Our apartment properties include market rate, tax credit, student and seniors housing. 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. We currently own and manage about 50 properties in over 35 markets. Sterling Capital Brokers. 167 N. Green St.4thFloorChicago, IL 60607. Love Island returned to ITV screens earlier this week and some islanders have already started to try and crack on with their partners. We share the same organizational goals and draw upon each of our diverse backgrounds to achieve them together. This requires oversight of the property management teams, as well as, hiring and training the staff. WESTPORT, Conn., Aug. 11, 2022 /PRNewswire/ -- Sterling Investment Partners (" Sterling "), a Westport, Connecticut -based leading middle market private equity firm investing in. 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. 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 Portfolio Commentary, Copyright 2022 Sterling Partners Equity Advisors LLC |All Rights Reserved| Legal, Chief Investment Officer, Portfolio Manager, General Counsel, Chief Compliance Officer. 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. In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. In total, Sterling Investment Partners has invested in 19 US states. He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. The Firm's most common exit type is secondary buyout (58%). Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . Sterling Partners Equity Advisors LLC's Annual Amendment. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: . He is a member of ICSC and NAIOP. Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. Sterling has chosen Resonant Asset Management as a Model Consultant & Manager. 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. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. We build trust-based relationships by being professional, respectful and honest in all of our interactions. 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 Investment Partners is a specialist hotel investment and asset management firm. (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. Sterling, IL-34C. David is responsible for all activities of the company. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . . . We are entrepreneurs at heart and look for exciting opportunities and great partnerships. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Surpasses 4 million square feet of retail assets under management. 2001 Vintage 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). The team at Sterling Family Partners is empowered to think differently. She oversees the strategy and execution of the business plan for each property. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: 800.889 . Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. Focused primarily on helping privately held . We pay appropriate fees in connection with transactions. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. The Seven Levers contain our collective experience in operations improvement over 4 decades. Over the past 30 years, the firm has established a track record of . 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. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. During his more than 25 year career, Klein has . 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. During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. 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. Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . We invest our cash in every deal that we sponsor. 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. 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. Lea Ann is directly responsible for all operational activities and performance of the portfolio. 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 is a diversified investment management platform founded in 1983 and based in Chicago. Other than SPIG, here are no t individuals or entities who own 25% or 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. Since 1982, The Sterling Group has been partnering with management teams to grow and build winning businesses in the industrial sector. 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. Saul Katz, alongside Fred Wilpon, and other Sterling partners, was sued by the Madoff trustee Irving Picard. * Sterling Fund Management provides active senior-level operational participation in Sterling Partners Equity Advisors accompanied with an operational infrastructure developed over 30 years. 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. A few select operational businesses provide a platform for our other pursuits of interest. Sterling excels as a partner where it can bring its operational focus and expertise to a situation. Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . Wendy and her husband Dave have been married 33 years and have two daughters. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. 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. April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA 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. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. Sterling Partners Private Equityis focused on investing in small to medium-sized companies positioned for growth, either organically or through acquisitions. Outside interests include traveling, playing golf and spending time with family and friends. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Sterling Partners has invested in Fancy Sprinkles on Sep 22, 2022. Established as Sterling Trust (Pty) Ltd in Johannesburg in 1988. We pride ourselves on saying what we mean and doing what we say. Sterling Partners Private Equity is the private equity arm of asset management firm Sterling Partners. Building winning businesses for customers, employees and investors. 2023 The Sterling Group.All rights reserved. Sterlings portfolio company, Safe Fleet, was the right fit. 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) Family businesses or corporate carve-outs. About Us; Our Strategies; Resource Center; Press; . We manage everything we own, and we manage on behalf of others as well. 2011 Sterling Search Partners is helping a privately held Birmingham based company with its search of a Senior Accountant. Wendy has been in the real estate accounting/finance industry for over 25 years. This is Sterling Investment Partners' 10th transaction in the . We hold ourselves to high standards of ethical conduct. This investment - Series A - Fancy Sprinkles - was valued at $12.9M. This is Sterling Investment Partners' 2nd largest (disclosed) transaction. The Sterling Partners Investment Thesis Challenge (SPITC) launched in 2011 with the generous support of Sterling Partners. 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. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Sterling Partners is a private equity general partner firm headquartered in Chicago, IL, United States and has other offices in United States. An understanding of where we came from provides the framework for where we are going. 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 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. 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. 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. Richmond, Virginia Area. Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . Contact us Whatsapp 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 . 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 . Caleb has over 3 years of business development experience, pursuing multiple startup companies while in school. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. He is responsible for the oversight of design and construction for development and redevelopment opportunities. Providing a legacy of lasting growth for future generations. Identifying unique, inefficient, and dislocated opportunities in real estate and real estate-related assets and businesses. 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. Sterlings portfolio company, Safe Fleet, was the right fit. Risk and Volatility. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Our vertically integrated companies include development, construction, property management, and investment management. Sterling Group Partners I is a liquidated private equity fund that was managed by Sterling Group. Sterling Group grows its Grand Rapids portfolio with self-storage facilities. He lives in Scottsdale with his wife, son and daughter. 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. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. Here is a trio of hard-learned lessons my own experiences have taught me. Across our entire platform, there are approximately 250 employees working together to drive value to our investments every day. Tell Us About Your Case Contact us to tell us about your case. Specialties; Request Certificate of Insurance; Risk Management Center 2012 . Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world . A platform for managers of quantitative investment strategies. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Partners; Investment Team; Other Professionals; Credit Team; Advisory Partners; Executive Administration; News. Forms Sterling Investment Management (SIM) to provide asset management services to The Sterling Organization's (TSO) institutional funds. 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 Organization is a vertically integrated private equity real estate firm whose national platform is focused on investing in LAST HOUR consumer fulfillment and distribution real estate assets across the risk spectrum in major markets within the United States on behalf of Sterling's principals in partnership with the highest quality institutional investors. Phone: (713) 877-8257; . Knowing more about investing can hopefully help results. 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. This individual will be responsible for ensuring that the Company's . 2023 The Sterling Group.All rights reserved. Our goal is customer loyalty. 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. Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Nick Roe serves as the Development Manager for Sterling Real Estate Partners. Sterling Commercial Capital is a private, direct lender, . 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. By Rosemary Iwuala. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. . Commercial Insurance. Though we finance our debt with many institutional players, the GSE Agencies have provided a large number of loans to us including long-term self-amortizing FHA loans for both new developments and acquisitions. 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. Learn More. Duane Jackson Founder, Author Capital Partner (F.K.A. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. We are a hospitality firm that manages and structures investment into accommodation assets and hotel management operational companies. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. With early success, the founders of the firm started raising institutional funds in 2000. Leadership's Signature Program: Congratulating Ashley Tyeryar. 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