M&A Modeling III: Building the Sources of Funds

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    1-2 hours
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Course overview
This comprehensive M&A modeling playlist walks you through how to build the Sources of Funds side of the deal model step-by-step. Starting with equity funding and on-issue discounts, it progresses through internal cash contributions, debt finance, and the use of funding multiples. You’ll also learn how different funding sources affect the offer price—particularly in cash vs. stock deals—and see how to visualize the final Sources & Uses breakdown.

Whether you’re an investment analyst, associate, or student, this series builds the skills needed to structure deal financing with precision and professional logic.

What's included?

  • 7 videos
  • Your complete guide to building the Sources of Funds in M&A—from equity to debt, and everything in between.
  • 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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