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