Transactions


Congruent Investment Partners is opportunistic and creative in its investment approach. Whether providing capital to cash-flowing operating companies or financing the purchase of oil & gas reserves or commercial real estate assets, Congruent has the flexibility to participate throughout the capital structure, identifying the best risk-adjusted returns for a given situation.

Listed below are general guidelines for transactions that fit the firm’s investment focus. Please contact Congruent to discuss specific situations, though, as certain investment vehicles have broad mandates that may extend beyond these areas of focus.




Types of Transactions:

  • Growth
  • Acquisitions
  • Recapitalizations
  • Minor Equity Buyouts
  • Royalty Interests

Investment Type:

  • 1st Lien
  • 2nd Lien
  • Mezzanine

Industry Focus:

  • Media
  • Software & Technology
  • Healthcare
  • Business Services
  • Food Products
  • Transaction Processing

  • Refinancings
  • Bridge Loans
  • Restructurings
  • Portfolio Purchases
  • DIP Financings


  • Preferred Equity
  • Common Equity
  • Uni-Tranches


  • Industry & Manufacturing
  • Distribution
  • Transportation
  • Energy & Natural Resources
  • Commercial Real Estate
  • Financial Services


Investment Size:

$5.0mm to $100.0mm (Congruent hold $5-25mm)

Geography Focus:

North America