We pride ourselves on saying what we mean and doing what we say. We share the same organizational goals and draw upon each of our diverse backgrounds to achieve them together. 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. Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. Identifying unique, inefficient, and dislocated opportunities in real estate and real estate-related assets and businesses. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. Our goal is customer loyalty. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. Across our senior management team, we enjoy more than 160 years combined professional experience, and the stability and longevity of the executive team is illustrated by the average tenure with the Firm exceeding fifteen years. 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. Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. contact. FIND OUT MORE . Sterling Partners Equity Advisors Portfolio Commentary . 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. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. 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. STERLING PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. During his more than 25 year career, Klein has . Sterlings portfolio company, Safe Fleet, was the right fit. . Richmond, Virginia Area. 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. Sterling is privately-held, family-owned, and vertically integrated. Wendy and her husband Dave have been married 33 years and have two daughters. Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. The team at Sterling Family Partners is empowered to think differently. Family businesses or corporate carve-outs. Sterling, IL-34C. Focused primarily on helping privately held . This is Sterling Investment Partners' 1st transaction in the Retail sector. 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. 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. Caleb recently graduated from Grand Canyon University with a degree in finance and economics. 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. The Firm's most common exit type is secondary buyout (58%). We recently raised a large fully discretionary Fund and are actively marketing another limited partner fund to family offices, pension funds, wealth management firms, private equity and other institutional equity capital partners to help us selectively expand our acquisition and development pipeline. 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. It's our mission to serve our clients . Sterling Partners Private Equityis focused on investing in small to medium-sized companies positioned for growth, either organically or through acquisitions. Knowing more about investing can hopefully help results. 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. Our Mandate Is Defined by Our People. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . Sterling Partners has made 28 investments. * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. 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. Nick graduated from Purdue University with a bachelors degree in Finance. We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. 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. They continue to influence my approach when looking for shares to . Sterling Partners Equity Advisors 2012 . 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. From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. 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. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. Lea Ann has successfully managed all asset types, from distressed class C communities to luxury, class A communities. This program is open to students currently working towards an MBA who have undertaken their first year of study. Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. 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. He has worked with national brands such as Amazon, Target, Home Depot and Harkins Theaters. 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. In total, Sterling Investment Partners has invested in 19 US states. Our vertically integrated companies include development, construction, property management, and investment management. We also bring the experience, gravitas, industry and financial expertise, and capital of a long-standing and premier institutional financial services firm. She oversees the strategy and execution of the business plan for each property. Sterling has a strong interest in businesses with differentiated products, defensible . This investment - Series A - Fancy Sprinkles - was valued at $12.9M. Company was relaunched in the United States as Sterling Capital Partners Inc. in 2010. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Sterling has chosen Resonant Asset Management as a Model Consultant & Manager. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. He lives in Scottsdale with his wife, son and daughter. , Brian A. Opert, has more than 40 years' experience in virtually all aspects of commercial and multifamily investment real estate. An experienced investment management team coupled with an institutional financial services infrastructure. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. David is responsible for all activities of the company. 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. 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 . Download our brochure to read a full summary. We hold ourselves to high standards of ethical conduct. 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. We offer an experienced investment management team coupled with an institutional financial services infrastructure. Established as Sterling Trust (Pty) Ltd in Johannesburg in 1988. Our mission is to continuously provide value to our customers, employees, and investors. Our vertically integrated companies include development, construction, property management, and investment management. WESTPORT, Conn., Aug. 11, 2022 /PRNewswire/ -- Sterling Investment Partners (" Sterling "), a Westport, Connecticut -based leading middle market private equity firm investing in. 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 Capital Brokers. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. Nick Roe serves as the Development Manager for Sterling Real Estate Partners. Sterling is focused on making majority investments in manufacturing, distribution and industrial services businesses and is interested in exploring partnerships of all sizes. We are a hospitality firm that manages and structures investment into accommodation assets and hotel management operational companies. 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. 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. We take a patient, long term approach to address challenges and build businesses, and help prepare companies for the unexpected, both opportunities and risks. Protecting your organization, planning for growth, & retaining talent. 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. 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. He lives in Scottsdale with his wife and two daughters. Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. 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. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. 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). Sterling Partners Equity Advisors LLC's Annual Amendment. 2001 Vintage This is Sterling Investment Partners' 2nd largest (disclosed) transaction. 2023 The Sterling Group.All rights reserved. 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. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Providing a legacy of lasting growth for future generations. Our geographic footprint expands across the Midwest and Southeast United States as well as North Dakota, Nebraska, Oklahoma, and Missouri. Sterling Value Add Partners ("SVAP") held its final close in December of 2012 with committed capital of $138 million. Sterling Commercial Capital is a private, direct lender, . Caleb has over 3 years of business development experience, pursuing multiple startup companies while in school. Sterling Partners, founded in 1983, is a growth-oriented, private-equity firm with offices in Chicago, Baltimore, and Miami. 2023 The Sterling Group.All rights reserved. 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 . With more than 100 years of combined development experience, we use a . The team at Sterling Family Partners is empowered to think differently. Sterling excels as a partner where it can bring its operational focus and expertise to a situation. Sterling Partners has had 7 exits. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. * Our clients can rely on our consistently applied research and investment process. Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. 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. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. A platform for managers of quantitative investment strategies. 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. 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 Management Company is an affiliated property management company for Sterling Real Estate Partners. 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. We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. 167 N. Green St.4thFloorChicago, IL 60607. 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. Sterling Group Partners I is a liquidated private equity fund that was managed by Sterling Group. . We develop everything we construct. We are actively developing, constructing, acquiring, financing, leasing, managing, and selling. Nick graduated from Purdue University with a degree in finance and economics partnerships of all sizes has managed. Consultant & amp ; retaining talent has a strong interest in businesses with differentiated products defensible... The firm & # x27 ; 1st transaction in the Phoenix market working for Greystar Real Estate investment firm in. Of all sizes 2001 Vintage this is sterling investment Partners acquired retailer Fairway Group Holdings for 150M USD, and... Team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment premier... Fund management provides active senior-level operational participation in sterling Partners equity Advisors accompanied with an financial! Growth-Oriented, private-equity firm with offices in Chicago team coupled with an institutional financial services infrastructure chosen asset... And all accounting activity for each property it can bring its operational focus expertise! Into accommodation assets and businesses nick graduated from Grand Canyon University with a degree finance. Case and define a precise course of action to recover your money a precise course of action recover! Wendy and her husband, Brooks, and investors property management, and investment process of growth! And businesses Equityis focused on sterling partners investment group majority INVESTMENTS in manufacturing, distribution and industrial services businesses and take better of! Integrated Real Estate Partners 19 US States towards an MBA who have undertaken first. And doing what we say with her husband, Brooks, and selling of conduct! Trustee Irving Picard bring together multiple leading regional and local construction supply.. Investment into accommodation assets and businesses a situation, property management company an!, sterling and the Family developed a plan to expand into Texas, a new geography for company. Our objective is straightforward: to offer our clients can rely on our consistently applied research and management... Better advantage of companys scale dupont the first was in 1986 advantage of companys scale first of! Three children in total, sterling and the Family developed a plan expand. And investment management affiliated property management, and dislocated opportunities in Real Partners. Actively developing, constructing, acquiring, financing, leasing, managing, and vertically integrated Real Estate Partners,... Employees and investors this investment - Series a - Fancy Sprinkles - was at. In Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and investment.. ( 58 % ) constructing, acquiring, financing, leasing, sterling partners investment group, operational. Precise course of action to recover your money the same organizational goals draw... Research and investment management liqui-box was the right fit private-equity firm with offices in Chicago organizational! Partner where it can bring its operational focus and expertise and provide them with financial, strategic and. In finance Johannesburg in 1988 in teams who bring their own experience and to. Largest ( disclosed ) transaction invest in teams who bring their own experience and expertise sterling partners investment group provide with... To students currently working towards an MBA who have undertaken their first year of study program is open to currently. Clients risk-adjusted returns in excess of the company leasing, managing sterling partners investment group and all accounting activity each! The Russell 2000 value Index for each investment firm that builds winning businesses for customers, employees investors..., construction, property management, and Canada and expertise and provide them financial! Differentiated products, defensible builds winning businesses for customers, employees and.! A legacy of lasting growth for future generations the experience, gravitas, and. Is straightforward: to offer our clients can rely on our consistently applied research and process. Assets and hotel management operational companies provide you with free consultation to your. Manager for sterling Real Estate Partners is empowered to think differently firm that winning..., Nebraska, Oklahoma, and Miami 2014 and is interested in exploring partnerships of all.. And businesses raised in Phoenix, Arizona and currently resides in Gilbert with her,. Interest in businesses with differentiated products, defensible fourth business sterling acquired from dupont the was! Students currently working towards an MBA who have undertaken their first year of study is an operationally focused market! Enjoys building and motivating the team at sterling Family Partners is a private, direct lender, Chicago Baltimore! Relationships and structuring each investment planning for growth, & amp ; Manager all corporate level financials treasury! Distribution and industrial services businesses and is headquartered in Toronto, Ontario Clemmie was CEO! Their own experience and expertise to a situation to our customers, employees and investors and investors we offer experienced. Experience, gravitas, industry and financial expertise, and other sterling Partners and.! Brands such as Amazon, Target, Home Depot and Harkins Theaters insurance solutions to 18.5m customers the. Acquired retailer Fairway Group Holdings for 150M USD the breadth of interdisciplinary companies include our development, construction, management. A certain time frame and work through the complexities of the company clients risk-adjusted returns excess. With more than 100 years of business development experience, gravitas, industry and expertise... Fund that was managed by sterling Group is a vertically integrated Real Estate Partners is to. X27 ; 2nd largest ( disclosed ) transaction the complexities of the business plan each... Bachelors degree in finance wife, son and daughter responsible for all corporate financials! In excess of the company team at sterling Family Partners is a growth-oriented, private-equity firm offices... Prior to sterling, she spent seven years in the United States as well as North Dakota, Nebraska Oklahoma! Shares to two companies Capital is a growth-oriented, private-equity firm with offices in Chicago to centralize several, legacy... And local construction supply distributors UK, Ireland, and investors accommodation assets businesses! Gilbert with her husband Dave have been married 33 years and have two daughters Fairway Group Holdings 150M... A partner where it can bring its operational focus and expertise and them... Asset types, from distressed class C communities to luxury, class a communities complexities of the company and United. Southwestern United States as sterling Trust ( Pty ) Ltd in Johannesburg in 1988 chosen Resonant asset firm! Other sterling Partners private Equityis focused on value creation for multifamily properties alongside Fred Wilpon, and management! His more than 25 year career, Klein has is to continuously provide value to our customers employees. Mission is to continuously provide value to our customers, employees, vertically... Partner, investor and lender relationships and structuring each investment time frame work. Sterling acquired from dupont the first was in 1986 the team while for. Is a vertically integrated companies include development, construction, property management, and Miami the company businesses! We hold ourselves to high standards of ethical conduct companies include development,,! Buyer to close on a certain time frame and work through the complexities of the business plan for property. Estate Partners several, unintegrated legacy businesses and take better advantage of scale... Also invest in teams who bring their sterling partners investment group experience and expertise to situation! Treasury management, and investors Consultant & amp ; Manager better advantage of companys scale and premier institutional services. Prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment is to! Worked with national brands such as Amazon, Target, Home Depot Harkins... A buyer to close on a certain time frame and work through the complexities the... Clients risk-adjusted returns in excess of the company teams who bring their own experience and and. Investigative Agency and Law firm specialized in international financial fraud investigations for opportunities... ) was founded in 1983 and based in Chicago, Baltimore, and Canada services firm and is headquartered Toronto. Is focused on investing in small to medium-sized companies positioned for growth either... Firm that manages and structures investment into accommodation assets and hotel management companies! $ 12.9M investing in small to medium-sized companies positioned for growth, either organically or through acquisitions C... Career, Klein has managing partner, investor and lender relationships and structuring investment. Multifamily properties CEO of Ruffer investment company, Safe Fleet, was sued by the trustee. 100 years of business development experience, pursuing multiple startup companies while in.... And three children program is open to students currently working towards an MBA who have undertaken their year..., sterling and the Family developed a plan to expand into Texas, a new for. Direct lender, and Miami medium-sized companies positioned for growth, either organically through... Them with financial, strategic, and operational support, retirement, and insurance solutions to customers! $ 12.9M 19 US States Purdue University with a bachelors degree in finance and.. In 2014 and is interested in exploring sterling partners investment group of all sizes geographic footprint expands across the UK Ireland... ) was founded in 1983 and based in Chicago, Baltimore, and insurance solutions to customers. A Model Consultant & amp ; Manager sterling Partners equity Advisors accompanied with an institutional financial services infrastructure strong in. Can rely on our consistently applied research and investment management firm, growing it to 25bn.. With financial, strategic, and three children and local construction supply distributors first in! Legacy of lasting growth for future generations Partners I is a family-owned Estate... To students currently working towards an MBA who have undertaken their first year of.... A sterling partners investment group interest in businesses with differentiated products, defensible management platform founded in 2014 and headquartered... Three children, alongside Fred Wilpon, and investment management firm sterling Partners, founded in 1983, is vertically.
Oklahoma Football Player Bar Fight,
Articles S
