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Congruent Investment Partners
Investor type: Lender/Debt Provider | Year founded: 2009
Congruent Investment Partners is an asset management firm, Contact Primary contact
making debt and equity investments in middle market 3400 Carlisle Street John Zimmermann
companies. The firm focuses on companies operating in the Suite 430 Vice President
media, software, technology, healthcare, business services, Dallas, TX 75204 jzimmermann @congruentinv.com
food products, manufacturing, distribution, transportation, United States
energy and natural resources, real estate, financial services and +1 (214) 760-7411
industrial sectors. The firm is based in Dallas, Texas.
General statistics
Assets under Active private equity Total private equity Target Preferred Investment
management investments investments EBITDA amount
$425M 2 2 $2M-$20M $5M-$100M
Recently closed investments Most recent closed fund
Name Deal type Deal date Congruent Credit
Raisbeck Engineering Buyout/LBO Sep-2016 Opportunities Fund III
BarFly Mezzanine Aug-2015 Type: Direct Lending
Size: $200M
Vintage: 2013
All investments by industry
Business Products and Services (B2B) 50.0%
Consumer Products and Services (B2C) 50.0%
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
Investor type: Lender/Debt Provider | Year founded: 2009
Congruent Investment Partners is an asset management firm, Contact Primary contact
making debt and equity investments in middle market 3400 Carlisle Street John Zimmermann
companies. The firm focuses on companies operating in the Suite 430 Vice President
media, software, technology, healthcare, business services, Dallas, TX 75204 jzimmermann @congruentinv.com
food products, manufacturing, distribution, transportation, United States
energy and natural resources, real estate, financial services and +1 (214) 760-7411
industrial sectors. The firm is based in Dallas, Texas.
General statistics
Assets under Active private equity Total private equity Target Preferred Investment
management investments investments EBITDA amount
$425M 2 2 $2M-$20M $5M-$100M
Recently closed investments Most recent closed fund
Name Deal type Deal date Congruent Credit
Raisbeck Engineering Buyout/LBO Sep-2016 Opportunities Fund III
BarFly Mezzanine Aug-2015 Type: Direct Lending
Size: $200M
Vintage: 2013
All investments by industry
Business Products and Services (B2B) 50.0%
Consumer Products and Services (B2C) 50.0%
Data sourced from the PitchBook Platform, the financial information technology trusted by leading investors, companies and advisors.
