Partnering with Extrepreneurs to Build Financially Resilient Businesses
Private Investment Opportunities
AFG Private Investment Opportunities forms investor groups in which the partners of Allegheny Financial Group work directly with our properly qualified investor clients. Together, we provide buyout and growth capital to small and medium-sized businesses.
Our Focus Includes:
- Direct investments in privately held U.S. businesses
- Growth and buyout capital for small to mid-sized companies
- Investment opportunities for properly qualified Allegheny client investors
- Active collaboration with founders and management teams
Selected Portfolio Companies
Each of our portfolio companies reflects a shared vision for smart growth, operational strength, and long-term value creation. Explore some of the businesses we’re proud to support.
PECA Labs
PECA Labs is a company based in Pittsburgh, Pennsylvania, spun out of Carnegie Mellon University and the University of Pittsburgh. The company focuses on developing advanced devices for cardiothoracic and vascular surgery in collaboration with surgeons globally.
Prime Hospitality Group
Prime Hospitality Group is based in Lawrenceburg, Tennessee, and specializes in manufacturing furniture and case goods for the hospitality industry. The company serves several major hotel brands among its customers.
Community Capital Technology (CCT)
CCT operates a digital loan trading marketplace and business intelligence platform. Their platform offers a cost-effective way to buy, sell, and participate in various types of loans.
Erie Metal Basket Co.
Erie Metal Basket Co. is a manufacturing company located in Erie, Pennsylvania. For over 40 years, EMB has been producing filters, strainers, hobbing tools, and other components for various end markets, including the commercial construction, oil, and gas industries.
ExchangeLodge
Exchangelodge is a financial technology company focused on enhancing data quality in private markets and streamlining data connectivity.
Guardian Storage
Guardian Storage develops and operates self-storage properties in Pennsylvania, West Virginia, and Colorado.
SteelBridge Labs (SBL)
SBL is an early-stage financial technology incubator founded by SteelBridge Consulting. They collaborate with founders and management teams to fuel the growth of next-generation software companies.
This material is provided for educational purposes only and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The material was prepared without regard to specific objectives, financial situation or needs of any investor. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed.
Investments in private investment opportunities are speculative and involve a high degree of risk, including the permanent loss of capital. Additionally, investors may receive illiquid and/or restricted securities that may be subject to holding period requirements and/or liquidity concerns. Investments in private investment opportunities are highly illiquid.
References to specific securities are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Descriptions of individual securities were selected using objective, non-performance-based criteria. These individual securities do not represent all of the private investment securities purchased, sold, or recommended by Allegheny and the reader should not assume that investments in the securities identified and discussed were or will be profitable. Actual holdings will vary for each client and there is no guarantee that a particular client account will hold any or all of the portfolio companies listed.