Joseph Vallee


(248) 554-4232

Joe is a Partner at O2 Investment Partners. He is responsible for sourcing new transactions, due diligence, underwriting, and monitoring O2’s portfolio companies. 

Prior to joining O2, Joe was the President and Co-founder of Provision Insurance Group, an independent insurance agency headquartered in Michigan.  Prior to founding Provision, he was with St. Charles Capital, a middle-market investment bank primarily focused on M&A advisory. As a founding member of the Industrial Services & Technologies Group, Joe specialized in executing buy- and sell-side M&A transactions for energy and industrial services companies across the United States. Prior to St. Charles Capital, he was a part of J.P. Morgan’s Private Bank, providing wealth management solutions for high net worth individuals. Joe currently serves on the Boards of  Straightaway Tire & Auto,  4M Building Solutions, BerlinRosen, Flip Electronics, SIB Fixed Cost Reduction, Frontier Dental Laboratories and Mantis Innovation Group. 

Joe graduated with honors from Michigan State University with a BA in Finance, where he was also the captain of the Division 1 Men’s Tennis Team.