Mosaic Makes Bold Move into Investment Banking with Evercore Alliance

Mosaic Expands to Investment Banking

On May 30, 2025, Mosaic, a leading innovator in deal model automation tailored for private equity, unveiled its strategic expansion into the investment banking sector. This significant move is bolstered by a partnership with Evercore, renowned as one of the top independent investment banks globally. The collaboration between these two industry leaders aims to enhance the operational efficiency of investment banking modeling workflows, which cover mergers and acquisitions (M&A) as well as capital markets advisory.

A Visionary Partnership

Ian Gutwinski, the CEO and Founder of Mosaic, expressed excitement about this collaboration, indicating that it represents a pivotal moment for the company. He noted, "Partnering with Evercore, one of the leaders in global M&A advisory, marks a major milestone for us. We see a significant opportunity to streamline high-volume modeling at the advisory firms that power the world’s deal flow."

Gutwinski emphasized that integrating automation would increase analytical capacity and standardization. The outcome? An upsurge in throughput driven without compromising quality, ultimately enhancing client outcomes while also significantly improving the work-life balance for aspiring finance professionals.

Neil Shah, Senior Managing Director and Co-Head of Evercore’s Financial Sponsors Group, echoed Gutwinski's sentiments. He remarked, "Evercore’s entrepreneurial DNA drives us to continuously re-evaluate the status quo. Our team, and many of our private equity clients, have been impressed by the Mosaic platform and think it represents an opportunity to streamline financial modelling, allowing our teams to focus on creative and compelling solutions for our clients. We look forward to working with the Mosaic team in shaping the future development of the platform across the firm."

This partnership marks just the beginning, as Evercore's Financial Sponsors Group will spearhead the initial rollout of Mosaic's platform. The focus will initially target private equity firms, which are cornerstone clients for Evercore, but plans are already in motion to broaden the application of Mosaic's innovative solutions across the entire investment banking landscape.

Transforming Investment Banking Workflows

Mosaic is dedicated to closely collaborating with Evercore, refining the platform to extend beyond just private equity buyout deals analysis. This expansion is set to spark innovation in valuation processes, M&A activities, and various other investment banking use cases in the ensuing months.

Investor Technology Group, Inc., operating as Mosaic, is at the forefront of revolutionizing the way private equity and investment banking deals are analyzed. Its pioneering digital deal modeling platform is crafted to empower thousands of investors and advisors living at the cutting edge of their sector. Esteemed firms including Evercore, Warburg Pincus, and CVC have already integrated Mosaic's technology into their daily operational processes, facilitating efficient identification and execution of lucrative investment opportunities.

Mosaic's extensive user base combines their profound sector expertise with state-of-the-art digital technologies, ultimately crafting a more efficient model for private equity transactions and investment analyses. The company’s mission is to actively shape the future of private equity in a manner that is as effective as it is innovative.

With its all-encompassing approach and commitment to enhancing the financial landscape, Mosaic is positioned to redefine the expectations of analysts and advisors, ensuring they are equipped with the tools necessary for success in a dynamic market. By marrying advanced technology with practical applications, Mosaic not only boosts productivity but also inspires a new generation of professionals to thrive in a challenging environment,

As this partnership unfolds, stakeholders in the investment banking sector will undoubtedly keep a keen eye on how Mosaic and Evercore leverage their collective strengths to shape the industry's future. For more information, visit Mosaic's website or follow them on LinkedIn to stay updated on their journey post-expansion.