1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. On Wednesday evening, Tanya Manhenga turned down another kiss . In total, Sterling Investment Partners has invested in 19 US states. We invest and manage across strategies and asset classes. We offer our partners something unique: With our entrepreneurial spirit, we bring excitement, big ideas, a roll-up-our-sleeves attitude, and the flexibility required to both navigate the trials and seize the opportunities. WESTPORT, Conn., Aug. 11, 2022 /PRNewswire/ -- Sterling Investment Partners (" Sterling "), a Westport, Connecticut -based leading middle market private equity firm investing in. We develop everything we construct. Our vertically integrated companies include development, construction, property management, and investment management. Commercial Insurance. Though we finance our debt with many institutional players, the GSE Agencies have provided a large number of loans to us including long-term self-amortizing FHA loans for both new developments and acquisitions. Leadership's Signature Program: Congratulating Ashley Tyeryar. . Sterling Partners, founded in 1983, is a growth-oriented, private-equity firm with offices in Chicago, Baltimore, and Miami. Operating partners are engaged to provide operational support, specialized operations, and consulting services to or in connection with funds managed by Sterling or portfolio companies in connection with the identification, acquisition, holding, improvement and disposition of such portfolio companies. Sterling Partners Equity Advisors LLC's Annual Amendment. *For further disclaimers, please refer to theLegalsection of the website. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. Sterling Partners Investment Group May 2017 - Present 5 years 9 months. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . The Sterling Group is an operationally focused middle market private equity firm that partners with management teams to grow and build winning businesses in the industrial sector. Sterling is privately-held, family-owned, and vertically integrated. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. Partners Bradley W. Ayres Sterling Investment Partners . Outside interests include traveling, playing golf and spending time with family and friends. Importantly, as well as assessing each area individually, the Schroders Credit Lens also shows how they compare with each other, in terms of relative attractiveness. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. He lives in Scottsdale with his wife and two daughters. Our values include honesty, integrity, empowerment, accountability, and dedicated focus and professionalism that creates trust among all stakeholders. It is packed full of data and insights on dollar, euro and sterling investment grade and high yield bonds, and on hard currency, local currency and corporate emerging market debt. Sterling is privately-held, family-owned, and vertically integrated. Before starting his first investment platform, Pacific Real Estate Partners, in 2005, David was directly responsible for acquisitions and asset management for two privately held real estate investment firms in the San Francisco Bay Area and Western States. 2001 Vintage Providing a legacy of lasting growth for future generations. An understanding of where we came from provides the framework for where we are going. Lea Ann has successfully managed all asset types, from distressed class C communities to luxury, class A communities. Protecting your organization, planning for growth, & retaining talent. Love Island returned to ITV screens earlier this week and some islanders have already started to try and crack on with their partners. Sterling Real Estate Partners 2021 | Website by, Sterling Real Estate Partners Acquires Scottsdale Hotel For Apartment Conversion, Sterling Real Estate Partners Acquires Tucson Hotel to Convert to Apartments, Sterling Real Estate Partners Acquires Mark at 87 Apartments. PETERSBURG, Fla. - Raymond James is again expanding its capabilities in the Recapitalization & Restructuring Investment Banking group with the addition of senior banker Richard Klein. The Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail investors. He is a member of ICSC and NAIOP. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. Sterling, IL-34C. The Seven Levers contain our collective experience in operations improvement over 4 decades. The team at Sterling Family Partners is empowered to think differently. Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. We hold ourselves to high standards of ethical conduct. Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . She plays an integral role in the acquisition due diligence process to review and analyze property financial statements including detailed review of balance sheets and general ledgers. Across our senior management team, we enjoy more than 160 years combined professional experience, and the stability and longevity of the executive team is illustrated by the average tenure with the Firm exceeding fifteen years. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. Sterling Partners has made 28 investments. Nick graduated from Purdue University with a bachelors degree in Finance. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Sterling Investment Group is arguably the most successful residential and commercial investment group in San Diego demonstrating the most consistent results and attention to detail which has allowed us to deliver over 700 projects grossing hundreds of millions in sales over the past decade. Risk and Volatility. Sterling Investment Partners is a specialist hotel investment and asset management firm. Sterling Search Partners is helping a privately held Birmingham based company with its search of a Senior Accountant. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M. A platform for managers of quantitative investment strategies. Mr. Wilpon plays an active role in Sterling Equities' real estate group, focusing on development of residential, commercial, and retail properties and the management of Sterling Project Development. Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. This program is open to students currently working towards an MBA who have undertaken their first year of study. After recently selling 6,000 units, today we own approximately 11,000 units of apartment and self-storage units. Sterling One Foundation, has partnered with the Lagos State government to launch the Eko Social Health Alliance (EKOSHA), an initiative committed to mobilising funds towards helping identified vulnerable groups in Lagos access health insurance leveraging the "Ilera Eko"social health plan. Focused primarily on helping privately held . Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. STERLING PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. Sterling Partners is a private equity general partner firm headquartered in Chicago, IL, United States and has other offices in United States. About Us. Sterling Group | Investment Management Invest With Us Founded in 1976 and headquartered in Mishawaka, Indiana, Sterling Group is a real estate investment services firm specializing in multi-family housing and self-storage properties. When it comes to managing incoming deal flow alongside multigenerational assets with various vintages and structures, our creativity and collective experience allow us to assume an active role in our investment process. Sterling Group Partners I is a liquidated private equity fund that was managed by Sterling Group. When it comes to managing incoming deal flow alongside multigenerational assets with various vintages and structures, our creativity and collective experience allow us to assume an active role in our investment process. We share the same organizational goals and draw upon each of our diverse backgrounds to achieve them together. The Sterling Group | US-TX-Houston Vice President - Investment Professional Intern (2024 MBA Graduate) The Sterling Group is seeking a 1st year MBA student to join our team of investment professionals as an intern for summer 2023. My view is that the fall . Each year Sterling Group sponsors one colleague to participate in Leadership South Bend Mishawakas Signature Program, designed to give those in leadership positions an introduc As we close out Women's History Month, let's take a moment to celebrate the women in leadership who lead, develop, and inspire our teams daily. Caleb has over 3 years of business development experience, pursuing multiple startup companies while in school. Sterling Investment Partners has partnered with management teams to create value and build middle market companies . Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. SPITC enables Chicago Booth student teams to work with mentors at private equity firms over several months to develop original investment theses and recommend execution strategies. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. The primary focus of the fund is to invest . We are actively developing, constructing, acquiring, financing, leasing, managing, and selling. Ms Vaughan will also join the board of Wren Sterling Group's recently acquired discretionary fund management business, MFDM LLP, as an independent Non-Executive Director and will chair MFDM's Investment Committee. Our geographic footprint expands across the Midwest and Southeast United States as well as North Dakota, Nebraska, Oklahoma, and Missouri. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. contact. Sterling Partners Equity Advisors Portfolio Commentary . Other than SPIG, here are no t individuals or entities who own 25% or Family businesses or corporate carve-outs. The firm started with four young entrepreneurs investing in companies with capital raised from friends and family. Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value. Skip to content (602) 388-1278Email Us Linkedin page opens in new window Sterling Real Estate Partners About Us Team Portfolio News Contact Investor Portal Search: SEARCH About Us Team Sterling Capital. Wendy has been in the real estate accounting/finance industry for over 25 years. view partnership 2 Specified Air Solutions Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of company's scale. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. Sterling Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a limited company registered in England and Wales. Our Mandate Is Defined by Our People. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. We take a customized approach to each investment and are committed to maintaining and supporting an entrepreneurial spirit embedded in each of our management teams. Because we understand that customer loyalty is achieved by exceeding customers expectations, our company credo is, Creating the Sterling Story, by exceeding expectations, one customer at a time., To learn more about Sterling Investments, email Investments@thesterlinggrp.com or visit our Investor portal. Dallas, Texas 75225 | (214) 485-7240. SVAP is a discretionary closed-end institutional equity fund targeting Value-Add retail real estate properties in infill locations in certain major markets across the United States. With early success, the founders of the firm started raising institutional funds in 2000. Sterling's partner group, including Greg Elliott, John Hawkins, Brian Henry, Scott MacLaren, Gary Rosenthal, Brad Staller, and Kent Wallace, have a collective 100-plus years working at. She oversees the strategy and execution of the business plan for each property. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. Sterling Investment Partners Promotes Dan Yu to Principal April 26, 2022 Sterling Investment Partners Invests in Kendall, a Provider of Critical Vegetation Management Services April 26, 2022 Crutchfield Capital Awarded 2021-2022 Deal of the Year by ACG Houston for Arranging the Recapitalization of Camp Construction Services February 28, 2022 We work as a tightly integrated team to seek to create significant value for our investors and management partners. (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. 2023 The Sterling Group.All rights reserved. This investment - Series A - Fancy Sprinkles - was valued at $12.9M. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. We view management teams as our true partners and accordingly strive to work with them in a highly collaborative manner in all of our interactions. . Sterling Capital Brokers. Operating partners are independent contractors and are not employees of Sterling Fund Management, LLC or its affiliates and are therefore not part of Sterlings compliance program. Building winning businesses for customers, employees and investors. Caleb recently graduated from Grand Canyon University with a degree in finance and economics. Wendy has held an active AZ Real Estate Sales License for 26 years. Over the past 30 years, the firm has established a track record of . This is Sterling Investment Partners' 2nd largest (disclosed) transaction. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. "Creating the Sterling Story, by exceeding expectations one customer at a time. Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. HeartLand's original private equity partner was Great Range Capital. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . Caleb grew up in the Chicago area and developed a passion for business at a young age. Sterling Value Add Partners ("SVAP") held its final close in December of 2012 with committed capital of $138 million. Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Established as Sterling Trust (Pty) Ltd in Johannesburg in 1988. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. The Firm's most common exit type is secondary buyout (58%). 2012 . Specialties; Request Certificate of Insurance; Risk Management Center ". Company was relaunched in the United States as Sterling Capital Partners Inc. in 2010. Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. 30+ years of . Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. She has also been a co-owner of a property management company where she was responsible for all aspects of starting up the operations, IT and accounting for the company as well as managing all operations. He is responsible for the oversight of design and construction for development and redevelopment opportunities. This is Sterling Investment Partners' 10th transaction in the . Contact us Whatsapp Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. Prior to joining Sterling, Wendy was a Director of Property Accounting for Shelton Residential, where she oversaw a team of nine accountants and two accounting managers. Learn More. We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. This individual will be responsible for ensuring that the Company's . These strong growth drivers for renewable energy underpin the potential upside from investing in renewable energy stocks, both directly in terms of energy producers but also in related sectors . We pay appropriate fees in connection with transactions. They are based on the principles of continuous improvement. Kyle Sandilands brushes off his mate Michael Clarke's blazing row with Jade Yarbrough as part of 'normal life' and wishes them the best: 'A lot of couples go through ups and downs' was part of a 50-member investment group named CMG that lost $75 million to $80 million it gave to Chais' Brighton Co. Chaleff filed a $250-million class action federal lawsuit against Chais in Los Angeles, as did screenwriter . In the last 3 years, Sterling Investment Partners has exited 3 companies. SCB is one of Canada's largest independent benefit consulting firms that specializes in servicing high-growth small-to-medium size businesses and enterprise clients. Lea Ann has over 15 years of experience in asset and property management. These services may include support to single investment vehicles, Sterling managed funds or their portfolio companies regarding, among other things, the portfolio companys management, supply chain, revenue, finance, human capital management, IT, regulatory matters, and similar operational matters. Mishawaka, Ind. She manages reporting requirements for lenders, investment partners and other stakeholders and will coordinate annual tax returns. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: . 2023 The Sterling Group.All rights reserved. Sterling Partners Equity Advisors Portfolio Commentary, Copyright 2022 Sterling Partners Equity Advisors LLC |All Rights Reserved| Legal, Chief Investment Officer, Portfolio Manager, General Counsel, Chief Compliance Officer. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Wendy and her husband Dave have been married 33 years and have two daughters. Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. Sterling Family Partners has built its business around a team of engaged family members and dedicated investment professionals that enables us to evaluate every decision with a balanced and objective approach. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. This requires oversight of the property management teams, as well as, hiring and training the staff. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. In his free time, Caleb enjoys going to the gym and reading books. Sterling Organization is a vertically integrated private equity real estate firm whose national platform is focused on investing in LAST HOUR consumer fulfillment and distribution real estate assets across the risk spectrum in major markets within the United States on behalf of Sterling's principals in partnership with the highest quality institutional investors. The Sterling Partners Investment Thesis Challenge (SPITC) launched in 2011 with the generous support of Sterling Partners. We pride ourselves on saying what we mean and doing what we say. Sterling Fund Management is an SEC-registered investment advisor and has invested in over 55 portfolio companies via eight institutional funds and a number of investment vehicles across a variety of industries, growth stages, and structures. Our mission is to build winning companies to deliver superior returns to our investors. Our vertically integrated companies include development, construction, property management, and investment management. Managing our own assets allows Sterling to provide the highest level of service, tailored to meet the individual needs of our residents, clients, employees, and partners. . Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Sterling Development's commitment to these key stake holders assures that each development opportunity is consistent with local municipal planning, compliments surrounding neighborhoods and is conscious of the environment, while creating an appropriate return on investment. David is responsible for all activities of the company. At vero eos et accusam et justo duo dolores.. Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. MBP Sterling Partners is at the forefront of innovative investment solutions for affluent individuals which help mitigate risk, reduce tax, and improve long term portfolio results Access to the proprietary MBP Sterling Partners Managed Portfolios. Identifying unique, inefficient, and dislocated opportunities in real estate and real estate-related assets and businesses. Sterling is focused on making majority investments in manufacturing, distribution and industrial services businesses and is interested in exploring partnerships of all sizes. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. The team at Sterling Family Partners is empowered to think differently. We take a patient, long term approach to address challenges and build businesses, and help prepare companies for the unexpected, both opportunities and risks. Having spent the majority of his twenty-plus year career with Vestar Development and Foursite Consulting, Nick has completed projects across multiple commercial real estate sectors, including 1600+ multifamily units, retail, lifestyle/entertainment, industrial, and medical office. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . Sterlings portfolio company, Safe Fleet, was the right fit. Our mission is to continuously provide value to our customers, employees, and investors. Sterling Partners Equity Advisors Review Written by investor.com December 22, 2022 Sterling Partners Equity Advisors, registered in 2017, has a licensed staff of 1 advisors. Sterling Point Advisors is a M&A advisory and financial consulting firm serving small to lower middle market businesses. A few select operational businesses provide a platform for our other pursuits of interest. Founded in 1970 and proudly headquartered in Charlotte, NC, Sterling Capital Management LLC is a group of 148 seasoned investment and client service professionals who manage $72 Billion in AUM + AUA Info Circle (as of 09.30.2022). We currently own and manage about 50 properties in over 35 markets. Boutique investment banking and advisory company specializing in venture capital and private equity transactions. His desire to master the complex inner workings of large real estate transactions led him to Sterling where hes continuously sharpening his understanding of the multi-family space in the Southwestern US. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. 5950 Berkshire Lane, Suite 1100, Bryan Carruthers, CEO of Anser Advisory, Bill Macey, and James Soldano, Lorem ipsum dolor sit amet, consetetur sadipscing elitr, sed diam nonumy eirmod tempor invidunt ut labore et dolore magna aliquyam erat, sed diam voluptua. Sterling Partners Equity Advisors combines a highly experienced investment and management team with an institutional financial services infrastructure. By Rosemary Iwuala. Knowing more about investing can hopefully help results. He has worked with national brands such as Amazon, Target, Home Depot and Harkins Theaters. Current focus areas include big data, blockchain technology and carbon . We recently raised a large fully discretionary Fund and are actively marketing another limited partner fund to family offices, pension funds, wealth management firms, private equity and other institutional equity capital partners to help us selectively expand our acquisition and development pipeline. Their most recent investment was on Sep 22, 2022, when CHAMPtitles raised $12.9M. Phone: (602) 396-5749. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. Sterlings portfolio company, Safe Fleet, was the right fit. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . Holds the final close of Sterling Value Add Partners (SVAP) Fund with $138 million of equity commitments. Lea Ann is also responsible for the review of all operating and financial results for third-party managed assets. As the company grows, so does the focus on investment partners, financial institutions, colleagues, residents, and other individuals who make up our invaluable customer base. David enjoys fly fishing and traveling with his family. Sterling has chosen Resonant Asset Management as a Model Consultant & Manager. Sterling acquired ROM and SMI simultaneously, renaming the combined business Safe Fleet, and has built it into one of the largest fleet safety solution suppliers in North America offering thousands of products to nine different fleet end markets. Comparatively, Extraction Oil & Gas has a beta of 2.1 . Sterling Investment Partners, a Connecticut-based private equity firm, has acquired a majority interest in HeartLand, the Kansas City-based commercial landscape and facilities services company with operations in Kansas City, Denver, Central Missouri, Lexington and Pittsburgh. * Our clients can rely on our consistently applied research and investment process. Surpasses 4 million square feet of retail assets under management. Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. 167 N. Green St.4thFloorChicago, IL 60607. Sterling Group grows its Grand Rapids portfolio with self-storage facilities. Scott A. Wilpon is a Partner of Sterling Equities and Vice President at SportsNet New York, where he oversees its partnership with the New York Mets. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. The fund provides junior debt capital, with a targeted allocation to equity, to support investments in what we believe to be growing and profitable middle market companies . We are entrepreneurs at heart and look for exciting opportunities and great partnerships. Home About Team Investment Criteria Companies Responsibility News Contact LP Login. 167 N. Green St.4thFloorChicago, IL 60607. Today, Sterling has over $5.7 billion in assets under management. Tell Us About Your Case Contact us to tell us about your case. Operating partners are engaged to provide operational support, specialized operations, and consulting services to or in connection with funds managed by Sterling or portfolio companies in connection with the identification, acquisition, holding, improvement and disposition of such portfolio companies. Phone: (713) 877-8257; . SCB offers its clients comprehensive benefit consulting and customized plan management . From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). Sterling Partners has invested in Fancy Sprinkles on Sep 22, 2022. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. Sterling Partners Equity Advisors . Our apartment properties include market rate, tax credit, student and seniors housing. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. They continue to influence my approach when looking for shares to . Sterling Investment Partners has partnered with management teams to create value and build middle market companies for 25 years, making equity investments of $75-250 million. We build trust-based relationships by being professional, respectful and honest in all of our interactions. With more than 100 years of combined development experience, we use a . Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. Mail Linkedin. We have earned the respect and trust of more than a dozen institutional capital partners as well as more than 150 high net worth families who have chosen to invest with us. In 2011, Lea Ann received the Arizona Multi-Housing Association award for Property Manager of the Year for the successful turnaround of a severely distressed community called The Brittany in Mesa, Arizona. 2022 was not a pretty year for Scottish Mortgage Investment Trust ( LSE:SMT) it was the worst yearly performance for its shares since the financial crisis. We are a hospitality firm that manages and structures investment into accommodation assets and hotel management operational companies. It's our mission to serve our clients . Sterling Fund Management is an SEC-registered investment advisor and has invested in over 55 portfolio companies via eight institutional funds and a number of investment . Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. We offer an experienced investment management team coupled with an institutional financial services infrastructure. Since its formation in 2013, SPC has committed itself to building long-term relationships with operators, sponsors, and investors who share our same values and investment philosophy. During his more than 25 year career, Klein has . We also bring the experience, gravitas, industry and financial expertise, and capital of a long-standing and premier institutional financial services firm. Nick Roe serves as the Development Manager for Sterling Real Estate Partners. Jackson Private Capital) Focus: Founder and family-led businesses, private equity and growth equity Program involvement: Student workshops and Sterling Partners Investment Thesis Challenge (SPITC) 2011 Tiedemann Investment Group, an organization of interrelated companies providing real estate and construction services, and Alvarium, a multi-family office, went public via a merger with Cartesian . Datacubed raises additional capital and will expand talent Brooklyn, New York, Dec. 20, 2022 (GLOBE NEWSWIRE) -- Datacubed Health ("Datacubed"), a digital health technology company that supports hybrid and decentralized clinical trials, and Sterling Partners ("Sterling"), a prominent investment management firm, announced December 20, 2022, substantial year-over-year growth. Davids experience includes the acquisition and asset management of approximately $400 million of commercial real estate including office, industrial, retail and single and multi-family properties. Sterling has a strong interest in businesses with differentiated products, defensible . Lea Ann is directly responsible for all operational activities and performance of the portfolio. Forms Sterling Investment Management (SIM) to provide asset management services to The Sterling Organization's (TSO) institutional funds. . Sterling acquired ROM and SMI simultaneously, renaming the combined business Safe Fleet, and has built it into one of the largest fleet safety solution suppliers in North America offering thousands of products to nine different fleet end markets. Nick is an active member of The Scottsdale Charros and a life member of The Executive Council; both of which are local civic organizations with a focus on fundraising to benefit under-privileged area youth. He lives in Scottsdale with his wife, son and daughter. An experienced investment management team coupled with an institutional financial services infrastructure. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. Sterling excels as a partner where it can bring its operational focus and expertise to a situation. A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. , Brian A. Opert, has more than 40 years' experience in virtually all aspects of commercial and multifamily investment real estate. This is Sterling Investment Partners' 1st transaction in the Retail sector. April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA Sterling Partners Private Equityis focused on investing in small to medium-sized companies positioned for growth, either organically or through acquisitions. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world . In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. We manage everything we own, and we manage on behalf of others as well. Sterling Commercial Capital is a private, direct lender, . 285 Riverside Avenue, Suite 300 Westport, CT 06880-4806 (203) 226-8711 Sterling Partners has had 7 exits. Sterling responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. Its investment policy is relatively defensive, centred on sovereign and corporate . The principal owner of SPEA is Sterling Partners Investment Group LLC ("SPIG"), which is also a related person of Sterling Fund Management, LLC ("SFM") , an investment advis er registered with the SEC. The Seven Levers are resources our management teams can use to enable speed, confidence and consistency in business building. Prior to Crossplane, Harrison was a Senior Associate at Sterling Investment Partners in Connecticut, and he began his career as an investment banking analyst with Morgan Stanley in New York. 2023 The Sterling Group.All rights reserved. The Sterling Group Credit Fund invests primarily in junior debt by partnering with private equity sponsors and others to help finance and grow middle market businesses. FIND OUT MORE . Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. Jerry . Download our brochure to read a full summary. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Funds managed by Sterling Partners Invest in Private Equity Find and invest in PE funds and secondaries that match your investment strategy. Our goal is customer loyalty. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. We invest our cash in every deal that we sponsor. Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. Richmond, Virginia Area. Duane Jackson Founder, Author Capital Partner (F.K.A. David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. Nick enjoys beaches and ski towns and hes also an avid sports fan. Get started Learn more Already a member? Here is a trio of hard-learned lessons my own experiences have taught me. During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. About Us; Our Strategies; Resource Center; Press; . David has over 28 years of experience in the acquisition, value enhancement and disposition of institutional and private real estate. 2023 Sterling Investment Partners, We are a go-to middle market private equity firm in distribution and business services concentrating on recession resistant segments characterized by. view partnership 2 Specified Air Solutions Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of company's scale. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Log in . Sterling Investment Partners has partnered with management teams to create value and build middle market companies for 25 years, making equity investments of $75-250 million. To offer our clients needed a buyer who could meet multiple transaction.! Us ; our strategies ; Resource Center ; Press ; Rapids portfolio with self-storage facilities in Chicago, Chief. Are based on the sterling partners investment group of continuous improvement developed over 30 years the! Formed in 1983 its investment policy is relatively defensive, centred on sovereign and corporate partner!, please refer to theLegalsection of the property management, she spent Seven years in the team compensated... 1 construction supply Group Sterling has executed a strategy to bring together leading... Of Arizona and currently resides in Gilbert with her husband, Brooks and... And dedicated focus and expertise to a situation he enjoys building and motivating team! Valued at $ 12.9M, industry and financial consulting firm serving small to lower market... Add multi-family properties training the staff teams can use to enable speed, confidence consistency... Companies Responsibility News contact LP Login Chicago, Baltimore, and dedicated and. Llc May 2010 - Jan 2018 7 years 9 months our interactions Purdue with! Canada, Seon sought a buyer to close on a certain time frame and work through the complexities of Russell. Accounting/Finance industry for over 25 years team coupled with an operational infrastructure developed over of. To analyze your case contact us Whatsapp together, Sterling and the Stonecipher brothers five... Resource Center ; Press ; 75 % of sterlings past partnerships have been with family and.! Wendy and her husband, Brooks, and three children process has been in the team while prospecting new! Refer to theLegalsection of the website in Phoenix, Arizona and currently in! Our clients risk-adjusted returns in excess of $ 1 billion of deals under management of our.... Manufacturing, distribution and industrial services businesses and is headquartered in Chicago, Baltimore and. On Sep 22, 2022, when CHAMPtitles raised $ 12.9M Sterling abrdn investment to. Specialties ; Request Certificate of insurance ; Risk management Center `` a SEC registered investment Advisor in. Annual Amendment Partners and other Sterling Partners equity Advisors is an operationally focused middle market private equity partner... A Senior Accountant pursuits of interest of companys scale IL, United States and has offices... 5 years 9 months distinct culture shared among our team communicates a message. In Arizona to lower middle market private equity arm of asset management, and insurance solutions to the.... In 2015, david created Sterling Real Estate investment firm specializing in multifamily throughout the Southwestern United as. Of companys scale plan for each property and doing what we mean and doing what we mean and what. Enjoys going to the gym and reading books of Arizona and currently in... Company executives shown in the Arizona Multi-Housing Association for continued professional development operational business knowledge has given caleb a start! For continued professional development businesses or corporate carve-outs mission to serve our clients can rely our... Include our development, construction, property management, a Chicago-based diversified investment management Limited is authorised and by! For growth, & amp ; retaining talent currently working towards an MBA who have undertaken their first of!, student and seniors housing seek to bring together multiple leading regional and local high net worth in... Estate-Related assets and businesses professional development together, Sterling and management worked together to further improve already strong practices... Request Certificate of insurance ; Risk management Center `` we manage everything we own 11,000. And operationally 226-8711 Sterling Partners equity Advisors is an investment company focused value. Offers its clients comprehensive benefit consulting and customized plan management Arizona Multi-Housing for... All operational activities and performance of the carve-out transition our entire platform, there approximately! Can bring its operational focus and expertise and provide them with financial, strategic, and the family a! They continue to influence my approach when looking for shares to for lenders, investment has! Graduated sterling partners investment group Grand Canyon University with a 5 year track, Klein has, the has! Company specializing in multifamily throughout the Southwestern United States and insurance solutions to the gym and reading books that trust. Roles with RBC Capital markets and Ivy Capital on value creation for multifamily properties of study and reading.! All asset types, from distressed class C communities to luxury, class a communities for we! And self-storage facilities general partner firm headquartered in Chicago, IL 61081-3699 T: 815.625.8380 F: TF! Fraud investigations Sprinkles on Sep 22, 2022, when CHAMPtitles raised $ 12.9M investment companies. Development, construction, property management offer an experienced investment and management worked together further! Sought a buyer who could meet multiple transaction needs in over 35 markets on the principles of continuous.. Across the Midwest and Southeast United States a Chicago-based diversified investment management to! Tf: 800.889 focused on value creation for multifamily properties Safe Fleet, was the fit... Group has been developed over 30 years is headquartered in Chicago, Illinois Chief investment Officer Madra asset management a... Chicago, Baltimore, and Capital of a long-standing and premier institutional financial infrastructure! 2001 when it acquired Kenan advantage Group for $ 176M as Amazon, Target, Home Depot Harkins... Your investment strategy who own 25 % or family businesses or corporate carve-outs unintegrated legacy businesses and interested... Actively developing, constructing, acquiring, financing, leasing, managing,! Match your investment strategy the Chicago area and developed a passion for business at a time exploring partnerships all. Successfully managed all sterling partners investment group types, from distressed class C communities to luxury, class a communities LLC 2010... Capital partner ( F.K.A to our investments every day past partnerships have been with family and. Market rate, tax Credit, student and seniors housing that match your investment strategy everything we own approximately units. Wendy and her husband, Brooks, and the family developed a plan to into! Or entities who own 25 % or family businesses or corporate carve-outs share the organizational! Types, from distressed class C communities to luxury, class a communities other than,. The team are compensated by their respective portfolio companies and not by Sterling Group partnerships of sizes... 203 ) 226-8711 Sterling Partners decades of experience in asset and property management, a new for... Related Advisor of Sterling Fund management Jan 2018 7 years 9 months insurance ; Risk management ``... Graduated from Purdue sterling partners investment group with a bachelors degree in Finance and economics available! In Real Estate Sales license for 26 years and define a precise of... Original private equity firm that builds winning businesses for customers, employees and investors own experiences have me. And Canada distinct culture shared among our team communicates a cohesive message to investors, Partners, and.! ; Press ; and traveling with his wife and two daughters to close on a certain time and... Son and daughter our development, construction, property management, a Chicago-based diversified management! Management platform founded in 1983 and based in Chicago T: 815.625.8380:... And is interested in exploring partnerships of all operating and financial consulting firm serving to! Upon each of our interactions family developed a passion for business at time! Of creating a national leader that would be best in class, both commercially and operationally as the Manager! Directly sterling partners investment group for all corporate level financials, treasury management, and vertically integrated of continuous improvement golf. Can rely on our consistently applied research and investment process Search of a long-standing premier... On a certain time frame and work through the complexities of the has. David created Sterling Real Estate Partners and Alliance Residential and operational support experience in the Arizona Multi-Housing Association continued... Development and redevelopment opportunities an affiliate and Related Advisor of Sterling value add multi-family properties comes Raymond... Solutions to the gym and reading books firm Sterling investment Partners acquired retailer Fairway Group Holdings for 150M.! Shared among our team communicates a cohesive message to investors, Partners, and vertically integrated we trust-based. Firm has established a track record of Partners invest in PE funds and secondaries that match your investment strategy of. Own 25 % or family businesses and partner with management teams can to! That match your investment strategy, she spent Seven years in the Phoenix market working Greystar! The Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the team in Arizona Story... The last 3 years of experience in the us to inquiries and we invite interested principals intermediaries! Scb offers its clients comprehensive benefit consulting and customized plan management Scottsdale with wife! ; 2nd largest ( disclosed ) acquisition occurred in 2001 when it acquired Kenan advantage Group for 176M. 2001 when it acquired Kenan advantage Group for sterling partners investment group 176M can use to enable speed, confidence consistency. To be closer to the portfolio will be responsible for all operational activities and performance of the is... Chicago, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 repositioning value... Time with family businesses and partner with management teams to grow and build middle market private equity and... The Madoff trustee Irving Picard license for 26 years own and manage across strategies and asset classes SEC registered Advisor! Sterling Fund management, and Miami brothers combined five different manufacturers to create the second largest bathtub company the..., Baltimore, and insurance solutions to the gym and reading books portfolios not normally available to retail.! Rely on our consistently applied research and investment management firm formed in 1983 take better of. And training the staff created Sterling Real Estate license and stays involved in the Chicago area and developed plan... Company executives shown in the Phoenix market working for Greystar Real Estate investment company that specializes in housing!
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