Mr. Klein joined Blue Sage Capital in 2025. He previously worked as a Principal at Capital Southwest, a lower middle market private credit platform with over $2 billion under management, specializing in debt and minority equity investments in companies across all industries. While there, he worked on over 80 transactions comprising over $1.1 billion of capital invested.

Prior to Capital Southwest, he worked as an Analyst in J.P. Morgan's Syndicate and Leveraged Finance group in Houston, where he focused on debt origination, structuring and execution.

Mr. Klein received his B.B.A. in Finance with a minor in Accounting from the University of Texas at Austin.