This is Sterling Investment Partners' 1st transaction in the Retail sector. 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. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. We share the same organizational goals and draw upon each of our diverse backgrounds to achieve them together. 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. Our values include honesty, integrity, empowerment, accountability, and dedicated focus and professionalism that creates trust among all stakeholders. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). 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. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. Sterling Partners has invested in Fancy Sprinkles on Sep 22, 2022. Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. By Rosemary Iwuala. The primary focus of the fund is to invest . Our mission is to continuously provide value to our customers, employees, and investors. *For further disclaimers, please refer to theLegalsection of the website. Commercial Insurance. During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. 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 for 25 years, making equity investments of $75-250 million. A few select operational businesses provide a platform for our other pursuits of interest. The Firm's most common exit type is secondary buyout (58%). Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. Caleb has over 3 years of business development experience, pursuing multiple startup companies while in school. This requires oversight of the property management teams, as well as, hiring and training the staff. 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 offer an experienced investment management team coupled with an institutional financial services infrastructure. David has over 28 years of experience in the acquisition, value enhancement and disposition of institutional and private real estate. This program is open to students currently working towards an MBA who have undertaken their first year of study. 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' We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. 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) Over the past 30 years, the firm has established a track record of . Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. . Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. These services may include support to single investment vehicles, Sterling managed funds or their portfolio companies regarding, among other things, the portfolio companys management, supply chain, revenue, finance, human capital management, IT, regulatory matters, and similar operational matters. Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. 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 . 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. In his free time, Caleb enjoys going to the gym and reading books. Sterling Partners has had 7 exits. 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. We pride ourselves on saying what we mean and doing what we say. Sterling is focused on making majority investments in manufacturing, distribution and industrial services businesses and is interested in exploring partnerships of all sizes. April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA Sterling Group Partners I is a liquidated private equity fund that was managed by Sterling Group. He is a member of ICSC and NAIOP. Sterling is privately-held, family-owned, and vertically integrated. Our geographic footprint expands across the Midwest and Southeast United States as well as North Dakota, Nebraska, Oklahoma, and Missouri. Get started Learn more Already a member? 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. The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. Sterling Capital Brokers. 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. Holds the final close of Sterling Value Add Partners (SVAP) Fund with $138 million of equity commitments. He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. Their most recent investment was on Sep 22, 2022, when CHAMPtitles raised $12.9M. Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. After recently selling 6,000 units, today we own approximately 11,000 units of apartment and self-storage units. He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. 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. Tell Us About Your Case Contact us to tell us about your case. Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. Phone: (713) 877-8257; . The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. The Seven Levers are resources our management teams can use to enable speed, confidence and consistency in business building. Sterling Investment Partners has partnered with management teams to create value and build middle market companies . Log in . 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . Wendy has held an active AZ Real Estate Sales License for 26 years. A platform for managers of quantitative investment strategies. Sterling Partners Equity Advisors combines a highly experienced investment and management team with an institutional financial services infrastructure. 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. Focused primarily on helping privately held . The team at Sterling Family Partners is empowered to think differently. Richmond, Virginia Area. Wendy and her husband Dave have been married 33 years and have two daughters. 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. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. He lives in Scottsdale with his wife and two daughters. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. Mail Linkedin. Sterlings portfolio company, Safe Fleet, was the right fit. 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. Partners Bradley W. Ayres Sterling Partners Private Equityis focused on investing in small to medium-sized companies positioned for growth, either organically or through acquisitions. Wendy has been in the real estate accounting/finance industry for over 25 years. 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. 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. 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. We hold ourselves to high standards of ethical conduct. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. Building winning businesses for customers, employees and investors. Today, Sterling has over $5.7 billion in assets under management. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. 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. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. We manage everything we own, and we manage on behalf of others as well. 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. We are entrepreneurs at heart and look for exciting opportunities and great partnerships. 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. 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 . We work as a tightly integrated team to seek to create significant value for our investors and management 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. WESTPORT, Conn., Aug. 11, 2022 /PRNewswire/ -- Sterling Investment Partners (" Sterling "), a Westport, Connecticut -based leading middle market private equity firm investing in. Sterling Group grows its Grand Rapids portfolio with self-storage facilities. Sterlings portfolio company, Safe Fleet, was the right fit. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. 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. . Nick graduated from Purdue University with a bachelors degree in Finance. Jerry . Sterling, IL-34C. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. 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. We are actively developing, constructing, acquiring, financing, leasing, managing, and selling. Download our brochure to read a full summary. He lives in Scottsdale with his wife, son and daughter. 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 Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Contact us Whatsapp HeartLand's original private equity partner was Great Range Capital. 5950 Berkshire Lane, Suite 1100, My view is that the fall . Specialties; Request Certificate of Insurance; Risk Management Center Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. 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 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. Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M. 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 was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. Other than SPIG, here are no t individuals or entities who own 25% or Providing a legacy of lasting growth for future generations. FIND OUT MORE . About Us. Lea Ann has successfully managed all asset types, from distressed class C communities to luxury, class A communities. Sterling Partners Investment Group May 2017 - Present 5 years 9 months. 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. An understanding of where we came from provides the framework for where we are going. 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. The team at Sterling Family Partners is empowered to think differently. Lea Ann is also responsible for the review of all operating and financial results for third-party managed assets. 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. 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. * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. Our vertically integrated companies include development, construction, property management, and investment management. 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. 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. Forms Sterling Investment Management (SIM) to provide asset management services to The Sterling Organization's (TSO) institutional funds. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. 2023 The Sterling Group.All rights reserved. Nick enjoys beaches and ski towns and hes also an avid sports fan. Sterling has chosen Resonant Asset Management as a Model Consultant & Manager. (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. 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. FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. Sterling Investment Partners . 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