M&A Modeling II: Building the Uses of Funds

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    1-2 hours
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Course overview
This video playlist provides a detailed, step-by-step guide to building the “Uses of Funds” side of a merger or acquisition model. Starting with equity acquisition costs, it covers how to model equity awards, debt refinancing, pension funding, and contingent considerations such as earnouts. Designed for investment analysts, financial modelers, and M&A professionals, the series blends technical modeling with practical case study insights.

Each video builds on the last to develop a comprehensive, audit-ready uses of funds statement as part of a larger M&A model. Essential viewing for anyone serious about mastering the mechanics behind deal modeling.

What's included?

  • 4 videos
  • Build bulletproof Uses of Funds statements for any M&A deal—from acquisition costs to earnouts—with this hands-on, case-based modeling series.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist is perfect for individuals such as investment analysts, corporate finance professionals, and MBA students who want to enhance their M&A modeling abilities. This playlist helps you confidently model complex uses of funds in acquisition deals—crucial for interviews, on-the-job execution, or deal advisory work.

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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