Joe Luca
LinkedIn Copy
Joe — been working on outbound origination with commercial MEP and HVAC funds and Oak Valley has been on my radar. would be good to connect.
Joe — though we share a PE background, I've seen first-hand how challenging early proprietary origination can be. Jealous of what you've built at Oak Valley. Been helping funds like Mentmore and Wingman Growth Partners with their outbound origination — curious what email infrastructure you're using these days — still mostly on shared IPs like Instantly, or have you moved to private/dedicated senders? Happy to share what's working best for similar commercial MEP and HVAC funds if useful. — Russ
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Joe — from the looks of things, we've landed in a similar-ish spot — both came from different backgrounds (mine was IB at Greenhill then growth equity in London) but ended up on the acquiring and operating side of lower mid-market businesses. Oak Valley's focus on commercial and industrial MEP businesses is close to what a couple of our clients in the UK are doing — acquiring and running service businesses in trades-adjacent verticals. One of them, Backer Group, uses a custom system we built that sources owner-operated service businesses, scores them on acquisition fit and owner readiness (the baby boomer retirement wave you've posted about is a big part of that signal), pulls founder/owner contacts, and runs personalized outreach across email, LinkedIn, and even physical letters. Everything connects live to their CRM so origination just hums in the background while they focus on closing deals and the post-acquisition work. They're a small team, so the leverage matters. sounds like OVC might be in a similar position given how hands-on you are with the portfolio (the GE Home Services 90-day work-up post was a good window into that). Given we've already built out this infrastructure for funds acquiring similar types of businesses, I wondered if you wanted to take a look under the hood? fairly free this week and next, just let me know a time that suits. very best, Russell searchloop.ai linkedin.com/in/russellt23
Prospect Research
## PROSPECT INFORMATION: Name: Joe Luca Title: Founder & Managing Partner Fund: Oak Valley Capital Background: Please provide the Profile Data and Posts Data you would like me to process. I am ready to extract the focus, background, skills, and specific post quotes with dates as soon as you provide the input. Fund details: - 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.* - Website: https://www.oakvalleycap.com - Location: Phoenix, Arizona, United States - Lead qualification: Research: - Query: =Oak Valley Capital Joe Luca recent investments fund thesis - Answer: Oak Valley Capital's recent investments focus on acquisitions and strengthened market relationships. Joe Luca, founder and managing partner, leads the firm's investment strategy. The firm emphasizes value creation through operational improvements and market insights.