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Mosaic Announces Strategic Integration with FactSet Data to Streamline Public-to-Private Deal Modeling

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Mosaic, a Digital Deal Modeling platform, has announced its integration with FactSet (FDS) to enhance public-to-private deal modeling capabilities. The integration allows mutual customers to automatically populate Mosaic's deal modeling engine with FactSet's financial data, including fundamental financials, consensus estimates, and real-time market pricing.

The collaboration enables private equity firms and investment banks to conduct complex take-private analysis in under one minute, significantly reducing the time traditionally required for spreadsheet-based workflows. Users can now focus on high-impact assumptions around deal forecasting, capitalization, and exit strategies while benefiting from automated data collection.

Mosaic, una piattaforma di Digital Deal Modeling, ha annunciato la sua integrazione con FactSet (FDS) per migliorare le capacità di modellazione delle operazioni da pubblico a privato. L'integrazione consente ai clienti in comune di popolare automaticamente il motore di modellazione delle operazioni di Mosaic con i dati finanziari di FactSet, inclusi i fondamentali finanziari, le stime di consenso e i prezzi di mercato in tempo reale.

Questa collaborazione consente alle società di private equity e alle banche d'investimento di effettuare analisi complesse per la trasformazione in privato in meno di un minuto, riducendo significativamente il tempo tradizionalmente richiesto per i flussi di lavoro basati su fogli di calcolo. Gli utenti possono ora concentrarsi su assunzioni ad alto impatto relative alle previsioni delle operazioni, alla capitalizzazione e alle strategie di uscita, beneficiando nel contempo della raccolta automatizzata dei dati.

Mosaic, una plataforma de modelado de acuerdos digitales, ha anunciado su integración con FactSet (FDS) para mejorar las capacidades de modelado de operaciones de público a privado. La integración permite a los clientes mutuos poblar automáticamente el motor de modelado de acuerdos de Mosaic con los datos financieros de FactSet, incluidos los datos financieros fundamentales, las estimaciones de consenso y los precios de mercado en tiempo real.

La colaboración permite a las firmas de capital privado y a los bancos de inversión realizar análisis complejos para la toma de empresa privada en menos de un minuto, reduciendo significativamente el tiempo tradicionalmente necesario para los flujos de trabajo basados en hojas de cálculo. Los usuarios pueden ahora centrarse en suposiciones de alto impacto relacionadas con las proyecciones de acuerdos, la capitalización y las estrategias de salida, mientras se benefician de la recopilación automatizada de datos.

모자이크는 디지털 거래 모델링 플랫폼으로, 팩셋 (FDS)과의 통합을 발표하여 공공에서 민간으로의 거래 모델링 기능을 향상시켰습니다. 이 통합은 공동 고객이 모자이크의 거래 모델링 엔진을 팩셋의 재무 데이터, 기본 재무 정보, 합의 추정치 및 실시간 시장 가격으로 자동으로 채울 수 있도록 합니다.

이 협력은 사모펀드 회사와 투자은행이 복잡한 인수 분석을 1분 이내에 수행할 수 있게 하여, 전통적으로 스프레드시트 기반의 작업 흐름에 필요한 시간을 크게 단축합니다. 사용자는 이제 거래 예측, 자본 구조 및 퇴출 전략에 대한 영향을 미치는 가정에 집중할 수 있으며, 자동화된 데이터 수집의 혜택을 누릴 수 있습니다.

Mosaic, une plateforme de modélisation des transactions numériques, a annoncé son intégration avec FactSet (FDS) pour améliorer les capacités de modélisation des transactions de public à privé. L'intégration permet aux clients mutuels de remplir automatiquement le moteur de modélisation des transactions de Mosaic avec les données financières de FactSet, y compris les données financières fondamentales, les estimations consensuelles et les prix du marché en temps réel.

Cette collaboration permet aux sociétés de capital-investissement et aux banques d'investissement de réaliser des analyses complexes de prise de participation en moins d'une minute, réduisant considérablement le temps traditionnellement nécessaire pour les flux de travail basés sur des tableurs. Les utilisateurs peuvent désormais se concentrer sur des hypothèses à fort impact concernant les prévisions de transactions, la capitalisation et les stratégies de sortie, tout en bénéficiant d'une collecte de données automatisée.

Mosaic, eine Plattform für digitales Deal-Modeling, hat ihre Integration mit FactSet (FDS) angekündigt, um die Möglichkeiten der Deal-Modellierung von öffentlich zu privat zu verbessern. Die Integration ermöglicht es gemeinsamen Kunden, Mosaic's Deal-Modeling-Engine automatisch mit den Finanzdaten von FactSet zu befüllen, einschließlich grundlegender Finanzdaten, Konsensschätzungen und Echtzeit-Marktp Preisen.

Die Zusammenarbeit ermöglicht es Private-Equity-Firmen und Investmentbanken, komplexe Take-Private-Analysen in weniger als einer Minute durchzuführen, was die traditionell benötigte Zeit für arbeitsblattbasierte Arbeitsabläufe erheblich reduziert. Die Benutzer können sich nun auf hochgradige Annahmen zu Deals, Kapitalisierung und Exit-Strategien konzentrieren und gleichzeitig von der automatisierten Datensammlung profitieren.

Positive
  • Integration streamlines deal modeling process, reducing analysis time from hours to minutes
  • Expands FactSet's market reach in private equity and investment banking sectors
  • Enhances service offering with automated data population capabilities
Negative
  • None.

Insights

The strategic integration between Mosaic and FactSet represents a meaningful enhancement to FactSet's data distribution capabilities and market positioning. By partnering with Mosaic's deal modeling platform, FactSet gains additional exposure to private equity and investment banking clients while adding value to its existing customer base. The integration should help strengthen FactSet's competitive moat in financial data services by embedding its data deeper into client workflows. While revenue impact may be modest initially, the partnership reinforces FactSet's strategy of expanding use cases for its data and analytics, particularly in the growing private markets segment. The automation of public-to-private deal analysis could drive increased data consumption and customer stickiness over time.

This integration addresses a clear market need by automating time-consuming deal modeling processes that traditionally required manual spreadsheet work. The ability to conduct complex take-private analysis in under a minute represents significant efficiency gains for PE firms and investment banks - key customer segments for both companies. The partnership is well-timed given the growing appetite for take-private transactions amid public market volatility. By streamlining deal screening and modeling, FactSet strengthens its value proposition in the competitive financial data market while potentially capturing more market share in the PE/IB segments. The focus on workflow automation and speed aligns with broader industry trends toward digital transformation in financial services.

NEW YORK, Dec. 16, 2024 /PRNewswire/ -- Mosaic, the world's leading Digital Deal Modeling platform, today announced the release of its integration with FactSet, supercharging the Mosaic platform with high quality financial data from FactSet for mutual customers. FactSet's financial and market data will automatically populate Mosaic's deal modeling engine for seamless, rapid screening of public-to-private transactions.

This integration empowers private equity firms and investment banks using Mosaic to conduct complex take-private analysis in under one minute, leveraging FactSet's extensive datasets, including fundamental financials, consensus estimates, and real-time market pricing – paired with the user's differentiated judgments on appropriate capital structure and exit for the deal.

"We're excited to integrate FactSet's trusted data into Mosaic's advanced platform to enhance the research capabilities available to FactSet and Mosaic users," said Jason Weinstein, Head of the Private Equity and Venture Capital Business Unit at FactSet. "FactSet's integration will deliver robust datasets that enable users to better understand market trends and conduct more thorough and efficient deal screening and analysis."

With this integration, dealmakers can now accelerate their deal idea generation processes by completing analyses in minutes - what used to take hours in legacy, spreadsheet-based workflows. Mosaic's innovative platform, renowned for its precision and efficiency in deal modeling, is now further enhanced by FactSet's high-quality data, enabling faster, more accurate insights for better-informed investment decisions.

"Mosaic's collaboration with FactSet represents a major leap forward in analytical capacity and capability for our shared customers," said Ian Gutwinski, Founder & CEO of Mosaic. "By combining the advanced modeling capabilities of Mosaic with FactSet's trusted data, we're able to offer an unparalleled solution for transaction screening and analysis, reducing time spent on manual data collection and allowing users to focus on high-impact assumptions around a deal's base case forecast, capitalization and exit."

This integration aligns with Mosaic's mission to provide financial professionals with cutting-edge tools that simplify complex financial transactions, offering greater speed and accuracy in a competitive market. With FactSet's data now available within Mosaic's platform, users can now screen new opportunities with a level of agility previously unattainable.

For more information on the Mosaic platform and the new FactSet integration, visit https://mosaic.pe/integrations. To enable the integration, contact your dedicated Mosaic or FactSet representative or email info@mosaic.pe.

About Investor Technology Group, Inc. (doing business as Mosaic):
Investor Technology Group is digitizing the private equity front office through its pioneering Digital Deal Modeling™ platform, Mosaic.

Thousands of the world's best investment professionals at firms managing over half a trillion of assets including Warburg Pincus, CVC, New Mountain Capital, Bridgepoint, Ontario Teachers' Pension Plan, The Riverside Company, and many more leverage the Mosaic platform to efficiently screen a world of opportunity and identify the handful of investments worthy of their portfolios.

By combining our founding team's deep sector expertise with cutting edge digital technologies – and the collective intelligence of our pioneering user base – we're building the future of private equity. To be a part of that future, visit www.mosaic.pe and follow us on LinkedIn.

About FactSet

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 216,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees' Choice Award winner. Learn more at www.factset.com  and follow us on X and LinkedIn.   

Press Contact:
Manasa Grandhi
Director of Operations
manasa@mosaic.pe
https://mosaic.pe

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SOURCE Investor Technology Group, Inc.

FAQ

What benefits does the Mosaic-FactSet (FDS) integration offer to investors?

The integration enables rapid public-to-private transaction analysis, reducing modeling time to under one minute, while providing access to FactSet's comprehensive financial data, consensus estimates, and real-time market pricing.

How does the 2024 Mosaic-FactSet integration improve deal modeling efficiency?

The integration automates data population in Mosaic's deal modeling engine, eliminating manual data collection and allowing users to focus on deal forecasting, capitalization, and exit strategies.

What types of FactSet (FDS) data are available through the Mosaic integration?

The integration provides access to FactSet's fundamental financials, consensus estimates, and real-time market pricing data.

How can users access the new Mosaic-FactSet (FDS) integration features?

Users can access the integration by contacting their Mosaic or FactSet representative or emailing info@mosaic.pe.

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