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Office Locations:
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1012 Rio Grande
Austin, TX 78701
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Business Services
Consumer Products & Services
Food & Agriculture
Information Technology
Life Sciences & Healthcare
Manufacturing & Industrial
Real Estate & Construction
Transportation & Distribution
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Founded in 2017, Treaty Oak is a private investment firm with capital commitments from two Texas family offices and based in based in Austin, Texas. The firm seeks to partner with privately held and family owned businesses to address funding needs, ownership transitions and succession planning. It invests in the business services, construction and building materials, consumer products, distribution, food and beverage, healthcare products and services, manufacturing and industrial industries. The firm targets companies with revenues above $10 million, enterprise values above $10 million, and $5-$20 million of capital per investment.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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COMPANY STAGE | REVENUE |
Venture Capital | |
Seed Stage (includes "pre-seed," or concept stage) | No Revenue |
Early Stage | Minimal Revenue |
Growth Stage (also called Mid-stage) | $2M-$7M |
Expansion Stage (also called Late-stage) | $7M and greater |
Private Equity | |
Lower Middle Market | $10M-$249M |
Middle Market | $250M-$499M |
Upper Middle Market | $500M-$1B |
Large Cap | >$1B |
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