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2023 National Summit for Middle Market Funds

2023 National Summit for Middle Market Funds

Sunday, October 15, 2023 12:00 PM - Tuesday, October 17, 2023 2:00 PM (EDT)


Registration for the 2023 National Summit for Middle Market Funds has reached physical capacity and registration has closed

Please note, we are not able to accommodate walk-in registrations.

The Small Business Investor Alliance's National Summit for Middle Market Funds is the lower middle market’s signature networking and fundraising event. The annual conference is curated to inspire, educate, and celebrate the industry -- and to facilitate senior-level, high quality networking between lower middle market funds and investors. Set to take place Sunday, October 15 through Tuesday, October 17, 2023, at The Breakers in Palm Beach, Florida, the National Summit features CapitaLinx, SBIA's unique fundraising opportunity that utilizes a strategic GP/LP matchmaking platform between institutional investors and lower middle market funds. 

Every year, the National Summit for Middle Market Funds:

* attracts more than 500 lower middle market fund managers, limited partners, investment bankers, and industry professionals;
* offers a collegial networking environment with senior-level decision makers;
* includes thoughtfully planned content sessions, inspiring keynote speakers, and timely updates on the legislative and regulatory agendas in Washington;
* features the popular Dealmakers' Wine Tasting reception, a unique opportunity for GPs to connect with all participating limited partners; and
* serves as a host for CapitaLinx, SBIA’s exclusive matchmaking opportunity for institutional investors and lower middle market funds. All funds that register for the National Summit are eligible to participate in CapitaLinx*, at no additional fee. *Please note, funds in formation must be SBIA members to participate in CapitaLinx.

Please note: Your conference name badge is required to participate in all Summit-related sessions, receptions and activities, as well as to access all conference spaces, including the Networking Lounge. Name badges are required for any registrant spouse/significant other for entrée into the Networking Receptions and dedicated spouse/significant other breakfasts. If your spouse plans to attend, please send us their full name at so we can have the appropriate badge ready for them.

PLEASE NOTE: Professional Service Provider participation
(i.e. accounting, consulting, due diligence, fund administration, industry data research, law, and software firms)
is limited to the firms sponsoring the event.

All National Summit registration cancellations and refund requests must be made in writing to SBIA via email. In order to receive a partial or full refund you must also cancel your reservation in The Breakers room block, if applicable. Please see the table below for more information regarding our cancellation deadlines.

Refund Amount Available
Before August 4, 2023
Full Refund for Registration and Activities
August 4, 2023 - September 22, 2023
Administrative Fee of $500 charged against Registration Refund;
Full Refund for Activity Fees
After September 22, 2023
No Refund Available

Please note: Golf and tennis 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 National Summit registration, including activity registration, is non-transferable to registrants outside of your firm. SBIA regrets that refunds will not be given for no-shows.

SBIA Members$2,700
Non Members$4,500
First Time Attendee Fund*

For questions, please contact the event registrar via email or at 202.628.5055.

*Please inquire with the event registrar via email or at 202.628.5055 for this special rate.

Activity Pricing


The Breakers
1 S County Rd
Palm Beach, FL 33480 United States
Event Contact
Small Business Investor Alliance Event Registrar
(202) 628-5055
Send Email
Sunday, October 15, 2023 12:00 PM - Tuesday, October 17, 2023 2:00 PM (EDT)
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