Sterling Partners Equity Advisors combines a highly experienced investment and management team with an institutional financial services infrastructure. About Us; Our Strategies; Resource Center; Press; . Sterling excels as a partner where it can bring its operational focus and expertise to a situation. Today, Sterling has over $5.7 billion in assets under management. 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. 167 N. Green St.4thFloorChicago, IL 60607. 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. 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. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Our goal is customer loyalty. 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. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . The Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail investors. This investment - Series A - Fancy Sprinkles - was valued at $12.9M. Identifying unique, inefficient, and dislocated opportunities in real estate and real estate-related assets and businesses. Mishawaka, Ind. They are based on the principles of continuous improvement. Learn More. Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. Sterlings portfolio company, Safe Fleet, was the right fit. 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. Risk and Volatility. Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M. 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 Investment Partners has partnered with management teams to create value and build middle market companies . 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. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. Holds the final close of Sterling Value Add Partners (SVAP) Fund with $138 million of equity commitments. Home About Team Investment Criteria Companies Responsibility News Contact LP Login. Sterling is privately-held, family-owned, and vertically integrated. The team at Sterling Family Partners is empowered to think differently. This is Sterling Investment Partners' 10th transaction in the . STERLING PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. 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. 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. We also bring the experience, gravitas, industry and financial expertise, and capital of a long-standing and premier institutional financial services firm. 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 Capital Brokers. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Nick enjoys beaches and ski towns and hes also an avid sports fan. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. 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. Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Our Mandate Is Defined by Our People. Protecting your organization, planning for growth, & retaining talent. contact. Caleb grew up in the Chicago area and developed a passion for business at a young age. Scott A. Wilpon is a Partner of Sterling Equities and Vice President at SportsNet New York, where he oversees its partnership with the New York Mets. She manages reporting requirements for lenders, investment partners and other stakeholders and will coordinate annual tax returns. 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 Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. With more than 100 years of combined development experience, we use a . Wendy has been in the real estate accounting/finance industry for over 25 years. Leadership's Signature Program: Congratulating Ashley Tyeryar. 2012 . He is responsible for the oversight of design and construction for development and redevelopment opportunities. Dallas, Texas 75225 | (214) 485-7240. 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. Our apartment properties include market rate, tax credit, student and seniors housing. 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. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . 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. 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. He lives in Scottsdale with his wife and two daughters. *For further disclaimers, please refer to theLegalsection of the website. About Us. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. Love Island returned to ITV screens earlier this week and some islanders have already started to try and crack on with their partners. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. 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) Tiedemann Investment Group, an organization of interrelated companies providing real estate and construction services, and Alvarium, a multi-family office, went public via a merger with Cartesian . 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. FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. 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. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. Mail Linkedin. Specialties; Request Certificate of Insurance; Risk Management Center Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. Sterling is focused on making majority investments in manufacturing, distribution and industrial services businesses and is interested in exploring partnerships of all sizes. Boutique investment banking and advisory company specializing in venture capital and private equity transactions. We take a patient, long term approach to address challenges and build businesses, and help prepare companies for the unexpected, both opportunities and risks. We invest our cash in every deal that we sponsor. Outside interests include traveling, playing golf and spending time with family and friends. 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 is privately-held, family-owned, and vertically integrated. Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. 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. David enjoys fly fishing and traveling with his family. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. The Seven Levers contain our collective experience in operations improvement over 4 decades. Tell Us About Your Case Contact us to tell us about your case. We invest and manage across strategies and asset classes. Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . 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. Their most recent investment was on Sep 22, 2022, when CHAMPtitles raised $12.9M. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. 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. Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. 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. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. 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). Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. With early success, the founders of the firm started raising institutional funds in 2000. Phone: (713) 877-8257; . A platform for managers of quantitative investment strategies. . Sterling has chosen Resonant Asset Management as a Model Consultant & Manager. In the last 3 years, Sterling Investment Partners has exited 3 companies. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. 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. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. 167 N. Green St.4thFloorChicago, IL 60607. 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. The Sterling Partners Investment Thesis Challenge (SPITC) launched in 2011 with the generous support of Sterling Partners. He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. 2023 The Sterling Group.All rights reserved. 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. 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. During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Sterling Capital. Sterling Partners, founded in 1983, is a growth-oriented, private-equity firm with offices in Chicago, Baltimore, and Miami. Sterling, IL-34C. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. * Our clients can rely on our consistently applied research and investment process. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Its investment policy is relatively defensive, centred on sovereign and corporate . Sterling responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. Our vertically integrated companies include development, construction, property management, and investment management. We pay appropriate fees in connection with transactions. 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. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. The principal owner of SPEA is Sterling Partners Investment Group LLC ("SPIG"), which is also a related person of Sterling Fund Management, LLC ("SFM") , an investment advis er registered with the SEC. 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. 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