Small Business Investor Alliance

And that’s a wrap on the final day of the 2024 National Summit! 🎉 From insightful sessions to inspiring connections, we’ve had an incredible few days together. Thank you to all the speakers, panelists, and attendees who made this event so impactful – already excited for what’s to come next year! Mark your calendars for October 19-21, 2025, and see you then! And a huge thank you to our 2024 National Summit sponsors:   Forvis Mazars US Hogan Lovells Troutman Pepper Winston & Strawn LLP Ballard Spahr LLP Bass, Berry & Sims Blank Rome LLP Cohen & Company CohnReznick LLP CSC Dorsey & Whitney LLP Foley Hoag LLP Holland & Knight LLP Ice Miller LLP K&L Gates Matthews, Carter & Boyce, P.C. Polsinelli Robinson+Cole RSM US LLP Shipman & Goodwin LLP Smith Brothers Insurance, LLC. Zook Dinon PA BDO Elliott Davis Grasshopper Bank #2024NationalSummit #LowerMiddleMarket #MiddleMarketFunds #PrivateEquity #InvestmentSummit #SBIA #Networking #SeeYouNextYear #MakingConnections 

Closing out the third and final day of the 2024 National Summit, a panel of division leaders from the U.S. Small Business Administration answered questions about licensing, portfolio management, and examinations. Thank you to Chad Houston, Financial Specialist in the Office of Investment & Innovations, Lawrence Baltimore, Financial Analyst in the Office of Investment & Innovation, Heath Morris, National Director of the Office of Examinations, and Ari David Kocen, managing member at Bluehenge Capital Partners for sharing their time and expertise. Thank you to our 2024 National Summit sponsors:   Forvis Mazars US Hogan Lovells Troutman Pepper Winston & Strawn LLP Ballard Spahr LLP Bass, Berry & Sims Blank Rome LLP Cohen & Company CohnReznick LLP CSC Dorsey & Whitney LLP Foley Hoag LLP Holland & Knight LLP Ice Miller LLP K&L Gates Matthews, Carter & Boyce, P.C. Polsinelli Robinson+Cole RSM US LLP Shipman & Goodwin LLP Smith Brothers Insurance, LLC. Zook Dinon PA BDO Elliott Davis Grasshopper Bank #2024NationalSummit #LowerMiddleMarket #MiddleMarketFunds #PrivateEquity #InvestmentSummit #SBIA #Networking 

Geopolitical strategist John Sitilides shared an informed perspective on current global tensions with National Summit attendees, focusing on the crises involving Russia and Ukraine, the Israel-Hamas conflict, and China-Taiwan relations and the potential impacts these issues may have on trade, world economies, and business. Thank you to our 2024 National Summit sponsors:   Forvis Mazars US Hogan Lovells Troutman Pepper Winston & Strawn LLP Ballard Spahr LLP Bass, Berry & Sims Blank Rome LLP Cohen & Company CohnReznick LLP CSC Dorsey & Whitney LLP Foley Hoag LLP Holland & Knight LLP Ice Miller LLP K&L Gates Matthews, Carter & Boyce, P.C. Polsinelli Robinson+Cole RSM US LLP Shipman & Goodwin LLP Smith Brothers Insurance, LLC. Zook Dinon PA BDO Elliott Davis Grasshopper Bank  #2024NationalSummit #LowerMiddleMarket #MiddleMarketFunds #PrivateEquity #InvestmentSummit #SBIA #Networking 

Kicking off the third and final day of the 2024 National Summit, economic futurist Andrew Busch delivered a dynamic keynote on the economic changes to anticipate over the next five years as the global economy deals with inflation, interest rate spikes, and supply chain challenges.    Up next, we will hear a geopolitical update from John Sitilides before closing out the conference with a panel of leading experts from the U.S. Small Business Administration discussing all things SBIC. Thank you to our 2024 National Summit sponsors:   Forvis Mazars US Hogan Lovells Troutman Pepper Winston & Strawn LLP Ballard Spahr LLP Bass, Berry & Sims Blank Rome LLP Cohen & Company CohnReznick LLP CSC Dorsey & Whitney LLP Foley Hoag LLP Holland & Knight LLP Ice Miller LLP K&L Gates Matthews, Carter & Boyce, P.C. Polsinelli Robinson+Cole RSM US LLP Shipman & Goodwin LLP Smith Brothers Insurance, LLC. Zook Dinon PA BDO Elliott Davis Grasshopper Bank #2024NationalSummit #LowerMiddleMarket #MiddleMarketFunds #PrivateEquity #InvestmentSummit #SBIA #Networking

After years of dedication and remarkable service, we want to extend our gratitude to Steve Johnson as he retires from longtime SBIA sponsor RSM US LLP. Steve’s commitment and expertise have left a lasting impact on all those fortunate enough to work with him. Congratulations, Steve, on this exciting new chapter—you will be missed! The support of our incredible sponsors is the backbone of SBIA’s successful events, helping us bring together industry leaders, foster lasting connections, and drive growth across the small business investing community. A depth of gratitude to all of this year's National Summit sponsors: Forvis Mazars US Hogan Lovells Troutman Pepper Winston & Strawn LLP Ballard Spahr LLP Bass, Berry & Sims Blank Rome LLP Cohen & Company CohnReznick LLP CSC Dorsey & Whitney LLP Foley Hoag LLP Holland & Knight LLP Ice Miller LLP K&L Gates Matthews, Carter & Boyce, P.C. Polsinelli Robinson+Cole RSM US LLP Shipman & Goodwin LLP Smith Brothers Insurance, LLC. Zook Dinon PA BDO Elliott Davis Grasshopper Bank Here's to many more years of partnership! #2024NationalSummit #LowerMiddleMarket #MiddleMarketFunds #PrivateEquity #InvestmentSummit #SBIA #Networking #SBIA #ThankYouSteve #SmallBusinessInvesting #RSMUS #Grateful

Author of the new national best seller, “Likeable Badass: How Women Get the Success They Deserve”, organizational psychologist Alison Fragale offered National Summit attendees a fascinating look at status, power, negotiation and influence. Combining science and stories, she shared how leaders can lead better than they were once led, as well as how organizations can create cultures that foster excellent leadership. Thank you to our 2024 National Summit sponsors:  Forvis Mazars US Hogan Lovells Troutman Pepper Winston & Strawn LLP Ballard Spahr LLP Bass, Berry & Sims Blank Rome LLP Cohen & Company CohnReznick LLP CSC Dorsey & Whitney LLP Foley Hoag LLP Holland & Knight LLP Ice Miller LLP K&L Gates Matthews, Carter & Boyce, P.C. Polsinelli Robinson+Cole RSM US LLP Shipman & Goodwin LLP Smith Brothers Insurance, LLC. Zook Dinon PA BDO Elliott Davis Grasshopper Bank #2024NationalSummit #LowerMiddleMarket #MiddleMarketFunds #PrivateEquity #InvestmentSummit #SBIA #Networking 

Outgoing Board Chair, Caroline Ducas, of Resolute Capital Partners engaged in a fireside chat with Bailey DeVries, Associate Administrator of the Office of Investment and Innovation at the U.S. Small Business Administration, looking back at the first year since the new Accrual and Reinvestor Small Business Investment Company licenses were introduced.  Up next, Alison Fragale, an award-winning professor at the #UniversityofNorthCarolina, will discuss The Psychology of Power. Later today…  ➡️ Community Reinvestment Act Credit for SBIC & RBIC Investments  ➡️ Dealmakers Winetasting Reception  ➡️ Nightcap Networking – World Series Style Thank you to our 2024 National Summit sponsors:  Forvis Mazars US Hogan Lovells Troutman Pepper Winston & Strawn LLP Ballard Spahr LLP Bass, Berry & Sims Blank Rome LLP Cohen & Company CohnReznick LLP CSC Dorsey & Whitney LLP Foley Hoag LLP Holland & Knight LLP Ice Miller LLP K&L Gates Matthews, Carter & Boyce, P.C. Polsinelli Robinson+Cole RSM US LLP Shipman & Goodwin LLP Smith Brothers Insurance, LLC. Zook Dinon PA BDO Elliott Davis Grasshopper Bank #2024NationalSummit #LowerMiddleMarket #MiddleMarketFunds #PrivateEquity #InvestmentSummit #SBIA #Networking

SBIA announces 2024-2025 Leadership. SBIA has installed its 2024-2025 Board of Governors, including Board Officers, Regional Council Chairs, At-Large Board Members, and designated Industry Council Chairs. Benjamin Geis, a Managing Director of St. Louis-based Eagle Private Capital, is the incoming Chair. Click here to read the full press release >> https://lnkd.in/eXRYN8wP

Thank you to Tim Rafalovich Ph.D., Alexander Abell, David D. Demeter, Tyson Smith, and Zev Zaretsky, CFA for delivering a targeted discussion about the newly released SBIC Performance Data and the unique investing opportunities presented by SBICs. See the data > https://lnkd.in/eArc7PZq Don’t miss a special lunch presentation by U.S. Senator Roger Marshall, sponsor of the “Investing in All of America Act”, after which we will recognize our industry peers recognized by the U.S. Small Business Administration as 2024’s SBIC of the Year Award winners! Thank you to our 2024 National Summit sponsors:  Forvis Mazars US Hogan Lovells Troutman Pepper Winston & Strawn LLP Ballard Spahr LLP Bass, Berry & Sims Blank Rome LLP Cohen & Company CohnReznick LLP CSC Dorsey & Whitney LLP Foley Hoag LLP Holland & Knight LLP Ice Miller LLP K&L Gates Matthews, Carter & Boyce, P.C. Polsinelli Robinson+Cole RSM US LLP Shipman & Goodwin LLP Smith Brothers Insurance, LLC. Zook Dinon PA BDO Elliott Davis Grasshopper Bank #2024NationalSummit #LowerMiddleMarket #MiddleMarketFunds #PrivateEquity #InvestmentSummit #SBIA #Networking

On behalf of the Small Business Investor Alliance, we are pleased to present David Coit, Co-Founder and Managing Director of North Atlantic Capital, with our association's most prestigious honor, the Lifetime Achievement Award! An avid sailor whose journey in venture capital has spanned more than four decades, David has been investing in private companies since 1982. Before co-founding North Atlantic Capital, David was President of Maine Capital Corporation and a commercial loan officer at the First National Bank of Boston. He served as Chairman of the National Association of Small Business Investment Companies (NASBIC) (now the Small Business Investor Alliance) in 2004, and as a member of the Board of Directors of the New England Venture Capital Association. David earned a BA from Yale University in 1969, and he served as an officer in the US Navy before earning an MBA from Harvard Business School in 1975. David was a two-time collegiate All American and captain of the United States Collegiate Sailing Team in the summer of 1969.  SBIA is grateful to David for his service to our association and the industry, and we are honored to recognize his unparalleled contributions to private equity and venture capital. Over the course of his remarkable career, David has not only helped fuel innovation and growth for countless businesses but has also set the highest standard for leadership, integrity, and commitment to excellence. Thank you to our 2024 National Summit sponsors:  Forvis Mazars US Hogan Lovells Troutman Pepper Winston & Strawn LLP Ballard Spahr LLP Bass, Berry & Sims Blank Rome LLP Cohen & Company CohnReznick LLP CSC Dorsey & Whitney LLP Foley Hoag LLP Holland & Knight LLP Ice Miller LLP K&L Gates Matthews, Carter & Boyce, P.C. Polsinelli Robinson+Cole RSM US LLP Shipman & Goodwin LLP Smith Brothers Insurance, LLC. Zook Dinon PA BDO Elliott Davis Grasshopper Bank #2024NationalSummit #LowerMiddleMarket #MiddleMarketFunds #PrivateEquity #InvestmentSummit #SBIA #Networking #Leadership