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

Direct Lending

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

  • Acquisitions
  • Growth opportunities
  • Recapitalizations or refinancings
  • Fundless sponsor acquisitions
  • Financial restructurings
  • Minority equity buyouts
  • Late stage venture financings
  • Leveraged buyouts (LBOs) and management buyouts (MBOs)

Equity

Congruent 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 companies seeking to avoid greater dilution associated with raising traditional equity capital.

Special Situations

Congruent make investments in special situations, including debt portfolio acquisitions, financial restructuring, distressed debt investments, DIP financings, investments in royalties, structured products, and trade payables.

Syndicated Loans

Congruent is active in acquiring positions in first lien loans, second lien loans and corporate bonds of middle market companies, through its extensive network of leading banks and broker/dealers across North America.