The 2026 National Summit for Lower Middle Market Funds Kicks Off In...
National Summit for Lower Middle Market Funds | October 11-13, 2026
The Boca Raton | Boca Raton, FL
The National Summit for Lower 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, 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.
Schedule at a Glance
CapitaLinx
CapitaLinx is the premier fundraising event for the lower middle market, held concurrently with the National Summit.
- Eligible general partners and limited partners will receive additional information for the set-up of their CapitaLinx participation in the coming months.
- No action is necessary until then.
- If you have any questions, please contact CapitaLinx@sbia.org or (202) 628-5055.
Activities Information
Registration for optional activities at the 2026 National Summit – golf, tennis and pickleball – will be available soon and will be shared with registrants when available.
Golf, tennis, and pickleball registrations are subject to the National Summit cancellation policy*. You may transfer your registration to another member of your firm by sending an email to events@sbia.org. Refunds will not be issued for no-shows.
Spouse/Significant Other Registration
SBIA hosts a complimentary spouse/significant other program during the National Summit. If you have not already registered your spouse/significant other and would like to do so, you may register them by sending an email to events@sbia.org. Spouse/significant others are invited to attend SBIA-hosted receptions and cabanas, and badges must be worn to attend these functions. So that we may prepare a name badge for your spouse/significant other, advanced registration is required.
The 2026 National Summit for Lower Middle Market Funds is scheduled for October 11-13, 2026. This is a members-only event. Please visit our events page for all other conferences and regional events. You may contact us with questions at events@sbia.org.
Important Dates
Registration opens to all SBIA members
Anticipated launch for National Summit Activity registration
Deadline for a full refund
for Summit registration and Activity fees.
GPs log in to the meeting platform and set blackout times
Deadline to complete the 2026 Membership Census*
LP meeting selection period
Deadline to cancel hotel reservation at The Boca Raton without penalty
30 days prior to arrival.
Deadline for partial registration refund
Full refund still available for Activity fees.
Meeting schedules released and open scheduling begins
2026 National Summit for Lower Middle Market Funds
*Registration Cancellation Policy
To cancel a National Summit registration or an activity registration, a written cancellation and refund request must be emailed to events@sbia.org.
National Summit registration, including any activity registration, is non-transferable to registrants outside of your firm. Refunds will not be issued for no-shows.
Refund deadlines and fees are as follows:
| Date | Refund Amount Available |
|---|---|
| Before August 7, 2026 |
Full Refund for National Summit Registration
Full Refund for Activity Fees
|
| August 8 - September 11, 2026 |
Partial Refund for National Summit Registration - Fee Paid Less $850
Full Refund for Activity Fees
|
| After September 11, 2026 |
No Refund for National Summit Registration
No Refund for Activity Fees
|
NOTE: You are responsible for cancelling your hotel reservation directly with The Boca Raton, if applicable.
Thank You to Our 2026 National Summit Sponsors!
Exclusive
Event
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