M&A Modeling IV: Building a ProForma Income Statement

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    2-3 hours
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Course overview
This M&A modeling playlist offers a step-by-step walkthrough of how to build and analyze the Sources and Uses of Funds statement in a transaction context. Covering equity funding (including discounts), debt structuring, internal cash contributions, and funding multiples, the series guides viewers through constructing robust deal models. It also explores critical deal structuring choices like cash vs. stock consideration, and concludes with a tutorial on visualizing funding flows and preparing a pro forma balance sheet.

Ideal for investment analysts and corporate finance professionals, this series blends practical insights with advanced modeling techniques to strengthen M&A decision-making.

What's included?

  • 9 videos
  • From funding flows to final form: master the mechanics of M&A deal modeling with this deep dive into Sources & Uses, structure choices, and pro forma balance sheets.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist is tailored for investment analysts, corporate finance teams, and M&A professionals looking to sharpen their deal modeling skills. It’s also ideal for students and trainees preparing for technical interviews or financial modeling certification, offering practical insights into real-world transaction structuring and valuation.

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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