Why Cordatus Capital: Interviews, Careers, & Portfolio

Cordatus Capital Overview

Founded in 2011 by Kevin Lippincott and David Dunlap and based in Dallas, Texas, Cordatus Capital is a private multi-strategy investment and advisory firm.

The firm focuses on providing flexible capital solutions, specializing in control equity investments within the lower middle market. Cordatus partners with experienced operators to help companies reach their full potential, with an emphasis on cash-flowing businesses.

Cordatus Capital invests across a wide range of industries, including Technology, Industrial, Consumer, Manufacturing, Energy, Construction, Logistics, Healthcare, and Transportation. They cater to high-net-worth individuals and family offices, offering credit, equity, and special situation strategies.

The firm’s investment philosophy centers on identifying businesses with strong management, existing cash flow, and significant revenue growth potential.

Cordatus Capital AUM

As of writing, there is no public information regarding the assets under management of Cordatus Capital.

Cordatus Capital Interview Process & Questions

While interview processes can vary from firm to firm, if you’re interviewing with Cordatus Capital or a similar firm, here’s a general idea of what to expect:

• Typically, you’ll go through 4 to 6 rounds of interviews.
• First rounds of interviews are often led by junior investment professionals or the HR team, with senior team members conducting the later rounds.
• The process generally spans several weeks, unless it’s part of an “on-cycle” or “on-campus” recruiting event.

Expect a mixture of fit, behavioral, and technical/investment-related questions throughout the interviews.

If you need guidance preparing for interviews, you’ll find my Growth Equity Interview Guide helpful.

Why Cordatus Capital

One of the most pivotal questions you’ll likely face in any interview is, “Why this firm?”

It’s not just a test of your interest but also of your understanding of the company’s values and culture. Your answer here can set you apart from other candidates, so it’s essential to be both thoughtful and genuine.

If you’ve had the opportunity to network with anyone at the firm, this is a perfect moment to reference that interaction. Mentioning specific individuals and the positive impression they made can demonstrate that you’ve taken the time to build connections and genuinely understand the company’s culture.

In addition, thorough research is key. Before stepping into the interview, make sure you’ve done more than just skimmed the website.

One effective way to learn about a firm’s philosophy and approach is by listening to interviews with its founders or top investors. These conversations often provide valuable insights into the firm’s long-term vision, culture, and strategic focus—details that can help you craft a more compelling and personalized response.

Cordatus Capital Case Study

It’s common for interviewees to encounter a case study during the interview process. These case studies allow firms to evaluate your technical skills and communication abilities.

At firms like Cordatus Capital, case studies typically focus on financial modeling and providing investment recommendations. For junior roles, you might also face a cold calling case study.

If you’re looking for help with case study preparation, our Growth Equity Interview Guide is a great resource.

Cordatus Capital Salary & Compensation

While there isn’t specific recent salary data available for investment analysts and associates at Cordatus Capital, Salary.com estimates that the average salary for employees at the firm is approximately $87,126 per year.

Actual salaries can vary based on factors such as job role, department, location, as well as the individual’s education, certifications, and unique skill set.

Cordatus Capital Careers, Jobs, & Internships

To see open roles at Cordatus Capital, check out our job board which features all open roles for them and other similar firms.

Cordatus Capital Portfolio & Investments

According to the official site of Cordatus Capital, the firm has made 13 investments and counting. Some of their notable deals include Stutz Packing Company, Uber, and PinnacleSands.

Notable Transaction: B&J Welding Supply

On May 21, 2024, Cordatus Capital announced the successful completion of its investment in B&J Welding Supply, the leading independent packaged gas distributor in West Texas. Established in 1977, B&J Welding Supply has earned a strong reputation for its top-tier customer service and reliable operations, providing industrial gases and propane to a variety of sectors, including industrial, energy, agricultural, and medical markets.

Cordatus Capital is partnering with Jason Jones, who will continue as CEO, board member, and shareholder of B&J Welding Supply, to drive geographic expansion and broaden product offerings.

According to Kevin Lippincott, Co-Founder of Cordatus, the firm was drawn to B&J Welding Supply due to its excellent customer service, product quality, and established relationships within the industry. Lippincott expressed excitement about partnering with Jones and the talented team at B&J to drive the company’s next phase of growth.

As part of this partnership, Cordatus has also established American Gas Group to focus on acquiring additional opportunities within the packaged gas industry.

Next Steps

If you’re aiming to become a professional investor at Cordatus Capital, I recommend taking a look at my Growth Equity Interview Guide.

It’s designed to help you break into growth equity by covering the key concepts that come up in interviews, like case studies and financial modeling. This self-paced course has helped many professionals land their target roles, and it can give you the edge you need.

Why not start preparing today?