He lives in Scottsdale with his wife and two daughters. Lea Ann was born and raised in Phoenix, Arizona and currently resides in Gilbert with her husband, Brooks, and three children. In 2015, David created Sterling Real Estate Partners to acquire market rate, value add multi-family properties. Lea Ann has over 15 years of experience in asset and property management. 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 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. 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. Company was relaunched in the United States as Sterling Capital Partners Inc. in 2010. We invest our cash in every deal that we sponsor. 2012 . Mail Linkedin. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. Wendy has been in the real estate accounting/finance industry for over 25 years. Funds managed by Sterling Partners Invest in Private Equity Find and invest in PE funds and secondaries that match your investment strategy. Lea Ann is also responsible for the review of all operating and financial results for third-party managed assets. Lea Ann holds an active Arizona Real Estate license and stays involved in the Arizona Multi-Housing Association for continued professional development. The Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. Nick graduated from Purdue University with a bachelors degree in Finance. 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. 30+ years of . Sterling responds promptly to inquiries and we invite interested principals, intermediaries and other professionals to contact us. He relocated from the San Francisco bay area to Phoenix to be closer to the portfolio and build out the team in Arizona. Duane Jackson Founder, Author Capital Partner (F.K.A. 5950 Berkshire Lane, Suite 1100, 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. 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' The Sterling abrdn investment solutions seek to bring underlying investment solutions to the portfolios not normally available to retail investors. Our values include honesty, integrity, empowerment, accountability, and dedicated focus and professionalism that creates trust among all stakeholders. . 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 Sterling Group is an operationally focused middle market private equity firm that builds winning businesses for customers, employees and investors. The firm started with four young entrepreneurs investing in companies with capital raised from friends and family. We are entrepreneurs at heart and look for exciting opportunities and great partnerships. 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. 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 vehicles across a variety of industries, growth stages, and structures. * Our clients can rely on our consistently applied research and investment process. This is Sterling Investment Partners' 2nd largest (disclosed) transaction. She manages reporting requirements for lenders, investment partners and other stakeholders and will coordinate annual tax returns. Aviva provides wealth, retirement, and insurance solutions to 18.5m customers across the UK, Ireland, and Canada. Sterling Partners Equity Advisors is a SEC registered investment advisor specializing in long-only small-capitalization equity investment strategies. Sterling shared the vision of creating a national leader that would be best in class, both commercially and operationally. Together, Sterling and the family developed a plan to expand into Texas, a new geography for the company. She oversees the strategy and execution of the business plan for each property. We invest in companies in various stages of growth and across many industries, taking majority, minority, preferred equity, and even debt positions. Chicago, Illinois Chief Investment Officer Madra Asset Management, LLC May 2010 - Jan 2018 7 years 9 months . Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. Sterling Partners is a private equity general partner firm headquartered in Chicago, IL, United States and has other offices in United States. Nor will Sterling, its subsidiaries, associated entities, partners, employees, representatives or suppliers be, under any circumstances, liable for any corruption of data that may . Sterling Partners Equity Advisors We can provide you with free consultation to analyze your case and define a precise course of action to recover your money. The Seven Levers contain our collective experience in operations improvement over 4 decades. During his more than 25 year career, Klein has . 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. 2023 The Sterling Group.All rights reserved. Here is a trio of hard-learned lessons my own experiences have taught me. Specialties; Request Certificate of Insurance; Risk Management Center Nick Roe serves as the Development Manager for Sterling Real Estate Partners. 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. 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). My view is that the fall . 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. 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. Sterling Commercial Capital is a private, direct lender, . FLEXIBLE CAPITAL / TRANSFORMATIONAL GROWTH /. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. 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. We build trust-based relationships by being professional, respectful and honest in all of our interactions. Sterling is focused on making majority investments in manufacturing, distribution and industrial services businesses and is interested in exploring partnerships of all sizes. Our objective is straightforward: to offer our clients risk-adjusted returns in excess of the Russell 2000 Value Index. ". Home About Team Investment Criteria Companies Responsibility News Contact LP Login. Together, Sterling and the Stonecipher brothers combined five different manufacturers to create the second largest bathtub company in the US. Contact us Whatsapp We currently own and manage about 50 properties in over 35 markets. David enjoys fly fishing and traveling with his family. Holds the final close of Sterling Value Add Partners (SVAP) Fund with $138 million of equity commitments. Sterling added key team members and worked to centralize several, unintegrated legacy businesses and take better advantage of companys scale. Nick enjoys beaches and ski towns and hes also an avid sports fan. 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. Liqui-Box was the fourth business Sterling acquired from DuPont the first was in 1986. Our strategy is to acquire good businesses and partner with management to drive fundamental improvement. Its investment policy is relatively defensive, centred on sovereign and corporate . 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) 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. It's our mission to serve our clients . 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. 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 manages $117.4 million and provides investment advisory services for 32 clients (1:32 advisor/client ratio). In total, Sterling Investment Partners has invested in 19 US states. 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 HeartLand's original private equity partner was Great Range Capital. Sterling Partners, founded in 1983, is a growth-oriented, private-equity firm with offices in Chicago, Baltimore, and Miami. We share the same organizational goals and draw upon each of our diverse backgrounds to achieve them together. Sterling was prepared to do the complicated transactional work of concurrently acquiring and immediately merging the two companies. The Seven Levers are resources our management teams can use to enable speed, confidence and consistency in business building. FIND OUT MORE . An experienced investment management team coupled with an institutional financial services infrastructure. Sterling Point Advisors is a M&A advisory and financial consulting firm serving small to lower 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. Wendy has held an active AZ Real Estate Sales License for 26 years. A few select operational businesses provide a platform for our other pursuits of interest. Sterling Group is a family-owned real estate investment firm specializing in multifamily housing and self-storage facilities. 1 Construction Supply Group Sterling has executed a strategy to bring together multiple leading regional and local construction supply distributors. 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