The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. A few select operational businesses provide a platform for our other pursuits of interest. 167 N. Green St.4thFloorChicago, IL 60607. . The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . Get started Learn more Already a member? We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. 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. ". 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. 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. 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). Nick graduated from Purdue University with a bachelors degree in Finance. 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. 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. 5950 Berkshire Lane, Suite 1100, Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. 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 has executed a strategy to bring together multiple leading regional and local construction supply distributors. 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 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. 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. We currently own and manage about 50 properties in over 35 markets. It's our mission to serve our clients . 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. Commercial Insurance. 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 . 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 Their most recent investment was on Sep 22, 2022, when CHAMPtitles raised $12.9M. Richmond, Virginia Area. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). Sterling Point Advisors is a M&A advisory and financial consulting firm serving small to lower middle market businesses. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. This individual will be responsible for ensuring that the Company's . Sterling has a strong interest in businesses with differentiated products, defensible . We work as a tightly integrated team to seek to create significant value for our investors and management partners. WESTPORT, Conn., Aug. 11, 2022 /PRNewswire/ -- Sterling Investment Partners (" Sterling "), a Westport, Connecticut -based leading middle market private equity firm investing in. Focused primarily on helping privately held . Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. Jerry . 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. He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. Sterlings portfolio company, Safe Fleet, was the right fit. Sterling Capital Brokers. 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. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: . Sterling Investment Partners has partnered with management teams to create value and build middle market companies . 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. Sterling responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. Our apartment properties include market rate, tax credit, student and seniors housing. A platform for managers of quantitative investment strategies. Phone: (713) 877-8257; . 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. Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. Mail Linkedin. With more than 100 years of combined development experience, we use a . 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 Group grows its Grand Rapids portfolio with self-storage facilities. At vero eos et accusam et justo duo dolores.. 30+ years of . In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. "Creating the Sterling Story, by exceeding expectations one customer at a time. 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. Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. This is Sterling Investment Partners' 10th transaction in the . . Download our brochure to read a full summary. Family businesses or corporate carve-outs. 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. 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. Risk and Volatility. He is responsible for the oversight of design and construction for development and redevelopment opportunities. 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 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. We are entrepreneurs at heart and look for exciting opportunities and great partnerships. 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. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. 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. 2023 The Sterling Group.All rights reserved. Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . 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. The Firm's most common exit type is secondary buyout (58%). Sterling Partners is a private equity general partner firm headquartered in Chicago, IL, United States and has other offices in United States. She oversees the strategy and execution of the business plan for each property. 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. In his free time, Caleb enjoys going to the gym and reading books. Sterling excels as a partner where it can bring its operational focus and expertise to a situation. Our geographic footprint expands across the Midwest and Southeast United States as well as North Dakota, Nebraska, Oklahoma, and Missouri. Nick Roe serves as the Development Manager for Sterling Real Estate Partners. 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. 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. We also bring the experience, gravitas, industry and financial expertise, and capital of a long-standing and premier institutional financial services firm. We invest our cash in every deal that we sponsor. Boutique investment banking and advisory company specializing in venture capital and private equity transactions. Lea Ann is directly responsible for all operational activities and performance of the portfolio. They continue to influence my approach when looking for shares to . *For further disclaimers, please refer to theLegalsection of the website. 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. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. Here is a trio of hard-learned lessons my own experiences have taught me. He lives in Scottsdale with his wife, son and daughter. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. On Wednesday evening, Tanya Manhenga turned down another kiss . Sterling Capital. 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. During his more than 25 year career, Klein has . Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. Sterling Investment Partners Promotes Dan Yu to Principal April 26, 2022 Sterling Investment Partners Invests in Kendall, a Provider of Critical Vegetation Management Services April 26, 2022 Crutchfield Capital Awarded 2021-2022 Deal of the Year by ACG Houston for Arranging the Recapitalization of Camp Construction Services February 28, 2022 Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Its investment policy is relatively defensive, centred on sovereign and corporate . My view is that the fall . 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. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. We develop everything we construct. Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . We share the same organizational goals and draw upon each of our diverse backgrounds to achieve them together. With early success, the founders of the firm started raising institutional funds in 2000. 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 PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. Surpasses 4 million square feet of retail assets under management. We hold ourselves to high standards of ethical conduct. We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. 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