Congruent Investment Partners, LLC is a North American private investment firm based in Dallas, Texas, primarily focused on making debt and equity investments in lower middle market companies. Congruent manages capital in long-term private funds and through separate accounts, with an investor base comprising foundations, endowments, pension funds, insurance companies, and high net worth individuals.

Congruent Strategies

Private Capital

Congruent directly originates mezzanine debt, subordinated debt and senior credit facilities (first lien debt and second lien debt) for companies and financial sponsors in need of capital for:

  • Acquisition financing
  • Dividend recapitalizations
  • Growth capital services
  • Recurring revenue financings
  • Recapitalization transactions
  • Debt refinancing
  • Management buyouts (MBOs)
  • Fundless sponsor acquisitions
  • Minority equity buyouts and partner buyouts
  • Estate planning driven transactions


Congruent primarily makes minority equity investments through both equity instruments (preferred equity and common equity) and debt instruments (convertible notes and warrants). This can be an attractive option for company ownership seeking to avoid greater dilution associated with raising traditional equity capital. Congruent partners with proven operators to facilitate their growth and recapitalization goals without seeking ownership or board control.