A distinct culture shared among our team communicates a cohesive message to investors, partners, and the community. They are based on the principles of continuous improvement. Protecting your organization, planning for growth, & retaining talent. 167 N. Green St.4thFloorChicago, IL 60607. Its investment policy is relatively defensive, centred on sovereign and corporate . STERLING PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. 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. Our vertically integrated companies include development, construction, property management, and investment management. Sterlings portfolio company, Safe Fleet, was the right fit. Company was relaunched in the United States as Sterling Capital Partners Inc. in 2010. 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. 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. He is responsible for the oversight of design and construction for development and redevelopment opportunities. 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. We share the same organizational goals and draw upon each of our diverse backgrounds to achieve them together. Sterling has chosen Resonant Asset Management as a Model Consultant & Manager. 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. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Their most recent investment was on Sep 22, 2022, when CHAMPtitles raised $12.9M. Tiedemann Investment Group, an organization of interrelated companies providing real estate and construction services, and Alvarium, a multi-family office, went public via a merger with Cartesian . Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Comparatively, Extraction Oil & Gas has a beta of 2.1 . 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 Sterling Partners Equity Advisors combines a highly experienced investment and management team with an institutional financial services infrastructure. 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. This is Sterling Investment Partners' 1st transaction in the Retail sector. 30+ years of . At vero eos et accusam et justo duo dolores.. Family businesses or corporate carve-outs. 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. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. 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. Sterling Value Add Partners ("SVAP") held its final close in December of 2012 with committed capital of $138 million. ". Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. The Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail investors. This individual will be responsible for ensuring that the Company's . Sterling Capital. The primary focus of the fund is to invest . Caleb has over 3 years of business development experience, pursuing multiple startup companies while in school. 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. David is responsible for all activities of the company. . Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. 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. We invest our cash in every deal that we sponsor. Building winning businesses for customers, employees and investors. Sterling Partners Private Equityis focused on investing in small to medium-sized companies positioned for growth, either organically or through acquisitions. . Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. 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. Sterling Partners is a private equity general partner firm headquartered in Chicago, IL, United States and has other offices in United States. 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. Home About Team Investment Criteria Companies Responsibility News Contact LP Login. SCB offers its clients comprehensive benefit consulting and customized plan management . Dallas, Texas 75225 | (214) 485-7240. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. 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. Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. Our vertically integrated companies include development, construction, property management, and investment management. Other than SPIG, here are no t individuals or entities who own 25% or In the last 3 years, Sterling Investment Partners has exited 3 companies. 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. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. 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. Jerry . 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. 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. Funds managed by Sterling Partners Invest in Private Equity Find and invest in PE funds and secondaries that match your investment strategy. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. Sterling Partners Equity Advisors LLC's Annual Amendment. 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. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. An understanding of where we came from provides the framework for where we are going. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. 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. He lives in Scottsdale with his wife, son and daughter. Our Mandate Is Defined by Our People. Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Boutique investment banking and advisory company specializing in venture capital and private equity transactions. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. Caleb grew up in the Chicago area and developed a passion for business at a young age. FIND OUT MORE . 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. Lea Ann is directly responsible for all operational activities and performance of the portfolio. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. Caleb recently graduated from Grand Canyon University with a degree in finance and economics. Operating partners are independent contractors and are not employees of Sterling Fund Management, LLC or its affiliates and are therefore not part of Sterlings compliance program. On Wednesday evening, Tanya Manhenga turned down another kiss . Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. 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. Today, Sterling has over $5.7 billion in assets under management. Sterling Search Partners is helping a privately held Birmingham based company with its search of a Senior Accountant. 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. David enjoys fly fishing and traveling with his family. Our mission is to build winning companies to deliver superior returns to our investors. We pay appropriate fees in connection with transactions. This is Sterling Investment Partners' 10th transaction in the . This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. 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. The firm started with four young entrepreneurs investing in companies with capital raised from friends and family. They continue to influence my approach when looking for shares to . 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . 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) Wendy has been in the real estate accounting/finance industry for over 25 years. 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. 2023 The Sterling Group.All rights reserved. We manage everything we own, and we manage on behalf of others as well. About Us; Our Strategies; Resource Center; Press; . 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. Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. We take a patient, long term approach to address challenges and build businesses, and help prepare companies for the unexpected, both opportunities and risks. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. He is a member of ICSC and NAIOP. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Risk and Volatility. Sterling has a strong interest in businesses with differentiated products, defensible . The Firm's most common exit type is secondary buyout (58%). 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. Our goal is customer loyalty. Sterling is privately-held, family-owned, and vertically integrated. 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. We work as a tightly integrated team to seek to create significant value for our investors and management partners. 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. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. 2023 The Sterling Group.All rights reserved. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. 2011 Our values include honesty, integrity, empowerment, accountability, and dedicated focus and professionalism that creates trust among all stakeholders. Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. 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