As Director of Investments, Keith oversees the investment team providing valuable input on initial deal screening and analysis, underwriting, full-cycle IC memo preparation, negotiation, diligence oversight, value creation and post-close integration and planning.

Keith graduated with Cum Laude Honors from Harvard College with a degree in Economics and received his MBA in Finance from Wharton Business School. Prior to joining Oak Valley, Keith held roles as a Senior Analyst in the Leveraged Finance Group at Bank of America Merrill Lynch and as a Senior Associate in the Capital Markets Group at KKR. He has also held roles as CFO for numerous portfolio companies of leading PE Firms including GI Partners, General Atlantic and Blue Point Capital. He is an expert in Private Equity, M&A, Corporate Finance and Strategic Planning.

At Oak Valley Capital, Keith leverages his 20 years of experience to provide a disciplined approach to investment underwriting and analysis, ensuring alignment with investor goals and objectives.