Congruent Investment Partners — Agentas

Congruent Investment Partners

Website

Direct LenderNorth AmericaTier C

Confidence 4/5Verified Jun 2026

Contact Fund

Investment Parameters

Investment Range

$5M – $25M USD

Deal Types

Equity, Mezzanine, Senior, Unitranche

Sectors

Consumer, Healthcare, Manufacturing, Technology

Geographies

North America

AUM

$500M

Headquarters

Dallas

Borrower Size

Lower middle market ($5–25M EBITDA)

About

Focus on lower middle market companies with EBITDA of $2 million to $10 million. Provides flexible capital solutions for growth, acquisitions, recapitalizations, and buyouts. Intermediary-friendly.

Recent Activity

Investment in The Cook & Boardman Group (2023), Investment in The InterMed Group (2023)

Recent news

via Google News

Contact This Fund

Short deal overview → banker reviews → warm intro, typically within one business day.

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Structure Sought

Sector

Timeline to Close

LTM Revenue

LTM EBITDA

Use of Proceeds

Collateral

Existing Debt

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