Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. 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 . 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. Our mission is to continuously provide value to our customers, employees, and investors. David is responsible for all activities of the company. 285 Riverside Avenue, Suite 300 Westport, CT 06880-4806 (203) 226-8711 . Sterling Investment Partners has partnered with management teams to create value and build middle market companies . 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. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Before starting his first investment platform, Pacific Real Estate Partners, in 2005, David was directly responsible for acquisitions and asset management for two privately held real estate investment firms in the San Francisco Bay Area and Western States. Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. We pay appropriate fees in connection with transactions. 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. , Brian A. Opert, has more than 40 years' experience in virtually all aspects of commercial and multifamily investment real estate. Specialties; Request Certificate of Insurance; Risk Management Center Our vertically integrated companies include development, construction, property management, and investment management. 2012 . We build trust-based relationships by being professional, respectful and honest in all of our interactions. During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. The Seven Levers are resources our management teams can use to enable speed, confidence and consistency in business building. . (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. 5950 Berkshire Lane, Suite 1100, This is Sterling Investment Partners' 10th transaction in the . Sterling Commercial Capital is a private, direct lender, . Sterling Partners has invested in Fancy Sprinkles on Sep 22, 2022. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. Home About Team Investment Criteria Companies Responsibility News Contact LP Login. Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. Sterlings portfolio company, Safe Fleet, was the right fit. 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. Nick enjoys beaches and ski towns and hes also an avid sports fan. 2023 The Sterling Group.All rights reserved. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. Sterling Partners Equity Advisors Portfolio Commentary . We are actively developing, constructing, acquiring, financing, leasing, managing, and selling. Phone: (602) 396-5749. About Us. Sterling Partners Investment Group May 2017 - Present 5 years 9 months. 2001 Vintage He lives in Scottsdale with his wife, son and daughter. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . Sterling responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. 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. Family businesses or corporate carve-outs. He has worked with national brands such as Amazon, Target, Home Depot and Harkins Theaters. Kyle Sandilands brushes off his mate Michael Clarke's blazing row with Jade Yarbrough as part of 'normal life' and wishes them the best: 'A lot of couples go through ups and downs' From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. Download our brochure to read a full summary. Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. * Our clients can rely on our consistently applied research and investment process. Mishawaka, Ind. 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 * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. 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. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: . Phone: (713) 877-8257; . Get started Learn more Already a member? 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. Sterling Investment Partners is a specialist hotel investment and asset management firm. Caleb grew up in the Chicago area and developed a passion for business at a young age. 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) Current focus areas include big data, blockchain technology and carbon . Other than SPIG, here are no t individuals or entities who own 25% or We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. He lives in Scottsdale with his wife and two daughters. At vero eos et accusam et justo duo dolores.. PETERSBURG, Fla. - Raymond James is again expanding its capabilities in the Recapitalization & Restructuring Investment Banking group with the addition of senior banker Richard Klein. He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Our mission is to build winning companies to deliver superior returns to our investors. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. 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 Sterling Partners Investment Thesis Challenge (SPITC) launched in 2011 with the generous support of Sterling Partners. Identifying unique, inefficient, and dislocated opportunities in real estate and real estate-related assets and businesses. The Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail investors. Sterling excels as a partner where it can bring its operational focus and expertise to a situation. They continue to influence my approach when looking for shares to . Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. This individual will be responsible for ensuring that the Company's . 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. An experienced investment management team coupled with an institutional financial services infrastructure. 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. 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. He is a member of ICSC and NAIOP. 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 . 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. Mail Linkedin. We invest our cash in every deal that we sponsor. Outside interests include traveling, playing golf and spending time with family and friends. 2023 The Sterling Group.All rights reserved. A platform for managers of quantitative investment strategies. He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. Over the past 30 years, the firm has established a track record of . This requires oversight of the property management teams, as well as, hiring and training the staff. David enjoys fly fishing and traveling with his family. Lea Ann has successfully managed all asset types, from distressed class C communities to luxury, class A communities. Sterling Capital Brokers. Boutique investment banking and advisory company specializing in venture capital and private equity transactions. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world . Sterling Partners has made 28 investments. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. We take a patient, long term approach to address challenges and build businesses, and help prepare companies for the unexpected, both opportunities and risks. Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. Risk and Volatility. The Seven Levers contain our collective experience in operations improvement over 4 decades. An understanding of where we came from provides the framework for where we are going. 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 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, IL-34C. 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. He is responsible for the oversight of design and construction for development and redevelopment opportunities. Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value. She oversees the strategy and execution of the business plan for each property. 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. 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 goal is customer loyalty. Sterling Partners Equity Advisors Focused primarily on helping privately held . This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. 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