FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. David is responsible for all activities of the company. Lea Ann has over 15 years of experience in asset and property management. Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. 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. Mishawaka, Ind. 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 Partners has had 7 exits. 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. Wendy has been in the real estate accounting/finance industry for over 25 years. 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 The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. STERLING PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. Learn More. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. This is Sterling Investment Partners' 10th transaction in the . Here is a trio of hard-learned lessons my own experiences have taught me. 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. They are based on the principles of continuous improvement. Home About Team Investment Criteria Companies Responsibility News Contact LP Login. He has worked with national brands such as Amazon, Target, Home Depot and Harkins Theaters. The Firm's most common exit type is secondary buyout (58%). 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. The Sterling Group is an operationally focused middle market private equity firm that partners with management teams to grow and build winning businesses in the industrial sector. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. 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. 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. 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. This requires oversight of the property management teams, as well as, hiring and training the staff. 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. . Get started Learn more Already a member? contact. Family businesses or corporate carve-outs. Our vertically integrated companies include development, construction, property management, and investment management. Our goal is customer loyalty. An experienced investment management team coupled with an institutional financial services infrastructure. . 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 . Sterling Partners Equity Advisors combines a highly experienced investment and management team with an institutional financial services infrastructure. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). 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. We are actively developing, constructing, acquiring, financing, leasing, managing, and selling. About Us. Forms Sterling Investment Management (SIM) to provide asset management services to The Sterling Organization's (TSO) institutional funds. PETERSBURG, Fla. - Raymond James is again expanding its capabilities in the Recapitalization & Restructuring Investment Banking group with the addition of senior banker Richard Klein. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. Sterling Investment Partners is a specialist hotel investment and asset management firm. 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. Sterling Partners Private Equityis focused on investing in small to medium-sized companies positioned for growth, either organically or through acquisitions. 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' Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. 285 Riverside Avenue, Suite 300 Westport, CT 06880-4806 (203) 226-8711 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. Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. WESTPORT, Conn., Aug. 11, 2022 /PRNewswire/ -- Sterling Investment Partners (" Sterling "), a Westport, Connecticut -based leading middle market private equity firm investing in. It's our mission to serve our clients . Sterling, IL-34C. 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 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. 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. 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 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. 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. Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. 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. 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. 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. We also bring the experience, gravitas, industry and financial expertise, and capital of a long-standing and premier institutional financial services firm. 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. . Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. We manage everything we own, and we manage on behalf of others as well. 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. 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. Sterling responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. Download our brochure to read a full summary. We invest our cash in every deal that we sponsor. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Sterling Investment Partners has partnered with management teams to create value and build middle market companies for 25 years, making equity investments of $75-250 million. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . A platform for managers of quantitative investment strategies. 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. 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. Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. After recently selling 6,000 units, today we own approximately 11,000 units of apartment and self-storage units. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. "Creating the Sterling Story, by exceeding expectations one customer at a time. This individual will be responsible for ensuring that the Company's . Company was relaunched in the United States as Sterling Capital Partners Inc. in 2010. Sterling is privately-held, family-owned, and vertically integrated. Caleb recently graduated from Grand Canyon University with a degree in finance and economics. A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. Sterling Partners Equity Advisors LLC's Annual Amendment. Other than SPIG, here are no t individuals or entities who own 25% or Over the past 30 years, the firm has established a track record of . In the last 3 years, Sterling Investment Partners has exited 3 companies. The Seven Levers are resources our management teams can use to enable speed, confidence and consistency in business building. On Wednesday evening, Tanya Manhenga turned down another kiss . 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 program is open to students currently working towards an MBA who have undertaken their first year of study. Sterling Partners Equity Advisors She oversees the strategy and execution of the business plan for each property. 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. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. Holds the final close of Sterling Value Add Partners (SVAP) Fund with $138 million of equity commitments. Our vertically integrated companies include development, construction, property management, and investment management. (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. 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 . Nick Roe serves as the Development Manager for Sterling Real Estate Partners. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. HeartLand's original private equity partner was Great Range Capital. Phone: (713) 877-8257; . Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. 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. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. Outside interests include traveling, playing golf and spending time with family and friends. 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. The Sterling Partners Investment Thesis Challenge (SPITC) launched in 2011 with the generous support of Sterling Partners. By Rosemary Iwuala. 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 . The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. 2023 The Sterling Group.All rights reserved. Sterlings portfolio company, Safe Fleet, was the right fit. We are entrepreneurs at heart and look for exciting opportunities and great partnerships. 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