Mozaic Capital helps institutional investors navigate the secondary landscape.  


The firm works with a broad array of investors including public and private pension funds, financial institutions, endowments, foundations and family offices. The firm advises General Partners on secondary directs and spin-outs.

Structuring

Mozaic Capital has relationships with a broad range of secondary buyers.  We help clients in segmenting the buyer universe and identifying the best potential buyers to maximize value for each transaction.  With this knowledge base, Mozaic Capital creates a strategy for optimizing returns by best packaging assets.  Whether it be a sale of individual interests to a specific buyer, grouping assets in a mosaic structure to various buyers, or divesting an entire portfolio in a single buyer transaction.

Mozaic Capital also helps clients seeking secondary direct sales, fund restructurings,  and secondary spin-outs.
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Valuation

Mozaic Capital reviews client strategy and liquidity needs to determine whether an asset sale would best suit long term client investment objectives.  The firm completes portfolio cash flow analyses to determine future liquidity expectations.  Mozaic Capital then utilizes an in-depth portfolio pricing model to determine potential pricing and to maximize portfolio value.





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Execution

Mozaic Capital manages the entire secondary sale process, minimizing the time commitment of our clients.  From initial portfolio review and analysis, to preparing Board strategy presentations, Mozaic Capital offers clients a full suite of services.  We help clients in determining the best set of assets for sale through our valuation analysis, buyer segmentation and transaction structuring.  We handle all sale process negotiations, buyer due diligence and dataroom management.  Once buyers are determined, Mozaic Capital manages the transaction closing process, including overseeing the legal process and ensuring final capital transfers.  This hands-on approach allows our clients to continue to focus on their investment objectives, with little disruption while a sale is in process.