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 He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. Love Island returned to ITV screens earlier this week and some islanders have already started to try and crack on with their partners. Download our brochure to read a full summary. 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 are a hospitality firm that manages and structures investment into accommodation assets and hotel management operational companies. Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. 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. With more than 100 years of combined development experience, we use a . Ms Vaughan will also join the board of Wren Sterling Group's recently acquired discretionary fund management business, MFDM LLP, as an independent Non-Executive Director and will chair MFDM's Investment Committee. 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 Partners is a private equity general partner firm headquartered in Chicago, IL, United States and has other offices in United States. They are based on the principles of continuous improvement. Sterling is privately-held, family-owned, and vertically integrated. Sterling One Foundation, has partnered with the Lagos State government to launch the Eko Social Health Alliance (EKOSHA), an initiative committed to mobilising funds towards helping identified vulnerable groups in Lagos access health insurance leveraging the "Ilera Eko"social health plan. David is responsible for all activities of the company. 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. Duane Jackson Founder, Author Capital Partner (F.K.A. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. This is Sterling Investment Partners' 10th transaction in the . Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). 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 . The team at Sterling Family Partners is empowered to think differently. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. We are entrepreneurs at heart and look for exciting opportunities and great partnerships. Contact us Whatsapp A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. Sterlings portfolio company, Safe Fleet, was the right fit. Sterling Group Partners I is a liquidated private equity fund that was managed by Sterling Group. Our goal is customer loyalty. Nick enjoys beaches and ski towns and hes also an avid sports fan. Sterling Investment Partners has partnered with management teams to create value and build middle market companies . 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. Sterling Partners has had 7 exits. 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) DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Sterling is privately-held, family-owned, and vertically integrated. 30+ years of . Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. Sterling Partners, founded in 1983, is a growth-oriented, private-equity firm with offices in Chicago, Baltimore, and Miami. 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. 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. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. 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. Sterling Partners Private Equityis focused on investing in small to medium-sized companies positioned for growth, either organically or through acquisitions. 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. 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. Today, Sterling has over $5.7 billion in assets under management. 2023 The Sterling Group.All rights reserved. Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. Lea Ann is directly responsible for all operational activities and performance of the portfolio. 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. 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. 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. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. We develop everything we construct. 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. 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. Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. ". With early success, the founders of the firm started raising institutional funds in 2000. WESTPORT, Conn., Aug. 11, 2022 /PRNewswire/ -- Sterling Investment Partners (" Sterling "), a Westport, Connecticut -based leading middle market private equity firm investing in. Building winning businesses for customers, employees and investors. We offer an experienced investment management team coupled with an institutional financial services infrastructure. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. About Us; Our Strategies; Resource Center; Press; . 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. Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. Over the past 30 years, the firm has established a track record of . Sterling Investment Partners is a specialist hotel investment and asset management firm. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Risk and Volatility. The firm started with four young entrepreneurs investing in companies with capital raised from friends and family. Boutique investment banking and advisory company specializing in venture capital and private equity transactions. It's our mission to serve our clients . Jerry . STERLING PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. We invest and manage across strategies and asset classes. Lea Ann has successfully managed all asset types, from distressed class C communities to luxury, class A communities. We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. Sterling has chosen Resonant Asset Management as a Model Consultant & Manager. Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . Sterling is focused on making majority investments in manufacturing, distribution and industrial services businesses and is interested in exploring partnerships of all sizes. 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. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. In total, Sterling Investment Partners has invested in 19 US states. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. 2001 Vintage This is Sterling Investment Partners' 2nd largest (disclosed) transaction. This requires oversight of the property management teams, as well as, hiring and training the staff. Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. Home About Team Investment Criteria Companies Responsibility News Contact LP Login. Other than SPIG, here are no t individuals or entities who own 25% or This individual will be responsible for ensuring that the Company's . 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 Search Partners is helping a privately held Birmingham based company with its search of a Senior Accountant. 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. We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. We manage everything we own, and we manage on behalf of others as well. 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 responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. 2011 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. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. We hold ourselves to high standards of ethical conduct. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. 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. Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. Sterling has a strong interest in businesses with differentiated products, defensible . We build trust-based relationships by being professional, respectful and honest in all of our interactions. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. , Brian A. Opert, has more than 40 years' experience in virtually all aspects of commercial and multifamily investment real estate. Log in . Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. 5950 Berkshire Lane, Suite 1100, 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. Protecting your organization, planning for growth, & retaining talent. 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. 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. Wendy has been in the real estate accounting/finance industry for over 25 years. Our apartment properties include market rate, tax credit, student and seniors housing. He is responsible for the oversight of design and construction for development and redevelopment opportunities. 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 . 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. This is Sterling Investment Partners' 1st transaction in the Retail sector. The Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail investors. 167 N. Green St.4thFloorChicago, IL 60607. He lives in Scottsdale with his wife and two daughters. David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. Sterling Capital Brokers. We pay appropriate fees in connection with transactions. These services may include support to single investment vehicles, Sterling managed funds or their portfolio companies regarding, among other things, the portfolio companys management, supply chain, revenue, finance, human capital management, IT, regulatory matters, and similar operational matters. 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. A platform for managers of quantitative investment strategies. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. . Nick graduated from Purdue University with a bachelors degree in Finance. The team at Sterling Family Partners is empowered to think differently. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Partners Bradley W. Ayres 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. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. 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