Caleb grew up in the Chicago area and developed a passion for business at a young age. Sterling Partners Equity Advisors manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). ". Caleb has over 3 years of business development experience, pursuing multiple startup companies while in school. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Our disciplined and repeatable investment process has been developed over decades of experience, resulting in our long-term track record in small-cap value. Sterling Group Partners I is a liquidated private equity fund that was managed by Sterling Group. We work as a tightly integrated team to seek to create significant value for our investors and management partners. We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. He comes to Raymond James from SVB Securities after previous roles with RBC Capital Markets and Ivy Capital . Duane Jackson Founder, Author Capital Partner (F.K.A. Managing our own assets allows Sterling to provide the highest level of service, tailored to meet the individual needs of our residents, clients, employees, and partners. The Seven Levers contain our collective experience in operations improvement over 4 decades. Sterling Partners has made 28 investments. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. 285 Riverside Avenue, Suite 300 Westport, CT 06880-4806 (203) 226-8711 Knowing more about investing can hopefully help results. 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. 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 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. He lives in Scottsdale with his wife and two daughters. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. Our mission is to continuously provide value to our customers, employees, and investors. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: . Love Island returned to ITV screens earlier this week and some islanders have already started to try and crack on with their partners. Sterling Capital Brokers. 5950 Berkshire Lane, Suite 1100, We hold ourselves to high standards of ethical conduct. 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. This investment - Series A - Fancy Sprinkles - was valued at $12.9M. Sterling Partners Equity Advisors LLC's Annual Amendment. Sterling Partners is a private equity general partner firm headquartered in Chicago, IL, United States and has other offices in United States. David has a BS in Economics from the University of Arizona and is active in various real estate trade organizations. We are actively developing, constructing, acquiring, financing, leasing, managing, and selling. We currently own and manage about 50 properties in over 35 markets. Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. We invest our cash in every deal that we sponsor. Our vertically integrated companies include development, construction, property management, and investment management. Our values include honesty, integrity, empowerment, accountability, and dedicated focus and professionalism that creates trust among all stakeholders. Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. Providing a legacy of lasting growth for future generations. . We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. (SCB) was founded in 2014 and is headquartered in Toronto, Ontario. Richmond, Virginia Area. She oversees the strategy and execution of the business plan for each property. 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. 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. Lea Ann has over 15 years of experience in asset and property management. The Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail investors. Kyle Sandilands brushes off his mate Michael Clarke's blazing row with Jade Yarbrough as part of 'normal life' and wishes them the best: 'A lot of couples go through ups and downs' We also bring the experience, gravitas, industry and financial expertise, and capital of a long-standing and premier institutional financial services firm. 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. 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. Our vertically integrated companies include development, construction, property management, and investment management. He is responsible for the oversight of design and construction for development and redevelopment opportunities. From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. Dallas, Texas 75225 | (214) 485-7240. SCB offers its clients comprehensive benefit consulting and customized plan management . David enjoys fly fishing and traveling with his family. Nick graduated from Purdue University with a bachelors degree in Finance. 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. The breadth of interdisciplinary companies include our development, construction, property management, and investment services companies. Surpasses 4 million square feet of retail assets under management. 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. 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. . 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 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. PETERSBURG, Fla. - Raymond James is again expanding its capabilities in the Recapitalization & Restructuring Investment Banking group with the addition of senior banker Richard Klein. 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. 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. The Seven Levers are resources our management teams can use to enable speed, confidence and consistency in business building. Sterlings portfolio company, Safe Fleet, was the right fit. Resonant Asset Management is a specialist SMA manager based in Sydney and Perth, with a 5 year track . Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. . Sterling Search Partners is helping a privately held Birmingham based company with its search of a Senior Accountant. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. Lea Ann has successfully managed all asset types, from distressed class C communities to luxury, class A communities. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. 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 . 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. Focused primarily on helping privately held . FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. We develop everything we construct. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. Today, Sterling has over $5.7 billion in assets under management. Download our brochure to read a full summary. 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. Sterling responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. Wendy is responsible for all corporate level financials, treasury management, and all accounting activity for each investment. 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. Wendy has held an active AZ Real Estate Sales License for 26 years. Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. Jerry . Our geographic footprint expands across the Midwest and Southeast United States as well as North Dakota, Nebraska, Oklahoma, and Missouri. Sterling Investment Partners has partnered with management teams to create value and build middle market companies . "Creating the Sterling Story, by exceeding expectations one customer at a time. At vero eos et accusam et justo duo dolores.. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. 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 Investment Partners . Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. In his free time, Caleb enjoys going to the gym and reading books. Wendy has been in the real estate accounting/finance industry for over 25 years. 2023 Sterling Investment Partners, We are a go-to middle market private equity firm in distribution and business services concentrating on recession resistant segments characterized by. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . 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. He is a member of ICSC and NAIOP. Mishawaka, Ind. Partners Bradley W. Ayres Sterling Management Company is an affiliated property management company for Sterling Real Estate Partners. 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. 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. Portfolio company executives shown in the team are compensated by their respective portfolio companies and not by Sterling Fund Management. Caleb recently graduated from Grand Canyon University with a degree in finance and economics. This is Sterling Investment Partners' 2nd largest (disclosed) transaction. 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. A platform for managers of quantitative investment strategies. We are a hospitality firm that manages and structures investment into accommodation assets and hotel management operational companies. Risk and Volatility. David is responsible for all activities of the company. 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) 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. . Sterling and management worked together to further improve already strong operating practices and complete 10 acquisitions. Wendy and her husband Dave have been married 33 years and have two daughters. 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. 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. 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. Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. 2023 The Sterling Group.All rights reserved. Sterling, IL-34C. Holds the final close of Sterling Value Add Partners (SVAP) Fund with $138 million of equity commitments. We pay appropriate fees in connection with transactions. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. My view is that the fall . April 2019 Sterling Partners Equity Advisors Portfolio Commentary Kevin Silverman, CFA Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Viper Energy Partners has a beta of 1.89, indicating that its share price is 89% more volatile than the S&P 500. This is Sterling Investment Partners' 10th transaction in the . * Our clients can rely on our consistently applied research and investment process. Here is a trio of hard-learned lessons my own experiences have taught me. 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. 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