Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. 30+ years of . 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. Jerry . 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 Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a limited company registered in England and Wales. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. 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. Richmond, Virginia Area. *For further disclaimers, please refer to theLegalsection of the website. 167 N. Green St.4thFloorChicago, IL 60607. 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. Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M. We are a hospitality firm that manages and structures investment into accommodation assets and hotel management operational companies. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value. With early success, the founders of the firm started raising institutional funds in 2000. 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 shared the vision of creating a national leader that would be best in class, both commercially and operationally. A few select operational businesses provide a platform for our other pursuits of interest. 5950 Berkshire Lane, Suite 1100, FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. MBP Sterling Partners is at the forefront of innovative investment solutions for affluent individuals which help mitigate risk, reduce tax, and improve long term portfolio results Access to the proprietary MBP Sterling Partners Managed Portfolios. Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. 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. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. . 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. 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 . 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Our mission is to continuously provide value to our customers, employees, and investors. Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. 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. Its investment policy is relatively defensive, centred on sovereign and corporate . David is responsible for all activities of the company. This requires oversight of the property management teams, as well as, hiring and training the staff. Sterling Investment Partners . Sterling is privately-held, family-owned, and vertically integrated. 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. 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 . Tell Us About Your Case Contact us to tell us about your case. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. About Us. 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. Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. We pride ourselves on saying what we mean and doing what we say. 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. Other than SPIG, here are no t individuals or entities who own 25% or Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . 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. Identifying unique, inefficient, and dislocated opportunities in real estate and real estate-related assets and businesses. David enjoys fly fishing and traveling with his family. * Our clients can rely on our consistently applied research and investment process. 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 . Protecting your organization, planning for growth, & retaining talent. We invest and manage across strategies and asset classes. . An understanding of where we came from provides the framework for where we are going. About Us; Our Strategies; Resource Center; Press; . A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. 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 Group grows its Grand Rapids portfolio with self-storage facilities. Our apartment properties include market rate, tax credit, student and seniors housing. 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. They continue to influence my approach when looking for shares to . Sterling Capital Brokers. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Sterling Fund Management is an SEC-registered investment advisor and has invested in over 55 portfolio companies via eight institutional funds and a number of investment vehicles across a variety of industries, growth stages, and structures. Our goal is customer loyalty. 2022 was not a pretty year for Scottish Mortgage Investment Trust ( LSE:SMT) it was the worst yearly performance for its shares since the financial crisis. We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. Home About Team Investment Criteria Companies Responsibility News Contact LP Login. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. 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. During his more than 25 year career, Klein has . Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. Current focus areas include big data, blockchain technology and carbon . Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. 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. 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. Phone: (713) 877-8257; . 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. Nick Roe serves as the Development Manager for Sterling Real Estate Partners. Mishawaka, Ind. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. 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 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. Today, Sterling has over $5.7 billion in assets under management. Lea Ann is also responsible for the review of all operating and financial results for third-party managed assets. 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. He has worked with national brands such as Amazon, Target, Home Depot and Harkins Theaters. David has over 28 years of experience in the acquisition, value enhancement and disposition of institutional and private real estate. At vero eos et accusam et justo duo dolores.. 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 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 responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. We are entrepreneurs at heart and look for exciting opportunities and great partnerships. Commercial Insurance. Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. 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. 167 N. Green St.4thFloorChicago, IL 60607. Sterling Group Partners I is a liquidated private equity fund that was managed by Sterling Group. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. An experienced investment management team coupled with an institutional financial services infrastructure. 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. Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. The Seven Levers are resources our management teams can use to enable speed, confidence and consistency in business building. Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. Lea Ann has over 15 years of experience in asset and property management. Boutique investment banking and advisory company specializing in venture capital and private equity transactions. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. 2023 The Sterling Group.All rights reserved. Outside interests include traveling, playing golf and spending time with family and friends. Log in . 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 A platform for managers of quantitative investment strategies. Get started Learn more Already a member? Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. ". Sterling Partners Private Equityis focused on investing in small to medium-sized companies positioned for growth, either organically or through acquisitions. Sterling Partners Equity Advisors LLC's Annual Amendment. 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, son and daughter. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). 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. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. 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. Funds managed by Sterling Partners Invest in Private Equity Find and invest in PE funds and secondaries that match your investment strategy. 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. This is Sterling Investment Partners' 2nd largest (disclosed) transaction. 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. 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. Caleb has over 3 years of business development experience, pursuing multiple startup companies while in school. Sterlings portfolio company, Safe Fleet, was the right fit. This individual will be responsible for ensuring that the Company's . Sterlings portfolio company, Safe Fleet, was the right fit. Contact us Whatsapp Sterling Search Partners is helping a privately held Birmingham based company with its search of a Senior Accountant. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. The principal owner of SPEA is Sterling Partners Investment Group LLC ("SPIG"), which is also a related person of Sterling Fund Management, LLC ("SFM") , an investment advis er registered with the SEC. The Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail investors. Sterling Capital. 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. Surpasses 4 million square feet of retail assets under management. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. 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. 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. "Creating the Sterling Story, by exceeding expectations one customer at a time. Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. She oversees the strategy and execution of the business plan for each property. 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 Partners has made 28 investments. 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 Partners Investment Group May 2017 - Present 5 years 9 months. Sterling Partners has invested in Fancy Sprinkles on Sep 22, 2022. This investment - Series A - Fancy Sprinkles - was valued at $12.9M. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . In total, Sterling Investment Partners has invested in 19 US states. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. Our vertically integrated companies include development, construction, property management, and investment management. April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA We are actively developing, constructing, acquiring, financing, leasing, managing, and selling. The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. Established as Sterling Trust (Pty) Ltd in Johannesburg in 1988. Partners Bradley W. Ayres Download our brochure to read a full summary. Sterling Partners Equity Advisors combines a highly experienced investment and management team with an institutional financial services infrastructure. Love Island returned to ITV screens earlier this week and some islanders have already started to try and crack on with their partners. We hold ourselves to high standards of ethical conduct. 2001 Vintage They are based on the principles of continuous improvement. Risk and Volatility. 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. Wendy and her husband Dave have been married 33 years and have two daughters. 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. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. Focused primarily on helping privately held . Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. We develop everything we construct. Sterling Investment Partners has partnered with management teams to create value and build middle market companies . Sterling, IL-34C. 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. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. . My view is that the fall . She manages reporting requirements for lenders, investment partners and other stakeholders and will coordinate annual tax returns. . He lives in Scottsdale with his wife and two daughters. Providing a legacy of lasting growth for future generations. (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. Specialties; Request Certificate of Insurance; Risk Management Center 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. Building winning businesses for customers, employees and investors. Nick enjoys beaches and ski towns and hes also an avid sports fan. Our vertically integrated companies include development, construction, property management, and investment management. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. 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 PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. 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. 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 Point Advisors is a M&A advisory and financial consulting firm serving small to lower middle market businesses. 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 . 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. Wendy has been in the real estate accounting/finance industry for over 25 years. Company was relaunched in the United States as Sterling Capital Partners Inc. in 2010. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. Lea Ann has successfully managed all asset types, from distressed class C communities to luxury, class A communities. We work as a tightly integrated team to seek to create significant value for our investors and management partners. In his free time, Caleb enjoys going to the gym and reading books. 2023 The Sterling Group.All rights reserved. From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. 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. When it comes to managing incoming deal flow alongside multigenerational assets with various vintages and structures, our creativity and collective experience allow us to assume an active role in our investment process. We share the same organizational goals and draw upon each of our diverse backgrounds to achieve them together. 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 Partners Equity Advisors Portfolio Commentary . This program is open to students currently working towards an MBA who have undertaken their first year of study. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . 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. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. 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. This is Sterling Investment Partners' 10th transaction in the .