Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . David enjoys fly fishing and traveling with his family. 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. 2001 Vintage Sterling Investment Partners . 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. Wendy has held an active AZ Real Estate Sales License for 26 years. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. Contact us Whatsapp 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 program is open to students currently working towards an MBA who have undertaken their first year of study. Sterling is privately-held, family-owned, and vertically integrated. Learn More. , Brian A. Opert, has more than 40 years' experience in virtually all aspects of commercial and multifamily investment real estate. Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. We are actively developing, constructing, acquiring, financing, leasing, managing, and selling. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. 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. Sterling has chosen Resonant Asset Management as a Model Consultant & Manager. We take a patient, long term approach to address challenges and build businesses, and help prepare companies for the unexpected, both opportunities and risks. 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). Log in . Get started Learn more Already a member? WESTPORT, Conn., Aug. 11, 2022 /PRNewswire/ -- Sterling Investment Partners (" Sterling "), a Westport, Connecticut -based leading middle market private equity firm investing in. 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. Our mission is to continuously provide value to our customers, employees, and investors. 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. The Firm's most common exit type is secondary buyout (58%). Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. Other than SPIG, here are no t individuals or entities who own 25% or Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. 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. Knowing more about investing can hopefully help results. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Our Mandate Is Defined by Our People. Sterling Partners Investment Group May 2017 - Present 5 years 9 months. We offer an experienced investment management team coupled with an institutional financial services infrastructure. We manage everything we own, and we manage on behalf of others as well. A platform for managers of quantitative investment strategies. FIND OUT MORE . 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. Our vertically integrated companies include development, construction, property management, and investment management. 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 . Sterling Partners has invested in Fancy Sprinkles on Sep 22, 2022. Partners Bradley W. Ayres Richmond, Virginia Area. Sterlings portfolio company, Safe Fleet, was the right fit. Nick Roe serves as the Development Manager for Sterling Real Estate Partners. Here is a trio of hard-learned lessons my own experiences have taught me. 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. Sterling has a strong interest in businesses with differentiated products, defensible . Our geographic footprint expands across the Midwest and Southeast United States as well as North Dakota, Nebraska, Oklahoma, and Missouri. 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. 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. In the last 3 years, Sterling Investment Partners has exited 3 companies. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. Sterling Capital Brokers. They continue to influence my approach when looking for shares to . Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. By Rosemary Iwuala. 2011 Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. Sterling Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a limited company registered in England and Wales. Their most recent investment was on Sep 22, 2022, when CHAMPtitles raised $12.9M. We develop everything we construct. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. With early success, the founders of the firm started raising institutional funds in 2000. Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Duane Jackson Founder, Author Capital Partner (F.K.A. 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 added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. At vero eos et accusam et justo duo dolores.. 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 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. 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. An experienced investment management team coupled with an institutional financial services infrastructure. Sterling Partners has made 28 investments. Nick enjoys beaches and ski towns and hes also an avid sports fan. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. 2023 The Sterling Group.All rights reserved. Sterling Investment Partners is a specialist hotel investment and asset management firm. "Creating the Sterling Story, by exceeding expectations one customer at a time. Download our brochure to read a full summary. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Specialties; Request Certificate of Insurance; Risk Management Center PETERSBURG, Fla. - Raymond James is again expanding its capabilities in the Recapitalization & Restructuring Investment Banking group with the addition of senior banker Richard Klein. The Sterling 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 team at Sterling Family Partners is empowered to think differently. * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. 5950 Berkshire Lane, Suite 1100, view partnership 2 Specified Air Solutions Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of company's scale. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. Holds the final close of Sterling Value Add Partners (SVAP) Fund with $138 million of equity commitments. 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. Our goal is customer loyalty. 167 N. Green St.4thFloorChicago, IL 60607. Sterling Partners has had 7 exits. Commercial Insurance. Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. 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. We also bring the experience, gravitas, industry and financial expertise, and capital of a long-standing and premier institutional financial services firm. 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 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. Surpasses 4 million square feet of retail assets under management. 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. FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. Sterling Point Advisors is a M&A advisory and financial consulting firm serving small to lower middle market businesses. 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 shared the vision of creating a national leader that would be best in class, both commercially and operationally. . SVAP is a discretionary closed-end institutional equity fund targeting Value-Add retail real estate properties in infill locations in certain major markets across the United States. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. Forms Sterling Investment Management (SIM) to provide asset management services to The Sterling Organization's (TSO) institutional funds. (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. Sterling Partners Private Equityis focused on investing in small to medium-sized companies positioned for growth, either organically or through acquisitions. We are entrepreneurs at heart and look for exciting opportunities and great partnerships. Today, Sterling has over $5.7 billion in assets under management. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. Its investment policy is relatively defensive, centred on sovereign and corporate . 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. Scott A. Wilpon is a Partner of Sterling Equities and Vice President at SportsNet New York, where he oversees its partnership with the New York Mets. Sterling Group grows its Grand Rapids portfolio with self-storage facilities. Funds managed by Sterling Partners Invest in Private Equity Find and invest in PE funds and secondaries that match your investment strategy. We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. 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. David is responsible for all activities of the company. Sterling Investment Partners has partnered with management teams to create value and build middle market companies . Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M. My view is that the fall . 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. Our apartment properties include market rate, tax credit, student and seniors housing. Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. Sterling Group Partners I is a liquidated private equity fund that was managed by Sterling Group. He lives in Scottsdale with his wife and two daughters. Over the past 30 years, the firm has established a track record of . Phone: (713) 877-8257; . The firm started with four young entrepreneurs investing in companies with capital raised from friends and family. Lea Ann has over 15 years of experience in asset and property management. 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' On Wednesday evening, Tanya Manhenga turned down another kiss . The primary focus of the fund is to invest . Focused primarily on helping privately held . Mishawaka, Ind. 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 total, Sterling Investment Partners has invested in 19 US states. Established as Sterling Trust (Pty) Ltd in Johannesburg in 1988. Sterling responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. 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. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. An understanding of where we came from provides the framework for where we are going. We work as a tightly integrated team to seek to create significant value for our investors and management partners. Nick graduated from Purdue University with a bachelors degree in Finance. 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. 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. 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. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. Sterling Partners Equity Advisors Portfolio Commentary . We are a hospitality firm that manages and structures investment into accommodation assets and hotel management operational companies. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. 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. Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value. 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. A few select operational businesses provide a platform for our other pursuits of interest. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. 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. 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. 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. A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. 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. Sterlings portfolio company, Safe Fleet, was the right fit. 2012 . 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. Building winning businesses for customers, employees and investors. Sterling Partners is a private equity general partner firm headquartered in Chicago, IL, United States and has other offices in United States. . contact. SCB offers its clients comprehensive benefit consulting and customized plan management . Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. The team at Sterling Family Partners is empowered to think differently. She manages reporting requirements for lenders, investment partners and other stakeholders and will coordinate annual tax returns. Our vertically integrated companies include development, construction, property management, and investment management. Sterling Value Add Partners ("SVAP") held its final close in December of 2012 with committed capital of $138 million. During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. She plays an integral role in the acquisition due diligence process to review and analyze property financial statements including detailed review of balance sheets and general ledgers. Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. Sterling, IL-34C. 285 Riverside Avenue, Suite 300 Westport, CT 06880-4806 (203) 226-8711 Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . Sterling Partners Equity Advisors Leadership's Signature Program: Congratulating Ashley Tyeryar. Sterling Partners Equity Advisors LLC's Annual Amendment. 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. We pay appropriate fees in connection with transactions. Lea Ann is directly responsible for all operational activities and performance of the portfolio. 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. 167 N. Green St.4thFloorChicago, IL 60607. We pride ourselves on saying what we mean and doing what we say. This is Sterling Investment Partners' 10th transaction in the . 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. 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. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. 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 . Family businesses or corporate carve-outs. April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA He lives in Scottsdale with his wife, son and daughter. The Sterling Partners Investment Thesis Challenge (SPITC) launched in 2011 with the generous support of Sterling Partners. Phone: (602) 396-5749. 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 . HeartLand's original private equity partner was Great Range Capital. 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 build trust-based relationships by being professional, respectful and honest in all of our interactions. 2023 The Sterling Group.All rights reserved. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. 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. 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