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Hoak & Co.
Hoak & Co. was a Dallas-based firm incorporated in 1991, focusing on lower mid-market investments in North American technology companies. It targeted this...
Hoak & Co.
Hoak & Co. was a Dallas-based firm incorporated in 1991, focusing on lower mid-market investments in North American technology companies. It targeted this specific sector.
General information
Firm type
Private Equity
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Frequently asked questions
What investment strategies does Hoak & Co. typically pursue?
Hoak & Co. pursues a mix of growth capital, management buyout, recapitalization, and balanced strategies. It focuses on lower middle-market companies where it can exert meaningful influence or control.
In which geographic regions does Hoak & Co. primarily invest?
Hoak & Co. invests principally in the United States, with a concentration in Texas and the broader Southern region. Its Dallas headquarters supports access to regional deal flow.
Does Hoak & Co. take control positions or act as a minority investor?
Hoak & Co. typically seeks control or significant influence positions in its portfolio companies. Transactions are often structured as buyouts or recapitalizations where the firm drives strategy.
What types of companies does Hoak & Co. target?
The firm targets lower middle-market companies with established revenue, strong management teams, and identifiable value creation opportunities. It is sector-agnostic but has known activity in industrials and business services.
How does Hoak & Co. source its investment opportunities?
Hoak & Co. relies on a proprietary origination network centered on regional intermediaries, family-owned businesses, and direct outreach in the South and Southwest. It avoids broad auction processes.
Is Hoak & Co. a single family office or an independent private equity firm?
Hoak & Co. is structured as an independent private equity firm, raising capital from institutional limited partners in addition to deploying its own balance sheet. Its exact ownership structure is not publicly disclosed.
Does Hoak & Co. publicly report its AUM or investment performance?
No. Hoak & Co. does not publicly disclose AUM, fund sizes, or aggregate investment performance. It remains a deliberately private firm in the lower middle-market private equity space.
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