Its investment policy is relatively defensive, centred on sovereign and corporate . Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. 2023 The Sterling Group.All rights reserved. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. We are a hospitality firm that manages and structures investment into accommodation assets and hotel management operational companies. Forms Sterling Investment Management (SIM) to provide asset management services to The Sterling Organization's (TSO) institutional funds. Wendy and her husband Dave have been married 33 years and have two daughters. 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. Learn More. Duane Jackson Founder, Author Capital Partner (F.K.A. We offer an experienced investment management team coupled with an institutional financial services infrastructure. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . David enjoys fly fishing and traveling with his family. 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. 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. About Us; Our Strategies; Resource Center; Press; . Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. Holds the final close of Sterling Value Add Partners (SVAP) Fund with $138 million of equity commitments. FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. Partners Bradley W. Ayres Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. Mishawaka, Ind. 167 N. Green St.4thFloorChicago, IL 60607. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. 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. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. He is a member of ICSC and NAIOP. We invest our cash in every deal that we sponsor. We build trust-based relationships by being professional, respectful and honest in all of our interactions. 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 . 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. April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA He lives in Scottsdale with his wife, son and daughter. He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. He lives in Scottsdale with his wife and two daughters. Today, Sterling has over $5.7 billion in assets under 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. 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. Current focus areas include big data, blockchain technology and carbon . 2012 . 2001 Vintage Sterling Capital. Sterling Group grows its Grand Rapids portfolio with self-storage facilities. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. With more than 100 years of combined development experience, we use a . During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. About Us. They are based on the principles of continuous improvement. Sterling Point Advisors is a M&A advisory and financial consulting firm serving small to lower middle market businesses. SCB offers its clients comprehensive benefit consulting and customized plan management . The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. Sterling Partners Equity Advisors LLC's Annual Amendment. 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. The team at Sterling Family Partners is empowered to think differently. Our apartment properties include market rate, tax credit, student and seniors housing. . . Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. Our vertically integrated companies include development, construction, property management, and investment management. Our vertically integrated companies include development, construction, property management, and investment management. Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. We develop everything we construct. Protecting your organization, planning for growth, & retaining talent. He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. 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. Knowing more about investing can hopefully help results. Sterling has chosen Resonant Asset Management as a Model Consultant & Manager. Sterling Investment Partners has partnered with management teams to create value and build middle market companies . Love Island returned to ITV screens earlier this week and some islanders have already started to try and crack on with their partners. In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. STERLING PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. Nick enjoys beaches and ski towns and hes also an avid sports fan. 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. Sterling Investment Partners is a specialist hotel investment and asset management firm. Sterling excels as a partner where it can bring its operational focus and expertise to a situation. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. Lea Ann is also responsible for the review of all operating and financial results for third-party managed assets. Sterlings portfolio company, Safe Fleet, was the right fit. Sterlings portfolio company, Safe Fleet, was the right fit. Sterling Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a limited company registered in England and Wales. They continue to influence my approach when looking for shares to . We work as a tightly integrated team to seek to create significant value for our investors and management partners. A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. The Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail investors. This is Sterling Investment Partners' 10th transaction in the . contact. We invest and manage across strategies and asset classes. Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. Mail Linkedin. Funds managed by Sterling Partners Invest in Private Equity Find and invest in PE funds and secondaries that match your investment strategy. 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 . A few select operational businesses provide a platform for our other pursuits of interest. Our mission is to build winning companies to deliver superior returns to our investors. "Creating the Sterling Story, by exceeding expectations one customer at a time. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. Phone: (602) 396-5749. By Rosemary Iwuala. PETERSBURG, Fla. - Raymond James is again expanding its capabilities in the Recapitalization & Restructuring Investment Banking group with the addition of senior banker Richard Klein. Download our brochure to read a full summary. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. 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. 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. 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. 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' 285 Riverside Avenue, Suite 300 Westport, CT 06880-4806 (203) 226-8711 Get started Learn more Already a member? Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. Providing a legacy of lasting growth for future generations. She manages reporting requirements for lenders, investment partners and other stakeholders and will coordinate annual tax returns. 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. 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 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. In total, Sterling Investment Partners has invested in 19 US states. An understanding of where we came from provides the framework for where we are going. 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. With early success, the founders of the firm started raising institutional funds in 2000. 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 Real Estate Partners is an investment company focused on value creation for multifamily properties. 167 N. Green St.4thFloorChicago, IL 60607. We hold ourselves to high standards of ethical conduct. Sterling Partners Investment Group May 2017 - Present 5 years 9 months. Our geographic footprint expands across the Midwest and Southeast United States as well as North Dakota, Nebraska, Oklahoma, and Missouri. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Sterling Partners Equity Advisors combines a highly experienced investment and management team with an institutional financial services infrastructure. , Brian A. Opert, has more than 40 years' experience in virtually all aspects of commercial and multifamily investment real estate. Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M. The Seven Levers are resources our management teams can use to enable speed, confidence and consistency in business building. Sterling Search Partners is helping a privately held Birmingham based company with its search of a Senior Accountant. *For further disclaimers, please refer to theLegalsection of the website. We take a patient, long term approach to address challenges and build businesses, and help prepare companies for the unexpected, both opportunities and risks. The Sterling Group is an operationally focused middle market private equity firm that partners with management teams to grow and build winning businesses in the industrial sector. Sterling Group Partners I is a liquidated private equity fund that was managed by Sterling Group. This individual will be responsible for ensuring that the Company's . Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. In the last 3 years, Sterling Investment Partners has exited 3 companies. Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . Tell Us About Your Case Contact us to tell us about your case. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . Company was relaunched in the United States as Sterling Capital Partners Inc. in 2010. The Firm's most common exit type is secondary buyout (58%). Comparatively, Extraction Oil & Gas has a beta of 2.1 . 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: . 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 Value Add Partners ("SVAP") held its final close in December of 2012 with committed capital of $138 million. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). 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. Caleb recently graduated from Grand Canyon University with a degree in finance and economics. In his free time, Caleb enjoys going to the gym and reading books. 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. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. Identifying unique, inefficient, and dislocated opportunities in real estate and real estate-related assets and businesses. 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. 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. 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. Surpasses 4 million square feet of retail assets under management. The team at Sterling Family Partners is empowered to think differently. 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. 5950 Berkshire Lane, Suite 1100, This program is open to students currently working towards an MBA who have undertaken their first year of study. The Sterling Partners Investment Thesis Challenge (SPITC) launched in 2011 with the generous support of Sterling Partners. Here is a trio of hard-learned lessons my own experiences have taught me. 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 most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. 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 . 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . 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. 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. Specialties; Request Certificate of Insurance; Risk Management Center On Wednesday evening, Tanya Manhenga turned down another kiss . Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Sterling Commercial Capital is a private, direct lender, . Home About Team Investment Criteria Companies Responsibility News Contact LP Login. 2011 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. 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. He is responsible for the oversight of design and construction for development and redevelopment opportunities. 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. Sterling is privately-held, family-owned, and vertically integrated. 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. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Dallas, Texas 75225 | (214) 485-7240. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. This requires oversight of the property management teams, as well as, hiring and training the staff. Sterling is focused on making majority investments in manufacturing, distribution and industrial services businesses and is interested in exploring partnerships of all sizes. We share the same organizational goals and draw upon each of our diverse backgrounds to achieve them together. We currently own and manage about 50 properties in over 35 markets. * Our clients can rely on our consistently applied research and investment process. Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . 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 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. 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. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. 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 Partners Private Equity is the private equity arm of asset management firm Sterling Partners. We also bring the experience, gravitas, industry and financial expertise, and capital of a long-standing and premier institutional financial services firm. A platform for managers of quantitative investment strategies. We view management teams as our true partners and accordingly strive to work with them in a highly collaborative manner in all of our interactions. Sterling 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. Boutique investment banking and advisory company specializing in venture capital and private equity transactions. Their most recent investment was on Sep 22, 2022, when CHAMPtitles raised $12.9M. WESTPORT, Conn., Aug. 11, 2022 /PRNewswire/ -- Sterling Investment Partners (" Sterling "), a Westport, Connecticut -based leading middle market private equity firm investing in. ". Wendy has been in the real estate accounting/finance industry for over 25 years. * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. David is responsible for all activities of the company. Phone: (713) 877-8257; . 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. 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. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. Our Mandate Is Defined by Our People. Nick graduated from Purdue University with a bachelors degree in Finance. Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. Sterling Partners Equity Advisors Portfolio Commentary . 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. 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) Sterling, IL-34C. It's our mission to serve our clients . He has worked with national brands such as Amazon, Target, Home Depot and Harkins Theaters. 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 . 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. 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. HeartLand's original private equity partner was Great Range Capital. We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. Lea Ann has over 15 years of experience in asset and property management. 2023 The Sterling Group.All rights reserved. David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. This investment - Series A - Fancy Sprinkles - was valued at $12.9M. During his more than 25 year career, Klein has . Contact us Whatsapp . We manage everything we own, and we manage on behalf of others as well. We pride ourselves on saying what we mean and doing what we say. Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. 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.

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