How do you build a pro forma post-transaction balance sheet?

  • Author:
    Geoff Robinson
  • Level:
    Intermediate to Advanced
  • Study time:
    Always adding content
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Course overview
In "How do you build a pro forma post-transaction balance sheet?" by Geoff Robinson, Founder of, investment analysts specializing in M&A deals with a keen focus on value creation will find valuable insights and practical guidance on constructing a pro forma post-transaction balance sheet. This research note delves into the crucial process of developing an accurate and comprehensive balance sheet that reflects the financial state of a company after a merger or acquisition.

 Robinson's expertise in investment analysis shines through as he explores the intricacies of combining the financials of two entities, accounting for synergies, and identifying opportunities to optimize value within the newly formed organization. This research note is an indispensable resource for professionals seeking to make informed decisions in the complex world of mergers and acquisitions.

What's included?

  • Fundamental research written by Geoff Robinson
  • Analyst-curated insights
  • Embedded podcasts
  • Embedded videos
  • Downloadable models, where applicable

Who should read this?

This research note, "How do you build a pro forma post-transaction balance sheet?" by Geoff Robinson, Founder of, is a must-read for a targeted audience of investment analysts and professionals actively engaged in M&A transactions. Specifically, those who are keen on identifying and optimizing value creation within the context of mergers and acquisitions will find this note immensely beneficial.

Whether you are a seasoned M&A expert looking to refine your skills or a novice seeking a comprehensive understanding of constructing post-transaction balance sheets, this resource provides valuable insights and practical guidance to aid in making informed investment decisions and achieving financial success in the dynamic world of corporate transactions.


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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
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 8x 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