Congruent Investment Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

Congruent Investment Partners’ most common sectors for investment areaerospace (34%) and airlines (34%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (34%) and growth capital (34%). In total, Congruent Investment Partners has invested in 2 US states.

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

Join Mergr to view Congruent Investment Partners’ full profile and discover more small private equity firms just like it.

M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity3
    • M&A Sell Activity1
  • Total Sectors Invested 3
  • 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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.2/yr) # 2 1 - - - - 3
Sell (0.0/yr) # 1 - - - - - 1
  4

Most Recent M&A

Company Date Value Type
Berry Aviation, Inc. 2018-07-16 - Secondary Buyout
San Marcos, Texas · www.berryaviation.com
Winzer Corp. 2017-10-30 - Secondary Buyout
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 (50%) - 1 (33%) -
Airlines 1 (50%) - 1 (33%) -
Distribution - - 1 (33%) -
Total 2 - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 3 (100%) -
  Texas 1 (50%) - 2 (67%) -
  Washington 1 (50%) - 1 (33%) -
Total 2 - 3 -

Acquisitions by Deal Type

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

Exits by Deal Type

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

M&A Connections

Deals
Acquired from
Investor(s)
33%
1 (33%)
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

Kyle Okita

Vice President

 Subscribe to unlock this and 185,509
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.4K Private Equity Firms
  • 176K M&A Transactions
  • 181K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.5K M&A Advisors
    (Investment Banks and Law Firms)
  • 66K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal