TREATY OAK EQUITY LLC
TREATY OAK EQUITY LLC is a Series C+ and buyout fund in the US writing $5M–$20M checks into Climate, business-services, construction, building-materials, consumer-products, distribution, food-and-beverage, healthcare-products, healthcare-services, manufacturing, industrial, materials, consumer-goods, consumer-services and utilities.
- Stages
- Series C+, buyout
- Sectors
- Climate, business-services, construction, building-materials, consumer-products, distribution, food-and-beverage, healthcare-products, healthcare-services, manufacturing, industrial, materials, consumer-goods, consumer-services, utilities
- Check size
- $5M–$20M
- Invests in
- US-wide
- Round role
- Leads rounds
- Actively investing
- Yes
- Founded
- 2017
- Website
- treatyoakequity.com
Thesis
Treaty Oak Equity is a private investment firm founded in 2017 and based in Austin, Texas. Specializing in the lower middle market, the firm targets privately held and family-owned businesses with revenues and enterprise values above $10 million. Treaty Oak Equity acts as a value-added partner, assisting with organic growth, corporate professionalization, and strategic acquisitions. The firm's geographic scope is primarily the United States. Their strategy involves providing $5 million to $20 million of capital per investment. While specific fund sizes and AUM are not publicly disclosed, they have capital commitments from Texas family offices. Their sectors of focus are diverse, including business services, construction and building materials, consumer products, distribution, food and beverage, healthcare products and services, manufacturing/industrial, materials, consumer goods, consumer services, and energy and utilities. The firm operates as an Exempt Reporting Adviser with the SEC and Texas.
Common questions
Does TREATY OAK EQUITY LLC invest at the Series C+ stage?
Yes. TREATY OAK EQUITY LLC lists Series C+ and buyout among the stages it invests in.
What check size does TREATY OAK EQUITY LLC write?
TREATY OAK EQUITY LLC writes $5M–$20M checks.
Where does TREATY OAK EQUITY LLC invest?
TREATY OAK EQUITY LLC invests in the US.