The Columbia team has extensive experience across industries, which gives us unique perspective as an information technology advisor.


Financial Services

Private Equity & Venture Capital Services

Columbia has significant experience assisting private equity and venture capital clients in the evaluation of potential acquisitions and management of their portfolio companies.

Benefits of IT due diligence include reduced execution risk within IT organization, lower costs and higher return on IT investments.  Columbia understands that every transaction is different and our diligence process is regularly tailored to address specific needs of the project sponsor.

Our typical diligence process provides a complete evaluation of the target company’s IT function:

  • Analysis of budget, organization, projects, application portfolio, technical architecture, operations, compliance, governance and more
  • Evaluation of overall health and effectiveness of the IT organization
  • Determination of whether IT operating and capital budgets are in line with industry norms
  • Evaluation of scalability of current infrastructure and application portfolio
  • Identification of opportunities in IT to drive revenue or reduce costs
  • Creation of 3-5 year capital expenditure projections
  • Identification of meaningful opportunities to outsource all or part of the IT function


In an ever changing world of banking regulations and consumer demand for retail banking needs, Columbia Advisory Group utilizes their industry’s best practices for technology support to ensure small and mid-sized community banks have the tools they need to meet the growing demand for technology. Columbia Advisory Group provides comprehensive support of all technology needs; from desktop support at branches to the management of vendor interactions.



Higher EducationThe higher education market has complex requirements and places unique constraints on IT. Higher education IT departments are tasked with maintaining complex technology portfolios to the satisfaction of both student and faculty/staff populations within unique budgetary and regulatory constraints. Columbia Advisory Group has significant experience assisting large and small institutions with all of their technology needs. Typical higher education services include:

  • Leadership and Governance Services
  • Assessment Services
  • Student Information System (SIS) Management
  • Audit Remediation
  • Full and Partial Outsourcing
  • End User Support Services
  • Project Management
  • Infrastructure Management
  • Vendor Selection
  • Application Retirement




From process to job based and specialty manufacturing, we help small and midsized manufacturers streamline their IT operations and ensure that they run the most lean and productive operation possible. When your company is competing, and winning, you want IT to help you get there and be as lean as the rest of your company, let us show you how.



Some of the fastest growing companies in business are in the energy industry. Major growth has tested their ability to provide outstanding customer service and capabilities to their client base in order to stay in front of the competition. We help companies ensure their IT operations are not just leading edge, but work efficiently, and are built for explosive growth while staying within cost constraints. Let us help you deliver world class service.




Technology & Media

We work with some of most sophisticated online web and media companies in the world. As technology rapidly changes across all industries, we understand that it often affects technology and media companies first. Columbia Advisory Group specializes in providing specific support solutions with vendors for individual companies that include broadcast transmission support, network integration, and 24×7 support solutions required by most media operators. No matter what our clients require, we develop custom, cost effective and successful solutions for them.



Columbia Advisory Group’s team has experience working with physician practices, pharmacies, acute-care providers and post-acute care providers. Our services include EHR / EMR software selections and implementations, practice IT outsourcing, and technology support from small to large sized organizations.

Clinic, data, paperwork.