SBIA Deal Summit
SAVE THE DATE
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!
Agenda
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 |
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.
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 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.