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Investing in Privately Held & Family Owned Companies

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. 
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