How many investments has Treaty Oak made?

Treaty Oak has 6 tracked investments.

What sectors does Treaty Oak focus on?

Treaty Oak focuses on Sector Agnostic.

Where is Treaty Oak located?

Treaty Oak is headquartered in Austin, US.

Treaty Oak

Private equity

Austin · 5 people tracked

Also known as Treaty Oak Capital Management, L.P. · TREATY OAK EQUITY LLC

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Investment thesis

Treaty Oak partners with privately held and family-owned businesses to address funding needs, ownership transitions, and succession planning while preserving each company's legacy, culture, and values. The firm draws capital commitments from Texas family offices and seeks to build long-term partnerships with the management teams it backs. Its stated core values emphasize conducting business with honesty and composure, and acting as creative, outcome-oriented, and accountable partners.

Invests inSector AgnosticAustinUnited States

Source: firm website, verified Aug 18, 2026.

Austin, US

Instruments

Equity

Private fund assets

$52.1M

Tracked investments

Team · 5 people

from the firm's website

Ben Williams· Managing Director & Founder

Founder and Managing Director of Treaty Oak Equity who previously was a Principal at Peak Rock Capital and a Vice President at Aurora Resurgence, with earlier roles at Insight Equity and Houlihan Lokey. He holds an MBA from Stanford GSB and a BBA in finance and accounting from Texas Christian University.

Chris Mason· Managing Director

Managing Director at Treaty Oak Equity who was previously an investment professional at Peak Rock Capital and worked at CCMP Capital, beginning his career at Lazard Freres & Co. He holds an MBA from Stanford GSB and a BA in economics from Middlebury College.

Alex Millman· Vice President

Vice President at Treaty Oak Equity who was previously an Associate at Five Points Capital and an investment banking analyst at TFA Capital Partners. He holds a BBA in business honors and finance from the University of Texas at Austin.

Aaron Hamer· Operating Partner

Operating Partner at Treaty Oak who was formerly CEO of organic mushroom producer Highline Produce and CFO of aerospace manufacturer Enginetics, and began his career in National City's M&A advisory group. He holds a BBA in finance from Emory University.

Gavin Geib· Associate

Associate at Treaty Oak Equity who previously worked as an analyst at Centerview Partners on transactions across healthcare services, information security, technology, and consumer & retail. He holds a BS in economics from the Wharton School at the University of Pennsylvania.

What they invest in

from 5 of 6 portfolio companies

Consumer ×2Construction Tech ×1E-commerce ×1Enterprise Software ×1InsurTech ×1Marketing Tech ×1

HQs:United States×3

Investments · 6 tracked

founders shown can be your intro path

Boundless Networkboundlessnetwork.comin

Boundless is a branded merchandise agency that combines creative brand strategy with scalable operational tools to produce custom promotional products and merch programs for enterprise brands.

E-commerceEnterprise SoftwareMarketing Tech

D.J.'s Boudaindjsboudain.com

DJ's Boudain is a family-owned food company that makes fresh Cajun-style boudin (pork, rice, and seasonings) sausage links, including smoked and original varieties, sold through grocery, retail, and restaurant partners.

ConsumerBeaumont, US

Integrity Project Services & Consulting

Provider of engineering, design, project management and field services to electrical utilities.

ProFire Allianceprofirealliance.com

ProFire Alliance is a network of boutique fire investigation firms that conducts origin-and-cause investigations, scene preservation, evidence collection, and claims-focused reporting for fire and explosion losses.

InsurTech

Stan'sstansac.com

Stan's Heating, Air, Plumbing & Electrical is a residential home services company providing HVAC, air conditioning, heating, indoor air quality, plumbing, drain/sewer, and electrical services to homeowners in the Austin, Texas area.

ConsumerAustin, US

Wagnerwagnermechanical.comin 𝕏

Wagner Mechanical is a residential home services provider offering HVAC (heating and air conditioning), plumbing, and electrical installation, repair, and maintenance for homeowners.

Construction TechAlbuquerque, US

Fund performance · per public LP disclosures

as of Mar 2024

Fund	Vintage	Committed	Net IRR	TVPI	DPI
Treaty Oak Fund L.P.LPs: Texas Municipal Retirement System	—	—	—	1.10x	1.10x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

How many investments has Treaty Oak made?: Treaty Oak has 6 tracked investments.
What sectors does Treaty Oak focus on?: Treaty Oak focuses on Sector Agnostic.
Where is Treaty Oak located?: Treaty Oak is headquartered in Austin, US.

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