Commercial Insurance. Nick Roe serves as the Development Manager for Sterling Real Estate Partners. STERLING PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . We pay appropriate fees in connection with transactions. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. Sterling Partners has had 7 exits. Sterling Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a limited company registered in England and Wales. Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. 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. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. 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. . 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 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. Today, Sterling has over $5.7 billion in assets under management. 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. FIND OUT MORE . Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. Lea Ann has successfully managed all asset types, from distressed class C communities to luxury, class A communities. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. 2023 The Sterling Group.All rights reserved. SCB offers its clients comprehensive benefit consulting and customized plan management . Mishawaka, Ind. We offer an experienced investment management team coupled with an institutional financial services infrastructure. HeartLand's original private equity partner was Great Range Capital. They are based on the principles of continuous improvement. 30+ years of . Knowing more about investing can hopefully help results. The primary focus of the fund is to invest . 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. 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. Our values include honesty, integrity, empowerment, accountability, and dedicated focus and professionalism that creates trust among all stakeholders. 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) Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. 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 . Family businesses or corporate carve-outs. Nick enjoys beaches and ski towns and hes also an avid sports fan. Our mission is to build winning companies to deliver superior returns to our investors. The Seven Levers contain our collective experience in operations improvement over 4 decades. With early success, the founders of the firm started raising institutional funds in 2000. Caleb grew up in the Chicago area and developed a passion for business at a young age. *For further disclaimers, please refer to theLegalsection of the website. We hold ourselves to high standards of ethical conduct. 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. Lea Ann is directly responsible for all operational activities and performance of the portfolio. This is Sterling Investment Partners' 1st transaction in the Retail sector. He has worked with national brands such as Amazon, Target, Home Depot and Harkins Theaters. My view is that the fall . Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. Lea Ann has over 15 years of experience in asset and property management. The Firm's most common exit type is secondary buyout (58%). 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. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. . In the last 3 years, Sterling Investment Partners has exited 3 companies. 2001 Vintage We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. It's our mission to serve our clients . Our Mandate Is Defined by Our People. , Brian A. Opert, has more than 40 years' experience in virtually all aspects of commercial and multifamily investment real estate. He lives in Scottsdale with his wife and two daughters. 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. 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. Sterling Value Add Partners ("SVAP") held its final close in December of 2012 with committed capital of $138 million. Sterling Partners Equity Advisors LLC's Annual Amendment. 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. 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. The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. Wendy has held an active AZ Real Estate Sales License for 26 years. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. She oversees the strategy and execution of the business plan for each property. We are entrepreneurs at heart and look for exciting opportunities and great partnerships. 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 . (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. An experienced investment management team coupled with an institutional financial services infrastructure. Leadership's Signature Program: Congratulating Ashley Tyeryar. Current focus areas include big data, blockchain technology and carbon . 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. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. Sterling Partners Equity Advisors Holds the final close of Sterling Value Add Partners (SVAP) Fund with $138 million of equity commitments. During his more than 25 year career, Klein has . He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. 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 manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. 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. Surpasses 4 million square feet of retail assets under management. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. Dallas, Texas 75225 | (214) 485-7240. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . She manages reporting requirements for lenders, investment partners and other stakeholders and will coordinate annual tax returns. A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. Learn More. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. We are actively developing, constructing, acquiring, financing, leasing, managing, and selling. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. 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. Sterling Investment Partners has partnered with management teams to create value and build middle market companies . Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Protecting your organization, planning for growth, & retaining talent. 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. They continue to influence my approach when looking for shares to . Contact us Whatsapp Sterling is privately-held, family-owned, and vertically integrated. Outside interests include traveling, playing golf and spending time with family and friends. The Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail investors. 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. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. We develop everything we construct. Sterling Partners Equity Advisors Portfolio Commentary . 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. 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