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National Summit for Middle Market Funds

The National Summit for Middle Market Funds is the lower middle market’s premier networking and fundraising conference. Designed to inform, educate, and celebrate the industry, this annual gathering brings together senior-level professionals for high-quality connections and actionable insights.

Held annually in Palm Beach, Florida at The Breakers, the National Summit combines impactful networking, top-tier industry content, and CapitaLinx — SBIA’s exclusive GP/LP matchmaking platform that connects institutional investors with lower middle market funds in a targeted and efficient manner.

Why Attend the National Summit?
Every year, the National Summit delivers unparalleled opportunities to:

  • Expand Your Network: the conference offers a variety of sessions and activities to meet with over 500 fund managers, limited partners, investment bankers, and industry professionals.
  • Learn: Gain insights from thought-provoking sessions, inspiring keynote speakers, and essential legislative and regulatory updates.
  • Connect: Enjoy standout events like the Dealmakers’ Wine Tasting Reception, where GPs engage directly with participating LPs in a relaxed atmosphere as well as
  • CapitaLinx, SBIA’s exclusive matchmaking program designed to foster strategic connections between institutional investors and lower middle market funds. 

Whether you are a fund manager, a limited partner, or an industry advisor, the National Summit is the must-attend event to grow your network, expand your knowledge, and celebrate the spirit of lower middle market private equity stakeholders.

The 2025 National Summit for Middle Market Funds is scheduled for October 19-21, 2025. Conference details and tiered registration will be available in June. SBIA members enjoy priority registration. Please visit our events page for updates and for all other conferences and regional events. You may contact us with questions at events@sbia.org.