Multi-Family OfficeRIA · CRD 300338SEC-RegisteredPrivate Fund Adviser

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Treaty Oak Equity

Treaty Oak Equity was established in 2017 by Ben Williams. It receives commitments from two large Texas single-family offices and deploys that capital through...

Treaty Oak Equity logo

Treaty Oak Equity

Treaty Oak Equity was established in 2017 by Ben Williams. It receives commitments from two large Texas single-family offices and deploys that capital through control-oriented private equity transactions. The firm targets lower-middle-market businesses and deploys capital across business services, industrials, consumer products and distribution. Investment structures include management buyouts, growth equity and succession transactions. Confirmed holdings include Boundless Network, D.J.'s Boudain, ProFire Alliance and Integrity Project Services. Realized positions include Stan's Heating & Air Conditioning and Wagner Mechanical. Activity remains concentrated in North America with repeated execution inside Texas and New Mexico. The Austin headquarters at 1012 Rio Grande houses the operating team. Ben Williams serves as managing director and founder while Chris Mason and Aaron Hamer hold managing director and operating partner titles respectively. The firm participates in the Association for Corporate Growth Houston chapter. No material leadership or vehicle changes have been recorded in the last twenty-four months. Treaty Oak Equity maintains a hybrid mandate that blends single-family capital with multi-family execution. This structure permits direct control investments without external fund vehicles and allows co-investment alongside partners such as Hilltop Opportunity Partners and Point Rider Capital Management on selected transactions.

General information

Firm type

Multi Family Office

Year founded

2017

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Austin

Corporate office

1012 Rio Grande, Austin, TX 78701

Principals

Ben Williams

Managing Director and Founder

Chris Mason

Managing Director

Aaron Hamer

Operating Partner

Sector focus

Business ServicesIndustrialsConsumer ProductsDistribution

Frequently asked questions

Who runs investment decisions at Treaty Oak Equity?

Ben Williams serves as managing director and founder. Chris Mason acts as managing director and Aaron Hamer serves as operating partner.

How does Treaty Oak Equity source proprietary deal flow?

The firm draws on networks within Texas single-family offices and maintains active membership in the Association for Corporate Growth Houston chapter.

Is Treaty Oak Equity structured as a single family office or does it operate more like a venture firm?

It functions as a multi-family office that receives capital from two large Texas single-family offices and executes control-oriented private equity investments.

Does Treaty Oak Equity participate in fund commitments or only direct deals?

The firm executes direct control investments and has partnered with co-investors on specific acquisitions such as Stan's Heating & Air Conditioning and Boundless Network.

What investment stages does Treaty Oak Equity typically target?

The firm focuses on management buyouts, growth equity and succession transactions in lower-middle-market companies.

Where does the underlying wealth come from?

Capital originates from commitments made by two large Texas single-family offices.

What is Treaty Oak Equity's known posture on co-investments alongside external GPs?

The firm has completed transactions alongside Hilltop Opportunity Partners and Point Rider Capital Management.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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