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. A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. Sterling Real Estate Partners is an investment company focused on value creation for multifamily properties. SCB offers its clients comprehensive benefit consulting and customized plan management . Sterling Partners has made 28 investments. Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. 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. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . Sterling Partners has invested in Fancy Sprinkles on Sep 22, 2022. Protecting your organization, planning for growth, & retaining talent. The Firm's most common exit type is secondary buyout (58%). Sterling Investment Partners . 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. Building winning businesses for customers, employees and investors. They continue to influence my approach when looking for shares to . He lives in Scottsdale with his wife, son and daughter. In total, Sterling Investment Partners has invested in 19 US states. Its investment policy is relatively defensive, centred on sovereign and corporate . * Our clients can rely on our consistently applied research and investment process. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. We develop everything we construct. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Nick Roe serves as the Development Manager for Sterling Real Estate Partners. Commercial Insurance. A few select operational businesses provide a platform for our other pursuits of interest. Current focus areas include big data, blockchain technology and carbon . (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. SVAP is a discretionary closed-end institutional equity fund targeting Value-Add retail real estate properties in infill locations in certain major markets across the United States. 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. FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. Sterling Value Add Partners ("SVAP") held its final close in December of 2012 with committed capital of $138 million. We manage everything we own, and we manage on behalf of others as well. Comparatively, Extraction Oil & Gas has a beta of 2.1 . Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . Dallas, Texas 75225 | (214) 485-7240. 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 was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. In his free time, Caleb enjoys going to the gym and reading books. 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. ". Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. Boutique investment banking and advisory company specializing in venture capital and private equity transactions. Surpasses 4 million square feet of retail assets under management. Sterling Real Estate Partners is a vertically integrated real estate investment company that specializes in multifamily throughout the Southwestern United States. Love Island returned to ITV screens earlier this week and some islanders have already started to try and crack on with their partners. Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. Our Mandate Is Defined by Our People. Established as Sterling Trust (Pty) Ltd in Johannesburg in 1988. Our mission is to build winning companies to deliver superior returns to our investors. . At vero eos et accusam et justo duo dolores.. 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 Investment Partners has partnered with management teams to create value and build middle market companies . With more than 100 years of combined development experience, we use a . The team at Sterling Family Partners is empowered to think differently. We are actively developing, constructing, acquiring, financing, leasing, managing, and selling. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. By Rosemary Iwuala. 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 and management worked together to further improve already strong operating practices and complete 10 acquisitions. This is Sterling Investment Partners' 1st transaction in the Retail sector. 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 . 285 Riverside Avenue, Suite 300 Westport, CT 06880-4806 (203) 226-8711 This is Sterling Investment Partners' 10th transaction in the . 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 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 . Lea Ann is also responsible for the review of all operating and financial results for third-party managed assets. Our mission is to continuously provide value to our customers, employees, and investors. After recently selling 6,000 units, today we own approximately 11,000 units of apartment and self-storage units. About Us. Get started Learn more Already a member? 2023 The Sterling Group.All rights reserved. Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. 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. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. 5950 Berkshire Lane, Suite 1100, We invest and manage across strategies and asset classes. This individual will be responsible for ensuring that the Company's . 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. 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 Partners Investment Thesis Challenge (SPITC) launched in 2011 with the generous support of Sterling Partners. On Wednesday evening, Tanya Manhenga turned down another kiss . . They are based on the principles of continuous improvement. From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. In the last 3 years, Sterling Investment Partners has exited 3 companies. 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. 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. David is responsible for all activities of the company. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Sterling excels as a partner where it can bring its operational focus and expertise to a situation. Our goal is customer loyalty. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Providing a legacy of lasting growth for future generations. 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. 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. About Us; Our Strategies; Resource Center; Press; . Richmond, Virginia Area. 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 Capital. Wendy has been in the real estate accounting/finance industry for over 25 years. 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. The Seven Levers are resources our management teams can use to enable speed, confidence and consistency in business building. FIND OUT MORE . 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 pride ourselves on saying what we mean and doing what we say. Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. It's our mission to serve our clients . Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. The most experienced Private Investigative Agency and Law Firm specialized in international financial fraud investigations. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. Identifying unique, inefficient, and dislocated opportunities in real estate and real estate-related assets and businesses. Forms Sterling Investment Management (SIM) to provide asset management services to The Sterling Organization's (TSO) institutional funds. Log in . Phone: (713) 877-8257; . Duane Jackson Founder, Author Capital Partner (F.K.A. 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 was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. 2011 Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. We also bring the experience, gravitas, industry and financial expertise, and capital of a long-standing and premier institutional financial services firm. Our vertically integrated companies include development, construction, property management, and investment management. 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. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Sterling Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a limited company registered in England and Wales. 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 . Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. Sterling Partners, founded in 1983, is a growth-oriented, private-equity firm with offices in Chicago, Baltimore, and Miami. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. 2012 . 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. Contact us Whatsapp 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. Sterling Partners has had 7 exits. Our vertically integrated companies include development, construction, property management, and investment management. We hold ourselves to high standards of ethical conduct. Sterling has a strong interest in businesses with differentiated products, defensible . She manages reporting requirements for lenders, investment partners and other stakeholders and will coordinate annual tax returns. He enjoys building and motivating the team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each investment. Sterling Partners is a private equity general partner firm headquartered in Chicago, IL, United States and has other offices in United States. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. Partners Bradley W. Ayres Family businesses or corporate carve-outs. Sterling is focused on making majority investments in manufacturing, distribution and industrial services businesses and is interested in exploring partnerships of all sizes. David enjoys fly fishing and traveling with his family. 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. Nick enjoys beaches and ski towns and hes also an avid sports fan. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. Us States team while prospecting for new opportunities, managing partner, investor and lender relationships and structuring each.. He relocated from the San Francisco bay area to Phoenix to be closer to the gym and reading books the. 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