M&A Modeling I: Preliminary Analysis

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    1-2 hours
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Course overview
This playlist introduces the foundational modeling techniques used in early-stage M&A analysis. Viewers will learn how to unpack consolidated financials to distinguish control from ownership, back out the implied ROE from an acquisition offer price, and interpret quick PE heuristics in deal contexts. A detailed walkthrough of combination analysis explains how standalone and pro forma metrics interact to shape strategic deal outcomes.

Whether preparing for interviews or sharpening your modeling edge, these videos help analysts move beyond surface-level multiples and toward a more robust understanding of implied returns and deal structure logic.

What's included?

  • 4 videos
  • Unlock the first layer of deal logic—how top analysts break down M&A offers before the full model is even built.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist, designed for investment analysts, corporate development teams, and finance students, is ideal for those seeking to master the fundamentals of M&A analysis,from quick-and-dirty PE heuristics to reverse-engineered ROE and integrated combination models.

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.

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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 10x 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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