Saul D. Goodman

Senior Managing Director at Evercore, Inc.

Saul D. Goodman

Saul D. Goodman

Senior Managing Director at Evercore, Inc.

Biography

Saul Goodman is a Senior Managing Director of the firm's corporate advisory business.

Prior to joining Evercore, Mr. Goodman was a Vice President in the Investment Banking Division of Lehman Brothers, where he focused on media and telecommunications clients. Mr. Goodman started his career at Ark Asset Management, where he worked as an Assistant Portfolio Manager.

Mr. Goodman was involved in advising CBS Corporation on its merger with Viacom Inc., Time Warner Cable in its separation from Time Warner, SpectraSite on its merger with American Tower Corporation, ACNielsen Corporation on its sale to VNU N.V. and the sale of VNU N.V. to a financial consortium. Other notable transactions include advising SBC Communications on its purchase of AT&T Wireless, the sale of J.D. Power and Associates to The McGraw-Hill Companies, Dow Jones purchase of MarketWatch, the Advent and Goldman Sachs purchase of TransUnion, the dual-class restructuring of Robert Mondavi and merger with Constellation Brands and the minority investments by Hearst Corp. in Fitch Ratings, and CalPERS in SilverLake Partners.

Mr. Goodman graduated summa cum laude from the University of Florida with a B.S. in finance and received his M.B.A., with honors, from the Columbia University Graduate School of Business.

Overview
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1653

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2

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Senior Managing Director at Evercore, Inc.

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Founder at Evercore, Inc.

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Co-Chief Executive Officer at Evercore, Inc.

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Senior Managing Director at Evercore, Inc.

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Senior Managing Director at Evercore, Inc.

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Senior Managing Director at Evercore, Inc.

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Senior Managing Director, Corporate Advisory at Evercore Partners LLC

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Senior Managing Director, Private Equity at Evercore Partners LLC

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Chief Operating Officer of Global Advisory, US at Evercore, Inc.

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Senior Managing Director at Evercore, Inc.

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Saul D. Goodman
Senior Managing Director at Evercore, Inc.
Education
B.S. summa cum laude, in Finance
Career History
Vice President, Investment Banking Division
Prior

Lehman Brothers, Inc. was a broker/dealer headquartered in New York City. They provided global equity and fixed research. The equity research department covered more than 100 sectors. They used a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman had also developed special products, such as 10 uncommon values and 10 uncommon eurovalues.

Assistant Portfolio Manager
Prior

A team of portfolio managers oversees each product.The large-cap growth portfolio is constructed relative to the Russell 1000 Growth index. The goal for the large cap value portfolio is to outperform the Russell 1000 Value index. Stocks meeting their minimum capitalization and liquidity requirements are screened based on a proprietary methodology. Once this focus list is determined, they conduct in-house fundamental research to narrow the list to buy candidates. Stocks are selected based on either a low p/e ratio relative to projected earnings growth or on a discount to intrinsic asset value.Ark's small/mid-cap value philosophy reflects a belief that incremental returns can be achieved within the small/mid-cap universe by combining a quantitative approach with traditional fundamental analysis. Using a proprietary six factor model, the universe is further refined using a combination of historical and current data.For their Specialty Growth portfolio, Ark invests in companies along a broad range of market capitalizations that provide significant growth opportunities due to secular or cyclical changes. Their goal is to achieve substantial returns versus the market over a full market cycle through a concentrated portfolio of stocks. This process is driven by research-intensive fundamental stock selection, focused on developing themes and selecting stocks within them.Ark generally sells companies that become less attractive than other securities due to deteriorating current fundamentals or declining earnings expectations.In managing fixed-income portfolios, Ark's investment decisions integrate the expertise of a team of fixed-income specialists. The investment process begins with a top-down approach focusing on the current environment, the economy, and interest rate outlook. Their duration strategy is designed to be risk averse; they do not use market timing.A key determinant in maximizing total return for a given level of risk is proper positioning of a portfolio along the yield curve. Their positioning is based on the current shape and anticipated changes in the yield curve, and an analysis of the spot and forward yield curves. Quantitatively, they review spread relationships among the various sectors, conduct break-even analysis and project total rates of return for various scenarios. The qualitative analysis involves the evaluation of technical factors influencing the market, such as trends, imbalances and seasonal patterns.

Senior Managing Director
Current

Evercore, Inc. operates as an independent investment banking advisory company. It operates through the Investment Banking and Investment Management business segments. The Investment Banking segment includes the global advisory business of the company through, which the firm deliver strategic corporate advisory, capital markets advisory, and institutional equities services. The Investment Management segment is comprised of wealth management and trust services through Evercore Wealth Management L.L.C. and investment management in Mexico through Evercore Casa de Bolsa, S.A. de C.V., as well as private equity through investments in entities that manage private equity funds. The company was founded by Roger C. Altman in 1995 and is headquartered in New York, NY.

Boards & Committees
Director
2006 - 2009
Member, Board of Directors
2003 - Prior
Transactions
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Advent International Corp., Goldman Sachs Capital Partners, GS Capital Partners VI Fund LP purchase Transunion Intermediate Holdings, Inc. from Madison Dearborn Partners LLC

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CCMP Capital Advisors LLC purchases Data Axle, Inc.

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purchases Time Warner Cable, Inc. from Time Warner, Inc.

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