Alternative Investments: Access to Private Markets
Valley Forge Private Equity (“VFPE”) is the private equity and alternative investment arm of Valley Forge Financial Group. Since its inception in 2002, VFPE has structured fourteen Private Equity Funds and four Private Real Estate Funds. VFPE seeks to provide the sourcing, diligence, diversification, and oversight necessary for a successful portfolio allocation to the private markets.
Our Private Equity Funds invest in U.S.-based Lower Middle Market buyout funds (<$500M fund size) across multiple industries as well as selectively co-invest directly into portfolio companies alongside trusted fund managers. This hybrid structure ultimately targets portfolio companies generating $10-$100M of revenue and $1-$30M of EBITDA, and creates a diversified, fee-efficient vehicle for our investors.
Our Real Estate Funds seek to access multiple real estate asset classes through a single fund commitment. Historically our Real Estate Funds have invested in opportunistic commercial real estate targeting capital appreciation along with sale-leaseback investments with a focus on current yield. VFPE prides itself on its long-lasting real estate partnerships that have been strengthened by clear communication, thoughtful due diligence processes, and, most importantly, the ability to close on a deal in a timely manner.
*Alternative investments are available to qualified clients only.