Kyle Okita

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Profile

Mr. Kyle Okita is an Associate at Congruent Investment Partners LLC.
Prior to joining Congruent Investment Partners in January 2012, Mr. Okita was employed as a Research Associate by CRT Capital Group LLC, Credit Analyst by Egan-Jones Ratings Co., an Analyst by Washington Corner Capital Management LP, and Financial Analyst by Ayco Co. LP.
Mr. Okita received his undergraduate degree from the University of Southern California-Marshall School of Business and an MBA from New York University-Leonard N.
Stern School of Business.

Former positions of Kyle Okita

Companies	Position	End
Congruent Investment Partners LLC Congruent Investment Partners LLC Investment ManagersFinance Congruent Investment Partners invests in companies located in the United States primarily in Dallas, Texas with an investment size of USD 5 - 30 million and up, EBITDA of USD 2 – 10 million and more, and revenues of USD 10 – 100 million. The fund targets companies operating on a broad range of sectors and industries. It participates in MBO, growth equity investments and recapitalization, and mezzanine capital transactions. The firm acquires majority, minority, and controlling interest.	Private Equity Investor	2020-12-30
CRT Capital Group LLC CRT Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	2011-09-29
Egan-Jones Ratings Co. Egan-Jones Ratings Co. Financial Publishing/ServicesCommercial Services Provides credit ratings services	Corporate Officer/Principal	2011-03-29
Washington Corner Capital Management LP Washington Corner Capital Management LP Investment ManagersFinance Washington Corner employs a variety of credit-based strategies to achieve superior risk-adjusted returns across the credit cycle. Their investment strategies include distressed debt, special situations and relative value investing.	Corporate Officer/Principal	2009-01-30
Goldman Sachs Wealth Services LP Goldman Sachs Wealth Services LP Investment ManagersFinance Goldman Sachs Wealth works with clients to understand each client’s risk tolerance, investment objectives, and investment attribute preferences, and to determine an appropriate asset allocation and portfolio construction. They invest in a variety of asset classes and investment vehicles that may include mutual funds, exchange traded funds (ETFs), exchange traded notes, equity securities, options, fixed income securities, or other types of securities.	Corporate Officer/Principal	2006-08-29

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Private companies	7
Goldman Sachs Wealth Services LP Goldman Sachs Wealth Services LP Investment ManagersFinance Goldman Sachs Wealth works with clients to understand each client’s risk tolerance, investment objectives, and investment attribute preferences, and to determine an appropriate asset allocation and portfolio construction. They invest in a variety of asset classes and investment vehicles that may include mutual funds, exchange traded funds (ETFs), exchange traded notes, equity securities, options, fixed income securities, or other types of securities.	Finance
University of Southern California University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
CRT Capital Group LLC CRT Capital Group LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Washington Corner Capital Management LP Washington Corner Capital Management LP Investment ManagersFinance Washington Corner employs a variety of credit-based strategies to achieve superior risk-adjusted returns across the credit cycle. Their investment strategies include distressed debt, special situations and relative value investing.	Finance
Egan-Jones Ratings Co. Egan-Jones Ratings Co. Financial Publishing/ServicesCommercial Services Provides credit ratings services	Commercial Services
Congruent Investment Partners LLC Congruent Investment Partners LLC Investment ManagersFinance Congruent Investment Partners invests in companies located in the United States primarily in Dallas, Texas with an investment size of USD 5 - 30 million and up, EBITDA of USD 2 – 10 million and more, and revenues of USD 10 – 100 million. The fund targets companies operating on a broad range of sectors and industries. It participates in MBO, growth equity investments and recapitalization, and mezzanine capital transactions. The firm acquires majority, minority, and controlling interest.	Finance

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