SBIA Deal Summit

Join Us

Wednesday, February 26 – Friday, February 28, 2020 at the Naples Grande Beach Resort, in Naples, Florida. The SBIA Deal Summit will provide 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

Registration now open, click here to register!


To view a pdf version of the conference agenda, please click here.

Wednesday, February 26

6:00 – 7:30 p.m.                  Early Arrivals Networking Reception on The Beach

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

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. – 4:00 p.m.            General Sessions

4:00 p.m. – 5:00 p.m.           Keynote Presentation

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

Concurrent General Sessions

9:00 a.m. – 11:30 a.m.         DEALINX – A Unique Deal Sourcing Event

9:00 a.m. – 11:00 a.m.        General Sessions

11:00a.m. – 11:30 a.m.        Networking Break

11:30 a.m. – 12:30 p.m.       Washington Update – Legislative and Regulatory Agenda for the Private Equity Industry
                                                  Brett Palmer, SBIA President

12:30 p.m.– 1:30 p.m.          Networking Luncheon and End of Conference Raffle

1:30 p.m.                                 Conference Concludes

The SBIA Deal Summit is being held on Wednesday, February 26 – Friday, February 28, 2020 and will offer attendees the opportunity to meet and network with lower middle market fund managers, limited partners, investment bankers, and select professional service providers.

Registration Now Open

Click here to register

Registration for the 2020 Deal Summit includes 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


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 are limiting 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.

Cancellation Policy

All SBIA Deal Summit registration cancellations and refund requests must be made in writing to SBIA via email. Please see the information below regarding our cancellation deadlines:

Cancellations made before December 18th – Full Refund for Registration and Activities

Cancellations made between December 19th – February 5th – Administrative Fee of $200 charged against Registration Refund; Full Refund for Activity Fees

Cancellations made after February 5th – No Refund Available

Golf and tennis registrations are subject to the Deal Summit cancellation policy. You may transfer your registration to another member of your firm by sending an email to Deal 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.

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, 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.


Meet Our Distinguished Speakers

The SBIA Deal Summit speaker lineup features experienced industry professionals who are experts in their field. 2020 Conference speakers include:

Brett Palmer
Small Business Investor Alliance



Charles Cox
LongueVue Capital
SBIA Southern Regional President

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

Tel: 239.227.2182

Conference Rate: $355/night plus applicable taxes

Available only to conference registrants



Interested in sponsorship opportunities for the 2020 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.

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 for more information!


February 26, 27, and 28 2020

Naples Grande Beach Resort
475 Seagate Drive
Naples, Florida 34103

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