Hoak & Co.

Overview

Hoak & Co. is a Dallas-based investment holding company that seeks to invest its capital in public and private securities, as well as with other funds and investment vehicles. The firm's objective is to achieve superior investment returns through long-term capital appreciation created primarily through investments in management buyouts, growth capital, industry consolidations, recapitalizations, private equity placements, and other public or private equity-related securities. The primary investors in Hoak & Co. are the Hoak family and related parties. The firm has a history of active investments, including a Series A financing round for Work Shield in June 2020, where it led the investment. Additionally, in March 2025, J. Hale Hoak, a principal at Hoak & Co., was appointed to the Board of Directors of Westwood Holdings Group, Inc., a Dallas-based boutique asset management firm. This appointment underscores the firm's commitment to broadening its leadership with seasoned professionals possessing deep expertise in finance and investment management. Hoak & Co. operates with a focus on achieving superior investment returns through long-term capital appreciation. Its investment strategy encompasses a range of activities, including management buyouts, growth capital, industry consolidations, recapitalizations, private equity placements, and other public or private equity-related securities. The firm's approach is characterized by a commitment to fostering positive workplace cultures and integrity, as evidenced by its investment in Work Shield, a company dedicated to managing workplace harassment and discrimination issues.

Investment Focus

• Management buyouts
• Growth capital
• Industry consolidations
• Recapitalizations
• Private equity placements
• Public or private equity-related securities

Portfolio Companies