An experienced investment management team coupled with an institutional financial services infrastructure. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. Sterling Capital. 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. 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. 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. In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. SVAP is a discretionary closed-end institutional equity fund targeting Value-Add retail real estate properties in infill locations in certain major markets across the United States. 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 is responsible for the oversight of design and construction for development and redevelopment opportunities. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. By Rosemary Iwuala. Love Island returned to ITV screens earlier this week and some islanders have already started to try and crack on with their partners. Focused primarily on helping privately held . Our vertically integrated companies include development, construction, property management, and investment management. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. She manages reporting requirements for lenders, investment partners and other stakeholders and will coordinate annual tax returns. Sterling Investment Partners has partnered with management teams to create value and build middle market companies . 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. FIND OUT MORE . 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. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. 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 early success, the founders of the firm started raising institutional funds in 2000. 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. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. 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. 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. 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. David enjoys fly fishing and traveling with his family. They continue to influence my approach when looking for shares to . DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. "Creating the Sterling Story, by exceeding expectations one customer at a time. 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. Sterlings portfolio company, Safe Fleet, was the right fit. 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. Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. 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) Comparatively, Extraction Oil & Gas has a beta of 2.1 . The Firm's most common exit type is secondary buyout (58%). Sterling Commercial Capital is a private, direct lender, . . Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. 2023 The Sterling Group.All rights reserved. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. We take a patient, long term approach to address challenges and build businesses, and help prepare companies for the unexpected, both opportunities and risks. The firm started with four young entrepreneurs investing in companies with capital raised from friends and family. Sterling is privately-held, family-owned, and vertically integrated. Our apartment properties include market rate, tax credit, student and seniors housing. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. In his free time, Caleb enjoys going to the gym and reading books. 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 . My view is that the fall . 30+ years of . From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. * Our clients can rely on our consistently applied research and investment process. Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. We pride ourselves on saying what we mean and doing what we say. 167 N. Green St.4thFloorChicago, IL 60607. Our vertically integrated companies include development, construction, property management, and investment management. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. 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. * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. Sterling Search Partners is helping a privately held Birmingham based company with its search of a Senior Accountant. Sterling Capital Brokers. 2023 The Sterling Group.All rights reserved. Caleb has over 3 years of business development experience, pursuing multiple startup companies while in school. Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Nick graduated from Purdue University with a bachelors degree in Finance. Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. 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. Sterling has chosen Resonant Asset Management as a Model Consultant & Manager. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. It's our mission to serve our clients . The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Sterling Partners Equity Advisors He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . Phone: (602) 396-5749. Sterling Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a limited company registered in England and Wales. 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. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Providing a legacy of lasting growth for future generations. 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. Get started Learn more Already a member? Lea Ann has over 15 years of experience in asset and property management. Our goal is customer loyalty. At vero eos et accusam et justo duo dolores.. 285 Riverside Avenue, Suite 300 Westport, CT 06880-4806 (203) 226-8711 He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. 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. Mail Linkedin. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . 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. 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 Partners has invested in Fancy Sprinkles on Sep 22, 2022. *For further disclaimers, please refer to theLegalsection of the website. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: . A few select operational businesses provide a platform for our other pursuits of interest. Sterling Partners, founded in 1983, is a growth-oriented, private-equity firm with offices in Chicago, Baltimore, and Miami. In total, Sterling Investment Partners has invested in 19 US states. 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. Family businesses or corporate carve-outs. We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. Boutique investment banking and advisory company specializing in venture capital and private equity transactions. We are entrepreneurs at heart and look for exciting opportunities and great partnerships. PETERSBURG, Fla. - Raymond James is again expanding its capabilities in the Recapitalization & Restructuring Investment Banking group with the addition of senior banker Richard Klein. Sterling Value Add Partners ("SVAP") held its final close in December of 2012 with committed capital of $138 million. Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. David is responsible for all activities of the company. Sterling Partners is a private equity general partner firm headquartered in Chicago, IL, United States and has other offices in United States. Partners Bradley W. Ayres 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. Sterling Investment Partners . Lea Ann is directly responsible for all operational activities and performance of the portfolio. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. This requires oversight of the property management teams, as well as, hiring and training the staff. 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. 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. Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. Mishawaka, Ind. Outside interests include traveling, playing golf and spending time with family and friends. 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. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. Dallas, Texas 75225 | (214) 485-7240. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. 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. During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. 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. We invest and manage across strategies and asset classes. He has worked with national brands such as Amazon, Target, Home Depot and Harkins Theaters. Surpasses 4 million square feet of retail assets under management. The Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail investors. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value. Sterling has a strong interest in businesses with differentiated products, defensible . She oversees the strategy and execution of the business plan for each property. 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 The team at Sterling Family Partners is empowered to think differently. Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . We take a customized approach to each investment and are committed to maintaining and supporting an entrepreneurial spirit embedded in each of our management teams. With more than 100 years of combined development experience, we use a . Its investment policy is relatively defensive, centred on sovereign and corporate . Home About Team Investment Criteria Companies Responsibility News Contact LP Login. 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. Our values include honesty, integrity, empowerment, accountability, and dedicated focus and professionalism that creates trust among all stakeholders. The team at Sterling Family Partners is empowered to think differently. 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. An understanding of where we came from provides the framework for where we are going. 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, IL-34C. Lea Ann is also responsible for the review of all operating and financial results for third-party managed assets. 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. Our Mandate Is Defined by Our People. 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