Discover Smart Investments With Oak Valley Capital.
Discover Smart Investments With Oak Valley Capital.
Discover Smart Investments With Oak Valley Capital.
Extraordinary partners delivering double-digit risk-adjusted returns through thoughtfully selected lower middle market acquisitions & operations.
Extraordinary partners delivering double-digit risk-adjusted returns through thoughtfully selected lower middle market acquisitions & operations.
Extraordinary partners delivering double-digit risk-adjusted returns through thoughtfully selected lower middle market acquisitions & operations.
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Experience in PE
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Experience in PE
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Experience in PE
0B
0B
Combined Transaction Volume
0B
0B
Combined Transaction Volume
0B
0B
Combined Transaction Volume
0.00x
0.00x
Average MOIC
0.00x
0.00x
Average MOIC
0.00x
0.00x
Average MOIC
$0.0M
$0.0M
AUM
$0.0M
$0.0M
AUM
$0.0M
$0.0M
AUM
Alpha: Value creation through forced appreciation
Alpha: Value creation
through forced appreciation
Superior Risk-Adjusted Returns: Through Recession-Resistant Niches
Superior Risk-Adjusted Returns:
Through Recession-Resistant Niches
Proven track record: tenured sponsors & advisory board
Proven track record: tenured
sponsors & advisory board
Our Focus
LBOs
Criteria
Lower Middle Market | M.E.P
Target Return
4x – 5x MOIC
Hold Term
5 to 7 Years
Multifamily
Criteria
50+ units | 90s & Newer
Target Return
15% + IRR
Hold Term
7 to 10 Years
LBOs
Criteria
Lower Middle Market | M.E.P
Target Return
4x – 5x MOIC
Hold Term
5 to 7 Years
Multifamily
Criteria
50+ units | 90s & Newer
Target Return
15% + IRR
Hold Term
7 to 10 Years
Welcome To Oak Valley Capital
We are a private investment firm with offices in Phoenix, AZ, and Atlanta, GA, specializing in acquiring and operating lower middle market, service-based businesses across the U.S. We operate as a fully integrated platform, managing the entire investment lifecycle – from deal sourcing and due diligence to post-acquisition operations, sales, marketing, and exit.
Our executive team brings over two decades of experience and a consistent track record of delivering double-digit, risk-adjusted returns through disciplined market selection, rigorous due diligence, structured transactions, and robust post-close management.
We are committed to long-term equity growth for our investors. Backed by strong fundamentals and vertically integrated, locally based teams, we maintain full control and agility allowing us to stabilize and scale each business with precision. As a result, we are well-positioned to execute our business plan.
OVC offerings are limited to Accredited Investors (Rule 501(a), Regulation D) and Qualified Institutional Buyers (Rule 144A).
Welcome To Oak Valley Capital
We are a private investment firm with offices in Phoenix, AZ, and Atlanta, GA, specializing in acquiring and operating lower middle market, service-based businesses across the U.S. We operate as a fully integrated platform, managing the entire investment lifecycle – from deal sourcing and due diligence to post-acquisition operations, sales, marketing, and exit.
Our executive team brings over two decades of experience and a consistent track record of delivering double-digit, risk-adjusted returns through disciplined market selection, rigorous due diligence, structured transactions, and robust post-close management.
We are committed to long-term equity growth for our investors. Backed by strong fundamentals and vertically integrated, locally based teams, we maintain full control and agility allowing us to stabilize and scale each business with precision. As a result, we are well-positioned to execute our business plan.
OVC offerings are limited to Accredited Investors (Rule 501(a), Regulation D) and Qualified Institutional Buyers (Rule 144A).
Proud Member Of
Proud Member Of
Proud Member Of
Why Invest With Oak Valley Capital?
Why Invest With Oak Valley Capital?
Why Invest With Oak Valley Capital?
Access to Vetted, Institutional-Quality Investment Opportunities
Access to Vetted, Institutional-Quality Investment Opportunities
Access to Vetted, Institutional-Quality Investment Opportunities
Vertically Integrated Platform – Acquisitions, Operations, Sales & Marketing
Vertically Integrated Platform – Acquisitions, Operations, Sales & Marketing
Vertically Integrated Platform – Acquisitions, Operations, Sales & Marketing
Quarterly Distributions and Tax-Advantaged Structures
Quarterly Distributions and Tax-Advantaged Structures
Quarterly Distributions and Tax-Advantaged Structures
Conservative Underwriting with Downside Risk Protection
Conservative Underwriting with Downside Risk Protection
Conservative Underwriting with Downside Risk Protection
Recession-Resilient, Durable Asset Classes
Recession-Resilient, Durable Asset Classes
Recession-Resilient, Durable Asset Classes
Invest In Recession-Resistant Asset Classes
Invest In Recession-Resistant Asset Classes
Invest In Recession-Resistant Asset Classes
Sponsor Compensation Structured Around Investor Performance
Sponsor Compensation Structured Around Investor Performance
Sponsor Compensation Structured Around Investor Performance
Sponsor Co-Investment in Every Deal
Sponsor Co-Investment in Every Deal
Sponsor Co-Investment in Every Deal
Our Values
Integrity
Integrity
Excellence
Excellence
Commitment
Commitment
Stewardship
Commitment
Stewardship
Our Proven Process
Our Proven Process
01
Research & Identify
Our growing market-share through acquisitions (ownership), and strengthened relationships with brokers and investment bankers gives us access to data, both on- and off-market opportunities, and insights into competitor activity. An even greater advantage we have is our direct experience of ownership within our target markets which provides us with real-time data enabling us to continuously assess marketplace climate at a local and national level giving us otherwise unknown insight to underlying drivers of supply and demand volatility in these markets.
01
Research & Identify
Our growing market-share through acquisitions (ownership), and strengthened relationships with brokers and investment bankers gives us access to data, both on- and off-market opportunities, and insights into competitor activity. An even greater advantage we have is our direct experience of ownership within our target markets which provides us with real-time data enabling us to continuously assess marketplace climate at a local and national level giving us otherwise unknown insight to underlying drivers of supply and demand volatility in these markets.
01
Research & Identify
Our growing market-share through acquisitions (ownership), and strengthened relationships with brokers and investment bankers gives us access to data, both on- and off-market opportunities, and insights into competitor activity. An even greater advantage we have is our direct experience of ownership within our target markets which provides us with real-time data enabling us to continuously assess marketplace climate at a local and national level giving us otherwise unknown insight to underlying drivers of supply and demand volatility in these markets.
02
Analyze
Our team of analysts have decades of career experience underwriting and valuing institutional credit and small businesses. Each deal we pursue undergoes a multi-stage process of objective, qualitative, and quantitive analysis which allows us to determine whether or not submitting an LOI is the next appropriate step. Only after passing the preliminary vetting do we submit an IOI/LOI. Upon acceptance of IOI/LOI we enter into a formal Due Diligence (DD) period where the deal undergoes a rigorous analysis (QoE) – a deep vetting of the business’s and owner’s financial history, history of employee-ship, inspections, appraisals, and much more all occur. This ‘fine-tooth comb’ DD process allows us to ensure every aspect of the deal aligns with our quality standards of businesses we acquire.
02
Analyze
Our team of analysts have decades of career experience underwriting and valuing institutional credit and small businesses. Each deal we pursue undergoes a multi-stage process of objective, qualitative, and quantitive analysis which allows us to determine whether or not submitting an LOI is the next appropriate step. Only after passing the preliminary vetting do we submit an IOI/LOI. Upon acceptance of IOI/LOI we enter into a formal Due Diligence (DD) period where the deal undergoes a rigorous analysis (QoE) – a deep vetting of the business’s and owner’s financial history, history of employee-ship, inspections, appraisals, and much more all occur. This ‘fine-tooth comb’ DD process allows us to ensure every aspect of the deal aligns with our quality standards of businesses we acquire.
02
Analyze
Our team of analysts have decades of career experience underwriting and valuing institutional credit and small businesses. Each deal we pursue undergoes a multi-stage process of objective, qualitative, and quantitive analysis which allows us to determine whether or not submitting an LOI is the next appropriate step. Only after passing the preliminary vetting do we submit an IOI/LOI. Upon acceptance of IOI/LOI we enter into a formal Due Diligence (DD) period where the deal undergoes a rigorous analysis (QoE) – a deep vetting of the business’s and owner’s financial history, history of employee-ship, inspections, appraisals, and much more all occur. This ‘fine-tooth comb’ DD process allows us to ensure every aspect of the deal aligns with our quality standards of businesses we acquire.
03
Compete
SMB: Our vetting process and current ownership in the target markets we compete in provides credibility and confidence to the IB/Brokers and sellers involved usually giving us the advantage when competing in deals. Multifamily: Our in-house Director of Acquisitions leverages his network of institutional multifamily connections, along with the credibility he has built with the most active brokers in the state to negotiate on the company’s behalf.
03
Compete
SMB: Our vetting process and current ownership in the target markets we compete in provides credibility and confidence to the IB/Brokers and sellers involved usually giving us the advantage when competing in deals. Multifamily: Our in-house Director of Acquisitions leverages his network of institutional multifamily connections, along with the credibility he has built with the most active brokers in the state to negotiate on the company’s behalf.
03
Compete
SMB: Our vetting process and current ownership in the target markets we compete in provides credibility and confidence to the IB/Brokers and sellers involved usually giving us the advantage when competing in deals. Multifamily: Our in-house Director of Acquisitions leverages his network of institutional multifamily connections, along with the credibility he has built with the most active brokers in the state to negotiate on the company’s behalf.
04
Manage
We take pride in being fully vertically integrated across acquisitions and analysis, operations, sales and marketing, and accounting. Our hands-on operational approach enables us to identify and resolve issues swiftly and cost-effectively. Ultimately, maximizing value for our investors at every step for true value creation.
04
Manage
We take pride in being fully vertically integrated across acquisitions and analysis, operations, sales and marketing, and accounting. Our hands-on operational approach enables us to identify and resolve issues swiftly and cost-effectively. Ultimately, maximizing value for our investors at every step for true value creation.
04
Manage
We take pride in being fully vertically integrated across acquisitions and analysis, operations, sales and marketing, and accounting. Our hands-on operational approach enables us to identify and resolve issues swiftly and cost-effectively. Ultimately, maximizing value for our investors at every step for true value creation.
05
Distribute & Report
Our investor relations cadence includes quarterly distributions and comprehensive financial statements, supplemented by clear, concise monthly communications.
05
Distribute & Report
Our investor relations cadence includes quarterly distributions and comprehensive financial statements, supplemented by clear, concise monthly communications.
05
Distribute & Report
Our investor relations cadence includes quarterly distributions and comprehensive financial statements, supplemented by clear, concise monthly communications.
06
Capital Event & Reinvest
Capital events are contingent on, but not limited to, four main variables and are used as the framework when determining the exit strategies of any given asset class: · Cash Flows & Market Demand · Quality/Quantity of Debt & Equity · Operational Efficiency · Emerging Opportunities: i.e., shifts in market climate (demand of asset), 1031 exchange opportunities, etc. A capital event may involve a complete sale of the asset or a refinance. In all cases, our priority is to ensure full repayment of investor capital and to meet or exceed projected returns upon completion of the event.
06
Capital Event & Reinvest
Capital events are contingent on, but not limited to, four main variables and are used as the framework when determining the exit strategies of any given asset class: · Cash Flows & Market Demand · Quality/Quantity of Debt & Equity · Operational Efficiency · Emerging Opportunities: i.e., shifts in market climate (demand of asset), 1031 exchange opportunities, etc. A capital event may involve a complete sale of the asset or a refinance. In all cases, our priority is to ensure full repayment of investor capital and to meet or exceed projected returns upon completion of the event.
06
Capital Event & Reinvest
Capital events are contingent on, but not limited to, four main variables and are used as the framework when determining the exit strategies of any given asset class: · Cash Flows & Market Demand · Quality/Quantity of Debt & Equity · Operational Efficiency · Emerging Opportunities: i.e., shifts in market climate (demand of asset), 1031 exchange opportunities, etc. A capital event may involve a complete sale of the asset or a refinance. In all cases, our priority is to ensure full repayment of investor capital and to meet or exceed projected returns upon completion of the event.
Leadership
Joseph Luca
Founder & Managing Partner
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Joseph Luca
Founder & Managing Partner
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Keith Fernandez
VP of Investments
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Keith Fernandez
VP of Investments
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Bryan Junus
Sr. Investment Analyst
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Bryan Junus
Sr. Investment Analyst
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Slobodan Djukic
Sr. Investment Analyst
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Slobodan Djukic
Sr. Investment Analyst
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Sammy Serwa
Chief Marketing Officer
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Sammy Serwa
Chief Marketing Officer
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Christian Trujillo
Operating Partner – Multifamily
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Christian Trujillo
Operating Partner – Multifamily
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Advisory Board
Trevor Mcdowell
Mcdowell Enterprises
Trevor Mcdowell
Mcdowell Enterprises
Oak Valley Capital’s unapparelled advantage is found in its board of advisor’s 40+ years of experience in ownership & operations in the PE industry.
This collaboration enables OVC to optimize decision-making processes by drawing on the advisory board’s deep expertise.
While the advisory board offers strategic guidance, all management decisions are made and held responsible by Oak Valley Capital’s leadership team.
Oak Valley Capital’s unapparelled advantage is found in its board of advisor’s 40+ years of experience in ownership & operations in the PE industry.
This collaboration enables OVC to optimize decision-making processes by drawing on the advisory board’s deep expertise.
While the advisory board offers strategic guidance, all management decisions are made and held responsible by Oak Valley Capital’s leadership team.
Target Markets
ARIZONA
UTAH
NEVADA
ARKANSAS
KANSAS
IDAHO
MISSOURI
TEXAS
OKLAHOMA
TENNESSEE
NORTH CAROLINA
SOUTH CAROLINA
GEORGIA
ARIZONA
UTAH
NEVADA
ARKANSAS
KANSAS
IDAHO
MISSOURI
TEXAS
OKLAHOMA
TENNESSEE
NORTH CAROLINA
SOUTH CAROLINA
GEORGIA
ARIZONA
UTAH
NEVADA
ARKANSAS
KANSAS
IDAHO
MISSOURI
TEXAS
OKLAHOMA
TENNESSEE
NORTH CAROLINA
SOUTH CAROLINA
GEORGIA
FAQs
What is Oak Valley Capital?
Who is allowed to invest with Oak Valley Capital?
Am I an accredited investor?
What is Oak Valley Capital?
Who is allowed to invest with Oak Valley Capital?
Am I an accredited investor?
What is Oak Valley Capital?
Who is allowed to invest with Oak Valley Capital?
Am I an accredited investor?
Schedule a Call
Discover Smart Investments With Oak Valley Capital
Schedule a Call
Discover Smart Investments With Oak Valley Capital
Schedule a Call
Discover Smart Investments With Oak Valley Capital