SBIA Deal Summit
Join Us Next Year!
The 2020 SBIA Deal Summit was held Wednesday, February 26 – Friday, February 28, 2020 at the Naples Grande Beach Resort, in Naples, Florida. The event successfully provided the perfect opportunity to escape the winter cold with substantive content, engaging speakers, and exceptional networking.
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.
Agenda
To view a PDF version of the conference agenda, please click here.
| 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 SBIA Deal Summit was held on Wednesday, February 26 – Friday, February 28, 2020 and offered attendees the opportunity to meet and network with lower middle market fund managers, limited partners, investment bankers, and select professional service providers.
Registration for the 2020 Deal Summit included all of the content sessions throughout the event for all attendee categories, and specific networking opportunities and pricing for the following registrant categories:
2020 Pricing
Registration Category |
Pricing |
| SBIA Member | $1095 |
| Non-Member | $1395 |
| Investment Banker* | $300 |
*Limited number of available registrations in this category. Please contact us via email to inquire regarding eligibility.
Please Note: We limit attendance from Professional Service Providers (accountants, consultants, lawyers, due diligence and executive search firms, and software providers) to only those firms who are sponsors of the event or members of SBIA. For questions, contact us at 202.628.5055.
For questions, contact the Event Registrar via email or at 202.628.5055.
Golf Tournament
Network Naples style!
Join us for the Deal Summit Golf Tournament on Thursday, February 27, 2020 at the Naples Grande Golf Club. Voted one of the “10 Best New Golf Courses in Florida” by Travel & Leisure Golf, the par 72 championship course promises an exhilarating fresh experience. Acclaimed golf architect Rees Jones designed the course that proves both interesting and challenging. With extraordinary elevations and unique water features expertly incorporating the indigenous Florida foliage, the course was rated by Golfweek Magazine as “One of North America’s Top 100 Resort Courses.” Enjoy networking and a competitive round of golf with industry colleagues.
Tennis Tournament
Prefer the court to the course?
Ace your stay when you experience the best Naples has to offer. Named #8 in the top 50 Best U.S. Tennis Resort by Tennis Magazine and the Top 25 Best Tennis Resort in the World by www.tennisresortsonline.com, Naples Grande is home to fifteen championship tennis courts and a must for tennis enthusiasts, professionally managed by PBI professionals.
Golf and Tennis are open to conference registration and require a separate fee due at the time of registration. If you have any questions contact us via email or at (202) 628-5055.
Thank You to Our 2020 Distinguished Speakers
The SBIA Deal Summit speaker lineup featured experienced industry professionals who are experts in their field. 2020 Conference speakers included:
Jonah Goldberg
Syndicated Political Columnist, Former National Review Senior Editor, FOX News Contributor, and Bestselling Author
The Dispatch
Keynote Presentation: “The Future and Past of Conservatism”
Brett Palmer
President
Small Business Investor Alliance
Session: “Washington Update-Legislative and Regulatory Agenda for the Private Equity Industry”
Terry Bressler
Managing Director
Prairie Capital Advisors
Session: “2020 Market Trends: Consumers, Trade, Tariffs, Tweets and Politics … What Does the New Year Hold for the Deal Market?”
Charles Cox
Director
LongueVue Capital
SBIA Southern Regional President
Andrew Greenberg
Chief Executive Officer
GF Data and Greenberg Variations Capital
Session: “Pulse of the PE Market”
Venue
The Naples Grande Beach Resort is a AAA Four Diamond luxury hotel located on Florida’s Paradise Coast.
The resort offers three miles of powdery, white-sand beach and beautiful views of the Gulf of Mexico accessed via a 200-acre protected Mangrove Estuary. This full-service property features championship golf and tennis, three swimming pools, spa, fitness center and multiple dining outlets. For more information about the Naples Grande Beach resort visit the website.
Naples Grande Beach Resort
475 Seagate Drive
Naples, FL, 34103
Thank You to our 2020 Sponsors
Exclusive
Event
Interested in sponsorship opportunities for the 2021 Deal Summit? Contact us at (202) 628-5055 or via email.
DeaLinx
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.
DealLinx 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 on Friday, February 28. 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 events@sbia.org 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
Stifel
Tenney Group
Texas Corporate Capital Advisors
Tully & Holland, Inc.