Travis
Baldwin, CFA

Co-Founder & Principal

Mr. Baldwin co-founded Congruent Investment Partners, LLC in early 2009 to focus on investing in lower middle market companies. At Congruent, he focuses on all areas of the firm, including deal origination, underwriting, asset management, firm operations, and investor relations. Under Mr. Baldwin’s leadership, Congruent has grown from a niche, senior lender to a growth capital provider focused on identifying strong operating teams and investing up and down the balance sheet. He currently serves on the board of directors of Tail Light LLC, Raisbeck Engineering Inc, and KAP Project Services and is an observer to several other portfolio companies. Prior to founding Congruent, Mr. Baldwin was with Fortress Investment Group in the firm’s Drawbridge funds, where he worked as a generalist with a focus on corporate credit. Prior to Fortress, Mr. Baldwin was with Highland Capital Management, where he focused on evaluating credit opportunities. Mr. Baldwin began his career with PricewaterhouseCoopers, where he worked in the firm’s consulting group. He holds a Masters in Accounting from the University of Texas at Austin and a Bachelor of Business Administration in Finance from the Honors Program at the University of Georgia. He earned a CPA license and is a CFA charterholder.

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Jim
Barsness

Vice President

Mr. Barsness focuses on research, underwriting, and asset management. Prior to joining Congruent, Mr. Barsness was with Houlihan Lokey in the firm’s Financial Advisory Services group, where he provided financial due diligence and valuation services across various industries. Mr. Barsness began his career at KPMG, where he worked in the firm’s audit practice. Mr. Barsness received a BS in accounting and finance from the University of Nebraska – Lincoln and earned a CPA license.

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Matthew
Killebrew, CPA, CFA

Chief Financial Officer & Chief Compliance Officer

Mr. Killebrew is responsible for the development and management of the firm’s middle and back-office operations including treasury, valuation, accounting and reporting. He also manages the firm’s compliance program and related reporting. Additionally, he occasionally works on accounting due diligence for investment opportunities. Prior to joining Congruent, Mr. Killebrew worked at Highland Capital Management, culminating as Co-Head of Hedge Fund Accounting. At Highland, Mr. Killebrew’s responsibilities included accounting, operations, valuation, and reporting for the firm’s multi-billion dollar hedge fund platform, in addition to serving in the firm’s business development and investor relations group. Prior to Highland, Mr. Killebrew was an associate at PricewaterhouseCoopers, where he focused on providing assurance services to private investment advisers and private investment funds. Mr. Killebrew received a BBA in Accounting and Finance from Baylor University, is a Certified Public Accountant, and holds the Chartered Financial Analyst designation.

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Barrett
Lidji

Vice President

Mr. Lidji focuses on business development and investment underwriting at Congruent. Prior to joining Congruent, Mr. Lidji served in various roles at Lone Star Funds where he worked on buyout transactions, distressed debt, and par lending opportunities. Mr. Lidji began his career at FTI Consulting as a restructuring professional where he served as a financial advisor to companies in distress and bankruptcy throughout the financial crisis. Mr. Lidji earned a bachelor’s degree in Finance with a minor in Philosophy from the University of Georgia, and he earned his JD/MBA from Southern Methodist University.

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Preston
Massey

Co-Founder & Principal

Mr. Massey co-founded Congruent Investment Partners, LLC in early 2009 to opportunistically invest in credit. At Congruent, he focuses on all areas of the firm and serves as a board member or observer to several portfolio companies. Under Mr. Massey’s leadership, Congruent has invested across the capital structure and in diverse industries. Prior to founding Congruent, Mr. Massey was a Managing Director at Fortress Investment Group in the firm’s special situations credit funds, where he managed a corporate debt investment team for the southwest and southeast regions. Prior to Fortress, Mr. Massey was Senior Vice President for Wells Fargo Foothill (formerly Foothill Capital), where he managed a leverage finance team covering Texas and surrounding states. Prior to joining Foothill, Mr. Massey was a Portfolio Manager in Wells Fargo’s Capital Markets Group. Mr. Massey holds a MBA from the University of Texas at Austin and a JD and BA cum laude from Southern Methodist University. He is also a licensed attorney in the state of Texas.

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Kyle
Okita, CFA

Associate Vice President

Mr. Okita focuses on sourcing, underwriting, and asset management at Congruent. Prior to joining Congruent, Mr. Okita worked as a research associate at CRT Capital focusing on cross capital structure equity and credit sell-side research. Before CRT, he was an analyst at Egan-Jones Ratings, a leading independent, investor-paid credit rating agency. Before that, he was an analyst at Washington Corner Capital Management, a distressed and high yield hedge fund. He holds an MBA from the NYU Stern School of Business and a BS in Business Administration from the University of Southern California.

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John
Zimmermann, CFA

Vice President

Mr. Zimmermann focuses on business development and investment underwriting at Congruent. Prior to joining Congruent, Mr. Zimmermann was with Terra Verde Partners, a private equity firm focused on the environmental sector where he worked on buyout transactions. Prior to Terra Verde, Mr. Zimmermann was with Highland Capital Management where he identified, analyzed and managed investments for the firm’s hedge funds and retail funds focusing on the retail, restaurants, consumer, food, and gaming sectors. Mr. Zimmermann began his career with J.P. Morgan, where he worked in the firm’s investment banking practice advising public and private companies on various strategic alternatives. Mr. Zimmermann currently serves on the board of the Boys & Girls Clubs of Greater Dallas. Mr. Zimmermann earned his BBA in Finance from The University of Texas in Austin.

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Bryan
King

Analyst

Mr. King focuses on research, underwriting, and asset management at Congruent. Prior to joining Congruent, Mr. King worked as a summer analyst with Pharos Capital Group, where he concentrated on deal sourcing, financial analysis, and asset management. Mr. King graduated with a BBA in Finance with a specialization in Alternative Asset Management and a BS in Economics with Financial Applications cum laude from Southern Methodist University.

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Jessica
Askin

Office Administrator

Ms. Askin focuses on office management, marketing, and assistant responsibilities. Ms. Askin earned a bachelor’s degree in Agricultural Leadership & Development with a minor in Business Administration from Texas A&M University.

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