Mosaic Expands Deal Model Automation into Investment Banking
Mosaic, the category-defining leader in deal model automation for private equity, has officially announced its expansion into investment banking. Through a strategic collaboration with Evercore, one of the world’s top global independent advisory firms, Mosaic will extend its platform to support the high-demand modeling workflows used in M&A and capital markets advisory.
Transforming Investment Banking Workflows Through Automation
1. A Strategic Move into Investment Banking
- Mosaic’s expansion marks a major shift from its roots in private equity into broader capital markets applications.
- The collaboration with Evercore’s Financial Sponsors Group initiates the first rollout, targeting private equity-focused advisory work.
2. The Why: Demand for Scalable, Efficient Modeling
- Investment banking teams face increasing pressure to deliver high-quality models at high volumes.
- Mosaic enables faster modeling workflows without compromising analytical rigor.
- Automating standardized models allows teams to redirect focus to bespoke client strategies.
“Enhancing analytical capacity and standardization through automation will increase throughput without sacrificing quality,” – Ian Gutwinski, Founder & CEO, Mosaic.
Evercore’s Endorsement: A Signal to the Market
3. Backing from a Global M&A Leader
- Evercore’s entrepreneurial approach and reputation for innovation make them an ideal launch partner.
- Mosaic is already gaining traction among Evercore’s private equity clients as a platform that improves modeling efficiency.
“We’re impressed by Mosaic’s potential to streamline financial modeling,” – Neil Shah, Senior Managing Director, Evercore.
4. Elevating Analyst Productivity and Well-Being
- The partnership aims to increase output and reduce burnout, especially among junior finance professionals.
- Mosaic’s automation helps firms attract and retain talent by enhancing work-life balance in demanding roles.
What’s Next: A Broader Vision for Capital Markets
5. Beyond Buyouts: Supporting Full Deal Lifecycle
- Mosaic plans to evolve the platform for broader use cases:
- Valuation analysis
- Capital markets transactions
- Sell-side and buy-side M&A advisory
- The expansion positions Mosaic to become the standard infrastructure for financial modeling in both private equity and investment banking.
“We’re excited to partner with Evercore in shaping the future of modeling workflows across the entire advisory lifecycle,” – Gutwinski added.
The Future of Deal Modeling is Automated
Mosaic’s entry into investment banking marks a significant step forward for deal model automation. By partnering with Evercore, Mosaic is not only scaling its platform but also helping reshape the operating model of modern investment banking. With productivity, accuracy, and analyst experience at its core, Mosaic is paving the way for the future of deal execution.
