M&A Modeling VI: Deal Value Creation
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Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
2-3 hours
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Course overview
This advanced M&A modeling playlist breaks down how to assess and attribute deal value creation in acquisitions. You’ll learn to build M&A returns waterfalls, calculate incremental return on invested capital and equity, and apply contribution analysis to uncover which components truly drive value.
The videos walk through equity and total capital return frameworks, disaggregate key return metrics, and illustrate how to construct and interpret deal models that isolate performance improvements vs. structural effects. Ideal for analysts, associates, and valuation professionals seeking to strengthen their ability to evaluate whether an M&A transaction created value—and how that value is distributed.
The videos walk through equity and total capital return frameworks, disaggregate key return metrics, and illustrate how to construct and interpret deal models that isolate performance improvements vs. structural effects. Ideal for analysts, associates, and valuation professionals seeking to strengthen their ability to evaluate whether an M&A transaction created value—and how that value is distributed.
What's included?
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7 videos
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Unlock the mechanics of deal value creation with a complete guide to M&A return waterfalls, incremental ROIC, and contribution analysis.
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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.
Who we are
Our investment training consultancy aims to empower professionals in the investment management industry by providing comprehensive and innovative training solutions. Through instructor-led sessions and cutting-edge digital resources, we aim to equip individuals with the knowledge, skills, and tools necessary to excel in their roles and navigate the ever-evolving landscape of investment management.
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