M&A in 2026: Scope over Scale

Author:
Geoff Robinson
Level:
Intermediate to advanced
Study time:
20 minutes

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Course overview

This episode explores why M&A thinking in 2026 is shifting from pure scale to strategic scope. It covers deal rationale, adjacency plays, capability acquisition, synergy quality, valuation logic, and how executives and analysts assess whether acquisitions create durable strategic advantage rather than simply adding size.

What's included?

1 podcast
Understand why the smartest deals in 2026 are built on strategic scope, not just bigger scale.
Insights from a #1 ranked data-driven analyst

Who should watch this playlist?

This playlist is for strategy teams, corporate finance professionals, M&A analysts, investors, consultants, and business leaders who want a sharper framework for understanding modern dealmaking. It suits early-to-mid career learners or experienced operators looking to evaluate acquisitions through strategic fit, capability expansion, and decision-quality lenses.

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.

TheInvestmentAnalyst.com is a global investment education and training business founded by Geoff Robinson, formerly a 10x Number 1 ranked analyst, and UBS Managing Director. Our InsightOne App is designed for individuals to develop real-life investment analysis skills through AI-powered coaching, market simulation and interactive data tools. Our In-Person Training delivers expert-led programmes for universities, corporate teams and financial institutions worldwide.

All tools, content, and models on TheInvestmentAnalyst.com and InsightOne are provided for educational and illustrative purposes only. They do not constitute investment, tax, or legal advice, nor a personal recommendation, offer, or solicitation to buy or sell any investment. Capital is at risk, past performance is not a reliable indicator of future results, and outputs depend on the assumptions and inputs supplied. Some material may be AI-generated or AI-assisted and should be independently verified. Neither platform is authorised or regulated by the Financial Conduct Authority. Before acting on any information you see here, carry out your own research and, where appropriate, seek advice from a suitably qualified, FCA-authorised adviser.

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