An experienced investment management team coupled with an institutional financial services infrastructure. 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. A few select operational businesses provide a platform for our other pursuits of interest. We take a patient, long term approach to address challenges and build businesses, and help prepare companies for the unexpected, both opportunities and risks. Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. This program is open to students currently working towards an MBA who have undertaken their first year of study. This is Sterling Investment Partners' 1st transaction in the Retail sector. After recently selling 6,000 units, today we own approximately 11,000 units of apartment and self-storage units. 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 My view is that the fall . 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. A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. Sterling has a strong interest in businesses with differentiated products, defensible . We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. The Firm's most common exit type is secondary buyout (58%). 167 N. Green St.4thFloorChicago, IL 60607. 5950 Berkshire Lane, Suite 1100, HeartLand's original private equity partner was Great Range Capital. In the last 3 years, Sterling Investment Partners has exited 3 companies. 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. This investment - Series A - Fancy Sprinkles - was valued at $12.9M. 2011 Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. 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. We pride ourselves on saying what we mean and doing what we say. He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. 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. 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. 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. Lea Ann is directly responsible for all operational activities and performance of the portfolio. Caleb recently graduated from Grand Canyon University with a degree in finance and economics. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Phone: (713) 877-8257; . They are based on the principles of continuous improvement. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. 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 Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. Lea Ann is also responsible for the review of all operating and financial results for third-party managed assets. Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. 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 Partners Private Equity is the private equity arm of asset management firm Sterling Partners. Wendy has been in the real estate accounting/finance industry for over 25 years. David enjoys fly fishing and traveling with his family. Established as Sterling Trust (Pty) Ltd in Johannesburg in 1988. 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. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. 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. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. Sterling Partners Equity Advisors Portfolio Commentary . Nick graduated from Purdue University with a bachelors degree in Finance. 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. Jerry . Outside interests include traveling, playing golf and spending time with family and friends. Leadership's Signature Program: Congratulating Ashley Tyeryar. Providing a legacy of lasting growth for future generations. Family businesses or corporate carve-outs. FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. Home About Team Investment Criteria Companies Responsibility News Contact LP Login. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. Funds managed by Sterling Partners Invest in Private Equity Find and invest in PE funds and secondaries that match your investment strategy. 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. Risk and Volatility. 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. Sterling Group grows its Grand Rapids portfolio with self-storage facilities. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. Lea Ann has successfully managed all asset types, from distressed class C communities to luxury, class A communities. We pay appropriate fees in connection with transactions. 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. 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 . 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. Sterling Partners has had 7 exits. Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. Our geographic footprint expands across the Midwest and Southeast United States as well as North Dakota, Nebraska, Oklahoma, and Missouri. 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. The Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail investors. 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. Sterlings portfolio company, Safe Fleet, was the right fit. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. In total, Sterling Investment Partners has invested in 19 US states. The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. Managing our own assets allows Sterling to provide the highest level of service, tailored to meet the individual needs of our residents, clients, employees, and partners. 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. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. Nick enjoys beaches and ski towns and hes also an avid sports fan. Our vertically integrated companies include development, construction, property management, and investment management. Our values include honesty, integrity, empowerment, accountability, and dedicated focus and professionalism that creates trust among all stakeholders. 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 responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. PETERSBURG, Fla. - Raymond James is again expanding its capabilities in the Recapitalization & Restructuring Investment Banking group with the addition of senior banker Richard Klein. 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 . 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. Caleb grew up in the Chicago area and developed a passion for business at a young age. Log in . Sterling Search Partners is helping a privately held Birmingham based company with its search of a Senior Accountant. Sterling Value Add Partners ("SVAP") held its final close in December of 2012 with committed capital of $138 million. STERLING PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. Forms Sterling Investment Management (SIM) to provide asset management services to The Sterling Organization's (TSO) institutional funds. *For further disclaimers, please refer to theLegalsection of the website. 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. Download our brochure to read a full summary. Our mission is to continuously provide value to our customers, employees, and investors. In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. An understanding of where we came from provides the framework for where we are going. Sterling Investment Partners has partnered with management teams to create value and build middle market companies . 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. We invest and manage across strategies and asset classes. Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value. , Brian A. Opert, has more than 40 years' experience in virtually all aspects of commercial and multifamily investment real estate. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. Sterling Partners Equity Advisors LLC's Annual Amendment. With early success, the founders of the firm started raising institutional funds in 2000. . Sterling is privately-held, family-owned, and vertically integrated. Lea Ann has over 15 years of experience in asset and property management. Phone: (602) 396-5749. 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). David has over 28 years of experience in the acquisition, value enhancement and disposition of institutional and private real estate. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. About Us. Learn More. 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. The Sterling Partners Investment Thesis Challenge (SPITC) launched in 2011 with the generous support of Sterling Partners. 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. Experienced private Investigative Agency and Law firm specialized in international financial fraud investigations investment management going! 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