Skip to content

Webinar Gallery

[SBIA Website] Transitioning from a Committed Fund to Deal-by-Deal Strategy (4)

[Digital Lunch & Learn] Transitioning from a Committed Fund to Deal-by-Deal Strategy

Wednesday, December 3 | 12:00-1:00pm ET

As the Independent Sponsor community grows both in size and impact, there are a growing number of executives transitioning from private equity to the independent sponsor/deal-by-deal model. Doing so allows for greater involvement and control in each deal and the ability to benefit from greater financial incentives – with the flexibility of a more tailored approach to investments. However, starting isn’t easy – the initial work to raise capital and ramp-up time needed to start reaping financial gains are not without risk. Learn now some of the best in the business have done it as our panel discusses why they made the transition, how they became successful and lessons learned along the way.

Register now >

[SBIA Website] Corporate Governance for Private Boards What Lenders Need to Know (2)

[Digital Lunch & Learn] Corporate Governance for Private Boards: What Lenders Need to Know

Wednesday, November 12 | 12:00-1:00pm ET

Join SBIA for an in-depth exploration of private company board governance, with a focused lens on key issues and considerations for lenders. This special session—developed by SBIA members, for SBIA members—will delve into critical topics such as recusal practices and lender liability, offering insights tailored to your unique role in the investment landscape.

Register now >

[SBIA Website] Efficient Structuring & Staging of Financial Diligence for Independent Sponsors (1)

[Digital Lunch & Learn] Efficient Structuring & Staging of Financial Diligence for Independent Sponsors

Wednesday, November 5 | 12:00-1:00pm ET

Staging due diligence for Independent Sponsors can be a tricky thing. It’s essential for Independent Sponsors to stage diligence strategically - to identify the key risks and strategies early on for capital providers before getting too far out in front of their spend. Join our panel as they explain how to stage this process to recognize risks while keeping spending in check.

Register now >

[Website Graphic] Facing Uncertainty in Times of Change

[Digital Lunch & Learn] Facing Uncertainty in Times of Change

Wednesday, October 29 | 12:00-1:00pm ET

Explore how recent legislative shifts like the One Big Beautiful Bill Act are reshaping Section 1202 and QSBS opportunities, what year-end planning looks like in a post-bill landscape, and how lower middle market leaders can make confident decisions amid economic uncertainty.

This event will feature a panel of LPs knowledgeable in SBIC investments and representing a variety of institutional investor categories.

Register now >

[Website Graphic] An SBIC Primer for LPs

[Digital Lunch & Learn] An SBIC Primer for LPs

In a 2024 white paper, the Institute for Private Capital analyzed the performance data of almost 300 Small Business Investment Companies (SBICs) and found they outperformed their non-SBIC peers compared by strategy and vintage year. If you are investing capital into lower middle market private equity and private credit funds, come learn why the SBIC asset class is a great opportunity to increase returns within your LMM portfolio. This event will feature a panel of LPs knowledgeable in SBIC investments and representing a variety of institutional investor categories.

Replay the webinar >

[SBIA Website] Sourcing Strategies for the Lower Middle Market (3)

[Digital Lunch & Learn] Sourcing Strategies for the Lower Middle Market

Our panel of industry leaders will take a deep dive into the next wave of M&A activity and answer questions, including: How will artificial intelligence (AI), tariffs, and the changing political/regulatory landscape affect deal sourcing, and what sourcing strategies will be most effective for middle market investors? Join us for a look at the 2025 and 2026 trends that might impact lower middle market deal sourcing.

Replay the webinar >

[Website Graphic] 2025 SBIC CT Primer - Digital Lunch and Learn

[Digital Lunch & Learn] Introduction to Critical Technology SBIC Funds

Join SBIA to hear directly from fund managers who have successfully launched SBIC Critical Technology (SBIC CT) Funds as they share details on eligible fund strategies, tips for pre-screening and engaging with the Department of Defense’s Office of Strategic Capital (OSC), and insights into compliance strategies, due diligence lessons, and side letter considerations.

Replay the webinar >

[SBIA Website] Independent Sponsor Fundraising Strategies (3)

[Digital Lunch & Learn] Independent Sponsor Fundraising Strategies

Traditional private equity is sitting on roughly 20% dry powder, but deployment is still slow and cautious. How can independent sponsors capitalize on this situation? Our panel of experienced investors will discuss in-depth strategies around capital raising, deal structuring, and partner alignment. Join this in-depth discussion, sponsored by Bankers Edge, to hear how and when to bring in external parties to source debt and equity partners.

Replay the webinar >

[Website Graphic] 2025 SBIC Accrual Primer - Digital Lunch and Learn

[Digital Lunch & Learn] Understanding & Navigating SBIC Accrual Funds

Designed to facilitate equity-focused investment funds and longer-term investment in small businesses, the SBIC Accrual Program offers unique fundraising and leverage advantages for investors that may struggle to obtain financing. Join SBIA to hear directly from fund managers who have successfully launched SBIC Accrual Funds as they share insights.

Replay the webinar >

YouTube- How to Build and Manage Boards that Drive Value Creation (600 x 400 px) (1)

[Webinar] How to Build and Manage Boards that Drive Value Creation

Join SBIA to hear how investors and CEOs are building & leveraging private boards to drive growth, including:

  • Navigating board structure and member selection;
  • Planning for compensation;
  • Setting expectations and meetings best practices;
  • Key covenants and control strategies;
  • Improving board-leadership team relationships; and
  • Determining the level of control, feedback and transparency you need to maximize the value of your board and avoid critical issues.

Replay the webinar >

YouTube- How to Build and Manage Boards that Drive Value Creation (600 x 400 px) (1)

[Webinar] An Independent Sponsor Primer: Insider Views on What It Takes to Succeed

Hear directly from seasoned Independent Sponsors and the Capital Providers who fund their deals about how to successfully navigate the complexities of this investment strategy. They will share accounts of real-world successes and challenges, providing valuable perspectives on what works — and what doesn’t.

Don’t miss this opportunity to gain practical knowledge, connect with industry experts, and take the next step in your Independent Sponsor journey. This is your chance to learn from those who have gone through it from start to finish.

Replay the webinar >

CohnReznick Webinar Navigating Cybersecurity and Privacy Threats for SBICs

[Webinar] Navigating Cybersecurity and Privacy Threats for SBICs

Join CohnReznick for an insightful discussion that will delve into the top risks impacting the private equity sector and explore strategies to safeguard your data. This discussion will include perspectives on:

  • Deals: Understand why the high-value financial transactions of SBIC's attract cybercriminals and how to protect financial data.
  • Portfolio Companies: What's your role in protecting your portfolio companies from cybersecurity and privacy risks?
  • Fund Management: Identify regulations that may impact your cybersecurity and privacy policies and procedures, and map best practices to comply.

Download the slide deck >

Replay the webinar >

RSM webinar (1)

[Webinar] The Cost of Capital and the Lower Middle Market

Join RSM for an informative discussion on the current interest rate market and why changes in the weighted average cost of capital may disproportionately impact lower middle market businesses. This discussion will include perspectives on:

  • Changes in interest rates and where the Federal Reserve will likely go from here
  • The impact on middle market business from changes in interest rates
  • What the current weighted average cost of capital means for businesses in a variety of industries and how asset managers should adapt

Download the slide deck >

Replay the webinar >

CSC Mastering the Leveraged Draw Process FINAL

[Webinar] Mastering the Leveraged Draw Process: Operational Best Practices

Join CSC for an insightful webinar on the Small Business Investment Company (SBIC) leveraged draw process. Whether you’re new to the leverage process or just want a refresher, this session will provide the practical knowledge funds need. CSC's experienced professionals will discuss:

  • The role of the commitment application
  • How the capital activity impacts the leverage available
  • Step-by-step guidance on the leveraged draw process
  • Key compliance requirements for SBIC funds

Download the slide deck >

Replay the webinar >

FORVIS Webinar

[Webinar] ESG Implementation: Stories from the Field

Join FORVIS for an informative webinar highlighting real world examples of ESG implementation for private equity sponsors and portfolio companies. Through a series of case studies, we will discuss:

  • Data & Reporting
  • ESG Assurance
  • ESG Policy & Strategy
  • Regulatory Compliance

Download the slide deck >

Replay the webinar >

PE Value Creation website (600 x 400)

[Webinar] PE Value Creation and Use of Operating Partners in PE-Owned Businesses

Private equity firms are constantly challenged to generate significant returns in their current portfolios while continuing to identify and execute future transactions. Join us as experienced professionals from FORVIS discuss the financial and operational levers that drive value in your investments and how to turn those challenges into your competitive edge.

Replay the webinar >

[Webinar] The Corporate Transparency Act Goes Into Effect on January 1. Are you Prepared? 

Many businesses and their advisors are behind the curve on preparation for the Corporate Transparency Act, and noncompliance or inaccurate compliance could lead to punitive civil and criminal penalties. Join us as experienced professionals from Polsinelli take us through a fast-paced overview, providing answers to questions you didn’t know to ask.

Replay the webinar >

[Webinar] The SBIC Accrual Program: The View from 30,000 Feet

Launched by the U.S. Small Business Administration in August 2023, the Accrual Small Business Investment Company fund model is designed to facilitate equity-focused investments and longer-term investments in small businesses. Learn more about this new fund model from the team at Eversheds Sutherland.

Replay the webinar >

[Webinar] Unique Licensing Issues for SBICs, Accrual SBICs, and Reinvestor SBICs

The team from Troutman Pepper discusses the unique licensing requirements for small business investment companies (SBICs), with a particular focus on the new Accrual SBIC and Reinvestor SBIC fund models. Tune in for a comprehensive overview of the SBIC licensing process. 

Download the slide deck >

Replay the webinar >

[Webinar] Audit Best Practices and Issues Impacting SBIC Funds

Whether your firm is a large fund manager with years of experience with external auditors or an emerging fund manager preparing for its first external audit, experienced professionals from FORVIS provide tips to help improve the efficiency and accuracy of the audit process.

Replay the webinar >