BMO Capital Markets, the investment banking subsidiary of the Canadian Bank of Montreal, provides a comprehensive range of financial services to corporate, institutional, and government clients. The firm focuses on various stages of investment, including debt financing, Series B, C, D, and E rounds. Their services encompass equity and debt underwriting, corporate lending, project financing, M&A advisory, securitization, treasury management, market risk management, debt and equity research, and institutional sales and trading.

Notable portfolio companies include Ellevest, Ellucian, FS KKR Capital, Gotham Greens, Phillips Edison, R-Zero, Sound Agriculture, Truly Financial, and Vidyard. BMO Capital Markets is distinguished by its robust investment philosophy and the value-added services it offers to portfolio companies. The firm leverages its extensive industry expertise and global reach to provide strategic insights and support, particularly in areas like climate risk and sustainability through initiatives like the BMO Climate Institute.