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. 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. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. 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. . Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. Sterling Partners Equity Advisors Portfolio Commentary . , 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 . He lives in Scottsdale with his wife, son and daughter. Nick enjoys beaches and ski towns and hes also an avid sports fan. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. It's our mission to serve our clients . The team at Sterling Family Partners is empowered to think differently. Sterling Partners Equity Advisors Sterling Investment Partners has partnered with management teams to create value and build middle market companies . Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. Our Mandate Is Defined by Our People. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. 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 . Wendy and her husband Dave have been married 33 years and have two daughters. Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M. Sterling Partners Equity Advisors combines a highly experienced investment and management team with an institutional financial services infrastructure. Our vertically integrated companies include development, construction, property management, and investment management. Identifying unique, inefficient, and dislocated opportunities in real estate and real estate-related assets and businesses. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . Funds managed by Sterling Partners Invest in Private Equity Find and invest in PE funds and secondaries that match your investment strategy. Boutique investment banking and advisory company specializing in venture capital and private equity transactions. Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. We invest our cash in every deal that we sponsor. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. 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. FIND OUT MORE . We invest and manage across strategies and asset classes. My view is that the fall . He has worked with national brands such as Amazon, Target, Home Depot and Harkins Theaters. 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. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. 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. 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. Current focus areas include big data, blockchain technology and carbon . Sterling Group grows its Grand Rapids portfolio with self-storage facilities. This program is open to students currently working towards an MBA who have undertaken their first year of study. 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 . Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Family businesses or corporate carve-outs. 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. 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. "Creating the Sterling Story, by exceeding expectations one customer at a time. Sterling Search Partners is helping a privately held Birmingham based company with its search of a Senior Accountant. We pride ourselves on saying what we mean and doing what we say. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Sterlings portfolio company, Safe Fleet, was the right fit. Mishawaka, Ind. 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. Our goal is customer loyalty. Home About Team Investment Criteria Companies Responsibility News Contact LP Login. Wendy has been in the real estate accounting/finance industry for over 25 years. With more than 100 years of combined development experience, we use a . (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. During his more than 25 year career, Klein has . 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. Today, Sterling has over $5.7 billion in assets under management. 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. Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . Partners Bradley W. Ayres 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. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Here is a trio of hard-learned lessons my own experiences have taught me. We work as a tightly integrated team to seek to create significant value for our investors and management partners. Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. Sterling Investment Partners . Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. 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. 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, IL-34C. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. 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. Learn More. The primary focus of the fund is to invest . STERLING PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. 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. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. Its investment policy is relatively defensive, centred on sovereign and corporate . 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . 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. 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 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. 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. David enjoys fly fishing and traveling with his family. We currently own and manage about 50 properties in over 35 markets. We are entrepreneurs at heart and look for exciting opportunities and great partnerships. HeartLand's original private equity partner was Great Range Capital. David has over 28 years of experience in the acquisition, value enhancement and disposition of institutional and private real estate. 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. About Us; Our Strategies; Resource Center; Press; . Our geographic footprint expands across the Midwest and Southeast United States as well as North Dakota, Nebraska, Oklahoma, and Missouri. Comparatively, Extraction Oil & Gas has a beta of 2.1 . 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. Dallas, Texas 75225 | (214) 485-7240. This individual will be responsible for ensuring that the Company's . Nick Roe serves as the Development Manager for Sterling Real Estate Partners. Duane Jackson Founder, Author Capital Partner (F.K.A. 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 Protecting your organization, planning for growth, & retaining talent. In the last 3 years, Sterling Investment Partners has exited 3 companies. 2023 The Sterling Group.All rights reserved. We develop everything we construct. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. 5950 Berkshire Lane, Suite 1100, 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. Sterling Group Partners I is a liquidated private equity fund that was managed by Sterling Group. 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). WESTPORT, Conn., Aug. 11, 2022 /PRNewswire/ -- Sterling Investment Partners (" Sterling "), a Westport, Connecticut -based leading middle market private equity firm investing in. We offer an experienced investment management team coupled with an institutional financial services infrastructure. 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. Specialties; Request Certificate of Insurance; Risk Management Center * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). He is responsible for the oversight of design and construction for development and redevelopment opportunities. PETERSBURG, Fla. - Raymond James is again expanding its capabilities in the Recapitalization & Restructuring Investment Banking group with the addition of senior banker Richard Klein. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. Sterling Partners is a private equity general partner firm headquartered in Chicago, IL, United States and has other offices in United States. Over the past 30 years, the firm has established a track record of . Sterling Partners has made 28 investments. 2012 . Focused primarily on helping privately held . She manages reporting requirements for lenders, investment partners and other stakeholders and will coordinate annual tax returns. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. David is responsible for all activities of the company. Sterling responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. 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. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. 30+ years of . April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA We share the same organizational goals and draw upon each of our diverse backgrounds to achieve them together. Sterlings portfolio company, Safe Fleet, was the right fit. A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. 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) This is Sterling Investment Partners' 1st transaction in the Retail sector. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. In total, Sterling Investment Partners has invested in 19 US states. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. We pay appropriate fees in connection with transactions. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. 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 invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. Download our brochure to read a full summary. 2001 Vintage 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Love Island returned to ITV screens earlier this week and some islanders have already started to try and crack on with their partners. Sterling Commercial Capital is a private, direct lender, . Sterling Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a limited company registered in England and Wales. 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. 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. 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. Outside interests include traveling, playing golf and spending time with family and friends. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. 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. 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. Sterling Partners Equity Advisors LLC's Annual Amendment. Richmond, Virginia Area. They continue to influence my approach when looking for shares to . This is Sterling Investment Partners' 2nd largest (disclosed) transaction. Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. Building winning businesses for customers, employees and investors. 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. In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. Phone: (602) 396-5749. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. This is Sterling Investment Partners' 10th transaction in the . Other than SPIG, here are no t individuals or entities who own 25% or 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. Sterling Partners has had 7 exits. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. 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. Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. By Rosemary Iwuala. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. 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. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. Contact us Whatsapp During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. 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. We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. 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. Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. Forms Sterling Investment Management (SIM) to provide asset management services to The Sterling Organization's (TSO) institutional funds. 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. 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. 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. We are a hospitality firm that manages and structures investment into accommodation assets and hotel management operational companies. 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