Treaty Oak is an Austin-based private investment firm with capital commitments from two Texas family offices.

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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. 

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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.