Private Alternative Investments

Private Alternative Investments

Valley Forge Private Equity (“VFPE”) is the private investment arm of Valley Forge Financial Group. Since its inception in 2002, VFPE has structured thirteen Private Equity Funds and three Private Real Estate Funds. VFPE seeks to provide the sourcing, diligence, diversification, and experience 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 $5-$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 allocated half of the fund to opportunistic commercial real estate targeting capital appreciation and half to sale-leaseback opportunities with a focus on cash-on-cash current yield. Valley Forge 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.

Private Equity Funds are for Accredited Investors only.

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