Lea Ann has successfully managed all asset types, from distressed class C communities to luxury, class A communities. 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. 2012 . Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. The Firm's most common exit type is secondary buyout (58%). SCB offers its clients comprehensive benefit consulting and customized plan management . By Rosemary Iwuala. 2023 The Sterling Group.All rights reserved. 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. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . 167 N. Green St.4thFloorChicago, IL 60607. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Our apartment properties include market rate, tax credit, student and seniors housing. He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. Sterling Partners has invested in Fancy Sprinkles on Sep 22, 2022. Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. Download our brochure to read a full summary. Home About Team Investment Criteria Companies Responsibility News Contact LP Login. Sterling Partners has made 28 investments. Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. Its investment policy is relatively defensive, centred on sovereign and corporate . 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. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. 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. Risk and Volatility. * Our clients can rely on our consistently applied research and investment process. 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. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. 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. Sterling Search Partners is helping a privately held Birmingham based company with its search of a Senior Accountant. 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. David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. 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 Capital. Since its formation in 2013, SPC has committed itself to building long-term relationships with operators, sponsors, and investors who share our same values and investment philosophy. Sterling has chosen Resonant Asset Management as a Model Consultant & Manager. 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 Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. 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) The Seven Levers contain our collective experience in operations improvement over 4 decades. They continue to influence my approach when looking for shares to . We invest our cash in every deal that we sponsor. 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. 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 . Family businesses or corporate carve-outs. ". Our vertically integrated companies include development, construction, property management, and investment management. 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. 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. *For further disclaimers, please refer to theLegalsection of the website. 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. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. In his free time, Caleb enjoys going to the gym and reading books. A few select operational businesses provide a platform for our other pursuits of interest. Sterling has a strong interest in businesses with differentiated products, defensible . We develop everything we construct. Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. On Wednesday evening, Tanya Manhenga turned down another kiss . Phone: (713) 877-8257; . Because we understand that customer loyalty is achieved by exceeding customers expectations, our company credo is, Creating the Sterling Story, by exceeding expectations, one customer at a time., To learn more about Sterling Investments, email Investments@thesterlinggrp.com or visit our Investor portal. We offer an experienced investment management team coupled with an institutional financial services infrastructure. Sterling Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a limited company registered in England and Wales. WESTPORT, Conn., Aug. 11, 2022 /PRNewswire/ -- Sterling Investment Partners (" Sterling "), a Westport, Connecticut -based leading middle market private equity firm investing in. Here is a trio of hard-learned lessons my own experiences have taught me. 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. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: . 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. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . Their most recent investment was on Sep 22, 2022, when CHAMPtitles raised $12.9M. Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. Sterling Commercial Capital is a private, direct lender, . The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. The Sterling Partners Investment Thesis Challenge (SPITC) launched in 2011 with the generous support of Sterling Partners. 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. 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. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. 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. Over the past 30 years, the firm has established a track record of . David has over 28 years of experience in the acquisition, value enhancement and disposition of institutional and private real estate. 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. Caleb recently graduated from Grand Canyon University with a degree in finance and economics. Phone: (602) 396-5749. 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. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. 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. 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. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. 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. Our mission is to continuously provide value to our customers, employees, and investors. Datacubed raises additional capital and will expand talent Brooklyn, New York, Dec. 20, 2022 (GLOBE NEWSWIRE) -- Datacubed Health ("Datacubed"), a digital health technology company that supports hybrid and decentralized clinical trials, and Sterling Partners ("Sterling"), a prominent investment management firm, announced December 20, 2022, substantial year-over-year growth. 2023 The Sterling Group.All rights reserved. Log 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. 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. Sterling is focused on making majority investments in manufacturing, distribution and industrial services businesses and is interested in exploring partnerships of all sizes. 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. About Us. Sterling Partners Equity Advisors Our Mandate Is Defined by Our People. 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. Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. 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. This individual will be responsible for ensuring that the Company's . The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. 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. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. My view is that the fall . Sterling Partners has had 7 exits. 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. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. He lives in Scottsdale with his wife, son and daughter. FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. Sterling Partners Equity Advisors Portfolio Commentary . In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. We manage everything we own, and we manage on behalf of others as well. About Us; Our Strategies; Resource Center; Press; . Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). Knowing more about investing can hopefully help results. Contact us Whatsapp Dallas, Texas 75225 | (214) 485-7240. 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