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One high-value limited partner experience. All the lower middle market funds you want to meet.

Scheduled for Sunday, October 11 through Tuesday, October 13 at The Boca Raton in Boca Raton, Florida, the National Summit for Lower Middle Market Funds brings together senior-level lower middle market investors, fund managers, limited partners, investment bankers, and industry professionals for three days of relationship building, market insight, and targeted GP/LP meetings.

As a limited partner, you are invited to participate with complimentary access to the conference and CapitaLinx, SBIA’s one-of-a-kind GP/LP meetings platform.

Who Attends?

500+ key players across the lower middle market, including:

  • Seasoned fund managers
  • Small Business Investment Companies
  • Private equity, private credit, mezzanine, growth equity, and buyout funds
  • Family offices and institutional limited partners
  • Fund-of-funds investors
  • Boutique investment bankers
  • Backable independent sponsors
  • Senior industry professionals
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Why National Summit?

  • Complimentary LP access: Non-member LPs receive complimentary access by participating in required LP activities*. SBIA member LPs receive complimentary registration and are encouraged to participate in programming and CapitaLinx.
  • CapitaLinx (see below): Meet privately with lower middle market fund managers through SBIA’s exclusive meeting platform, with LPs selecting the meetings that best fit their investment criteria.
  • Efficient manager access: Build relationships with a carefully curated group of established and emerging lower middle market funds across strategies, geographies, and fund sizes.
  • Policy and market insight: Stay current on legislative, regulatory, and industry developments affecting lower middle market private capital.
  • LP community: Connect with peer Limited Partners through targeted LP programming and high-value networking opportunities.
  • Dealmakers’ Wine Tasting Reception: Participating LPs host a table at this always popular networking reception, a signature event experience featuring beverages, hors d’oeuvres, and a focused opportunity to connect with fund managers and colleagues.

Take advantage of this exclusive LP opportunity at the National Summit: curated stakeholder access, timely market insights, and targeted GP/LP meetings in one high-value experience.

Your time is valuable.
Our goal is to ensure you can make the most of it.

All conference registrants 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.

Capitalinx Floor

The National Summit is your opportunity to stay ahead of the curve, build relationships, and set the tone for a successful year. For more details, please visit the event page here. *By accepting complimentary access, LPs agree to take a minimum of twelve (12) CapitaLinx meetings with funds of their choosing and to host a table at the Dealmakers’ Wine Tasting Reception.

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