Congruent Investment Partners

Congruent Investment Partners, LLC, a private investment firm based in Dallas, Texas, primarily invests in lower middle market companies. Congruent manages capital in long-term private funds, partnerships, and SPVs, with an investor base comprising foundations, endowments, pension funds, insurance companies, and high-net-worth individuals. Congruent acquires majority control of companies for the following: o Recapitalizations o Growth capital initiatives o Add-on acquisitions o Management buyouts (MBOs) o Partner buyouts o Estate planning o Ownership succession o Management succession o Transformative growth initiatives o Balance sheet reorganization Congruent also makes non-control investments through minority equity and mezzanine structures by partnering with proven operators to facilitate their growth and recapitalization goals. Congruent creates alignment with existing ownership and management to properly incentivize the key value creators, while also providing oversight and INVESTMENT PARAMETERS REVENUE: $10 million – $100 million EBITDA: $2 million – $10 million+ INVESTMENT SIZE: $5 million – $30 million+ SECURITY: Majority Equity, Minority Equity, and Mezzanine Capital LOCATION: United States with particular emphasis on Texas and surrounding states