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 · 6 people tracked

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

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Find your way into Treaty Oak

817 people in our graph share verified history with the Treaty Oak team — schools, employers, funds. One of them is your warm intro.

Lee Vetschunlockedknows Alex Millman · together at Cresfort Capital (overlapped)

knows the team · via Astorg

knows the team · via Bloom Energy

×9knows the team · via Lazard Freres & Co.

✨ Fox Verdict

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 AgnosticAustin United States

Source: firm website, verified Sep 22, 2026.

Austin, US

Instruments

Equity

Private fund assets

$52.1M

Tracked investments

Team · 6 people

from the firm's website & public directories

Ben Williams· Managing Director & Founder· Altrincham, England, United Kingdom

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· Austin, Texas, United Statesin

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· Austin, Texas, United Statesin

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.

Aaron R. Stanley· Promoter

What they invest in

from 5 of 6 portfolio companies

Construction Tech ×2Consumer ×2Direct to Consumer ×1E-commerce ×1Energy ×1Enterprise Software ×1FoodTech ×1InsurTech ×1

HQs:United States×3

Investments · 6 tracked

founders shown can be your intro path

Boundless Networkboundlessnetwork.com in

Boundless provides a technology platform for enterprise organizations to manage branded merchandise programs, including ecommerce stores, employee gifting, and procurement workflows.

E-commerceEnterprise SoftwareMarketing TechSaaS

Shiv Shankar(Founder)in

Co-investorsPartners for Growth Partners for Growth (PFG)

D.J.'s Boudaindjsboudain.com

DJ's Boudain manufactures and sells traditional Cajun boudin sausage, rice dressing, and related meat products based on family recipes.

ConsumerDirect to ConsumerFoodTechBeaumont, US

Daniel Joseph BouillonDaisy Jewel Wiggins

ProFire Allianceprofirealliance.com

ProFire Alliance is a network of boutique fire investigation firms offering investigation services to insurance carriers, adjusters, subrogation attorneys, and defense counsel.

InsurTech

Stan'sstansac.com

Stan's Heating, Air, Plumbing & Electrical is a family-owned company providing residential HVAC, plumbing, electrical, and energy-efficiency services, including installation, repair, and maintenance for existing homes, custom builds, and production builders.

Construction TechConsumerEnergyAustin, US

Stan Johnson, Sr.(Founder)

Wagnerwagnermechanical.com in 𝕏

Wagner Mechanical is a home services company offering cooling, heating, plumbing, and electrical services for residential customers.

Construction TechAlbuquerque, US

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Integrity Project Services & Consulting

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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