Why Trade Secrets Matter in M&A:
A Hidden Asset Class

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    1-2 hours
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Course overview
This playlist explores the often-overlooked world of trade secrets in corporate valuation and M&A. This series breaks down the TSVM (Trade Secret Valuation Model) and shows how people's actions can affect trade secret risks, giving investors, analysts, and legal experts the knowledge they need to find, value, and safeguard these important intangible assets.

Real-world case studies and due diligence pitfalls are analyzed to show how trade secrets differ from patents and brands—and why they demand their valuation lens. Whether you're navigating a fintech acquisition or assessing IP-driven startups, these videos challenge conventional thinking on IP strategy.

What's included?

  • 5 videos
  • Discover why trade secrets are the invisible engine of enterprise value—and how to finally model them.
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This playlist is ideal for investment analysts, corporate strategists, legal advisors, and M&A professionals who want to deepen their understanding of trade secret valuation. If you work in due diligence, IP management, or intangible asset modeling, this series delivers critical insights into one of the most underappreciated drivers of deal value.

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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