Congruent Investment Partners Mergers and Acquisitions Summary

Private Equity Profile

Congruent Investment Partners’ most common sectors for investment are aerospace (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.

In the last 3 years, Congruent Investment Partners has exited 1 company. The Firm’s most common exit type is secondary buyout (100%).

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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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.4/yr) # 1 1 - 1 - - 3
Sell (0.2/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
PE Firm(s)
100%
2 100%
Exited to
PE Firm(s)
100%
1 100%

Investor Summary

Size

Small

Established

2009

Specialist/Generalist

Generalist

Leadership

Preston Massey

Co-Founder & Managing Member

Travis Baldwin

Co-Founder & Managing Member

Matt Killebrew

CFO & CCO

Barrett Lidji

Vice President

John Zimmermann

Vice President

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