Education

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University of Georgia, B.B.A., Finance (Honors Program)

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Credentials and Licenses

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Chartered Financial Analyst (CFA), CFA Institute

American Society of Appraisers, Accredited Member

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Professional Associations

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Atlanta Estate Planning Council

Estate Planning Council of North Georgia

Georgia Planned Giving Council

CFA Society of Atlanta

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Community

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Holy Innocents’ Alumni Advisory Board

Philanthropic Advisor Leadership Institute (PALI) - 2022/23 Class

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 on valuation matters for businesses across a diverse range of industries, sizes, capital structures, and stages of development.
 
Geoff primarily provides valuations on behalf of private clients. He has prepared valuation analyses for attorneys, accountants, and the Internal Revenue Service, as well as company management, boards, and shareholders.
 

Geoff's valuation analyses have been used in matters relating to:

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• Estate and gift tax planning

• Strategic/corporate planning

• Shareholder planning

• Charitable contributions

• Buy-sell agreements

• Mergers and acquisitions

• Fairness opinions

• Financial reporting

• Portfolio valuation

• Litigation

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Within estate and gift tax planning, 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. Geoff 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.

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Prior to joining AltaView, Geoff was an Assistant Vice President with Management Planning, Inc. (MPI). Prior to MPI, Geoff performed valuation engagements at Houlihan Lokey, FMV Opinions, Inc., and Sigma Valuation Consulting. Geoff started his career at Caymus Equity Partners, a boutique merchant banking firm.