Treaty Oak Equity

Treaty Oak is an Austin-based private investment firm with capital commitments from 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. ​ Our namesake, the Treaty Oak, is located in current-day downtown Austin. It is estimated to be over 500 years old and is a local symbol of Texas history and resilience. We seek to build long-term partnerships with our management teams. Our core values include conducting our business with honesty and composure. We are creative, outcome-oriented, and accountable partners.