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. We offer an experienced investment management team coupled with an institutional financial services infrastructure. Boutique investment banking and advisory company specializing in venture capital and private equity transactions. This is Sterling Investment Partners' 2nd largest (disclosed) transaction. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. 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. Caleb has over 3 years of business development experience, pursuing multiple startup companies while in school. A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. 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. 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. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. Get started Learn more Already a member? We pride ourselves on saying what we mean and doing what we say. 2023 The Sterling Group.All rights reserved. Our values include honesty, integrity, empowerment, accountability, and dedicated focus and professionalism that creates trust among all stakeholders. He lives in Scottsdale with his wife and two daughters. 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) 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. Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. We share the same organizational goals and draw upon each of our diverse backgrounds to achieve them together. Contact us Whatsapp 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 Partners is a diversified investment management platform founded in 1983 and based in Chicago. David enjoys fly fishing and traveling with his family. 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 is privately-held, family-owned, and vertically integrated. 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. 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. 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 vehicles across a variety of industries, growth stages, and structures. 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 Management Company is an affiliated property management company for Sterling Real Estate Partners. 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. Mishawaka, Ind. 285 Riverside Avenue, Suite 300 Westport, CT 06880-4806 (203) 226-8711 Mail Linkedin. Providing a legacy of lasting growth for future generations. David is responsible for all activities of the company. Sterling Partners Equity Advisors combines a highly experienced investment and management team with an institutional financial services infrastructure. A platform for managers of quantitative investment strategies. With more than 100 years of combined development experience, we use a . We currently own and manage about 50 properties in over 35 markets. 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. 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. Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. 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 breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. The team at Sterling Family Partners is empowered to think differently. Sterling Group Partners I is a liquidated private equity fund that was managed by Sterling Group. 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 has made 28 investments. Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . Sterling Real Estate Partners 2021 | Website by, Sterling Real Estate Partners Acquires Scottsdale Hotel For Apartment Conversion, Sterling Real Estate Partners Acquires Tucson Hotel to Convert to Apartments, Sterling Real Estate Partners Acquires Mark at 87 Apartments. Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. He is responsible for the oversight of design and construction for development and redevelopment opportunities. Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. My view is that the fall . Specialties; Request Certificate of Insurance; Risk Management Center Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. The Seven Levers are resources our management teams can use to enable speed, confidence and consistency in business building. 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 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. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Caleb recently graduated from Grand Canyon University with a degree in finance and economics. 2011 Lea Ann has successfully managed all asset types, from distressed class C communities to luxury, class A communities. In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. "Creating the Sterling Story, by exceeding expectations one customer at a time. Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. Lea Ann is directly responsible for all operational activities and performance of the portfolio. Wendy has held an active AZ Real Estate Sales License for 26 years. Sterling Partners, founded in 1983, is a growth-oriented, private-equity firm with offices in Chicago, Baltimore, and Miami. This is Sterling Investment Partners' 1st transaction in the Retail sector. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . Protecting your organization, planning for growth, & retaining talent. 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 Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. . Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . 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 Capital Brokers. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. Our mission is to build winning companies to deliver superior returns to our investors. 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. Phone: (602) 396-5749. 2012 . view partnership 2 Specified Air Solutions Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of company's scale. Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. Sterling has a strong interest in businesses with differentiated products, defensible . 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Sterling, IL-34C. Funds managed by Sterling Partners Invest in Private Equity Find and invest in PE funds and secondaries that match your investment strategy. 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 and management worked together to further improve already strong operating practices and complete 10 acquisitions. 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. Sterling Investment Partners . 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. Today, Sterling has over $5.7 billion in assets under management. The primary focus of the fund is to invest . Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. contact. Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. 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 . Other than SPIG, here are no t individuals or entities who own 25% or Phone: (713) 877-8257; . Commercial Insurance. Jerry . Caleb grew up in the Chicago area and developed a passion for business at a young age. We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. We invest our cash in every deal that we sponsor. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. 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. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company.
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. Our mission is to continuously provide value to our customers, employees, and investors. Here is a trio of hard-learned lessons my own experiences have taught me. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. By Rosemary Iwuala. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. Our Mandate Is Defined by Our People. It's our mission to serve our clients . 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. We pay appropriate fees in connection with transactions. Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. Our vertically integrated companies include development, construction, property management, and investment management. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. 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. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. 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. 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. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional 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. 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). Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. He lives in Scottsdale with his wife, son and daughter. * Our clients can rely on our consistently applied research and investment process. They are based on the principles of continuous improvement. Nick graduated from Purdue University with a bachelors degree in Finance. About Us; Our Strategies; Resource Center; Press; . The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. Lea Ann has over 15 years of experience in asset and property management. Sterling Fund Management is an SEC-registered investment advisor and has invested in over 55 portfolio companies via eight institutional funds and a number of investment . Current focus areas include big data, blockchain technology and carbon . Sterling Investment Partners has partnered with management teams to create value and build middle market companies . From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. 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. The Sterling Partners Investment Thesis Challenge (SPITC) launched in 2011 with the generous support of Sterling Partners. Duane Jackson Founder, Author Capital Partner (F.K.A. 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. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Building winning businesses for customers, employees and investors. The firm started with four young entrepreneurs investing in companies with capital raised from friends and family. 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. Leadership's Signature Program: Congratulating Ashley Tyeryar. He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. We also bring the experience, gravitas, industry and financial expertise, and capital of a long-standing and premier institutional financial services firm. This individual will be responsible for ensuring that the Company's . Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. After recently selling 6,000 units, today we own approximately 11,000 units of apartment and self-storage units. Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. 2001 Vintage Sterling Point Advisors is a M&A advisory and financial consulting firm serving small to lower middle market businesses. Learn More. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . Log in . STERLING PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. 2023 The Sterling Group.All rights reserved. Sterling Partners Private Equityis focused on investing in small to medium-sized companies positioned for growth, either organically or through acquisitions. Over the past 30 years, the firm has established a track record of . In the last 3 years, Sterling Investment Partners has exited 3 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. In total, Sterling Investment Partners has invested in 19 US states. We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. That creates trust among all stakeholders can bring its operational focus and professionalism that trust! Further improve already strong operating practices and complete 10 acquisitions 30 years the. Values include honesty, integrity, empowerment, accountability, and Miami types from... In venture capital and private Equity firm that builds winning businesses for customers, employees and investors in with. 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