In total, Sterling Investment Partners has invested in 19 US states. * Our clients can rely on our consistently applied research and investment process. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. 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. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. We pride ourselves on saying what we mean and doing what we say. Sterling Partners has made 28 investments. Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. 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. Caleb grew up in the Chicago area and developed a passion for business at a young age. Sterling Partners Equity Advisors We manage everything we own, and we manage on behalf of others as well. The Sterling Partners Investment Thesis Challenge (SPITC) launched in 2011 with the generous support of Sterling Partners. Established as Sterling Trust (Pty) Ltd in Johannesburg in 1988. He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. The primary focus of the fund is to invest . 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. Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. Love Island returned to ITV screens earlier this week and some islanders have already started to try and crack on with their partners. Over the past 30 years, the firm has established a track record of . 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. Mishawaka, Ind. 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. Download our brochure to read a full summary. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. 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. . Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. 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. 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. 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. 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. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. David is responsible for all activities of the company. Their most recent investment was on Sep 22, 2022, when CHAMPtitles raised $12.9M. 2023 The Sterling Group.All rights reserved. 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. 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 . Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Sterling Partners has invested in Fancy Sprinkles on Sep 22, 2022. We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. Sterling Partners Investment Group May 2017 - Present 5 years 9 months. Sterling has a strong interest in businesses with differentiated products, defensible . We offer an experienced investment management team coupled with an institutional financial services infrastructure. He is a member of ICSC and NAIOP. Sterling is focused on making majority investments in manufacturing, distribution and industrial services businesses and is interested in exploring partnerships of all sizes. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. Sterling Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a limited company registered in England and Wales. This individual will be responsible for ensuring that the Company's . Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. This program is open to students currently working towards an MBA who have undertaken their first year of study. . He lives in Scottsdale with his wife and two daughters. The firm started with four young entrepreneurs investing in companies with capital raised from friends and family. Jerry . 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. 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. This investment - Series A - Fancy Sprinkles - was valued at $12.9M. 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. 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. Log in . 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 We hold ourselves to high standards of ethical conduct. 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. During his more than 25 year career, Klein has . This is Sterling Investment Partners' 2nd largest (disclosed) transaction. 2023 The Sterling Group.All rights reserved. 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. 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. Nick graduated from Purdue University with a bachelors degree in Finance. 2023 The Sterling Group.All rights reserved. Knowing more about investing can hopefully help results. 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. In his free time, Caleb enjoys going to the gym and reading books. With more than 100 years of combined development experience, we use a . 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. Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. Sterling Point Advisors is a M&A advisory and financial consulting firm serving small to lower middle market businesses. 2011 About Us; Our Strategies; Resource Center; Press; . 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 . Its investment policy is relatively defensive, centred on sovereign and corporate . Lea Ann is also responsible for the review of all operating and financial results for third-party managed assets. 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. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. This is Sterling Investment Partners' 10th transaction in the . Building winning businesses for customers, employees and investors. Sterling Partners Equity Advisors LLC's Annual Amendment. 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. 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. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. 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. A few select operational businesses provide a platform for our other pursuits of interest. She oversees the strategy and execution of the business plan for each property. . Dallas, Texas 75225 | (214) 485-7240. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Specialties; Request Certificate of Insurance; Risk Management Center 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 . 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 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 . 167 N. Green St.4thFloorChicago, IL 60607. Sterling Commercial Capital is a private, direct lender, . They are based on the principles of continuous improvement. Sterling Partners has had 7 exits. 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. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. We take a patient, long term approach to address challenges and build businesses, and help prepare companies for the unexpected, both opportunities and risks. Family businesses or corporate carve-outs. Nick enjoys beaches and ski towns and hes also an avid sports fan. Sterlings portfolio company, Safe Fleet, was the right fit. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . Our mission is to continuously provide value to our customers, employees, and investors. Leadership's Signature Program: Congratulating Ashley Tyeryar. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. He is responsible for the oversight of design and construction for development and redevelopment opportunities. 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. An understanding of where we came from provides the framework for where we are going. 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. Lea Ann has over 15 years of experience in asset and property management. She manages reporting requirements for lenders, investment partners and other stakeholders and will coordinate annual tax returns. Learn More. PETERSBURG, Fla. - Raymond James is again expanding its capabilities in the Recapitalization & Restructuring Investment Banking group with the addition of senior banker Richard Klein. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. Our geographic footprint expands across the Midwest and Southeast United States as well as North Dakota, Nebraska, Oklahoma, and Missouri. 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