Structuring the Deal:
M&A structures you should know

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    2-3 hours
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Course overview
Structuring the Deal: M&A structures you should know" jumps into the sophisticated mechanisms that form the foundation of modern M&A transactions.

This detailed series examines how dealmakers navigate complex negotiations through strategic provisions and structures. The content explores critical elements like earn-outs and working capital adjustments that help bridge valuation gaps, alongside deal protection measures such as termination fees and lock-up agreements.

 Viewers will understand how representation and warranty provisions allocate risk, while learning about specialized structures like Morris Trusts and Up-C arrangements that optimize tax efficiency. The series also covers essential topics like IP risk management, escrow accounts, and bridge financing, providing a comprehensive understanding of how these elements work together to create successful M&A transactions. Whether you're a corporate development professional, lawyer, or executive, this series delivers practical insights into the technical frameworks that drive deal success in today's dynamic M&A landscape

Available as part of our Premium and Premium Plus subscription tiers.

What's included?

  • 11 videos
  • Master the art of M&A deal structures, from earn-outs to tax optimization, and learn how successful transactions come together.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist is essential viewing for professionals involved in M&A transactions, including investment bankers, corporate development executives, M&A attorneys, and business owners considering mergers or acquisitions. The technical content makes it particularly valuable for mid-career professionals who already understand basic M&A concepts and want to deepen their knowledge of complex deal structures. While early-career professionals can benefit from the foundational concepts, the series' focus on sophisticated mechanisms like tax-efficient structures and contingency provisions makes it most suitable for those actively working on or advising on M&A transactions.

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 9x 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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