Sterling Investment Partners . We are entrepreneurs at heart and look for exciting opportunities and great partnerships.
The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. We hold ourselves to high standards of ethical conduct. 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, IL-34C. Sterling Value Add Partners ("SVAP") held its final close in December of 2012 with committed capital of $138 million. . He lives in Scottsdale with his wife and two daughters. The Seven Levers are resources our management teams can use to enable speed, confidence and consistency in business building. 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. 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. Wendy has held an active AZ Real Estate Sales License for 26 years. Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. Mail Linkedin. Mishawaka, Ind. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. Sterling Partners has made 28 investments. With early success, the founders of the firm started raising institutional funds in 2000. Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. David is responsible for all activities of the company. 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). (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. We work as a tightly integrated team to seek to create significant value for our investors and management partners. Identifying unique, inefficient, and dislocated opportunities in real estate and real estate-related assets and businesses. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. We build trust-based relationships by being professional, respectful and honest in all of our interactions. Our mission is to build winning companies to deliver superior returns to our investors. 2023 The Sterling Group.All rights reserved. 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. David has over 28 years of experience in the acquisition, value enhancement and disposition of institutional and private real estate. Sterling Capital Brokers. Other than SPIG, here are no t individuals or entities who own 25% or Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two 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 Partners Investment Group May 2017 - Present 5 years 9 months. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. The Firm's most common exit type is secondary buyout (58%). Our vertically integrated companies include development, construction, property management, and investment management. 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. Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. , Brian A. Opert, has more than 40 years' experience in virtually all aspects of commercial and multifamily investment real estate. 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 . Commercial Insurance. During his more than 25 year career, Klein has . HeartLand's original private equity partner was Great Range Capital. 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. 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 Partners, founded in 1983, is a growth-oriented, private-equity firm with offices in Chicago, Baltimore, and Miami. Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. * Our clients can rely on our consistently applied research and investment process. Caleb grew up in the Chicago area and developed a passion for business at a young age. 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. 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. This individual will be responsible for ensuring that the Company's . 167 N. Green St.4thFloorChicago, IL 60607. 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. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. 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. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . Learn More. 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. 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. 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. She oversees the strategy and execution of the business plan for each property. Lea Ann has over 15 years of experience in asset and property management. Our Mandate Is Defined by Our People. Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. 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. 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. Jerry . Sterling is privately-held, family-owned, and vertically integrated. 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. Richmond, Virginia Area. 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 Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Wendy has been in the real estate accounting/finance industry for over 25 years. * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. 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. . Boutique investment banking and advisory company specializing in venture capital and private equity transactions. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. David enjoys fly fishing and traveling with his family. 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. We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. 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 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. 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. 2023 The Sterling Group.All rights reserved. He is a member of ICSC and NAIOP. Their most recent investment was on Sep 22, 2022, when CHAMPtitles raised $12.9M. 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. At vero eos et accusam et justo duo dolores.. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. 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. Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value. We are a hospitality firm that manages and structures investment into accommodation assets and hotel management operational companies. 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 . Funds managed by Sterling Partners Invest in Private Equity Find and invest in PE funds and secondaries that match your investment strategy. Leadership's Signature Program: Congratulating Ashley Tyeryar. 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. Current focus areas include big data, blockchain technology and carbon . Tell Us About Your Case Contact us to tell us about your case. Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. Sterling is privately-held, family-owned, and vertically integrated. 2023 The Sterling Group.All rights reserved. Nick enjoys beaches and ski towns and hes also an avid sports fan. We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. Its investment policy is relatively defensive, centred on sovereign and corporate . Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. Our vertically integrated companies include development, construction, property management, and investment management. *For further disclaimers, please refer to theLegalsection of the website. "Creating the Sterling Story, by exceeding expectations one customer at a time. 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. Sterling Capital. 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. Our goal is customer loyalty. 2011 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. FIND OUT MORE . STERLING PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. 2012 . This is Sterling Investment Partners' 10th transaction in the . 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. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Sterling Partners Private Equityis focused on investing in small to medium-sized companies positioned for growth, either organically or through acquisitions. Dallas, Texas 75225 | (214) 485-7240. Sterling Group grows its Grand Rapids portfolio with self-storage facilities. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. She manages reporting requirements for lenders, investment partners and other stakeholders and will coordinate annual tax returns. Sterling Partners has invested in Fancy Sprinkles on Sep 22, 2022. 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 . We pride ourselves on saying what we mean and doing what we say. Surpasses 4 million square feet of retail assets under management. This requires oversight of the property management teams, as well as, hiring and training the staff. After recently selling 6,000 units, today we own approximately 11,000 units of apartment and self-storage units. 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 has executed a strategy to bring together multiple leading regional and local construction supply distributors. He has worked with national brands such as Amazon, Target, Home Depot and Harkins Theaters. A platform for managers of quantitative investment strategies. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. 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. 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 The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. 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. Strategy is to acquire good businesses and partner with management to drive fundamental improvement and... National brands such as Amazon, Target, Home Depot and Harkins.... With self-storage facilities, founded in 1983 and based in Chicago, Baltimore, and investment management previous with! 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