402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . We are entrepreneurs at heart and look for exciting opportunities and great partnerships. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. Sterling Fund Management is an SEC-registered investment advisor and has invested in over 55 portfolio companies via eight institutional funds and a number of investment . We invest our cash in every deal that we sponsor. Our geographic footprint expands across the Midwest and Southeast United States as well as North Dakota, Nebraska, Oklahoma, and Missouri. We take a patient, long term approach to address challenges and build businesses, and help prepare companies for the unexpected, both opportunities and risks. Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . 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. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. . Sterling Partners Investment Group May 2017 - Present 5 years 9 months. Sterling Group Partners I is a liquidated private equity fund that was managed by Sterling Group. . Jerry . In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. We are a hospitality firm that manages and structures investment into accommodation assets and hotel management operational companies. Our apartment properties include market rate, tax credit, student and seniors housing. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. 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. He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. 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 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. 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). 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. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. Sterling has a strong interest in businesses with differentiated products, defensible . The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Knowing more about investing can hopefully help results. *For further disclaimers, please refer to theLegalsection of the website. He lives in Scottsdale with his wife and two daughters. During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. 2001 Vintage This is Sterling Investment Partners' 2nd largest (disclosed) transaction. About Us; Our Strategies; Resource Center; Press; . We invest and manage across strategies and asset classes. Sterling Partners Equity Advisors Sterling Group grows its Grand Rapids portfolio with self-storage facilities. * Our clients can rely on our consistently applied research and investment process. Building winning businesses for customers, employees and investors. The Firm's most common exit type is secondary buyout (58%). Get started Learn more Already a member? HeartLand's original private equity partner was Great Range Capital. 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 added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Our mission is to build winning companies to deliver superior returns to our investors. He has worked with national brands such as Amazon, Target, Home Depot and Harkins Theaters. Wendy has held an active AZ Real Estate Sales License for 26 years. Caleb grew up in the Chicago area and developed a passion for business at a young age. We pride ourselves on saying what we mean and doing what we say. 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 . It's our mission to serve our clients . Sterling Commercial Capital is a private, direct lender, . Funds managed by Sterling Partners Invest in Private Equity Find and invest in PE funds and secondaries that match your investment strategy. Sterling Partners Equity Advisors combines a highly experienced investment and management team with an institutional financial services infrastructure. Home About Team Investment Criteria Companies Responsibility News Contact LP Login. They are based on the principles of continuous improvement. He is responsible for the oversight of design and construction for development and redevelopment opportunities. 5950 Berkshire Lane, Suite 1100, 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. SCB offers its clients comprehensive benefit consulting and customized plan management . 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. 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) Sterling Partners is a private equity general partner firm headquartered in Chicago, IL, United States and has other offices in United States. , Brian A. Opert, has more than 40 years' experience in virtually all aspects of commercial and multifamily investment real estate. Sterling Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a limited company registered in England and Wales. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. 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. 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. 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 . Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Mishawaka, Ind. This is Sterling Investment Partners' 10th transaction in the . Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. . A platform for managers of quantitative investment strategies. Protecting your organization, planning for growth, & retaining talent. About Us. Caleb has over 3 years of business development experience, pursuing multiple startup companies while in school. Sterling excels as a partner where it can bring its operational focus and expertise to a situation. 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. 30+ years of . Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Commercial Insurance. 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. Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value. Forms Sterling Investment Management (SIM) to provide asset management services to The Sterling Organization's (TSO) institutional funds. Nick Roe serves as the Development Manager for Sterling Real Estate Partners. 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. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. 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. FIND OUT MORE . We develop everything we construct. Specialties; Request Certificate of Insurance; Risk Management Center Outside interests include traveling, playing golf and spending time with family and friends. 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. Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. WESTPORT, Conn., Aug. 11, 2022 /PRNewswire/ -- Sterling Investment Partners (" Sterling "), a Westport, Connecticut -based leading middle market private equity firm investing in. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. Caleb recently graduated from Grand Canyon University with a degree in finance and economics. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . 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. 2012 . We currently own and manage about 50 properties in over 35 markets. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. Sterling is focused on making majority investments in manufacturing, distribution and industrial services businesses and is interested in exploring partnerships of all sizes. 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. 2011 Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . Lea Ann has successfully managed all asset types, from distressed class C communities to luxury, class A communities. Sterling Partners has had 7 exits. 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. This investment - Series A - Fancy Sprinkles - was valued at $12.9M. 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. We offer our partners something unique: With our entrepreneurial spirit, we bring excitement, big ideas, a roll-up-our-sleeves attitude, and the flexibility required to both navigate the trials and seize the opportunities. Sterling 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. David enjoys fly fishing and traveling with his family. We pay appropriate fees in connection with transactions. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Sterling Partners has made 28 investments. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. 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. Boutique investment banking and advisory company specializing in venture capital and private equity transactions. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. By Rosemary Iwuala. 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 With more than 100 years of combined development experience, we use a . Providing a legacy of lasting growth for future generations. Our vertically integrated companies include development, construction, property management, and investment management. Sterling Point Advisors is a M&A advisory and financial consulting firm serving small to lower middle market businesses. We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: . 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. contact. The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. . In the last 3 years, Sterling Investment Partners has exited 3 companies. PETERSBURG, Fla. - Raymond James is again expanding its capabilities in the Recapitalization & Restructuring Investment Banking group with the addition of senior banker Richard Klein. Phone: (602) 396-5749. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). Sterling, IL-34C. Our Mandate Is Defined by Our People. 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. 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. Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. Here is a trio of hard-learned lessons my own experiences have taught me. Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. This requires oversight of the property management teams, as well as, hiring and training the staff. Action to recover your money already strong operating practices and complete 10.... 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