Inside SBIC Funds: A Hybrid Private Credit & Equity Strategy

Please note: The speaker and presentation topic for our October 28 event have changed. Please review the updated program details below.

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This presentation will explore Centerfield Capital’s hybrid private credit and private equity investment strategy and how its flexibility can support acquisitions, ownership transitions, recapitalizations, and growth within lower middle market U.S. businesses.

Attendees will learn how combining contractual debt returns with equity upside can create multiple sources of investment value while balancing current income, downside protection, and long-term appreciation. The discussion will also examine the role of disciplined underwriting, thoughtful investment structures, and strong relationships with sponsors, business owners, and management teams.

The presentation will also provide an overview of the Small Business Investment Company (SBIC) program, including how privately raised capital and SBA-guaranteed leverage work together to expand investment capacity. Drawing on Centerfield Capital’s experience across six funds, attendees will gain insight into the benefits of the SBIC structure, regulatory and operational requirements, and how investment strategy and effective fund management can support long-term success.

Learning Objectives

At the conclusion of this presentation, attendees will be able to:

• Explain how a hybrid debt and equity investment strategy can help produce more stable returns across economic cycles.
• Describe the Small Business Investment Company (SBIC) program and its role within private capital investing.
• Identify the potential benefits of the SBIC program for a fund’s limited partners.
• Recognize key requirements fund managers must meet to maintain an SBIC license.

Agenda:

  *This program is eligible for 1 CPE credit.