FI  Treaty Oak Equity

     Office Locations:

1012 Rio Grande
Austin, TX 78701



  • Growth



  • Business Services
  • Consumer Products & Services
  • Food & Agriculture
  • Information Technology
  • Life Sciences & Healthcare
  • Manufacturing & Industrial
  • Real Estate & Construction
  • Transportation & Distribution



    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.



      Fund Name



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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
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    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

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Ben Williams Managing Director & Founder
    Chris Mason Managing Director


    Portfolio companies include:

      Boundless Network



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