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

Debt

Congruent directly originates mezzanine debt, subordinated debt and senior credit facilities for companies in need of capital for:

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

Equity

Congruent makes both minority and control equity investments, partnering with proven operators to facilitate their growth and recapitalization goals. Congruent creates alignment with existing management to properly incentivize the key value creators and provides oversight and governance based on its deep track record of investing in lower middle market businesses.