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Treaty Oak Equity

Family Office

Austin, Texas HQ

Member since
2020
Deals they've closed
6
About
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…
Team (2)
Recent Transactions (6)
Treaty Oak Equity
Promotional Products Distributors (Wholesalers)
acquired

Touchstone II, LLC

February 2024

Treaty Oak Equity
Advertising, Public Relations, and Related Services
acquired

PromoAdvantage

December 2022

Treaty Oak Equity
Food Manufacturing
acquired

DJ's Boudain LLC

March 2022

Treaty Oak Equity
Advertising, Public Relations, and Related Services
acquired

Boundless Network

June 2021

Treaty Oak Equity
Building Finishing Contractors, Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Personal and Laundry Services, Residential cleaning services, Residential Property Managers, Security Systems Services, Travel Arrangement and Reservation Services
acquired

Wagner Mechanical

December 2020

Treaty Oak Equity
Building Finishing Contractors, Death Care Services, Electrical Contractors and Other Wiring Installation Contractors, House demolishing, Interior Design Services, Investigation, Guard, and Armored Car Services, Legal Services, Personal and Laundry Services, Residential cleaning services, Residential Property Managers, Security Systems Services, Travel Arrangement and Reservation Services
acquired

Stan's Heating & Air Conditioning

November 2018

Sectors Treaty Oak Equity serves:
Manufacturing
Industrials
Materials
Consumer Goods
Business Services
Distribution
Technology
Consumer Services
Energy & Utilities
Health Care

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Member since
2020
Deals they've closed
6
Team (2)
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