SBIA Deal Summit

June 2 & 3, 2021

The 2021 SBIA Deal Summit will take place on Wednesday, June 2 and Thursday, June 3, 2021 at the The Four Seasons, in Chicago, Illinois. The Deal Summit offers insight into lower middle market data, trends and best practices, as well as a Washington policy update. It features senior-level, high quality networking and a highlight is the exclusive DeaLinx, SBIA’s unique deal sourcing opportunity for fund managers and investment bankers. 


Registration Coming Soon!


Expand Your Network

The Deal Summit offers…

  • substantive, thoughtful content on the latest data, trends and best practices
  • timely updates from Washington outlining the threats and opportunities that lie ahead on the legislative and regulatory horizons
  • senior-level, high quality networking amongst lower middle market peers
  • exclusive DeaLinx event for fund managers and investment bankers

Click here to view the firms that attended 2020 SBIA Deal Summit.

SBIA members get significant discounts on participation – join SBIA today


2021 Agenda coming soon! View the 2020 Agenda below.

Wednesday, February 26
6:00 p.m. – 7:30 p.m. Early Arrivals Networking Reception
Thursday, February 27
8:00 a.m. – 12:00 p.m.  Deal Summit Golf Tournament
9:00 a.m. – 11:00 a.m.Round Robin Tennis Tournament
9:00 a.m. – 5:00 p.m.          SBIA Networking Cabanas
11:00 a.m. – 7:00 p.m.         Conference Registration
12:00 p.m. – 7:00 p.m.        Sponsor Exhibit Hall and Networking Lounge
12:00 p.m. – 1:30 p.m.         SBIA’s Women Investors Networking Luncheon  (By invitation only, please.)
12:00 p.m. – 1:30 p.m.         Networking Luncheon
2:00 p.m. – 2:15 p.m.           Welcome and Sponsor Thank You
Charles Cox, LongueVue Capital, SBIA Southern Regional President
2:15 p.m. – 3:00 p.m.            Pulse of the PE Market
Andrew Greenberg, GF Data and Greenberg Variations Capital
3:00 p.m. – 4:00 p.m.          2020 Market Trends: Consumers, Trade, and Tariffs … What Does the New Year Hold for the Deal Market?
Terry Bressler, Prairie Capital Advisors, Session Moderator
Wes Hampp, Holleway Capital Partners
Melinda Jackson, Cadence Bank
Barry Peterson, Northcreek Mezzanine Partners
4:00 p.m. – 5:00 p.m.          Keynote Presentation: The Future and Past of Conservatism
Jonah Goldberg, Syndicated Political Columnist, Former National Review Senior Editor, FOX News Contributor, and Bestselling Author
5:00 p.m. – 7:00 p.m.           Networking Cocktail Reception
Friday, February 28
7:00 a.m. – 1:00 p.m.           Conference Registration
7:30 a.m. – 9:00 a.m.           Rise and Shine Networking Breakfast
7:30 a.m. – 1:00 p.m.           Sponsor Exhibit Hall and Networking Lounge
9:00 a.m. – 5:00 p.m.          SBIA Networking Cabanas
Concurrent General Sessions
9:00 a.m. – 11:30 a.m.         DEALINX - A Unique Deal Sourcing Event
9:00 a.m. – 10:00 a.m.       General Session: The Roadmap to Disruption
Henry Hays, Henry Hays Consulting
10:00 a.m. – 11:00 a.m.       General Session
11:00 a.m. – 11:30 a.m.         Networking Break
11:30 a.m. – 12:15 p.m.       The SBA, the SBIC Program and Private Equity: Observations from Congress
Will Gardner, Small Business Investor Alliance
Renée Bender, Professional Staff, Chairman Marco Rubio, U.S. Senate Committee on Small Business and Entrepreneurship
Robert Yavor, Senior Professional Staff, Ranking Member Steve Chabot, U.S. House Committee on Small Business
12:15 p.m. – 1:00 p.m.       Washington Update - Legislative and Regulatory Agenda for the Private Equity Industry
Brett Palmer, SBIA President
1:00 p.m. – 1:30 p.m.         Networking Luncheon and End of Conference Raffle
1:30 p.m.                                 Conference Concludes



The Four Seasons Chicago  
120 East Delaware Place
Chicago, Illinois 60611

Tel: 312.280.8800


Thank You to our 2021 Sponsors



Winston & Strawn LLP












Interested in sponsorship opportunities for the 2021 Deal Summit? Contact us at (202) 628-5055 or via email.



A Unique Deal Sourcing Event
One of the highlights of the Deal Summit, DeaLinx is a deal sourcing event that facilitates pre-arranged, one-on-one meetings between investment bankers and fund managers.  Using SBIA’s highly successful pre-screening model, both sell-side and buy-side-focused investment banks are welcome to participate in this efficient opportunity to meet with the funds best suited to review the deals currently available.

DeaLinx gives all eligible conference attendees the opportunity to fill out an online profile with firm information for other attendees to view, enabling both fund managers and investment bankers to pre-screen one another without relying in independent research.  In advance of the Deal Summit, DeaLinx participants will then be able to send messages and request meetings at mutually available time slots during the DeaLinx event.  Participants will be provided with an assigned table location for their meetings.

Investment bankers interested in participating may be eligible for special registration rates and additional benefits while at the Deal Summit.  Please contact for more information!

Some of the Investment Banks that participated in DeaLinx:

Bowstring Advisors

Capstone Headwaters

CIBC Cleary Gull

Cross Keys Capital

D.A. Davidson

Falls River Group, LLC

Fidus Partners

Founders Advisors, LLC

Greenberg Variations Capital

Griffin Financial Group

Hennepin Partners

Houlihan Capital

Kidd & Company, LLC

LCG Advisors

MHT Partners

Prairie Capital Advisors

SC&H Capital


Tenney Group

Texas Corporate Capital Advisors

Tully & Holland, Inc.

June 2 and 3 2021

The Four Seasons Hotel
120 East Delaware Place
Chicago, Illinois 60611

For questions, contact the Event Registrar via email or at 202.628.5055.