top of page

Treaty Oak invests in family owned and privately held businesses 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

bottom of page