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 Investment Group May 2017 - Present 5 years 9 months. We also invest in teams who bring their own experience and expertise and provide them with financial, strategic, and operational support. David has over 28 years of experience in the acquisition, value enhancement and disposition of institutional and private real estate. STERLING PRIVATE CAPITAL (SPC) IS A PRIVATE EQUITY FIRM ACTIVELY SEEKING BOTH REAL ESTATE AND OPERATING COMPANY INVESTMENTS. Sterling Partners is a diversified investment management platform founded in 1983 and based in Chicago. , Brian A. Opert, has more than 40 years' experience in virtually all aspects of commercial and multifamily investment real estate. After recently selling 6,000 units, today we own approximately 11,000 units of apartment and self-storage units. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. The team at Sterling Family Partners is empowered to think differently. In total, Sterling Investment Partners has invested in 19 US states. 2012 . Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. David is responsible for all activities of the company. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. 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. Our values include honesty, integrity, empowerment, accountability, and dedicated focus and professionalism that creates trust among all stakeholders. From 2017 to 2021 Clemmie was Group CEO of Ruffer Investment Company, the investment management firm, growing it to 25bn AUM. . 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. Today, Sterling has over $5.7 billion in assets under management. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. About Us; Our Strategies; Resource Center; Press; . contact. 285 Riverside Avenue, Suite 300 Westport, CT 06880-4806 (203) 226-8711 At vero eos et accusam et justo duo dolores.. 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. 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. Funds managed by Sterling Partners Invest in Private Equity Find and invest in PE funds and secondaries that match your investment strategy. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. We manage everything we own, and we manage on behalf of others as well. 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 . In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. 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. 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. Mail Linkedin. We take a patient, long term approach to address challenges and build businesses, and help prepare companies for the unexpected, both opportunities and risks. About Us. This requires oversight of the property management teams, as well as, hiring and training the staff. 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 Management Company is an affiliated property management company for Sterling Real Estate Partners. Sterling Commercial Capital is a private, direct lender, . 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. Love Island returned to ITV screens earlier this week and some islanders have already started to try and crack on with their partners. *For further disclaimers, please refer to theLegalsection of the website. We pride ourselves on saying what we mean and doing what we say. Current focus areas include big data, blockchain technology and carbon . 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. We work as a tightly integrated team to seek to create significant value for our investors and management partners. Sterling Investment Partners has partnered with management teams to create value and build middle market companies . Lea Ann has successfully managed all asset types, from distressed class C communities to luxury, class A communities. Prior to Sterling, she spent seven years in the Phoenix market working for Greystar Real Estate Partners and Alliance Residential. Sterling's partners have 23 years of average tenure with the firm and lead a deep, highly experienced team of . Surpasses 4 million square feet of retail assets under management. 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. Learn More. Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. HeartLand's original private equity partner was Great Range Capital. We offer our partners something unique: With our entrepreneurial spirit, we bring excitement, big ideas, a roll-up-our-sleeves attitude, and the flexibility required to both navigate the trials and seize the opportunities. 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. 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. Sterling Investment Management Limited is authorised and regulated by the Financial Conduct Authority and is a limited company registered in England and Wales. Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. Beginning in 1970, Opert was employed by the City of Boston's low rent housing agency in various executive positions, and subsequently "loaned . Phone: (602) 396-5749. Over 75% of Sterlings past partnerships have been with family businesses and corporate carve-outs. 2023 The Sterling Group.All rights reserved. Commercial Insurance. Sterlings portfolio company, Safe Fleet, was the right fit. We hold ourselves to high standards of ethical conduct. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. 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 . Our vertically integrated companies include development, construction, property management, and investment management. Wendy has held an active AZ Real Estate Sales License for 26 years. 2023 The Sterling Group.All rights reserved. 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. FIND OUT MORE . Owned by management and local high net worth individuals in Vancouver, Canada, Seon sought a buyer who could meet multiple transaction needs. Sterling Real Estate Partners 2021 | Website by, Sterling Real Estate Partners Acquires Scottsdale Hotel For Apartment Conversion, Sterling Real Estate Partners Acquires Tucson Hotel to Convert to Apartments, Sterling Real Estate Partners Acquires Mark at 87 Apartments. The team at Sterling Family Partners is empowered to think differently. It's our mission to serve our clients . We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. He is a member of ICSC and NAIOP. 167 N. Green St.4thFloorChicago, IL 60607. He lives in Scottsdale with his wife, son and daughter. Risk and Volatility. Sterling Partners has made 28 investments. Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. Sterling Partners Equity Advisors Wendy has been in the real estate accounting/finance industry for over 25 years. Sterling Point Advisors is a M&A advisory and financial consulting firm serving small to lower middle market businesses. He is responsible for the oversight of design and construction for development and redevelopment opportunities. Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. Richmond, Virginia Area. With early success, the founders of the firm started raising institutional funds in 2000. Its largest (disclosed) acquisition occurred in 2001 when it acquired Kenan Advantage Group for $176M. During his more than 25 year career, Klein has . Sterling Partners Equity Advisors is an affiliate and Related Advisor of Sterling Fund Management, a Chicago-based diversified investment management firm formed in 1983. 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. This program is open to students currently working towards an MBA who have undertaken their first year of study. 402 2nd Ave Ste 2 Sterling, IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: . During our rich history, we have acquired, developed or redeveloped in excess of $1 billion of deals. 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. 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. 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. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. By Rosemary Iwuala. Saxton previously was with Wachovia's healthcare investment banking group and worked at Legg Mason as a managed care services equity research analyst. Focused primarily on helping privately held . Mishawaka, Ind. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value add business model that Sterling employs. 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. "Creating the Sterling Story, by exceeding expectations one customer at a time. An experienced investment management team coupled with an institutional financial services infrastructure. Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . Company was relaunched in the United States as Sterling Capital Partners Inc. in 2010. Dallas, Texas 75225 | (214) 485-7240. Caleb recently graduated from Grand Canyon University with a degree in finance and economics. DuPont needed a buyer to close on a certain time frame and work through the complexities of the carve-out transition. 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. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. This foundation of operational business knowledge has given Caleb a head start into the repositioning, value enhancement and of... Company registered in England and Wales, from distressed class C communities luxury., IL 61081-3699 T: 815.625.8380 F: 866.522.9572 TF: developed a plan to into... To create value and build middle market businesses david has over 28 of... Management Limited is authorised and regulated by the financial Conduct sterling partners investment group and is a investment! 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