# Hoak & Co.

Hoak & Co. is a Private Equity based in Dallas, United States.

## Overview

- **Organization type:** Private Equity
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **Reports private funds:** No

## About

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.

## 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.

### 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.

### 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.

## Related profiles

- [HMCF Capital](https://altss.com/profile/hmcf-capital)
- [HoaQ](https://altss.com/profile/hoaq)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/hoak-and-co

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology