Who we are
Build winning companies to deliver superior returns to our investors.
Acquire good businesses and partner with management to drive fundamental improvement.
Our core competencies
- Continuous Improvement
- Lean, collaborative team, working directly with Partners and senior management
- Successful track record resulting in exciting growth
- 6 out of 7 current Partners started as associates or Vice Presidents at Sterling
- Resources Group, comprised of subject matter experts in Human Capital, Operations, Commercial, Strategy, Technology, and M&A, are members of deal teams and help drive improvements at portfolio companies
- Hands on investing model resulting in deep engagement with our portfolio companies
- We believe in long term partnership and collaboration
- Relentless, firm-wide commitment to continuous improvement
- We say "we" more than "I"
- Entrepreneurial spirit
- Passionate about building winning businesses
The Sterling Group is an operationally focused middle market firm targeting the industrial sector. Founded in 1982, Sterling is one of the longest standing private equity firms in North America. Over 75% of realized returns have been driven by organic EBITDA growth, a result of Sterling’s operational investing style.
Sterling currently has over $5.0 billion in assets under management. In 2020, Sterling closed at its hard cap of $2.0 billion in commitments for Fund V. The fund was oversubscribed and closed in approximately four months. Sterling is currently raising its second credit fund targeting $400 million in commitments. Sterling has a strong base of long term investors, comprised of some of the largest and most respected global institutional investors.
Investor Relations Associate
The Sterling Group is seeking an Investor Relations Associate to start as soon as possible. The Investor Relations Associate will report to the Managing Director of Investor Relations and will work closely with the CFO and firm’s Partners on the firm’s fundraising and general investor relations activities. The position will enable the successful candidate to participate in all aspects of institutional fundraising, gaining the training and experience needed to continue pursuing a long term career in Investor Relations.
-Participate in investor calls and meetings
-Respond to LP data inquiries/information requests, coordinating with various internal constituencies – deals teams, Finance group, Legal, Compliance
-Assist in preparation and production of LP quarterly reports
-Assist with co-investor reporting and communication
-Coordinate the preparation of the firm’s Annual Meeting, including assisting with drafting key messages, materials, and overseeing event related details
-Assist with the preparation of sophisticated analyses to support investor communications
-Leverage data and industry information to conduct market and competitive analyses
-Develop strong fluency with iLevel, the firm’s portfolio company information database, including the ability to manipulate and analyze data from the system
-Maintain investor pitchbook, website, investment track record and portfolio company case studies
-Design/produce new communications materials that are responsive to LP needs
-Manage CRM system to prepare investor information in advance of investor communications, meetings and fundraises
-Prepare firm Partners and meeting participants with information on investors, including key issues and interests, in advance of meetings and fundraising conversations
-Prepare fundraising related materials (PPM, DDQ, pitchbook, responses to specific investor questions)
-Assist with planning roadshows and investor due diligence onsites, including coordinating participation of various Sterling professionals and the required marketing materials
-Manage prospect pipeline
-Oversee institutional quality data room to facilitate due diligence requirements
-Draft initial responses to prospective investor questionnaires and inquiries
-Maintain a working knowledge of relevant fund governing documents
ESG and Diversity Initiatives
-Assist in developing the annual report to investors on the topics of ESG and Diversity
-Bachelor’s Degree from a top university or college with strong overall GPA
-Experience in an Investment Banking role preferred
-Minimum of 1 year of analytical and presentation experience with knowledge of private equity preferred
-Excellent communication skills, both written and oral
-Strong computer skills with advanced Microsoft Office (including Excel and PowerPoint) skills required
-Self-Starter with strong organizational skills
-Strong critical thinking and problem-solving skills