Congruent Investment Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Congruent Investment Partners has invested in 1 company.

Congruent Investment Partners’ most common sectors for investment aredistribution (25%) and manufacturing (25%) . The Firm’s most common investment types include growth capital (50%) and buyout (lbo, mbo, mbi) (25%). In total, Congruent Investment Partners has invested in 2 US states.

The Firm’s most common exit type is secondary buyout (100%).

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M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity4
    • M&A Sell Activity1
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4

Congruent Investment Partners

3400 Carlisle Street, Suite 430,
Dallas, Texas 75204
United States
(214) 760-7411
www.congruentinv.com

Congruent Investment Partners is a private investment firm focused on debt and equity investments in mid-sized US companies. Congruent looks to invest in transactions valued from $5 to $50 million and is an opportunistic investor, willing to consider a variety of assets (oil/gas reserves, commercial real estate). Other areas of interest include software, business services, banking, healthcare, waste, media, food, data centers, and cell towers. Congruent Investment Partners was established in 2009 and is based in Dallas, Texas.


Investment Criteria

Sectors of Interest: Business Services, Communications, Distribution, Environmental, Financial Services, Food, Healthcare Services, Manufacturing, Media, Oil/Gas Exploration, Real Estate, Software, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Special Situations/Distressed, Acquisition Financing

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 2 20
Investment Size 5 40
Enterprise Value 5 50
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 3 - - - 1 - 4
Sell (0.0/yr) # 1 - - - - - 1
  5

Most Recent M&A

Company Date Value Type
AAA Fabrication 2023-06-28 - Growth Capital
Kemp, Texas · www.aaametalfabrication.com
Berry Aviation, Inc. 2018-07-16 - Secondary Buyout
San Marcos, Texas · www.berryaviation.com
Winzer Corp. 2017-10-30 - Secondary Sale
Plano, Texas · www.winzerusa.com
Raisbeck Engineering, Inc. 2016-09-26 - Buyout (LBO, MBO, MBI)
Seattle, Washington · www.raisbeck.com
Winzer Corp. 2015-06-09 - Growth Capital
Plano, Texas · www.winzerusa.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Aerospace 1 (33%) - 1 (25%) -
Airlines 1 (33%) - 1 (25%) -
Distribution - - 1 (25%) -
Manufacturing 1 (33%) - 1 (25%) -
Total 3 - 4 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 4 (100%) -
  Texas 2 (67%) - 3 (75%) -
  Washington 1 (33%) - 1 (25%) -
Total 3 - 4 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 1 (33%) - 2 (50%) -
Buyout (LBO, MBO, MBI) 1 (33%) - 1 (25%) -
Secondary Buyout 1 (33%) - 1 (25%) -
Total 3 - 4 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (100%) -
Total 1 -

M&A Connections

Deals
Acquired from
Investor(s)
25%
1 (25%)
Exited to
Investor(s)
100%
1 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2009

Specialist/Generalist

Generalist

Leadership

Preston Massey

Co-founder & Principal

Travis Baldwin

Co-Founder & Principal

Matt Killebrew

CFO & CCO

Bryan King

Vice President

FAQ

When was Congruent Investment Partners founded?

Congruent Investment Partners was founded in 2009.

What type of investor is Congruent Investment Partners?

Congruent Investment Partners is a private equity firm.

Where is Congruent Investment Partners headquartered?

Congruent Investment Partners is headquartered in Dallas, Texas.

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