Columbia Financial Advisors Overview
- Service
-
Financing Advisory
- Year Founded
-
1992
- Serviced Companies
-
6
- 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.comYear Founded
Corporate Office
- 720 Southwest Washington
- Suite 650
- Portland, OR 97205
- United States
Columbia Financial Advisors Services to Companies
Service on a Deal (3)
Columbia Financial Advisors has provided services on 3 deals. It last acted as a general advisor to One Communications (Other Communications and Networking) on a made for . The deal was made in 2006.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| One Communications (Other Communications and Networking) | Advisor: General | Jul 2006 | ||
| Miller.Whiterunkle | Advisor: General | Nov 2003 | ||
| Intellisync | Advisor: General | Dec 1996 |
Columbia Financial Advisors Services to Investors
Service on a Deal — Buy Side (2)
Columbia Financial Advisors has provided buy side services on 2 deals. It last acted as a general advisor to CTC Communications on a . The deal was made in 2006.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| CTC Communications | Advisor: General | Jul 2006 | ||
| Pacific Financial | Advisor: General | Feb 2004 |
Columbia Financial Advisors Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Columbia Financial Advisors FAQs
-
When was Columbia Financial Advisors founded?
Columbia Financial Advisors was founded in 1992.
-
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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