M&A Modeling IV: Building a ProForma Income Statement

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    1-2 hours
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Course overview
This playlist guides you through the process of building a post-transaction pro-forma income statement in the context of M&A deals. You’ll learn how to model the incremental impacts of new debt, interest income foregone, cost and revenue synergies, and fair value unwinding. The series also covers critical post-deal metrics like breakeven net income and EPS accretion/dilution analysis.

Whether you're adjusting for refinancing effects or evaluating integration upside, this playlist gives you the tools to construct a fully integrated and investor-grade pro-forma statement.

What's included?

  • 9 videos
  • Master the art of post-M&A financial modeling with this step-by-step guide to building a pro-forma income statement.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

Ideal for investment analysts, corporate finance professionals, and M&A associates, this playlist equips viewers with practical modeling techniques to evaluate M&A deals. Whether you’re preparing for a transaction or enhancing your financial modeling skill set, this series offers the depth and clarity needed for real-world application.

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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