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Congruent Investment Partners
Congruent Investment Partners, LLC is a private investment firm based in Dallas, Texas, that primarily invests in lower middle market companies.
Congruent Investment Partners
Congruent Investment Partners, LLC is a private investment firm based in Dallas, Texas, that primarily invests in lower middle market companies. It manages capital in long-term private funds, partnerships, and SPVs, with an investor base of foundations, endowments, pension funds, insurance companies, and high net worth individuals. The firm invests in strong operating companies to facilitate growth, acquisitions, recapitalizations, buyouts and other significant capital transactions, including majority acquisitions and non-control minority equity and mezzanine investments.
General information
Firm type
Generalist
Year founded
2009
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, United States
Principals
Travis Baldwin
CFA — Co-Founder & Principal
Matthew Killebrew
CPA, CFA — Chief Financial Officer & Chief Compliance Officer
Bryan King — Vice President
Preston Massey — Co-Founder & Principal
Frequently asked questions
What investment strategies does Congruent Investment Partners pursue?
The firm targets buyout, expansion and late-stage opportunities along with management buyouts, recapitalisations, reorganisations, restructurings, spin-offs and succession transactions.
Where is Congruent Investment Partners headquartered?
The firm is based in Dallas, United States.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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