FactSet Research Systems Inc (FDS) Partners with Mosaic for Enhanced Deal Modeling

Strategic Integration to Streamline Public-to-Private Transactions with High-Quality Financial Data

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Dec 16, 2024

On December 16, 2024, FactSet Research Systems Inc (FDS, Financial) announced a strategic integration with Mosaic, a leading Digital Deal Modeling platform. This collaboration aims to enhance Mosaic's platform by incorporating FactSet's comprehensive financial data, enabling mutual customers to conduct rapid and seamless public-to-private transaction screenings. The integration is designed to empower private equity firms and investment banks by providing them with high-quality datasets for more efficient and accurate deal analysis.

Positive Aspects

  • Integration allows for rapid screening of transactions, reducing analysis time from hours to minutes.
  • FactSet's extensive datasets, including real-time market pricing and consensus estimates, enhance Mosaic's deal modeling capabilities.
  • Improved efficiency and accuracy in deal modeling, leading to better-informed investment decisions.
  • Empowers users to focus on high-impact assumptions rather than manual data collection.

Negative Aspects

  • Potential dependency on FactSet's data quality and availability for accurate modeling.
  • Integration may require users to adapt to new workflows and systems.

Financial Analyst Perspective

From a financial analyst's viewpoint, the integration between FactSet and Mosaic represents a significant advancement in the tools available for deal modeling. By leveraging FactSet's robust datasets, analysts can perform more thorough and efficient screenings, which is crucial in the fast-paced world of private equity and investment banking. This partnership not only enhances the analytical capabilities of users but also aligns with the industry's trend towards digital transformation and data-driven decision-making.

Market Research Analyst Perspective

As a market research analyst, this integration highlights the growing importance of data integration and automation in financial services. The collaboration between FactSet and Mosaic is a strategic move to meet the increasing demand for speed and accuracy in deal analysis. It reflects a broader industry shift towards leveraging technology to gain competitive advantages, streamline operations, and improve client outcomes. This partnership is likely to set a precedent for future collaborations in the financial technology space.

Frequently Asked Questions

What is the main benefit of the FactSet and Mosaic integration?

The integration allows for rapid and seamless screening of public-to-private transactions, significantly reducing analysis time and improving accuracy.

Who will benefit from this integration?

Private equity firms and investment banks using Mosaic will benefit from enhanced deal modeling capabilities powered by FactSet's data.

How does this integration impact the deal modeling process?

It accelerates the deal idea generation process, allowing users to complete analyses in minutes instead of hours, and focuses on high-impact assumptions.

Where can more information about the integration be found?

More information can be found on Mosaic's website at https://mosaic.pe/integrations.

Read the original press release here.

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