Geoff Malcolm, Cfa Email & Phone Number

Geoff Malcolm, CFA, is a Senior Vice President of AltaView and is located in the firm’s Atlanta office. He has 10+ years of experience advising clients on valuation matters for businesses across a diverse range of industries, sizes, capital structures, and stages of development. Geoff's valuation analyses have been used in matters relating to estate and gift tax planning, strategic/corporate planning, shareholder planning, buy-sell agreements, mergers and acquisitions, fairness opinions, financial reporting, portfolio valuation, and litigation.Geoff has significant experience performing valuations of alternative asset managers, including a wide range of structured interests in hedge funds, private equity funds, and real estate funds, such as carried interests. He also has experience valuing a variety of security types including common equity, preferred equity, convertible instruments, distressed debt, fee awards, stock options, and complex derivatives. In addition, Geoff has expertise valuing entities with complex organizational structures.

Listed skills include Financial Modeling, Valuation, Business Valuation, Financial Analysis, and 13 others.