Learning Pathway:
M&A Analytics and Modeling

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    2-3 hours
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Course overview
This learning pathway equips investment analysts with skills to analyze M&A deals and build financial models. You'll start with M&A fundamentals, covering deal rationale, structures, and valuation methods. The course then explores deal financing and capital structure impacts.

The core focus is on constructing M&A models, including post-transaction balance sheet analysis, traditional EPS accretion-dilution, synergy modeling, and sensitivity analysis. You'll apply these skills to real-world case studies, learning to conduct due diligence and navigate regulatory issues.

By the end, you'll be able to assess M&A opportunities confidently, build comprehensive models, and provide informed recommendations, enhancing your effectiveness as an investment analyst.

Available as part of our Premium and Premium Plus subscription tiers.

What's included?

  • 50+ videos
  • Understand how to get behind an M&A deal and identify deal value creation
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This learning pathway is ideal for investment analysts, financial analysts, and associates in investment banking, private equity, or corporate development roles. It's particularly suited for professionals seeking to enhance their M&A analysis skills and advance their careers in deal-making environments. Recent finance graduates looking to specialize in M&A, as well as experienced professionals transitioning into M&A-focused roles, will find this pathway valuable. Those aiming for positions in financial advisory firms or seeking to improve their ability to evaluate strategic corporate decisions will also benefit significantly from this comprehensive M&A modeling and analysis curriculum.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
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