sterling partners investment group

Sterling Capital. Funds managed by Sterling Partners Invest in Private Equity Find and invest in PE funds and secondaries that match your investment strategy. We are entrepreneurs at heart and look for exciting opportunities and great partnerships. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. Richmond, Virginia Area. 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 Partners has invested in Fancy Sprinkles on Sep 22, 2022. 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. 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. 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. 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. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. 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. A platform for managers of quantitative investment strategies. 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 work as a tightly integrated team to seek to create significant value for our investors and management partners. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. SCB offers its clients comprehensive benefit consulting and customized plan management . In total, Sterling Investment Partners has invested in 19 US states. The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. A few select operational businesses provide a platform for our other pursuits of interest. Sterling, IL-34C. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. Their most recent investment was on Sep 22, 2022, when CHAMPtitles raised $12.9M. Surpasses 4 million square feet of retail assets under management. Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. Sterling Point Advisors is a M&A advisory and financial consulting firm serving small to lower middle market businesses. Sterling Partners Investment Group May 2017 - Present 5 years 9 months. Specialties; Request Certificate of Insurance; Risk Management Center Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. 2012 . Our mission is to continuously provide value to our customers, employees, and investors. Sterling Group grows its Grand Rapids portfolio with self-storage facilities. We develop everything we construct. Tell Us About Your Case Contact us to tell us about your case. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. 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. Wendy and her husband Dave have been married 33 years and have two daughters. Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. 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) Other than SPIG, here are no t individuals or entities who own 25% or This investment - Series A - Fancy Sprinkles - was valued at $12.9M. Our vertically integrated companies include development, construction, property management, and investment management. Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. Sterling Partners Equity Advisors LLC's Annual Amendment. 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. We take a patient, long term approach to address challenges and build businesses, and help prepare companies for the unexpected, both opportunities and risks. They are based on the principles of continuous improvement. Dallas, Texas 75225 | (214) 485-7240. Sterling excels as a partner where it can bring its operational focus and expertise to a situation. Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value. He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. Building winning businesses for customers, employees and investors. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. The breadth of interdisciplinary companies include our development, construction, property management, and investment services 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 Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. Today, Sterling has over $5.7 billion in assets under management. 2011 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. 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. . Sterlings portfolio company, Safe Fleet, was the right fit. Sterling Partners Equity Advisors 285 Riverside Avenue, Suite 300 Westport, CT 06880-4806 (203) 226-8711 Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. This is Sterling Investment Partners' 1st transaction in the Retail sector. 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. Sterling is privately-held, family-owned, and vertically integrated. 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. 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 has chosen Resonant Asset Management as a Model Consultant & Manager. 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 . Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . Sterling Value Add Partners ("SVAP") held its final close in December of 2012 with committed capital of $138 million. 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. PETERSBURG, Fla. - Raymond James is again expanding its capabilities in the Recapitalization & Restructuring Investment Banking group with the addition of senior banker Richard Klein. My view is that the fall . Here is a trio of hard-learned lessons my own experiences have taught me. 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 responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. 30+ years of . Our vertically integrated companies include development, construction, property management, and investment management. Mail Linkedin. Leadership's Signature Program: Congratulating Ashley Tyeryar. 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 Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail 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. April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA On Wednesday evening, Tanya Manhenga turned down another kiss . 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 . We pay appropriate fees in connection with transactions. 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 manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. Sterling has a strong interest in businesses with differentiated products, defensible . 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: . 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. We invest and manage across strategies and asset classes. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . Sterling is focused on making majority investments in manufacturing, distribution and industrial services businesses and is interested in exploring partnerships of all sizes. 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. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. 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. 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. We manage everything we own, and we manage on behalf of others as well. We invest our cash in every deal that we sponsor. Sterling Partners Equity Advisors Portfolio Commentary . 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. Comparatively, Extraction Oil & Gas has a beta of 2.1 . Our apartment properties include market rate, tax credit, student and seniors housing. 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. Wendy has held an active AZ Real Estate Sales License for 26 years. Mishawaka, Ind. He has worked with national brands such as Amazon, Target, Home Depot and Harkins Theaters. 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 PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. Nick graduated from Purdue University with a bachelors degree in Finance. An understanding of where we came from provides the framework for where we are going. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. Sterling Partners, founded in 1983, is a growth-oriented, private-equity firm with offices in Chicago, Baltimore, and Miami. 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. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. Sterling Partners Equity Advisors combines a highly experienced investment and management team with an institutional financial services infrastructure. Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. 167 N. Green St.4thFloorChicago, IL 60607. Risk and Volatility. The Seven Levers contain our collective experience in operations improvement over 4 decades. We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. * Our clients can rely on our consistently applied research and investment process. 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. We also bring the experience, gravitas, industry and financial expertise, and capital of a long-standing and premier institutional financial services firm. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. Sterling Partners has had 7 exits. Our goal is customer loyalty. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M. 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. 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. Forms Sterling Investment Management (SIM) to provide asset management services to The Sterling Organization's (TSO) institutional funds. Sterling Group Partners I is a liquidated private equity fund that was managed by Sterling Group. This is Sterling Investment Partners' 2nd largest (disclosed) transaction. 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. She oversees the strategy and execution of the business plan for each property. 2023 The Sterling Group.All rights reserved. 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 From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. At vero eos et accusam et justo duo dolores.. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Over the past 30 years, the firm has established a track record of . We are actively developing, constructing, acquiring, financing, leasing, managing, and selling. *For further disclaimers, please refer to theLegalsection of the website. With early success, the founders of the firm started raising institutional funds in 2000. During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. This is Sterling Investment Partners' 10th transaction in the . Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. HeartLand's original private equity partner was Great Range Capital. Our Mandate Is Defined by Our People. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Caleb has over 3 years of business development experience, pursuing multiple startup companies while in school. Sterling Partners has made 28 investments. Phone: (713) 877-8257; . ". Family businesses or corporate carve-outs. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. . * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. 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. 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. In his free time, Caleb enjoys going to the gym and reading books. It's our mission to serve our clients . David has over 28 years of experience in the acquisition, value enhancement and disposition of institutional and private real estate. Contact us Whatsapp 167 N. Green St.4thFloorChicago, IL 60607. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Learn More. Holds the final close of Sterling Value Add Partners (SVAP) Fund with $138 million of equity commitments. 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 . Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. He is a member of ICSC and NAIOP. Our mission is to build winning companies to deliver superior returns to our investors. Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. Sterling Investment Partners . 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. contact. Focused primarily on helping privately held . Outside interests include traveling, playing golf and spending time with family and friends. 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. Get started Learn more Already a member? They continue to influence my approach when looking for shares to . Identifying unique, inefficient, and dislocated opportunities in real estate and real estate-related assets and businesses. Lea Ann is also responsible for the review of all operating and financial results for third-party managed assets. Protecting your organization, planning for growth, & retaining talent. He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. 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. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . 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. 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. This individual will be responsible for ensuring that the Company's . The team at Sterling Family Partners is empowered to think differently. 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. 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. 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. 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. This requires oversight of the property management teams, as well as, hiring and training the staff.

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