M&A Modeling VIIII: How to Analyze and Value Synergies

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    1 hour
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Course overview
This playlist dives deep into the analytical heart of M&A modeling, focusing on how to critically assess, quantify, and validate synergies. Covering cultural blowback risks, offer price justifications, and synergy fade modeling, it equips analysts to separate value creation from hopeful assumptions. Each video walks through real modeling frameworks—from vetting revenue and cost drivers to calculating required synergy levels using fade curves.

With case-based insights and spreadsheet walk-throughs, this is essential viewing for anyone modeling M&A transactions, defending valuation premiums, or seeking to understand how deal value can erode—or be unlocked—post-acquisition.

What's included?

  • 5 videos
  • Turn M&A assumptions into actionable insight with synergy modeling frameworks that reveal what you’re really paying for.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

Ideal for investment bankers, corporate development teams, equity analysts, and finance students, this playlist is tailored for professionals who need to dissect M&A assumptions with rigor. Whether you’re defending a pitchbook, building a deal model, or evaluating acquisition premiums, these videos sharpen your synergy valuation skills.

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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