4th Independent Sponsors Summit

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About The Conference

iGlobal Forum is pleased to announce the upcoming 4th Independent Sponsors Summit: Connecting Independent Sponsors & Capital Providers to Facilitate Deal Flow, taking place in Chicago on October 26th. This event will cover the most pertinent issues affecting the independent sponsor marketplace in addition to providing unmatched networking opportunities structured to assist in making new, relevant connections for both independent sponsors and capital providers looking to work together. Here we will cover the challenges and suggested solutions associated with sourcing new deals, negotiating fee structures, and new alternative deal structures competing in a growing space while providing you with on-point meetings to discuss future business endeavors. iGlobal Forum’s 4th Independent Sponsors Summit is a unique event, providing attendees with updates on only the most topical and relevant issues, and pairing it with organized and focused meetings in a heavily relationship-driven industry. Here you will meet with 150+ senior level executives representing both independent sponsors and capital providers across industries looking to network with you.

Key Topics Covered

  • Discussing new opportunities and trends in sourcing deals, negotiating fee structures, and finding fund sources
  • Staying competitive with new participants breaking into the field
  • Exploring the influence of emerging managers and new fund structures 
  • Strategies for improving portfolio company performance for both capital providers and independent sponsors
  • Regulatory developments on the horizon that will affect the deal development process
  • Unique intimate discussion sessions promoting group participation and lively conversation on the most significant issues facing independent sponsors
  • Unsurpassed one-on-one meetings to pair you up with your most promising potential partners

Network With Leading

  • Independent Sponsors
  • Private equity firms
  • Family offices
  • Hedge funds
  • BDCs
  • Mezzanine lenders
  • Senior lenders
  • Pension funds and Endowments
  • M&A intermediaries
  • Law and Accounting firms
  • Broker/Dealers
8:00 am - REGISTRATION & NETWORKING BREAKFAST
8:45 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
9:00 am - A LOOK AT THE NUMBERS: THE EVOLUTION OF THE INDEPENDENT SPONSOR INDUSTRY

This presentation will highlight findings on how many independent sponsors are active nationally, how many successful deals have closed, and what to expect for 2017 based on this year’s huge growth.

John Fruehwirth

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

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9:15 am - KEYNOTE INTERVIEW: VENTURING INTO THE UNKNOWN IN A DEVELOPING INDUSTRY
  • Exploring the impact of the independent sponsor model on the traditional fund structure
  • A look at several successful strategies for getting started and building out your first independent sponsor deal without a track record
  • Discover who the players are in an industry with the unique challenge of being relationship focused while also starkly divided
  • Exploring the option for independent sponsors to raise a fund of their own, and a look at how each side of the industry is evolving
Chip Grace

Chip Grace

Partner

MAY RIVER CAPITAL, LLC

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John Fruehwirth

Interviewed By:

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

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10:00 am - FINDING THE AFFORDABLE DEAL AND OPTIMIZING THE INDEPENDENT SPONSOR VALUE EQUATION
  • Defining the affordable deal: value (low purchase price) and growth (high purchase price)
  • Maximizing deal flow, outbound marketing vs. reacting to brokers, and the development and execution of an investment thesis
  • Players in an independent sponsor led transaction: independent sponsors, family offices, HNWI's, BDCs, PEGs and others
  • Independent Sponsors: generalist vs. industry focus vs. operating orientation, and what attributes are attractive to the various constituents
  • Value creation and investment thesis: low-priced transaction as a multiple of EBITDA vs. growth
  • Comparing the economics and value add of a one-off acquisition vs. a consolidation/roll-up
Christopher Sheeren

Christopher Sheeren

Partner

HURON CAPITAL

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Michael J. Revord

Michael J. Revord

Managing Director

ALDINE CAPITAL PARTNERS

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R. Adam Smith

R. Adam Smith

Founder & CEO

CIRCLE PEAK CAPITAL LLC

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Philip McNeill

Philip McNeill

Managing Partner

FARRAGUT CAPITAL PARTNERS

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Richard Goff

Moderator:

Richard Goff

Managing Principal

R.M.GOFF & COMPANY, LLC

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10:45 am - MORNING NETWORKING BREAK
11:15 am - DEAL SOURCES & STRUCTURES: PROCESSES FOR CAPITAL PROVIDERS & INDEPENDENT SPONSORS WORKING TOGETHER
  • Breaking down the fee structure, and negotiating mutually beneficial terms
  • Understanding what both capital providers and independent sponsors are looking for in a deal
  • Comparing the traditional fund model to the traditional independent sponsor model, and how this is shifting over the next several years
  • The expertise independent sponsors bring to the deal, and finding the right partner: understanding how former private equity independent sponsors vs. former operator independent sponsors structure differently, and working out the right partnerships together
  • Common equity structures capital providers are currently employing, and what to expect going forward
Gary Stark

Gary Stark

Managing Partner

IRON RANGE CAPITAL PARTNERS, LLC.

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Steve Vivian

Steve Vivian

Principal & Founder

KESTREL CAPITAL GROUP LLC

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Daniel Carter

Daniel Carter

CEO & Founder

WINDMILL INVESTMENTS, LLC

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Jeff Schaffer

Jeff Schaffer

Managing Partner

FIVE CROWNS CAPITAL, LLC

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Michael Arguelles

Michael Arguelles

Managing Director

STONEHENGE PARTNERS

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Joshua Daitch

Moderator:

Joshua Daitch

Managing Partner

SAJE CAPITAL

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12:00 pm - ALTERNATIVE STRUCTURES & NEW PLAYERS IN THE INDEPENDENT SPONSOR SPACE
  • Exploring new alternative structures independent sponsors and capital providers are employing in the independent sponsor space
  • Increased participation by family offices, HNWIs, and other professionals outside of the private equity fund umbrella
  • The impact the expanding popularity of the independent sponsor will have on regulations and current deal structures
  • Understanding the value and role of the pledge fund
  • Varied strategies in doing deals with a family offices or HNWI’s
Peter Keehn

Peter Keehn

Global Head of Private Equity

ALLSTATE INVESTMENTS

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Tom Harbin

Tom Harbin

Managing Director

SOURCE CAPITAL

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Steve Reinstadtler

Steve Reinstadtler

Partner

SR CAPITAL ADVISORS

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Dan Farrell

Moderator:

Dan Farrell

Chairman & CEO

PRIVOS CAPITAL

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12:45 pm - NETWORKING LUNCHEON
2:00 pm - ROUNDTABLE DISCUSSIONS

These sessions will provide you with a unique opportunity to get involved in the conversation, and discuss the most pertinent business trends in the independent sponsor industry with your peers. These sessions are designed to allow you to share your expertise with a small, intimate group of attendees, and directly interact with experts leading the sector. Choose between one of the following topics:

Roundtable 1

EMERGING INDEPENDENT SPONSORS: SUCCESSFULLY BUILDING OUT YOUR BUSINESS

  • Strategies to differentiate yourself and stand out before and after developing a track record
  • The process for building partnerships and negotiating mutually beneficial deals
  • Advantage and disadvantage of proprietary deal sourcing, deal sourcing strategies and their effect on deal quality and economics
  • Examining lessons learned after the first deal close for new independent sponsors
Yelena Edelstein

Yelena Edelstein

Deal Partner

BLACKMORE PARTNERS

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Gerald O'Dwyer

Gerald O'Dwyer

Managing Director

BLACKMORE PARTNERS

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Roundtable 2

BEST PRACTICES FOR BUILDING OUT PORTFOLIO COMPANIES

  • Strategies for continuing the growth and profitability of new portfolio companies
  • Best practices and lessons learned through managing operations for purchased companies across industries
  • A look at internal management and operations, and the steps necessary for growth
  • How these strategies for growth vary depending on the industry 
Michael Carrazza

Michael Carrazza

Chief Executive Officer

SOLAIA CAPITAL ADVISORS

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Chad Strader

Chad Strader

Partner

RED ARTS CAPITAL

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2:45 pm - AFTERNOON NETWORKING BREAK
3:00 pm - BUSINESS BUILDING ONE-ON-ONE NETWORKING MEETINGS

Sector-specific meetings dedicated to developing partnerships unique to your business model.

This unique addition to the program will provide you with the opportunity to meet exclusively with those independent sponsors or capital providers specializing in investments in the same sector and market as you are. We will provide you with a full list of participating capital providers and independent sponsors, and offer an hour of free-flowing networking to meet with the most relevant contacts. You will have the chance then to evaluate the potential for future business opportunities and make the most of your time. These meetings will conclude with our cocktail hour to offer additional unstructured networking time with any independent sponsors or capital providers you may not yet have met. 

4:00 pm - CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION

Keynote Speakers

Chip Grace

Chip Grace

Partner

MAY RIVER CAPITAL, LLC

Chip Grace is a Partner at May River Capital, a lower middle market, industrial growth-focused private equity firm

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Speakers

John Fruehwirth

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

John Fruehwirth is the Managing Partner of Rotunda Capital Partners. Since founding RCP in 2008, they have

View More

Dan Farrell

Dan Farrell

Chairman & CEO

PRIVOS CAPITAL

Mr. Farrell is the Chairman & CEO of Privos Capital, a global multi-family office LP (MFO) with offices in the

View More

Christopher Sheeren

Christopher Sheeren

Partner

HURON CAPITAL

Chris is responsible for sourcing and evaluating investments made by Huron, as well as marketing and business

View More

Michael Carrazza

Michael Carrazza

Chief Executive Officer

SOLAIA CAPITAL ADVISORS

Mr. Carrazza is Chief Executive Officer of Solaia Capital. He has more than 20 years of operating and investing

View More

Michael Arguelles

Michael Arguelles

Managing Director

STONEHENGE PARTNERS

In his role, Mike is responsible for the deal sourcing activities at the firm. These activities include managing

View More

Gary Stark

Gary Stark

Managing Partner

IRON RANGE CAPITAL PARTNERS, LLC.

Gary is the Managing Partner and founder of Iron Range Capital Partners, LLC (IRC). IRC is an independent private

View More

Michael J. Revord

Michael J. Revord

Managing Director

ALDINE CAPITAL PARTNERS

Mr. Revord is a founding member of Aldine Capital Partners, Inc. the Manager of two junior capital Funds with a

View More

Steve Vivian

Steve Vivian

Principal & Founder

KESTREL CAPITAL GROUP LLC

Steve is a Principal & Founder of Kestrel Capital Group and has spent over 20 years financing and investing in

View More

Daniel Carter

Daniel Carter

CEO & Founder

WINDMILL INVESTMENTS, LLC

Mr. Carter has been a real estate investor and an entrepreneur since 1983. He owns and/or manages nearly 2000

View More

Scott Gold

Scott Gold

Managing Director

ARENA INVESTORS LP

Mr. Scott Gold serves as the Managing Director of Private Direct Lending at Arena Investors LP, a credit focused

View More

Steve Reinstadtler

Steve Reinstadtler

Partner

SR CAPITAL ADVISORS

SR Capital Advisors is an independent sponsor of private equity investments with a focus on the media,

View More

Jeff Schaffer

Jeff Schaffer

Managing Partner

FIVE CROWNS CAPITAL, LLC

Jeff Schaffer is the Founder and Managing Partner of Five Crowns Capital, a multi-strategy, middle market private

View More

Chad Strader

Chad Strader

Partner

RED ARTS CAPITAL

Chad Strader is a Partner at Red Arts Capital, a Chicago-based private equity firm focused on supply chain-related

View More

Peter Keehn

Peter Keehn

Global Head of Private Equity

ALLSTATE INVESTMENTS

Peter Keehn is Global Head of Private Equity at Allstate Investments, a subsidiary of the Allstate Corporation

View More

Tom Harbin

Tom Harbin

Managing Director

SOURCE CAPITAL

Tom Harbin is the Managing Partner of Source Capital LLC, a private equity firm that he co-founded with his sister

View More

R. Adam Smith

R. Adam Smith

Founder & CEO

CIRCLE PEAK CAPITAL LLC

R. Adam Smith is an experienced investor, advisor, and builder of tens of startup, venture and private

View More

Yelena Edelstein

Yelena Edelstein

Deal Partner

BLACKMORE PARTNERS

Yelena Edelstein is Deal Partner at Blackmore Partners Inc. – a Chicago-based Private Equity Independent Sponsor

View More

Kenneth J. Heuer

Kenneth J. Heuer

Principal

KIDD & COMPANY

Ken joined Kidd & Company in 2008 and participates in all facets of the firm’s activities, including

View More

Joshua Daitch

Joshua Daitch

Managing Partner

SAJE CAPITAL

View More

Philip McNeill

Philip McNeill

Managing Partner

FARRAGUT CAPITAL PARTNERS

View More

Richard Goff

Richard Goff

Managing Principal

R.M.GOFF & COMPANY, LLC

View More

Gerald O'Dwyer

Gerald O'Dwyer

Managing Director

BLACKMORE PARTNERS

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LUNCHEON WORKSHOP:

OVERCOMING CHALLENGES IN PARTNERSHIPS & DEAL STRUCTURES

Wednesday October 26, 2016 | 1:00 pm to 2:00 pm

This session, running concurrently with the main networking luncheon, will provide you with a closed-door discussion on building out partnerships with your peers per each of your own unique deals. As this industry handles investments on a case-by-case, in-depth basis, here we will cover the importance of:

  • Strategies for sourcing new deals and finding the right partner to match
  • Negotiating agreeable terms on both sides of the table
  • Effective tools for the quick and detailed due diligence required for every investment opportunity
  • How strategies vary depending on your targeted sector or market
  • Finding the right time to approach your debt, equity or capital provider and facilitating a successful interaction
  • Fee structures: which structures work best, when to use them, and closing the deal

You will leave this workshop with a better understanding for common structures, strategies for how to tailor each of these to your own unique business model, and new potential business opportunities and contacts with both emerging managers and the seasoned veterans in the industry.

Scott Gold

Scott Gold

Managing Director

ARENA INVESTORS LP

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Kenneth J. Heuer

Kenneth J. Heuer

Principal

KIDD & COMPANY

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Media Partners

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  • August 1, 2016

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  • September 1, 2016

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  • October 1, 2016

    $1,199

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  • October 26, 2016

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Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
Renaissance Blackstone Chicago Renaissance Blackstone Chicago

Renaissance Blackstone Chicago

636 South Michigan Avenue

Chicago, IL

 

1-312-447-0955

http://www.marriott.com/hotels/travel/chirh-renaissance-blackstone-chicago-hotel/

 

Discover Chicago, IL from one of the finest historic downtown Chicago hotels, the Renaissance Blackstone, conveniently located next to Grant Park and the downtown Chicago Loop. The Blackstone offers luxury accommodations, & is the perfect place to embark on your explorations of the Magnificent Mile.

 

To make a reservation under the event room block, please call Marriott Reservations at 1-(800)-468-3571 and mention iGlobal Forum's 4th Independent Sponsors Summit. Guests may also secure reservations online using the booking link here. Please note that the deadline for all reservations at the Blackstone is Thursday, September 29th, 2016.

A second room block is also available at the neighboring Hilton Chicago. To secure accommodations, guests may call 1-800-HILTONS and mention group code IGF. The deadline for all reservations is Monday, October 24th

 

Chip Grace

Chip Grace

Partner

MAY RIVER CAPITAL, LLC

Chip Grace is a Partner at May River Capital, a lower middle market, industrial growth-focused private equity firm

View More

John Fruehwirth

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

John Fruehwirth is the Managing Partner of Rotunda Capital Partners. Since founding RCP in 2008, they have completed

View More

Dan Farrell

Dan Farrell

Chairman & CEO

PRIVOS CAPITAL

Mr. Farrell is the Chairman & CEO of Privos Capital, a global multi-family office LP (MFO) with offices in the

View More

Christopher Sheeren

Christopher Sheeren

Partner

HURON CAPITAL

Chris is responsible for sourcing and evaluating investments made by Huron, as well as marketing and business

View More

Michael Carrazza

Michael Carrazza

Chief Executive Officer

SOLAIA CAPITAL ADVISORS

Mr. Carrazza is Chief Executive Officer of Solaia Capital. He has more than 20 years of operating and investing

View More

Michael Arguelles

Michael Arguelles

Managing Director

STONEHENGE PARTNERS

In his role, Mike is responsible for the deal sourcing activities at the firm. These activities include managing and

View More

Gary Stark

Gary Stark

Managing Partner

IRON RANGE CAPITAL PARTNERS, LLC.

Gary is the Managing Partner and founder of Iron Range Capital Partners, LLC (IRC). IRC is an independent private

View More

Michael J. Revord

Michael J. Revord

Managing Director

ALDINE CAPITAL PARTNERS

Mr. Revord is a founding member of Aldine Capital Partners, Inc. the Manager of two junior capital Funds with a total

View More

Steve Vivian

Steve Vivian

Principal & Founder

KESTREL CAPITAL GROUP LLC

Steve is a Principal & Founder of Kestrel Capital Group and has spent over 20 years financing and investing in

View More

Daniel Carter

Daniel Carter

CEO & Founder

WINDMILL INVESTMENTS, LLC

Mr. Carter has been a real estate investor and an entrepreneur since 1983. He owns and/or manages nearly 2000

View More

Scott Gold

Scott Gold

Managing Director

ARENA INVESTORS LP

Mr. Scott Gold serves as the Managing Director of Private Direct Lending at Arena Investors LP, a credit focused

View More

Steve Reinstadtler

Steve Reinstadtler

Partner

SR CAPITAL ADVISORS

SR Capital Advisors is an independent sponsor of private equity investments with a focus on the media,

View More

Jeff Schaffer

Jeff Schaffer

Managing Partner

FIVE CROWNS CAPITAL, LLC

Jeff Schaffer is the Founder and Managing Partner of Five Crowns Capital, a multi-strategy, middle market private

View More

Chad Strader

Chad Strader

Partner

RED ARTS CAPITAL

Chad Strader is a Partner at Red Arts Capital, a Chicago-based private equity firm focused on supply chain-related

View More

Peter Keehn

Peter Keehn

Global Head of Private Equity

ALLSTATE INVESTMENTS

Peter Keehn is Global Head of Private Equity at Allstate Investments, a subsidiary of the Allstate Corporation that

View More

Tom Harbin

Tom Harbin

Managing Director

SOURCE CAPITAL

Tom Harbin is the Managing Partner of Source Capital LLC, a private equity firm that he co-founded with his sister in

View More

R. Adam Smith

R. Adam Smith

Founder & CEO

CIRCLE PEAK CAPITAL LLC

R. Adam Smith is an experienced investor, advisor, and builder of tens of startup, venture and private equity-backed

View More

Yelena Edelstein

Yelena Edelstein

Deal Partner

BLACKMORE PARTNERS

Yelena Edelstein is Deal Partner at Blackmore Partners Inc. – a Chicago-based Private Equity Independent Sponsor firm

View More

Kenneth J. Heuer

Kenneth J. Heuer

Principal

KIDD & COMPANY

Ken joined Kidd & Company in 2008 and participates in all facets of the firm’s activities, including sourcing new

View More

Joshua Daitch

Joshua Daitch

Managing Partner

SAJE CAPITAL

View More

Philip McNeill

Philip McNeill

Managing Partner

FARRAGUT CAPITAL PARTNERS

View More

Richard Goff

Richard Goff

Managing Principal

R.M.GOFF & COMPANY, LLC

View More

Gerald O'Dwyer

Gerald O'Dwyer

Managing Director

BLACKMORE PARTNERS

View More

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