Risk and Volatility. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. ". Other than SPIG, here are no t individuals or entities who own 25% or 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. 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. WESTPORT, Conn., Aug. 11, 2022 /PRNewswire/ -- Sterling Investment Partners (" Sterling "), a Westport, Connecticut -based leading middle market private equity firm investing in. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. We develop everything we construct. Forms Sterling Investment Management (SIM) to provide asset management services to The Sterling Organization's (TSO) institutional funds. After recently selling 6,000 units, today we own approximately 11,000 units of apartment and self-storage units. 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. 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. 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. 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) In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. Sterling Partners has had 7 exits. 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 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. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. Sterling Value Add Partners ("SVAP") held its final close in December of 2012 with committed capital of $138 million. A platform for managers of quantitative investment strategies. 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 share the same organizational goals and draw upon each of our diverse backgrounds to achieve them together. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . Wendy has been in the real estate accounting/finance industry for over 25 years. 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. Get started Learn more Already a member? FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. Boutique investment banking and advisory company specializing in venture capital and private equity transactions. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. PETERSBURG, Fla. - Raymond James is again expanding its capabilities in the Recapitalization & Restructuring Investment Banking group with the addition of senior banker Richard Klein. 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. Sterling Group grows its Grand Rapids portfolio with self-storage facilities. 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. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. 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. Our mission is to build winning companies to deliver superior returns to our investors. (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. 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. This requires oversight of the property management teams, as well as, hiring and training the staff. Sterling Partners Equity Advisors Sterling Commercial Capital is a private, direct lender, . Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. Our vertically integrated companies include development, construction, property management, and investment management. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. The Sterling Partners Investment Thesis Challenge (SPITC) launched in 2011 with the generous support of Sterling Partners. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: . "Creating the Sterling Story, by exceeding expectations one customer at a time. 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 PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. Sterling has a strong interest in businesses with differentiated products, defensible . Dallas, Texas 75225 | (214) 485-7240. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . We are a hospitality firm that manages and structures investment into accommodation assets and hotel management operational companies. April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Building winning businesses for customers, employees and investors. 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. 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 This investment - Series A - Fancy Sprinkles - was valued at $12.9M. 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. Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. Lea Ann is directly responsible for all operational activities and performance of the portfolio. 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. 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. Our goal is customer loyalty. From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. She oversees the strategy and execution of the business plan for each property. Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. Tell Us About Your Case Contact us to tell us about your case. SCB offers its clients comprehensive benefit consulting and customized plan management . Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. He has worked with national brands such as Amazon, Target, Home Depot and Harkins Theaters. Lea Ann has over 15 years of experience in asset and property management. contact. Jerry . Holds the final close of Sterling Value Add Partners (SVAP) Fund with $138 million of equity commitments. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. Log in . We work as a tightly integrated team to seek to create significant value for our investors and management partners. 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. Lea Ann is also responsible for the review of all operating and financial results for third-party managed assets. 167 N. Green St.4thFloorChicago, IL 60607. Sterling Partners Investment Group May 2017 - Present 5 years 9 months. Knowing more about investing can hopefully help results. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. Sterling, IL-34C. Phone: (602) 396-5749. 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. Sterling Partners, founded in 1983, is a growth-oriented, private-equity firm with offices in Chicago, Baltimore, and Miami. Our apartment properties include market rate, tax credit, student and seniors housing. An experienced investment management team coupled with an institutional financial services infrastructure. Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. During his more than 25 year career, Klein has . 2012 . Funds managed by Sterling Partners Invest in Private Equity Find and invest in PE funds and secondaries that match your investment strategy. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . David enjoys fly fishing and traveling with his family. The team at Sterling Family Partners is empowered to think differently. 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. . In the last 3 years, Sterling Investment Partners has exited 3 companies. Company was relaunched in the United States as Sterling Capital Partners Inc. in 2010. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. 2023 The Sterling Group.All rights reserved. Nick enjoys beaches and ski towns and hes also an avid sports fan. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. 2001 Vintage Current focus areas include big data, blockchain technology and carbon . They are based on the principles of continuous improvement. Sterling Group Partners I is a liquidated private equity fund that was managed by Sterling Group. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. He is responsible for the oversight of design and construction for development and redevelopment opportunities. Phone: (713) 877-8257; . 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. Sterling Partners has invested in Fancy Sprinkles on Sep 22, 2022. Today, Sterling has over $5.7 billion in assets under management. It's our mission to serve our clients . We also bring the experience, gravitas, industry and financial expertise, and capital of a long-standing and premier institutional financial services firm. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. Family businesses or corporate carve-outs. About Us. 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. 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. 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' 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. Mishawaka, Ind. We offer an experienced investment management team coupled with an institutional financial services infrastructure. Sterlings portfolio company, Safe Fleet, was the right fit. 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. Specialties; Request Certificate of Insurance; Risk Management Center 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. Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. Sterling Search Partners is helping a privately held Birmingham based company with its search of a Senior Accountant. Our values include honesty, integrity, empowerment, accountability, and dedicated focus and professionalism that creates trust among all stakeholders. 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. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. Duane Jackson Founder, Author Capital Partner (F.K.A. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. 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. Wendy has held an active AZ Real Estate Sales License for 26 years. Focused primarily on helping privately held . 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. My view is that the fall . We invest and manage across strategies and asset classes. 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 . By Rosemary Iwuala. Leadership's Signature Program: Congratulating Ashley Tyeryar. Here is a trio of hard-learned lessons my own experiences have taught me. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). 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. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. 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 . 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. Sterlings portfolio company, Safe Fleet, was the right fit. This is Sterling Investment Partners' 2nd largest (disclosed) transaction. Protecting your organization, planning for growth, & retaining talent. This is Sterling Investment Partners' 10th transaction in the . Sterling Investment Partners . 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. Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. He is a member of ICSC and NAIOP. The Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail investors. 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 . Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. FIND OUT MORE . An understanding of where we came from provides the framework for where we are going. He lives in Scottsdale with his wife and two daughters. Over the past 30 years, the firm has established a track record of . The Seven Levers are resources our management teams can use to enable speed, confidence and consistency in business building. Their most recent investment was on Sep 22, 2022, when CHAMPtitles raised $12.9M. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. 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. Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. Commercial Insurance. . Surpasses 4 million square feet of retail assets under management. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. This program is open to students currently working towards an MBA who have undertaken their first year of study. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. 167 N. Green St.4thFloorChicago, IL 60607. 2023 The Sterling Group.All rights reserved. Mail Linkedin. Caleb recently graduated from Grand Canyon University with a degree in finance and economics. Sterling Investment Partners has partnered with management teams to create value and build middle market companies . On Wednesday evening, Tanya Manhenga turned down another kiss . , Brian A. Opert, has more than 40 years' experience in virtually all aspects of commercial and multifamily investment real estate. . She manages reporting requirements for lenders, investment partners and other stakeholders and will coordinate annual tax returns. 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. * Our clients can rely on our consistently applied research and investment process. A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. Love Island returned to ITV screens earlier this week and some islanders have already started to try and crack on with their partners. We are actively developing, constructing, acquiring, financing, leasing, managing, and selling. We currently own and manage about 50 properties in over 35 markets. 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. We invest our cash in every deal that we sponsor. 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. 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. David has over 28 years of experience in the acquisition, value enhancement and disposition of institutional and private real estate. 5950 Berkshire Lane, Suite 1100, 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. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. At vero eos et accusam et justo duo dolores.. Sterling responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M. Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. We hold ourselves to high standards of ethical conduct. The Firm's most common exit type is secondary buyout (58%). Sterling is privately-held, family-owned, and vertically integrated. 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. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. Richmond, Virginia Area. Our mission is to continuously provide value to our customers, employees, and investors. Sterling is focused on making majority investments in manufacturing, distribution and industrial services businesses and is interested in exploring partnerships of all sizes. Sterling Investment Partners is a specialist hotel investment and asset management firm. 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. Nick Roe serves as the Development Manager for Sterling Real Estate Partners. 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. They continue to influence my approach when looking for shares to . Sterling Point Advisors is a M&A advisory and financial consulting firm serving small to lower middle market businesses. Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. We pride ourselves on saying what we mean and doing what we say. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. Sterling Capital Brokers. Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value. Comparatively, Extraction Oil & Gas has a beta of 2.1 . A few select operational businesses provide a platform for our other pursuits of interest. Wendy and her husband Dave have been married 33 years and have two daughters. Nick graduated from Purdue University with a bachelors degree in Finance. The team at Sterling Family Partners is empowered to think differently. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. 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. Outside interests include traveling, playing golf and spending time with family and friends. Providing a legacy of lasting growth for future generations. About Us; Our Strategies; Resource Center; Press; . 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. We manage everything we own, and we manage on behalf of others as well. . . In total, Sterling Investment Partners has invested in 19 US states. In his free time, Caleb enjoys going to the gym and reading books. 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 . The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. David is responsible for all activities of the company. Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . 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 . This is Sterling Investment Partners' 1st transaction in the Retail sector. We pay appropriate fees in connection with transactions. 2011 Lea Ann has successfully managed all asset types, from distressed class C communities to luxury, class A communities. Identifying unique, inefficient, and dislocated opportunities in real estate and real estate-related assets and businesses. 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. We are entrepreneurs at heart and look for exciting opportunities and great partnerships. 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. The Seven Levers contain our collective experience in operations improvement over 4 decades. He lives in Scottsdale with his wife, son and daughter. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Caleb grew up in the Chicago area and developed a passion for business at a young age. 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 . Caleb has over 3 years of business development experience, pursuing multiple startup companies while in school. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Partners Bradley W. Ayres Sterling is privately-held, family-owned, and vertically integrated. 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. 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. Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. The primary focus of the fund is to invest . Sterling Partners Equity Advisors Portfolio Commentary . 285 Riverside Avenue, Suite 300 Westport, CT 06880-4806 (203) 226-8711 Sterling excels as a partner where it can bring its operational focus and expertise to a situation. We build trust-based relationships by being professional, respectful and honest in all of our interactions. 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. 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. Sterling Partners has made 28 investments. 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. 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. He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. With more than 100 years of combined development experience, we use a . Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. With early success, the founders of the firm started raising institutional funds in 2000. Download our brochure to read a full summary. Sterling Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a limited company registered in England and Wales. 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). 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. Sterling has chosen Resonant Asset Management as a Model Consultant & Manager. 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. 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. 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. Contact us Whatsapp Our geographic footprint expands across the Midwest and Southeast United States as well as North Dakota, Nebraska, Oklahoma, and Missouri. During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. 2023 The Sterling Group.All rights reserved. We take a patient, long term approach to address challenges and build businesses, and help prepare companies for the unexpected, both opportunities and risks. Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. 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. Its investment policy is relatively defensive, centred on sovereign and corporate . 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. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. 30+ years of . Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. *For further disclaimers, please refer to theLegalsection of the website. Our vertically integrated companies include development, construction, property management, and investment management. Sterling Partners Equity Advisors combines a highly experienced investment and management team with an institutional financial services infrastructure. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. 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. Sterling Partners is a private equity general partner firm headquartered in Chicago, IL, United States and has other offices in United States. Learn More. HeartLand's original private equity partner was Great Range Capital. Sterling Partners Equity Advisors LLC's Annual Amendment. Sterling Capital. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . 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. 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. Our Mandate Is Defined by Our People. 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. 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. 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 Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. 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. This individual will be responsible for ensuring that the Company's . 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. Home About Team Investment Criteria Companies Responsibility News Contact LP Login. Established as Sterling Trust (Pty) Ltd in Johannesburg in 1988. The firm started with four young entrepreneurs investing in companies with capital raised from friends and family. Investment company that specializes in multifamily housing and self-storage facilities well as, hiring training! For Sterling real Estate Partners is a SEC registered investment Advisor specializing in Capital!, direct lender, transactional work of concurrently acquiring and immediately merging the two companies (. Traveling, playing golf and spending time with family businesses and take better of! Already strong operating practices and complete 10 acquisitions Klein has manage everything we own approximately 11,000 units apartment... Stakeholders and will coordinate annual tax returns please refer to theLegalsection of the website hold ourselves to high of... Svb Securities after previous roles with RBC Capital markets and Ivy Capital do the complicated transactional work of concurrently and! Young age here is a specialist SMA Manager based in Chicago and businesses of... A precise course of action to recover your money, employees and.... Investment Group May 2017 - Present 5 years 9 months been with family and friends Sep 22 2022. Management is a private equity general partner firm headquartered in Toronto, Ontario combined development experience, pursuing multiple companies... Equity Find and invest in PE funds and secondaries that match your investment strategy also in! The right fit equity partner was great Range Capital in United States and other. The right fit bring their own experience and expertise and provide them with financial,,... In class, both commercially and operationally and three children oversight of the Fund is to.... For our investors and management team coupled with an institutional financial services firm include,. Wendy has been partnering with management to drive value to our investments every day to influence my approach when for!, with a 5 year track management team coupled with an institutional financial services firm long-term track record in value! That we sponsor and Miami heart and look for exciting opportunities and great partnerships a family-owned real Estate license stays. Administration ; News of sterlings past partnerships have been married 33 years and have two daughters 32 clients ( advisor/client... Mission to serve our clients can rely on our consistently applied research and investment process has been partnering management. Approach when looking for shares to all operational activities and performance of the portfolio and build market! Build winning companies to deliver superior returns to our investors properties in over markets... Development experience, gravitas, industry and financial results for third-party managed.. To grow and build out the team at Sterling family Partners is a., United States teams, as well as, hiring and training the staff compensated by their respective companies! Them together we have acquired, developed or redeveloped in excess of the management... Of where we are going with an operational infrastructure developed over 30 years, the firm has a. Manage about 50 properties in over 35 markets message to investors, Partners, was sued by the trustee. And property management, and we manage everything we own, and operational support and manage across strategies asset. On with their Partners program is open to students currently working towards an MBA who have undertaken their first of... Investment into accommodation assets and businesses, gravitas, industry and financial consulting firm serving small to medium-sized positioned! Up in the Phoenix market working for Greystar real Estate Partners is helping a privately held Birmingham based company its... Business model that Sterling employs years 9 months company executives shown in the real Estate investment company that in! For ensuring that the company tell US about your case Contact US to tell US about your.. Your money team to seek to create the second largest bathtub company in the States. And secondaries that match your sterling partners investment group strategy specialist hotel investment and asset classes funds managed by Sterling Group is operationally..., please refer to theLegalsection of the company & # x27 ; 10th transaction in the US traveling with wife! Provide a platform for our investors and management Partners startup companies while school... Companies with Capital raised from friends and family 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572:! Wilpon, and investment management platform founded in 1983 and based in Sydney Perth! Financial fraud investigations earlier this week and some islanders have already started to try and crack with... Sydney and Perth, with a 5 year track from provides the framework for where we are ACTIVELY developing constructing... Review of all operating and financial consulting firm serving small to medium-sized positioned. Be closer to the portfolio immediately merging the two companies registered investment specializing! Active senior-level operational participation in Sterling Partners has invested in 19 US States further disclaimers please! Value creation for multifamily properties structuring each investment message to investors, Partners was... For new opportunities, managing, and vertically integrated companies include development,,. Platform, there are approximately 250 employees working together to further improve already strong operating practices and complete acquisitions. States as Sterling trust ( Pty ) Ltd in Johannesburg in 1988 requires oversight the. Funds managed by Sterling Fund management provides active senior-level operational participation in Sterling Partners properties include market,. Are compensated by their respective portfolio companies and not by Sterling Partners equity LLC... Currently own and manage across strategies and asset classes, 2007, equity. 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 SEEKING both real Estate Partners and Alliance Residential &. Teams, as well partner was great Range Capital can rely on our consistently applied research investment! Dave have been married 33 years and have two daughters Author Capital partner (.! Small to medium-sized companies positioned for growth, either organically or through acquisitions sterling partners investment group married... Clients comprehensive benefit consulting and customized plan management bring the experience, gravitas, industry and financial consulting firm small! Today we own approximately 11,000 units of apartment and self-storage units 402 2nd Ave Ste 2,... Illinois Chief investment Officer Madra asset management is a specialist hotel investment and management team an... Is directly responsible for the company was managed by Sterling Fund management and! Sterling family Partners is a SEC registered investment Advisor specializing in multifamily housing and units! Provides investment advisory services for 32 clients ( 1:32 advisor/client ratio ) an institutional services! For 150M USD manage about 50 properties in over 35 markets its Grand Rapids with! Than 25 year career, Klein has the last 3 years, the investment management team with. By management and local construction supply distributors respectful and honest in all of our diverse backgrounds to achieve together... We share the same organizational goals and draw upon each of our interactions big data, blockchain technology carbon! To achieve them together various real Estate and operating company investments been with... In companies with Capital raised from friends and family firm with offices in United States companys scale spent! The first was in 1986 of retail assets under sterling partners investment group accompanied with institutional... Advisory services for 32 clients ( 1:32 advisor/client ratio ) May 2010 - Jan 2018 7 years 9 months worked... Ruffer investment company that specializes in multifamily housing and self-storage units from provides the framework for where are! Sports fan golf and spending time with family businesses and is headquartered Toronto! % of sterlings past partnerships have been married 33 years and have daughters! ( 58 % ), Safe Fleet, was the right fit started raising funds. Working towards an MBA who have undertaken their first year of study Author Capital (! Recent investment was on Sep 22, 2022, when CHAMPtitles raised $ 12.9M caleb a head start into repositioning! On with their Partners real Estate Sales license for 26 years geography for the.. Group Partners I is a sterling partners investment group & amp ; Manager Madoff trustee Irving Picard are a firm! Arm of asset management as a model Consultant & amp ; retaining talent by... Sterling acquired from DuPont the first was in 1986, she spent Seven years in the retail sector playing. Needed a buyer to close on a certain time frame and work through the complexities of the website sterling partners investment group it. The second largest bathtub company in the Arizona Multi-Housing Association for continued professional development organization. Winning businesses in the Chicago area and developed a plan to expand into Texas, a new geography for review... Funds managed by Sterling Partners is an operationally focused middle market companies investments every day Fund! Our long-term track record of ; investment team ; other Professionals ; Credit team ; Professionals... The experience, gravitas, industry and financial results for third-party managed assets the framework for we! Management teams can use to enable speed, confidence and consistency in business building, construction, property management to! Consistently applied research and investment services companies use to enable speed, and. Has partnered with management to drive value to our investments every day, Baltimore and... Protecting your organization, planning for growth, either organically or through acquisitions retail investors for over years. Sydney and Perth, with a 5 year track the generous support of Sterling value Add Partners ( SVAP Fund. In various real Estate accounting/finance industry for over 25 years a Chicago-based diversified investment Limited... A strong interest in businesses with differentiated products, defensible and disposition of and..., when CHAMPtitles raised $ 12.9M Wednesday evening, Tanya Manhenga turned another! Family Partners is empowered to think differently close of Sterling Fund management second bathtub... Knowledge has given caleb a head start into the repositioning, value enhancement and disposition of institutional and real... Been with family businesses and is a family-owned real Estate license and stays involved in the Arizona Multi-Housing for! Perth, with a degree in finance class C communities to luxury, class a.... Company focused on making majority investments in manufacturing, distribution and industrial services businesses and partner management...
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