Steven Lightbody is a Senior Analyst with VALUE. He advises clients through a variety of engagements including mergers and acquisitions, litigation, and financial reporting.
The scope of Steven’s work includes valuation analyses and consulting for mergers and acquisitions, including fairness opinions and purchase price allocations. He also provides valuation opinions for financial reporting, such as stock-option valuations, goodwill impairment studies, and transfer pricing analyses. Additionally, he provides valuations of business and partnership interests in matters relating to gift and estate taxes.
Prior to joining VALUE, Steven worked as an intern with a Dallas-based venture capital firm and as an intern with an energy investment group based in Houston. Prior to pursuing his Master of Business Administration degree, Steven worked as a Senior Engineer at a global energy conglomerate.
Steven is currently a Level III CFA candidate. He earned a Master of Business Administration degree with concentrations in finance and strategy from Southern Methodist University. He also earned a Bachelor of Science in Computer Engineering from Missouri University of Science and Technology where he graduated Magna Cum Laude.
In his leisure time, Steven enjoys hiking, travelling and live music with his wife. Steven is also involved in charities that support the local community.
Accreditations and Designations
- Chartered Financial Analyst (CFA) Level III Candidate