National Summit for Middle Market Funds

October 10-12, 2021

The 2021 National Summit for Middle Market Funds is set to take place Sunday, October 10 through Tuesday, October 12, 2021, at The Breakers in Palm Beach, Florida. Middle market private equity’s signature event, the National Summit for Middle Market Funds is designed to inspire, educate, and celebrate the industry.


Registration Coming in June 2021!


The premier national event for the lower middle market.

The National Summit offers the lower middle market a unique environment to connect with fund managers, limited partners, investment bankers and select service providers over the course of three days and is considered a “not to be missed” conference by middle market practitioners. Recognized for its inspirational speakers and its unmatched networking and learning opportunities, the conference also features SBIA’s one-of-a-kind GP/LP matchmaking opportunity, CapitaLinx.

SBIA members get significant discounts on participation – join SBIA today

The National Summit for Middle Market Funds offers a variety of activities for participants to get an early start on networking. All of our leisure activities are open to conference participants, as well as their spouse/significant other.

National Summit Golf Tournament | The Breakers
The Breakers – Ocean Course
Arriving in Palm Beach early…why not start your networking? All National Summit registrants and their spouses/significant others are welcome to play18 holes of friendly, competitive golf. Advanced registration required, please.
The Ocean Course has recently seen a full-scale renovation by renowned golf course architect Rees Jones. Inheriting the original layout designed by Alexander H. Findlay in 1897, Jones’ makeover of the Ocean Course took inspiration from The Breakers’ philosophy of balancing preservation and modernization.

National Summit Tennis Tournament | The Breakers
Enjoy an afternoon on the courts. Voted one of the “top 50 tennis resorts,” The Breakers tennis facility features 10 beautifully groomed Har-Tru courts, a fully outfitted pro shop and the latest equipment. Our round-robin non-elimination tournament provides fun and fierce competition for players of all skill levels. The Tennis Center also offers USPTA/USPTR certified professional instruction, clinics and private court time.

National Summit Bungalows | The Breakers
The Breakers Beach Club Bungalows
Meet friends and network poolside in the SBIA National Summit Bungalows.

Please Note: 

  • Advance Registration Required for Golf and Tennis Tournaments
  • Activities may be subject to change

The Premier Fundraising Event For Lower Middle Market Private Equity Funds

Scheduled for October 10-12, 2021 during the National Summit for Middle Market Funds, CapitaLinx is a unique opportunity for GPs, particularly those that are fundraising or plan to go to market in the near future. Unlike other industry conferences that offer speed networking, at CapitaLinx:

  • Meetings are held for twenty-five minutes in private offices, making them both efficient and productive
  • Meeting selections are made by LPs, ensuring that your valuable time is spent with LPs that have an interest in your team and strategy
  • All Funds that register for the National Summit are eligible to participate in CapitaLinx – there is no additional fee to participate.*



If you have any questions regarding CapitaLinx, please contact us via email or at 202.628.5055.

*GPs planning to fundraise at CapitaLinx for a Fund-in-Formation must be SBIA Members to participate.

Registration will open in June 2021. Attending the National Summit offers you a unique opportunity to connect with 400+ private equity fund managers, limited partnersinvestment bankers, and select professional service providers over the course of three days. To view the firms that attended in 2019, CLICK HERE!

Registration for the National Summit for Middle Market Funds includes all of the content sessions throughout the event for all attendee categories, and specific networking opportunities and pricing for the applicable registrant categories.

Thank you to our 2021 Sponsors!



Eversheds Sutherland






Smith Anderson







The National Summit for Middle Market Funds is being held at The Breakers, a historic luxury resort located on 140 acres of oceanfront property in the heart of Palm Beach. Distinguished as a AAA Five-Diamond property, The Breakers offers a multitude of amenities including two 18-hole championship golf courses, a 20,000 square foot oceanfront spa, tennis courts, and five swimming pools. For detailed property features and amenities, visit The Breakers website.

Only registrants of the National Summit for Middle Market Funds are eligible for the conference room block rate, once registered. 

October 10, 11, and 12 2021

The Breakers
1 South County Rd
Palm Beach, Florida 33480

For any questions, please contact us via email or at 202.628.5055.