SBIA 2023 National Summit for Middle Market Funds
10/15/2023 – 10/17/2023

Locke Lord is a proud sponsor of the 2023 National Summit for Middle Markets, taking place on October 15-17, 2023 in Palm Beach, Florida.

This signature event is designed to inspire, educate, and celebrate the industry. The National Summit offers the middle market a unique environment to connect with fund managers, limited partners, investment bankers and select providers.

SBIA 2023 Midwest Deal Summit
05/31/2023 – 06/01/2023

Locke Lord is a proud sponsor of the 2023 Midwest Deal Summit, taking place on May 31-June 1, 2023 at The Four Seasons Hotel in Chicago, Illinois.

The conference features high quality senior-level networking opportunities with lower middle market peers, including the exclusive DeaLinx, SBIA’s unique deal sourcing opportunity for fund managers and investment bankers. The two-day agenda offers content on the latest data, trends and best practices, as well as timely updates from Washington outlining the threats and opportunities that lie ahead on the legislative and regulatory horizons.

For more information on this event, click here.

SBIA 2023 West Coast Capital Summit
04/16/2023 – 04/18/2023

Locke Lord is a proud sponsor of the 2023 West Coast Capital Summit, taking place on April 16-18, 2023 at the Paséa Hotel and Spa in Huntington Beach, California.

The conference features high quality senior-level networking opportunities with lower middle market peers, including the exclusive CapitaLinx, SBIA’s GP-LP matchmaking event for fund managers and limited partners. The two-day agenda offers content on the latest data, trends and best practices, as well as timely updates from Washington outlining the threats and opportunities that lie ahead on the legislative and regulatory horizons.

For more information on this event, click here.

SBIA 2023 Southern Private Equity Conference
02/23/2023 – 02/24/2023

Locke Lord is a proud sponsor of the 2023 Southern Private Equity Conference, taking place on February 23-24, 2023 at the JW Marriott in Nashville, Tennessee.

This conference offers insight into U.S. economic trends, updates about potential policy changes affecting your fund’s bottom line, and strategic, high-level networking opportunities with middle market colleagues.  

For more information on this event, click here.

SBIA 2023 Northeast Private Equity Conference
01/26/2023 – 01/27/2023

Locke Lord is a proud sponsor of the 2023 Northeast Private Equity Conference, taking place on January 26-27, 2023 at the Lotte New York Palace in New York City.

The conference offers strategic, high-level networking opportunities with nearly 200 middle market colleagues. The two-day agenda provides substantive, thoughtful content on the latest data, trends and best practices, and timely legislative and regulatory updates from Washington.

Locke Lord Partners Matt McTygue, Christine McCay and Jason Ulezalka‎ will attend.

For more information on this event, click here.

SBIA 2022 National Summit for Middle Market Funds
10/2/2022 – 10/4/2022

Locke Lord is a proud sponsor of the 2022 National Summit for Middle Markets, taking place on October 2-4, 2022 at The Breakers in Palm Beach, Florida.

This signature event is designed to inspire, educate, and celebrate the industry. The National Summit offers the middle market a unique environment to connect with fund managers, limited partners, investment bankers and select providers.

For more information on this event, click here.

Recession Readiness: Are You Prepared?
9/14/2022

David Kupetz, Adrienne Walker and Jonathan Young will participate in an upcoming webinar hosted by the Small Business Investor Alliance titled “Recession Readiness: Are You Prepared?” on Wednesday, September 14, 2022 a 12:00 pm EST.

Join us for a discussion of legal issues faced by, and strategies for navigating debt and equity investments in, distressed companies. Topics will include:

  • Board governance issues
  • Misalignment of stakeholder interests
  • Rescue financing and emergency restructuring
  • Retaining financial advisors
  • Developing go-forward capital structures

To register, click here.

SBIA 2022 Northeast Private Equity Conference
6/28/2022 – 6/29/2022

Locke Lord is a proud sponsor of the 2022 Northeast Private Equity Conference, taking place on June 28-29, 2022 at the Lotte New York Palace in New York City.

The conference attracts nearly 200 lower middle market fund managers, limited partners, investment bankers, and industry professionals, offering a collegial networking environment with senior-level decision makers. Among a content-rich agenda including presentations from experienced industry professionals, Keynote Speaker, John Manzella of ManzellaReport.com and Manella Trade Communications, Inc., will present The Macro View of the Labor Crisis and Its Impact on the Economy.

For more information on this event, click here.

SBIA 2022 MidWest Deal Summit
6/1/2022 – 6/2/2022

Locke Lord is a proud sponsor of the 2022 Midwest Deal Summit, taking place on June 1-2, 2022 at The Four Seasons Hotel in Chicago.

The summit offers quality senior-level networking opportunities with lower middle market fund managers, limited partners, intermediaries, and select professional service providers. With a substantial two-day agenda, the conference offers insight into U.S. economic trends and timely legislative and regulatory updates.

For more information on this event, click here.

SBIA 2022 Western Private Equity Conference
4/6/2022 – 4/7/2022

Locke Lord is a proud sponsor of the 2022 Western Private Equity Conference, taking place on April 6-7, 2022 at the Balboa Bay Resort in Newport Beach, California.

The conference offers quality senior-level networking opportunities with lower middle market fund managers, limited partners, intermediaries, and select professional service providers. With a substantial two-day agenda, the conference offers insight into U.S. economic trends and timely legislative and regulatory updates.

For more information on this event, click here.

SBIA 2022 Southern Private Equity Conference
3/3/2022  3/4/2022

Locke Lord is a proud sponsor of the 2022 Southern Private Equity Conference, taking place on March 3-4, 2022 at the Ritz-Carlton in Dallas.

The conference offers insight into U.S. economic trends, timely legislative and regulatory updates, and senior-level networking opportunities with middle market colleagues. Among a content-rich agenda including presentations from experienced industry professionals, Keynote Speaker, Suzy Kriscunas of The Riverside Company, will present A Luminary’s Perspective on Private Equity Investing in Today’s Challenging Environment.

For more information on this event, click here.

SBIA National Summit for Middle Market Funds 2021
10/10/2021 – 10/12/2021

Locke Lord is a proud sponsor of the SBIA National Summit for Middle Market Funds, being held at The Breakers in Palm Beach, Florida on Sunday, October 10 through Tuesday, October 12, 2021.

The summit offers a unique environment to connect with 400+ private equity fund managers, limited partners, investment bankers and other senior level and lower middle market decision-makers. Over the course of three days, the agenda is full of content driven sessions and networking opportunities giving ample opportunity to engage with deal-makers all across the U.S.

For more information on this event, click here.

SBIA Lunch & Learn Webinar
9/14/2021

Christine McCay and Tamer Tullgren will serve on the Small Business Investor Alliance: Equity and Debt Co-Investing in Lower Middle Market Financing Transactions panel on Tuesday, September 14 at 12:00pm ET.

Join us for a discussion of key considerations for equity and debt co-investments in lower middle market financing transactions. We will cover protective strategies for investors making simultaneous debt and equity investments alongside co-investors, including deal terms to consider in debt and equity investment documents and intercreditor agreements.

To register, click here.

SBIA Deal Summit 2021

6/2/2021 – 6/3/2021

Locke Lord is a proud sponsor of the SBIA Deal Summit, being held at The Four Seasons, in Chicago, Illinois on Wednesday, June 2 and Thursday, June 3, 2021.  The Small Business Investor Alliance (SBIA) Deal Summit offers:

  • Insight into lower middle market data, trends and best practices
  • A Washington policy update
  • Senior-level, high quality networking
  • The exclusive DeaLinx, SBIA’s unique deal sourcing opportunity for fund managers and investment bankers

For more information on this event, click here.

SBIA Outlook 2021: Navigating New Territory for Private Equity
1/26/2021

Locke Lord is proud to sponsor the Small Business Investor Alliance’s Outlook 2021 Conference on Tuesday, January 26. Matt McTygue, George Ticknor and Tamer Tullgren will attend.

SBIA Outlook 2021 is a virtual conference that will give you direction on the U.S. economy along with insight into potential legislative and regulatory policy changes as industry experts provide strategic information and informed perspectives on how to prepare your fund and investments for the road ahead.

For more information, click here.

SBIA Webinar: Evolving Debt Financing Terms
10/6/2020 12:00 PM – 1:00 PM ET

Locke Lord is a proud sponsor of the Small Business Investor Alliance (SBIA) Webinar, Evolving Debt Financing Terms, being held virtually on Tuesday, October 6, 2020 at 12:00 PM ET. Locke Lord Partners Marisa Murillo, Tamer Tullgren and Jonathan Young will be speaking at the event.

Join us for a discussion of current debt financing terms and trends, with a focus on the lower middle market. We will cover evolving terms and issues affecting lenders and borrowers in senior, mezzanine, and unitranche financings, as well as financially distressed and restructuring situations.

For more information, please click here.

SBIA Deal Summit
02/26/2020 – 02/28/2020

Locke Lord is a proud sponsor of the SBIA Deal Summit, being held in Miami on Wednesday, February 26 through Friday, February 28, 2020 at the Naples Grande Beach Resort, in Naples, Florida.

The Small Business Investor Alliance (SBIA) Deal Summit will provide the perfect opportunity to escape the winter cold with substantive content, engaging speakers, and exceptional networking.

The 2020 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

For more information on this event, click here.

SBIA Northeast Private Equity Conference
01/23/2020 – 01/24/2020

Locke Lord is a proud sponsor of the annual Small Business Investor Alliance (SBIA) Northeast Private Equity Conference. This year’s conference is being held January 23-24, 2020 at the Lotte New York Palace in New York City.

The Northeast Private Equity Conference offers the opportunity to connect with nearly 200 lower middle market fund managers, limited partners, investment bankers, industry professionals and other senior-level decision makers. Over the course of two days, the agenda is full of content driven sessions and networking opportunities giving ample opportunity to engage with deal-makers in the northeast.

For more information on this event, click here.

2019 SBIA National Summit for Middle Market Funds
10/06/2019 9:00 AM – 10/08/2019 1:30 PM

Locke Lord is a proud sponsor of the Small Business Investor Alliance (SBIA) National Summit for Middle Market Funds. This year’s conference is being held October 6-8, 2019 at The Breakers in Palm Beach, FL.

The summit offers a unique environment to connect with 400+ private equity fund managers, limited partners, investment bankers and other senior level and lower middle market decision-makers. Over the course of three days, the agenda is full of content driven sessions and networking opportunities giving ample opportunity to engage with deal-makers all across the U.S.

For more information, please click here.

Small Business Investor Alliance (SBIA) Midwest Private Equity Conference
05/29/2019 2:30 PM – 05/30/2019 1:30 PM

Locke Lord is a proud sponsor of the Small Business Investor Alliance (SBIA) Midwest Private Equity Conference. This year’s conference is being held May 29-30, 2019 at the Ritz-Carlton in Chicago, Illinois.

This conference brings together over 200 lower middle market fund managers, limited partners, investment bankers and industry professionals.

For more information, please click here.

Small Business Investor Alliance (SBIA) Western Private Equity Conference
04/10/2019 3:00 PM – 04/11/2019 1:30 PM

Locke Lord is a proud sponsor of the Small Business Investor Alliance (SBIA) Western Private Equity Conference. This year’s conference is being held April 10-11, 2019 at the Fairmont Miramar Hotel and Bungalows in Santa Monica, California.

This conference brings together over 150 lower middle market fund managers, limited partners, investment bankers and industry professionals. Over the course of two days, the agenda is full of content driven sessions with deal-makers from California and across the U.S.

For more information, please click here.

SBIA & AM&AA Deal Summit
02/20/2019 – 02/22/2019

Locke Lord is a proud sponsor of the SBIA & AM&AA Deal Summit, being held at Doral in Miami, Wednesday, February 20 – Friday, February 22, 2019.

The Small Business Investor Alliance (SBIA) and the Alliance of Merger & Acquisition Advisors (AM&AA) are joining forces and combining SBIA’s Southern Private Equity Conference and AM&AA’s Winter Conference to create a new conference, the SBIA & AM&AA Deal Summit.

The 2019 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 Deal Bash event for fund managers and investment bankers

For more information on this event, click here.

SBIA Northeast Private Equity Conference
01/24/2019 12:30 PM – 01/25/2019 1:30 PM

Locke Lord is a proud sponsor of the annual Small Business Investor Alliance (SBIA) Northeast Private Equity Conference.  This year’s conference is being held January 24-25, 2019 at the Lotte New York Palace in New York City.

The Northeast Private Equity Conference offers the opportunity to connect with nearly 200 lower middle market fund managers, limited partners, investment bankers, industry professionals and other senior-level decision makers. Over the course of two days, the agenda is full of content driven sessions and networking opportunities giving ample opportunity to engage with deal-makers in the northeast.

For more information on this event, click here.

2018 SBIA National Summit for Middle Market Funds
10/14/2018 9:00 AM – 10/16/2018 1:30 PM

Tamer Tullgren is a panelist at the 2018 SBIA National Summit for Middle Market Funds, October 14-16 in Palm Beach, FL. He is speaking on the “State of the Market: Exposing and Solving Unknown Knowns” panel and will discuss opportunities, risks, concerns and controversial subjects you may not know that you didn’t know. During this session the panelists will cover: What most concerns you about the state of the market and how are you solving for that today? Which is a better risk/reward strategy – senior, mezzanine or equity? What are you doing today that you were not doing 3 years ago? What are you doing to prepare for the next cycle? What are your most valuable lessons learned? The candid and insightful responses will keep you steps ahead of the market and your competitors.

For more information about the summit, please click here.

Small Business Investor Alliance (SBIA) Midwest Private Equity Conference
05/30/2018 3:00 PM – 05/31/2018 1:30 PM

Locke Lord was a proud sponsor of the SBIA Midwest Private Equity Conference. This year’s conference is being held May 30-31, 2018 at the Ritz-Carlton in Chicago, Illinois.

This conference brings together over 200 lower middle market fund managers, limited partners, investment bankers and industry professionals.

For more information, please click here.

Small Business Investor Alliance (SBIA) Southern Private Equity Conference
2/22/2018 3:30 PM – 2/23/2018 1:30 PM

Locke Lord was a proud sponsor of the SBIA Southern Private Equity Conference.  This year’s conference was held February 22-23, 2018 at the Trump National Doral in Miami, Florida.

This conference offered the opportunity to connect with lower middle market fund managers, limited partners, investment bankers, industry professionals and other senior-level decision makers. Over the course of two days, the agenda was full of content driven sessions and networking opportunities giving ample opportunity to engage with deal-makers in the southern region.

For more information, please click here.

Small Business Investor Alliance (SBIA) Northeast Private Equity Conference
2/1/2018 5:30 PM – 2/2/2018 1:30 PM

Locke Lord was a proud sponsor of the SBIA Northeast Private Equity Conference.  This year’s conference was held February 1-2, 2018 at the Lotte New York Palace in New York City.

This conference offered the opportunity to connect with nearly 200 lower middle market fund managers, limited partners, investment bankers, industry professionals and other senior-level decision makers. Over the course of two days, the agenda was full of content driven sessions and networking opportunities giving ample opportunity to engage with deal-makers in the northeast.

For more information, please click here.

Small Business Investor Alliance (SBIA) National Summit for Middle Market Funds

Locke Lord was a proud sponsor of the SBIA National Summit for Middle Market Funds. This year’s conference was on October 22 – 24, 2017 at The Breakers Hotel in Palm Beach, Florida.

The summit offered a unique environment to connect with 400+ private equity fund managers, limited partners, investment bankers and other senior level and lower middle market decision-makers. Over the course of three days, the agenda was full of content driven sessions and networking opportunities giving ample opportunity to engage with deal-makers all across the U.S.

For more information about the conference, please click here.