Oak Valley Capital

InvestorScreen: DoneContacts: ✅ Done

Description

Oak Valley Capital (OVC) is a Phoenix, AZ, and Atlanta, GA-based investment firm specializing in the strategic acquisition and operation of small businesses across the United States. In addition to our expertise in private equity, we have a strong track record in the ownership and management of multifamily properties. Our executive team has 20+ years of industry experience and a proven track record of achieving double-digit, risk-adjusted returns for investors through careful market analysis, negotiations, due diligence and prudent operations. At OVC, we are committed to long-term equity growth for our investors. Backed by strong fundamentals and a vertically integrated, locally based team, we are uniquely positioned to identify, acquire, and scale high-potential businesses while maximizing investor returns. *Offerings are for accredited investors only.*

AI Sector Summary

Oak Valley Capital is a Phoenix and Atlanta-based investment firm focused on acquiring small businesses in commercial and industrial MEP, HVAC, electrical, and plumbing trades, as well as managing multifamily real estate assets.

Location

Phoenix, Arizona, United States

Industry

Investment Management

Investor Type

pe, holdco, independent sponsor

Target Sectors

HVAC, electrical, plumbing, construction, property management

Verticals

Specialty TradesIndustrial / Manufacturing

Financials

Revenue

EBITDA

Employees

3

Founded

2023

Sectors (from search)

construction_infrastructure,industrial_manufacturing,other · commercial and industrial MEP, HVAC, electrical, plumbing, land development, multifamily properties

Classify Status

Done

Prospects

10 people
NameTitleEmailChannelsStatus
Sr. Investment AnalystSr. Investment Analyst
LI
Operating Partner, Land DevelopmentOperating Partner, Land Development
LI
Principal, Advisory ServicesPrincipal, Advisory Services
LI
Principal, Advisory ServicesPrincipal, Advisory Services
LI
Founder & Managing PartnerFounder & Managing Partner
jluca@oakvalleycap.comvalid
LI
Vice President of InvestmentsVice President of Investments
LI
Customer Service RepresentativeCustomer Service Representative
LI
Chief Marketing OfficerChief Marketing Officer
LI
Investment Analyst IIIInvestment Analyst III
LI
Senior Operating PartnerSenior Operating Partner
LI

Outreach History

Outreach sequencing tables are not yet in Supabase.

ID: 63Airtable: rec0XJOMpxDiWhTT7Created: 10/04/2026