October 14-16, 2018
The Breakers
Palm Beach, Florida


Connecting with other professionals is essential for building relationships. The National Summit offers the opportunity to network with those doing deals in your region and across the U.S. Last year, more than 400 of your lower middle market peers attended, representing funds and limited partners, with varying investment preferences, from all regions of the country, providing a networking rich environment. This year's National Summit features several formats for facilitating new connections, including: 

  • CapitaLinx - being held concurrently throughout the National Summit program, CapitaLinx features invitation-only, pre-set, one-on-one meetings between GPs and LPs
  • Wine Tasting - a unique way for all conference registrants to meet and mingle with limited partners representing more than 45 family offices, banks, insurance companies, fund of funds, and foundations/endowments
  • Activities - the National Summit Golf Tournaments and Tennis Tournament offer the chance to get in some exercise time while interacting with your fellow conference participants


  • "The Summit is an excellent networking event, and in several cases friendships which I formed at the conference have led to investment opportunities for our firm.”
    David Buttolph, Founder and Co-Manager of Brookside Mezzanine Partners