Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. The team at Sterling Family Partners is empowered to think differently. 285 Riverside Avenue, Suite 300 Westport, CT 06880-4806 (203) 226-8711 Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. We offer an experienced investment management team coupled with an institutional financial services infrastructure. FIND OUT MORE . Mail Linkedin. We are actively developing, constructing, acquiring, financing, leasing, managing, and selling. 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 . The Seven Levers are resources our management teams can use to enable speed, confidence and consistency in business building. 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 a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. The primary focus of the fund is to invest . , Brian A. Opert, has more than 40 years' experience in virtually all aspects of commercial and multifamily investment real estate. Sterling Partners has had 7 exits. Our values include honesty, integrity, empowerment, accountability, and dedicated focus and professionalism that creates trust among all stakeholders. A platform for managers of quantitative investment strategies. 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. Over the past 30 years, the firm has established a track record of . We develop everything we construct. 167 N. Green St.4thFloorChicago, IL 60607. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. Comparatively, Extraction Oil & Gas has a beta of 2.1 . Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. We manage everything we own, and we manage on behalf of others as well. Duane Jackson Founder, Author Capital Partner (F.K.A. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . SCB offers its clients comprehensive benefit consulting and customized plan management . Building winning businesses for customers, employees and investors. Lea Ann is directly responsible for all operational activities and performance of the portfolio. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. Sterling Partners Equity Advisors combines a highly experienced investment and management team with an institutional financial services infrastructure. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. 30+ years of . 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. *For further disclaimers, please refer to theLegalsection of the website. Nick enjoys beaches and ski towns and hes also an avid sports fan. At vero eos et accusam et justo duo dolores.. He lives in Scottsdale with his wife, son and daughter. In his free time, Caleb enjoys going to the gym and reading books. 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 currently own and manage about 50 properties in over 35 markets. We pride ourselves on saying what we mean and doing what we say. Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. Sterling Partners Equity Advisors Because we understand that customer loyalty is achieved by exceeding customers expectations, our company credo is, Creating the Sterling Story, by exceeding expectations, one customer at a time., To learn more about Sterling Investments, email Investments@thesterlinggrp.com or visit our Investor portal. Our geographic footprint expands across the Midwest and Southeast United States as well as North Dakota, Nebraska, Oklahoma, and Missouri. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: . An experienced investment management team coupled with an institutional financial services infrastructure. We work as a tightly integrated team to seek to create significant value for our investors and management partners. Tell Us About Your Case Contact us to tell us about your case. 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. 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 . 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. The Sterling Partners Investment Thesis Challenge (SPITC) launched in 2011 with the generous support of Sterling Partners. Prior to joining Sterling, Wendy was a Director of Property Accounting for Shelton Residential, where she oversaw a team of nine accountants and two accounting managers. Our mission is to continuously provide value to our customers, employees, and investors. From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. 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. We invest our cash in every deal that we sponsor. The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. An understanding of where we came from provides the framework for where we are going. Sterling Partners Investment Group May 2017 - Present 5 years 9 months. 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. In the last 3 years, Sterling Investment Partners has exited 3 companies. Our vertically integrated companies include development, construction, property management, and investment management. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. After recently selling 6,000 units, today we own approximately 11,000 units of apartment and self-storage units. Surpasses 4 million square feet of retail assets under management. Sterling Partners, founded in 1983, is a growth-oriented, private-equity firm with offices in Chicago, Baltimore, and Miami. 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. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. 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. He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. Caleb has over 3 years of business development experience, pursuing multiple startup companies while in school. Boutique investment banking and advisory company specializing in venture capital and private equity transactions. 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. 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. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. . 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. . 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) Lea Ann is also responsible for the review of all operating and financial results for third-party managed assets. 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. Sterling Partners Equity Advisors Portfolio Commentary . Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. . 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. 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 . 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. Sterling Group grows its Grand Rapids portfolio with self-storage facilities. He is responsible for the oversight of design and construction for development and redevelopment opportunities. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. 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'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. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Sterling responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. Sterling excels as a partner where it can bring its operational focus and expertise to a situation. 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 . Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). 2023 The Sterling Group.All rights reserved. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . Jerry . Richmond, Virginia Area. 2023 The Sterling Group.All rights reserved. On Wednesday evening, Tanya Manhenga turned down another kiss . 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. 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. 2011 Providing a legacy of lasting growth for future generations. This individual will be responsible for ensuring that the Company's . 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. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. 2023 The Sterling Group.All rights reserved. Wendy has held an active AZ Real Estate Sales License for 26 years. 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. Sterling Investment Partners Promotes Dan Yu to Principal April 26, 2022 Sterling Investment Partners Invests in Kendall, a Provider of Critical Vegetation Management Services April 26, 2022 Crutchfield Capital Awarded 2021-2022 Deal of the Year by ACG Houston for Arranging the Recapitalization of Camp Construction Services February 28, 2022 Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. Contact us Whatsapp Our mission is to build winning companies to deliver superior returns to our investors. 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. Specialties; Request Certificate of Insurance; Risk Management Center Download our brochure to read a full summary. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. Wendy and her husband Dave have been married 33 years and have two daughters. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. Sterlings portfolio company, Safe Fleet, was the right fit. We invest and manage across strategies and asset classes. Sterling is privately-held, family-owned, and vertically integrated. . 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. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. Leadership's Signature Program: Congratulating Ashley Tyeryar. "Creating the Sterling Story, by exceeding expectations one customer at a time. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Lea Ann has successfully managed all asset types, from distressed class C communities to luxury, class A communities. 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. 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. Knowing more about investing can hopefully help results. The Seven Levers contain our collective experience in operations improvement over 4 decades. 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. Risk and Volatility. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Nick Roe serves as the Development Manager for Sterling Real Estate Partners. 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. They continue to influence my approach when looking for shares to . 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. April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA 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. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . My view is that the fall . Learn More. 2012 . Its investment policy is relatively defensive, centred on sovereign and corporate . (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. 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). A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. The Firm's most common exit type is secondary buyout (58%). Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. 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