Treaty Oak Equity

Treaty Oak Equity is an Austin-based private investment firm that partners with privately held and family-owned businesses. The firm focuses on addressing funding needs, facilitating ownership transitions, and assisting with succession planning while striving to preserve the existing culture, values, and legacy of the companies they invest in. They aim to build long-term partnerships with their management teams, emphasizing honesty, composure, creativity, and accountability in their business practices.

Founded in 2017, Treaty Oak Equity operates with capital commitments from Texas family offices. The firm seeks to be a value-added partner, supporting portfolio companies with organic growth initiatives, corporate professionalization, and strategic acquisitions. Their investment criteria typically include businesses with revenues and enterprise values above $10 million, with a capital commitment per investment ranging from $5 million to $20 million.

Treaty Oak Equity invests across a diverse range of sectors, including business services, construction and building materials, consumer products, distribution, food and beverage, healthcare products and services, manufacturing, and industrial industries. Notable investments have included companies like Integrity Project Services & Consulting, Boundless Network, D.J.'s Boudain, TJR Forensics, and past investments such as Stan's Heating & Air Conditioning and Wagner Mechanical.

The team at Treaty Oak Equity brings a wealth of experience in private equity and investment management. Key team members include Ben Williams, the Managing Director and Founder, who previously held roles at Peak Rock Capital and Aurora Resurgence. Chris Mason, also a Managing Director, has prior experience with Peak Rock Capital and CCMP Capital. Aaron Hamer serves as an Operating Partner, bringing executive leadership experience from companies like Highline Produce Ltd.