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Office Locations:
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3400 Carlisle St, Suite 320
Dallas, TX 75204
Phone: 214-760-7411
Fax: 214-302-5063
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Business Services
Financial Services
Information Technology
Manufacturing & Industrial
Real Estate & Construction
Software & Internet
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Congruent Investment Partners is a private investment firm, primarily focused on making debt and equity investments in lower middle market companies. Congruent manages capital in long-term private funds and through separate accounts, with an investor base comprising foundations, endowments, pension funds, insurance companies, and high net worth individuals. The firm primarily makes minority equity investments through both equity instruments (preferred equity and common equity) and debt instruments (convertible notes and warrants) and partners with proven operators to facilitate their growth and recapitalization goals without seeking ownership or board control. Companies targeted have REVENUE: $10 million - $100 million and EBITDA: $2 million - $10 million+. INVESTMENT SIZE is $5 million - $20 million+.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
Revenue |
Growth Stage
(also called Mid-stage) | $2M-$7M |
Expansion Stage
(also called Late-stage) | $7M and greater |
| Private Equity | |
| Lower Middle Market | $10M-$249M |
| Middle Market | $250M-$499M |
| Upper Middle Market | $500M-$1B |
| Large Cap | >$1B |
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