided Deal Date Deal Type Deal Amount
One Communications (Other Communications and Networking) Advisor: General Jul 2006 00000 0000000
Miller.Whiterunkle Advisor: General Nov 2003 00000 0000000
Intellisync Advisor: General Dec 1996 00000 0000000
To view Columbia Financial Advisors’s complete services to companies history, request access »

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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
Pacific Financial Advisor: General Feb 2004 00000 0000000
To view Columbia Financial Advisors’s complete services on a deal — buy side history, request access »

Columbia Financial Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Columbia Financial Advisors FAQs

  • When was Columbia Financial Advisors founded?

    Columbia Financial Advisors was founded in 1992.

  • Who is the founder of Columbia Financial Advisors?

    Donna Walker, Kathryn Aschwald, and Mary McCarter are the founders of Columbia Financial Advisors.

  • Where is Columbia Financial Advisors headquartered?

    Columbia Financial Advisors is headquartered in Portland, OR.

  • What service provider type is Columbia Financial Advisors?

    Columbia Financial Advisors's service provider type is Financing Advisory.

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