Columbia Business Advisors
Columbia Business Advisors states that it provides business consulting, private funding, mergers and acquisitions support, lender and investor relations, and business brokerage services for middle-market companies in the Western United States.
What stands out about Columbia Business Advisors
Columbia Business Advisors publicly describes a business consulting and brokerage practice supporting middle-market companies throughout the Western United States. Its stated services include business sales and purchases, M&A support, private funding, and lender and investor relations. The cited company profile does not publish completed transaction examples, transaction values, financial-size thresholds, or fee and engagement terms.[1][2]
What does Columbia Business Advisors do?
Columbia Business Advisors is headquartered at 2950 Lake View Blvd in Lake Oswego, Oregon. Its company profile identifies the firm as a partnership in the investment-banking industry and states that it was founded in 2006.
The firm states that it serves middle-market companies throughout the Western United States. Its public description presents a business consulting practice that helps clients buy and sell businesses and supports mergers and acquisitions, private funding, and lender and investor relations.[1]
Columbia Business Advisors publicly states that it provides business consulting, private funding, mergers and acquisitions support, and business brokerage services. It also states that it has experience with lender and investor relations and businesses involved in challenging M&A situations.
The firm describes itself as a full-service business consulting firm and says it helps clients buy and sell businesses.[1]
Owners comparing intermediaries can also review Auxo’s business broker, M&A advisor and investment bank comparison, advisor-selection guide, and M&A advisor fee guide.
What should a business owner evaluate before hiring Columbia Business Advisors?
An owner evaluating Columbia Business Advisors can confirm the firm’s stated coverage of business sales, M&A, private funding, and lender and investor relations, together with its stated focus on middle-market companies in the Western United States. The cited company profile does not provide completed transaction examples, transaction values, financial-size thresholds, fee terms, engagement terms, or firm-level regulatory identifiers. Accordingly, an owner should request recent closed-transaction references, clarify the firm’s typical client and transaction parameters, obtain the proposed compensation and engagement terms, and verify the legal entity and any regulatory arrangements relevant to the work.[1]
Can you provide three to five recent closed-transaction references, including industry, geography, transaction type, and approximate size
What is the firm's exact legal entity, and which broker-dealer or investment-adviser affiliations, licenses, or regulatory arrangements apply to securities-related work
What are the proposed retainer, success fee, expense reimbursement, exclusivity, tail, and termination terms
What size transactions does Columbia Business Advisors handle?
A contemporaneous Oregon Department of Justice referral identifies TeamCBA.com as the Columbia Business Advisors website and describes a 2007 public offering of approximately $2.8 million of tax credits for a purchase price of $2.04 million, payable 15 days after execution and submission of a Pass-through Partner Agreement. This historical item is presented as context rather than as a current transaction example.
A University of Portland publication identifies Ted Winnowski as a strategic member of Columbia Business Advisors and describes the firm there as a private consulting firm in the Northwest.[3][4]
Publicly stated transaction-related work includes business brokerage, assistance with buying and selling businesses, and mergers and acquisitions support. The firm also identifies private funding and lender and investor relations among its services.[1]
The firm states that it serves middle-market companies throughout the Western United States. The cited company profile does not identify a narrower industry specialization.[1]
What does Columbia Business Advisors publicly disclose about fees and engagement terms?
The cited company profile does not identify completed transaction examples, sold businesses, transaction values, or a current transaction archive. It also does not publish revenue, EBITDA, enterprise-value, or minimum-transaction thresholds for its middle-market focus.
The cited company profile does not publish brokerage or advisory fees, retainers, success-fee percentages, exclusivity terms, tail provisions, or termination terms. The cited official-domain homepage was unavailable to the current web fetch on September 24, 2026, so that page did not establish current transaction examples, service details, fee terms, or regulatory information.[1][2]
The company profile identifies Columbia Business Advisors as a partnership and categorizes it in the investment-banking industry.
The cited company profile does not state a firm-level broker-dealer registration, investment-adviser registration, securities license, or regulatory identifier. Owners considering work involving private funding or securities-related activities should confirm the firm’s exact legal entity, role, and any applicable licensing or regulatory arrangements.[1]
The firm’s public description states that it helps clients buy and sell businesses and supports mergers and acquisitions, private funding, and lender and investor relations. It does not describe a detailed engagement process in the cited company profile.[1]
Questions to ask before hiring Columbia Business Advisors
Can you provide three to five recent closed-transaction references, including industry, geography, transaction type, and approximate size?
What is the firm's exact legal entity, and which broker-dealer or investment-adviser affiliations, licenses, or regulatory arrangements apply to securities-related work?
What are the proposed retainer, success fee, expense reimbursement, exclusivity, tail, and termination terms?
What seller revenue, EBITDA, enterprise-value, or transaction-size range does the firm typically handle?
What is the firm's role when private funding or securities are involved?
Sources & research notes
- Official website / firm overview
- Identity / organization record
- Transaction / portfolio evidence
- Transaction / portfolio evidence
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
Broker-dealer and securities disclosure
Auxo Capital Advisors is an affiliate of Weild & Co., Member FINRA | SIPC. Securities-related activities and securities transactions are conducted through Weild & Co.
Nothing contained on this page constitutes an offer to sell, an offer to purchase, or a solicitation of an offer to buy or sell any security, investment product, or financial instrument. Nothing on this page constitutes investment advice, a recommendation regarding any security, or a recommendation to enter into any transaction with the profiled firm or any other party.
Any securities transaction, capital-raising engagement, investment-banking engagement, or other securities-related activity involving Auxo Capital Advisors or Weild & Co. is subject to applicable regulatory requirements, internal review and approval, suitability and other applicable diligence requirements, and the terms of a separate written engagement or transaction agreement, as applicable.
Inclusion of a third-party firm in this directory does not imply affiliation with, sponsorship by, endorsement by, or any other relationship with Auxo Capital Advisors or Weild & Co. unless expressly stated otherwise.