West Coast Capital Summit
The West Coast 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.
Who Should Attend?
Whether you are a seasoned industry leader or a rising professional looking to deepen your expertise, SBIA's West Coast 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
When and Where
The West Coast Capital Summit is held annually in late March/early April. Stay tuned for announcements about next year’s dates, location, and featured speakers.
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.
Sponsorship Opportunities
*Only those service provider firms who sponsor the event are able to attend. 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.
All West Coast Capital Summit 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.
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.
Dates for the 2026 West Coast Capital Summit will be announced later this year. Please visit our events page for updates and registration for next year's conference as well as all other conferences and regional events. You may contact us with questions at events@sbia.org.