Fundraising FoxTreaty Oak
Private equityAustin · 6 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.
Source: firm website, verified Oct 13, 2026.
Team · 6 people
from the firm's website & public directories
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.
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.
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.
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.
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 companiesConstruction 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 pathBoundless 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 GrowthSilverton Partners
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 Alliance is a network of boutique fire investigation firms offering investigation services to insurance carriers, adjusters, subrogation attorneys, and defense counsel.
InsurTech
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)
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, 1 of which have exited.
- 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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