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. Today, Sterling has over $5.7 billion in assets under management. 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. In total, Sterling Investment Partners has invested in 19 US states. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. 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. He lives in Scottsdale with his wife, son and daughter. Current focus areas include big data, blockchain technology and carbon . The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. 2023 The Sterling Group.All rights reserved. Outside interests include traveling, playing golf and spending time with family and friends. 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. Skip to content (602) 388-1278Email Us Linkedin page opens in new window Sterling Real Estate Partners About Us Team Portfolio News Contact Investor Portal Search: SEARCH About Us Team Lea Ann has over 15 years of experience in asset and property management. Protecting your organization, planning for growth, & retaining talent. It's our mission to serve our clients . Sterling, IL-34C. Contact us Whatsapp 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. The Sterling Group | US-TX-Houston Vice President - Investment Professional Intern (2024 MBA Graduate) The Sterling Group is seeking a 1st year MBA student to join our team of investment professionals as an intern for summer 2023. Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. 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. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. We take a patient, long term approach to address challenges and build businesses, and help prepare companies for the unexpected, both opportunities and risks. 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. Lea Ann is also responsible for the review of all operating and financial results for third-party managed assets. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. * Our clients can rely on our consistently applied research and investment process. Nick enjoys beaches and ski towns and hes also an avid sports fan. 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. Mail Linkedin. Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. Love Island returned to ITV screens earlier this week and some islanders have already started to try and crack on with their partners. From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. . 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. During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. We build trust-based relationships by being professional, respectful and honest in all of our interactions. 5950 Berkshire Lane, Suite 1100, 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. This individual will be responsible for ensuring that the Company's . We offer an experienced investment management team coupled with an institutional financial services infrastructure. Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. . Our mission is to continuously provide value to our customers, employees, and investors. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. We hold ourselves to high standards of ethical conduct. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. After recently selling 6,000 units, today we own approximately 11,000 units of apartment and self-storage units. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. 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 . FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. 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. Duane Jackson Founder, Author Capital Partner (F.K.A. In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. 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. 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. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. He lives in Scottsdale with his wife and two daughters. Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value. 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. 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). Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . Other than SPIG, here are no t individuals or entities who own 25% or With more than 100 years of combined development experience, we use a . 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. 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. 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. Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. On January 25, 2007, private equity firm Sterling Investment Partners acquired retailer Fairway Group Holdings for 150M USD. The team at Sterling Family Partners is empowered to think differently. Richmond, Virginia Area. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . Building winning businesses for customers, employees and investors. Sterling Capital Brokers. Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. The Seven Levers contain our collective experience in operations improvement over 4 decades. 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. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Commercial Insurance. An understanding of where we came from provides the framework for where we are going. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . *For further disclaimers, please refer to theLegalsection of the website. Sterling Commercial Capital is a private, direct lender, . On Wednesday evening, Tanya Manhenga turned down another kiss . David enjoys fly fishing and traveling with his family. 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