We share the same organizational goals and draw upon each of our diverse backgrounds to achieve them together. Holds the final close of Sterling Value Add Partners (SVAP) Fund with $138 million of equity commitments. Today, Sterling has over $5.7 billion in assets under management. Specialties; Request Certificate of Insurance; Risk Management Center 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. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. 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 currently own and manage about 50 properties in over 35 markets. 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. Outside interests include traveling, playing golf and spending time with family and friends. Sterling Partners is a private equity general partner firm headquartered in Chicago, IL, United States and has other offices in United States. Family businesses or corporate carve-outs. Wendy and her husband Dave have been married 33 years and have two daughters. 30+ years of . 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 . 2001 Vintage 167 N. Green St.4thFloorChicago, IL 60607. Sterling Partners Equity Advisors Portfolio Commentary . Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. 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 Sterling Partners Equity Advisors 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . They are based on the principles of continuous improvement. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. The team at Sterling Family Partners is empowered to think differently. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. We are a hospitality firm that manages and structures investment into accommodation assets and hotel management operational companies. We invest and manage across strategies and asset classes. Sterling responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. Wendy has held an active AZ Real Estate Sales License for 26 years. 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. Current focus areas include big data, blockchain technology and carbon . 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 Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. Caleb grew up in the Chicago area and developed a passion for business at a young age. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). Download our brochure to read a full summary. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Mishawaka, Ind. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. 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. Here is a trio of hard-learned lessons my own experiences have taught me. 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 has invested in Fancy Sprinkles on Sep 22, 2022. 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. With more than 100 years of combined development experience, we use a . They continue to influence my approach when looking for shares to . HeartLand's original private equity partner was Great Range Capital. Lea Ann is also responsible for the review of all operating and financial results for third-party managed assets. The Seven Levers contain our collective experience in operations improvement over 4 decades. 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. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. Sterling is privately-held, family-owned, and vertically integrated. 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. The firm started with four young entrepreneurs investing in companies with capital raised from friends and family. 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. 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. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Sterling has a strong interest in businesses with differentiated products, defensible . On Wednesday evening, Tanya Manhenga turned down another kiss . WESTPORT, Conn., Aug. 11, 2022 /PRNewswire/ -- Sterling Investment Partners (" Sterling "), a Westport, Connecticut -based leading middle market private equity firm investing in. 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. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. 5950 Berkshire Lane, Suite 1100, By Rosemary Iwuala. Protecting your organization, planning for growth, & retaining talent. Funds managed by Sterling Partners Invest in Private Equity Find and invest in PE funds and secondaries that match your investment strategy. Sterling Capital. 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. Sterling Group grows its Grand Rapids portfolio with self-storage facilities. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. 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. Our mission is to build winning companies to deliver superior returns to our investors. 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. Lea Ann has over 15 years of experience in asset and property management. We also bring the experience, gravitas, industry and financial expertise, and capital of a long-standing and premier institutional financial services firm. With early success, the founders of the firm started raising institutional funds in 2000. Caleb recently graduated from Grand Canyon University with a degree in finance and economics. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. 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. , Brian A. Opert, has more than 40 years' experience in virtually all aspects of commercial and multifamily investment real estate. We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. 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. She manages reporting requirements for lenders, investment partners and other stakeholders and will coordinate annual tax returns. 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. He is a member of ICSC and NAIOP. . Home About Team Investment Criteria Companies Responsibility News Contact LP Login. In his free time, Caleb enjoys going to the gym and reading books. Other than SPIG, here are no t individuals or entities who own 25% or 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 . He has worked with national brands such as Amazon, Target, Home Depot and Harkins Theaters. 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 strategy is to acquire good businesses and partner with management to drive fundamental improvement. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. This is Sterling Investment Partners' 1st transaction in the Retail sector. Sterling Investment Partners is a specialist hotel investment and asset management firm. 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. 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. 167 N. Green St.4thFloorChicago, IL 60607. 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' (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. 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. . He is responsible for the oversight of design and construction for development and redevelopment opportunities. 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. We are entrepreneurs at heart and look for exciting opportunities and great partnerships. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. 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. FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. About Us. Phone: (713) 877-8257; . Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. 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. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. Tell Us About Your Case Contact us to tell us about your case. An experienced investment management team coupled with an institutional financial services infrastructure. Mail Linkedin. 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. Caleb has over 3 years of business development experience, pursuing multiple startup companies while in school. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. 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 . Over the past 30 years, the firm has established a track record of . We invest our cash in every deal that we sponsor. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA Our Mandate Is Defined by Our People. Sterling Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a limited company registered in England and Wales. 2023 The Sterling Group.All rights reserved. STERLING PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. It's our mission to serve our clients . He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. 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 . 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, IL-34C. A platform for managers of quantitative investment strategies. Partners Bradley W. Ayres The Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail investors. The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. 2011 Our vertically integrated companies include development, construction, property management, and investment management. 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 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. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. We develop everything we construct. Nick graduated from Purdue University with a bachelors degree in Finance. In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Sterling Investment Partners has partnered with management teams to create value and build middle market companies . Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . Sterling is privately-held, family-owned, and vertically integrated. Sterling excels as a partner where it can bring its operational focus and expertise to a situation. This program is open to students currently working towards an MBA who have undertaken their first year of study. We manage everything we own, and we manage on behalf of others as well. 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. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. David has over 28 years of experience in the acquisition, value enhancement and disposition of institutional and private real estate. During his more than 25 year career, Klein has . David enjoys fly fishing and traveling with his family. 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) 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. Our goal is customer loyalty. 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. In the last 3 years, Sterling Investment Partners has exited 3 companies. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Identifying unique, inefficient, and dislocated opportunities in real estate and real estate-related assets and 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 for 25 years, making equity investments of $75-250 million. Focused primarily on helping privately held . The Firm's most common exit type is secondary buyout (58%). 2012 . A few select operational businesses provide a platform for our other pursuits of interest. Our geographic footprint expands across the Midwest and Southeast United States as well as North Dakota, Nebraska, Oklahoma, and Missouri. 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