Treaty Oak is an Austin-based private investment firm with capital commitments from two Texas family offices. We partner with privately held and family owned businesses to address funding needs, ownership transitions and succession planning issues while preserving legacy, existing culture and values. Our namesake, the Treaty Oak, is located in current-day downtown Austin. It is estimated to be over 500 years old and is a local symbol of Texas history and resilience. We seek to build long-term partnerships with our management teams. Our core values include conducting our business with honesty and composure. We are creative, outcome-oriented and accountable partners. Treaty Oak is actively seeking a value-added partner to assist with organic growth, corporate professionalization and strategic acquisitions. Financial Criteria: - Revenues above $10 million - Enterprise values above $10 million - $5-$20 million of capital per investment Circumstances: - Family-owned businesses seeking a value-added partner - Owner succession or management transition - Management buyouts - Growth capital - Corporate divestiture Industries: - Business services - Construction & building materials - Consumer products - Distribution - Food & Beverage - Healthcare products & services - Manufacturing/Industrial
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Treaty Oak Equity is a single family office (sfo) based in Austin, United States.
Treaty Oak Equity is headquartered in Austin, United States.
Treaty Oak Equity focuses on Co-Investing, Direct Investing, Growth Capital, Joint Venture/Partner, Long-Term Investments, Management Buyout, Management Partnership, Mergers & Acquisitions/Buyouts.
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