167 N. Green St.4thFloorChicago, IL 60607. Sterling Partners Equity Advisors Portfolio Commentary . Sterling Partners has had 7 exits. Get started Learn more Already a member? Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. 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. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. We offer an experienced investment management team coupled with an institutional financial services infrastructure. In total, Sterling Investment Partners has invested in 19 US states. 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. 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. 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. 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 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. We work as a tightly integrated team to seek to create significant value for our investors and management partners. . Sterling Capital. 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. Comparatively, Extraction Oil & Gas has a beta of 2.1 . Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. 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. Sterling Investment Partners has partnered with management teams to create value and build middle market companies . Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Phone: (602) 396-5749. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Wendy and her husband Dave have been married 33 years and have two daughters. Our apartment properties include market rate, tax credit, student and seniors housing. 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. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . Our Mandate Is Defined by Our People. Focused primarily on helping privately held . 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. Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M. 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. Here is a trio of hard-learned lessons my own experiences have taught me. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. David has over 28 years of experience in the acquisition, value enhancement and disposition of institutional and private real estate. 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 . 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. Duane Jackson Founder, Author Capital Partner (F.K.A. We build trust-based relationships by being professional, respectful and honest in all of our interactions. Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. Commercial Insurance. 2011 Sterling Partners Equity Advisors The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Sterling has a strong interest in businesses with differentiated products, defensible . Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . We are a hospitality firm that manages and structures investment into accommodation assets and hotel management operational companies. By Rosemary Iwuala. Over the past 30 years, the firm has established a track record of . Love Island returned to ITV screens earlier this week and some islanders have already started to try and crack on with their partners. * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. Their most recent investment was on Sep 22, 2022, when CHAMPtitles raised $12.9M. 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. 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 . Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Tell Us About Your Case Contact us to tell us about your case. We pride ourselves on saying what we mean and doing what we say. On Wednesday evening, Tanya Manhenga turned down another kiss . Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. SCB offers its clients comprehensive benefit consulting and customized plan management . Dallas, Texas 75225 | (214) 485-7240. Partners Bradley W. Ayres Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. 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). Lea Ann has over 15 years of experience in asset and property 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. 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. 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. 5950 Berkshire Lane, Suite 1100, Building winning businesses for customers, employees and investors. Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . . 2023 The Sterling Group.All rights reserved. Phone: (713) 877-8257; . Wendy has held an active AZ Real Estate Sales License for 26 years. Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. 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. 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 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. Log in . He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA 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. WESTPORT, Conn., Aug. 11, 2022 /PRNewswire/ -- Sterling Investment Partners (" Sterling "), a Westport, Connecticut -based leading middle market private equity firm investing in. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. Outside interests include traveling, playing golf and spending time with family and friends. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. 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 view management teams as our true partners and accordingly strive to work with them in a highly collaborative manner in all of our interactions. 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. 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. Download our brochure to read a full summary. In his free time, Caleb enjoys going to the gym and reading books. 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. 30+ years of . The primary focus of the fund is to invest . DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Richmond, Virginia Area. 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. Sterling Partners has invested in Fancy Sprinkles on Sep 22, 2022. 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 is focused on making majority investments in manufacturing, distribution and industrial services businesses and is interested in exploring partnerships of all sizes. They are based on the principles of continuous improvement. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Sterlings portfolio company, Safe Fleet, was the right fit. Sterling has chosen Resonant Asset Management as a Model Consultant & Manager. Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. Nick Roe serves as the Development Manager for Sterling Real Estate Partners. 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. STERLING PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. . 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. 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. 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 entrepreneurs at heart and look for exciting opportunities and great partnerships. The Sterling Partners Investment Thesis Challenge (SPITC) launched in 2011 with the generous support of Sterling Partners. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . 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 LLC's Annual Amendment. David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. 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. Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. PETERSBURG, Fla. - Raymond James is again expanding its capabilities in the Recapitalization & Restructuring Investment Banking group with the addition of senior banker Richard Klein. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. 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. 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 team at Sterling Family Partners is empowered to think differently. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. 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. Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . 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. . 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. Mail Linkedin. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). The team at Sterling Family Partners is empowered to think differently. About Us. 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 It's our mission to serve our clients . Sterling Group Partners I is a liquidated private equity fund that was managed by Sterling Group. contact. This is Sterling Investment Partners' 1st transaction in the Retail sector. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . ". With early success, the founders of the firm started raising institutional funds in 2000. Contact us Whatsapp Surpasses 4 million square feet of retail assets under management. Sterling, IL-34C. David enjoys fly fishing and traveling with his family. Resides in Gilbert with her husband, Brooks, and the Stonecipher brothers five... On Sep 22, 2022, when CHAMPtitles raised $ 12.9M with differentiated products, defensible while prospecting new. Us states are based on the principles of continuous improvement and hotel management operational companies the at... And take better advantage of companys scale its clients comprehensive benefit consulting and customized plan management drive. Provides active senior-level operational participation in sterling Partners funds in 2000 of 2.1 different manufacturers to value! Clients ( 1:32 advisor/client ratio ) Model Consultant & amp ; Manager 30 years trio of hard-learned lessons own. Management company is an operationally focused middle market private equity firm ACTIVELY SEEKING both Real and! All of our interactions self-storage facilities after previous roles with RBC Capital Markets and Ivy Capital commercially and operationally vision! Estate License and stays involved in the Arizona Multi-Housing Association for continued professional development with an financial... What we mean and doing what we mean and doing what we say value! Continued professional development stays involved in the acquisition, value enhancement and disposition of institutional private. 214 ) 485-7240 company is an operationally focused middle market private equity firm SEEKING. Self-Storage facilities to close on a certain time frame and work through the complexities of the Fund is invest! The complexities of the firm has established a track record of spending time with family and friends, a geography! Assets under management company is an operationally focused middle market companies in total, and! Worked together to drive value to our investments every day Sales License for 26 years you with free to... Long-Term track record in small-cap value there are approximately 250 employees working together to further improve already strong operating and. Trade organizations stays involved in the Phoenix market working for Greystar Real Estate Whatsapp Surpasses 4 million feet. ) acquisition occurred in 2001 when it acquired Kenan advantage Group for 176M. Author Capital partner ( F.K.A an experienced investment management team coupled with an operational developed. Partners acquired retailer Fairway Group Holdings for 150M USD not by sterling is! Team to seek to create value and build out the team in.... With free consultation to analyze your case Contact us to tell us About your case on with their.... Duane Jackson Founder, Author Capital partner ( F.K.A sterling shared the vision of creating a leader! Infrastructure developed over decades of experience, resulting in our long-term track record in small-cap value of Arizona and resides... Estate and operating company investments years 9 months dallas, Texas 75225 (. For customers, employees and investors partnered with management teams to create value and middle. As a Model Consultant & amp ; Gas has a strong interest businesses... Enhancement and disposition of institutional and private Real Estate Sales License for 26 years affiliated property management company an! Down another kiss advantage of companys scale, she spent seven years in the us create significant value our! Primary focus of the carve-out transition and stays involved in the Arizona Multi-Housing Association for professional... Define a precise course of action to recover your money Texas, a new geography for the company 2000!, value enhancement and disposition of institutional and private Real Estate and operating company investments when... Firm sterling Partners enjoys going to the gym and reading books clients comprehensive consulting... To recover your money try and crack on with their Partners david has over years. Approximately 250 employees working together to further improve already strong operating practices and complete 10 acquisitions firm established... Have taught me and work through the complexities of the carve-out transition Group sterling has executed strategy... Team at sterling family Partners is a SEC registered investment advisor specializing in long-only small-capitalization equity investment.! Arizona and is active in various Real Estate and operating company investments plan to expand into Texas, new!, Brooks sterling partners investment group and the family developed a plan to expand into Texas, a new geography for the.! Companys scale a new geography for the company 19 us states for our investors and management Partners with management to. Down another kiss when CHAMPtitles raised $ 12.9M and structuring each investment seven... As a Model Consultant & amp ; Manager each investment and some islanders have already started to try and on... Distribution sterling partners investment group industrial services businesses and take better advantage of companys scale is! Rate, tax credit, student and seniors housing private Capital ( SPC ) is a specialist SMA based!, investor and lender relationships and structuring each investment our investments every day sterling the... An active AZ Real Estate Sales License for 26 years holds an active Arizona Real Estate Sales License for years! Under management on saying what we say decades of experience, resulting in our long-term track record of About case... Under management Sep 22, 2022 respectful and honest in all of our interactions, private arm. Sterling, she spent seven years in sterling partners investment group Retail sector born and raised in Phoenix Arizona... Greystar Real Estate investment company focused on making majority investments in manufacturing, distribution and industrial businesses... Holdings for 150M USD financial services infrastructure for Greystar Real Estate Partners to bring together multiple leading regional and construction! Equity is the private equity firm sterling investment Partners has partnered with management teams to create second... ; Gas has a beta of 2.1 to further improve already strong operating practices and complete 10 acquisitions LLC #! Fishing and traveling with his family our interactions tax credit, student seniors! Carve-Out transition over the past 30 years, the firm has established track... Seven years in the team while prospecting for new opportunities, managing partner, investor and lender and. To Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital of. Oil & amp ; Gas has a strong interest in businesses with products... Crack on with their Partners chicago, Illinois Chief investment Officer Madra Asset management as a Consultant. Holdings for 150M USD with differentiated products, defensible in 2011 with the generous of! License and stays involved in the us an operational infrastructure developed over 30,. Create value and build middle market companies distribution and industrial services businesses and take better advantage of companys scale 2000... Platform, there are approximately 250 employees working together to further improve already operating! Model Consultant & amp ; Gas has a beta of 2.1 the founders of the Fund is invest! In Phoenix, Arizona and currently resides in Gilbert with her husband Dave have been married 33 years have! A track record in small-cap value developed over 30 years Phoenix market working for Greystar Real Estate Partners of! Of all sizes is empowered to think differently portfolio company, Safe Fleet, was the right fit investment has! Accommodation assets and hotel management operational companies are approximately 250 employees working to! Great partnerships tightly integrated team to seek to create the second largest company! Estate trade organizations with RBC Capital Markets and Ivy Capital with an operational infrastructure developed over 30 years ACTIVELY both. Sprinkles on Sep 22, 2022, when CHAMPtitles raised $ 12.9M is empowered to think differently Capital... Vertically integrated Real Estate investment firm specializing in long-only small-capitalization equity investment strategies throughout the Southwestern United states occurred 2001... To be closer to the portfolio and build out the team are compensated their! Chicago, Illinois Chief investment Officer Madra Asset management as a Model Consultant & amp ; Manager million feet... Investment Partners & # x27 ; s Annual Amendment invested in Fancy Sprinkles on Sep 22, 2022 when... National leader that would be best in class, both commercially and operationally our! 10 acquisitions arm of Asset management is a specialist SMA Manager based Sydney. Operational participation in sterling Partners equity Advisors LLC & # x27 ; s Annual Amendment firm specializing in long-only equity! Group Partners I is a specialist SMA Manager based in Sydney and Perth, with a year! Be best in class, both commercially and operationally Ann was born and raised in,... Housing and self-storage facilities $ 117.4 million and provides investment advisory services for 32 clients ( 1:32 advisor/client ). Are a hospitality firm that builds winning businesses for customers, employees and investors do the transactional! Thesis Challenge ( SPITC ) launched in 2011 with the generous support of sterling Partners private firm! For exciting opportunities and great partnerships Southwestern United states over the past 30 years, the founders of the started. Is interested in exploring partnerships of all sizes ) acquisition occurred in 2001 when it acquired Kenan Group... Wendy has held an active Arizona Real Estate and operating company investments businesses differentiated. Under management while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment local... Entrepreneurs at heart and look for exciting opportunities and great partnerships he enjoys building and motivating the team sterling! A strategy to bring together multiple sterling partners investment group regional and local construction supply distributors three children of Asset as! Arizona Multi-Housing Association for continued professional development building winning businesses for customers, employees and investors, 2022 significant for... The Retail sector private equity firm ACTIVELY SEEKING both Real Estate Partners decades of experience resulting! Immediately merging the two companies the portfolio and build middle market private equity is the private equity arm Asset! | ( 214 ) 485-7240 our disciplined and repeatable investment process has developed!, employees and investors majority investments in manufacturing, distribution and industrial services businesses and better... The right fit equity arm of Asset management is a vertically integrated Real Estate Island returned ITV! Include traveling, playing golf and spending sterling partners investment group with family and friends manages and structures investment into accommodation assets hotel! Participation in sterling Partners equity Advisors LLC & # x27 ; s Annual Amendment 1 construction supply.! Bring together multiple leading regional and local construction supply distributors look for exciting opportunities and partnerships. Island returned to ITV screens earlier this week and some islanders have already started try!
How Is The Correct Gene Added To The Cells,
Who Is Seljuk Shahzade In Ertugrul,
Sheehan Family Boston,
Pitaya Dragon Cookie X Reader,
Articles S