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Western Capital Summit  |  February 24-25, 2027

Fairmont Miramar | Santa Monica, CA

The Western Capital Summit is tailored for lower middle market fund managers, limited partners, investment bankers, and industry professionals, offering robust content sessions and exceptional networking opportunities.

A highlight of the event is CapitaLinx, SBIA’s exclusive matchmaking program, designed to strategically connect institutional investors with lower middle market funds. The conference offers unparalleled fundraising opportunities and valuable industry engagement.

Why Attend?

  • Engage in structured sessions and informal gatherings designed to foster valuable connections and fresh insights.
  • Gain exclusive access to thought leaders sharing actionable perspectives and stay ahead of the curve with expert insights on emerging opportunities and industry challenges.
  • Participate in CapitaLinx (see below), SBIA’s exclusive GP/LP matchmaking opportunity.
  • Expand your network by connecting with key decision-makers across the lower middle market private equity ecosystem.
  • Experience the always popular Dealmaker's Wine Tasting Reception — a premier opportunity for funds and limited partners to connect in a relaxed setting.

Schedule at a Glance

2027 Western Capital Summit & CapitaLinx

7:30am – 7:00pm

West Coast Capital Summit Registration

8:00 – 9:00am

Rise ‘n Shine Networking Breakfast

9:00am – 4:30pm

Open Meeting Networking

9:00am – 4:30pm
CapitaLinx GP–LP Meetings
9:00 – 10:00am
To be announced
10:00 – 10:30am

Morning Energy Break

10:30 – 11:15am

Speaking Session

To be announced
11:15 – 11:45am

Refreshment Break

11:45am – 12:30pm

Speaking Session

To be announced
12:30 – 2:00pm

Professionals Networking Luncheon

2:00 – 3:00pm

Speaking Session

To be announced
3:00 – 3:30pm

Networking Break

3:30 – 4:30pm

Speaking Session

To be announced
5:00 – 6:30pm

Wine Tasting Networking Reception

6:30pm – on

Freestyle Dinner on Your Own

‹ Previous
7:30am – 12:30pm

West Coast Capital Summit Registration

7:30 – 9:00am

Policy Breakfast for Lawyers and Accountants

7:30 – 9:00am

Networking Breakfast

8:00 – 10:30am

Open Meeting Networking

8:00 – 10:30am
CapitaLinx GP–LP Meetings
9:00 – 10:00am

Speaking Session

To be announced
10:00 – 10:30am

Break Time

10:30 – 11:30am
To be announced
11:30am – 12:30pm

Networking Luncheon

1:00pm
Next ›

Who Should Attend?

Whether you are a seasoned industry leader or a rising professional looking to deepen your expertise, SBIA's Western Capital Summit offers valuable opportunities to gain insights and build lower middle market connections. The conference is designed for private equity professionals including:

  • Fund managers
  • Investment bankers
  • Limited partners
  • Family offices and institutional investors
  • Legal, tax, and advisory professionals specializing in private equity

Sponsorship Opportunities

Position your firm as a leader in the private equity space by becoming a sponsor of the Small Business Investor Alliance. Sponsorship packages offer unique visibility and engagement opportunities. Contact us for information.

*Only those service provider firms who sponsor the event are able to attend. Lender participation is limited to SBIA Member firms or firms sponsoring the event.

When and Where

The 2027 Western Capital Summit will be held on February 24-25 at the Fairmont Miramar in Santa Monica, CA. There will be a reception the day before.

All funds* are eligible to participate in CapitaLinx, SBIA’s exclusive matchmaking opportunity for institutional investors and lower middle market funds. These private, pre-scheduled meetings run concurrently with conference sessions, leveraging our one-of-a-kind platform to facilitate strategic connections.

Unlike other industry conferences that offer speed networking, at CapitaLinx:

  • Meetings are held for 25 minutes, making them both efficient and productive.
  • Meetings are strategically selected by LPs, ensuring alignment with their investment criteria. This structured approach fosters productive discussions, maximizes efficiency, and leads to meaningful outcomes for both parties.
  • GP participants are experienced fund managers, ensuring focused and high-value interactions.

*Please note, funds in formation must be SBIA members to participate in CapitaLinx. There is no additional cost for conference registrants to participate in CapitaLinx.

CapitaLinx (1)

Please visit our events page for updates and registration for other conferences and regional events. Questions? Please contact events@sbia.org.