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BMO Capital Markets
AddedFeb 13, 2024
UpdatedJun 28, 2026
BMO Capital Markets

BMO Capital Markets

Operating

BMO Capital Markets: A leading investment banking subsidiary offering diverse financial services.

Location
Toronto, Ontario, CA
Founded
1987
Firm
Compare
Portfolio
Employees
Website

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.

BMO Capital Markets - Portfolio Snapshot

Portfolio activity breakdown across disclosed investments and stages

Total Investments9
Current Portfolio Count9
Total Portfolio Exits0

Top Investment Stages

Debt Financing4 (50.0%)
Grant1 (12.5%)
Series B1 (12.5%)
Series C1 (12.5%)
Series D1 (12.5%)

Stage Mix

Debt Financing 50%Grant 13%Series B 13%Series C 13%Series D 13%

Concentration shown as share of disclosed investments by stage.

Recent Investments

R-Zero logo

R-Zero

Sound Agriculture logo

Sound Agriculture

Gotham Greens logo

Gotham Greens

Ellevest logo

Ellevest

Phillips Edison logo

Phillips Edison

Ellucian logo

Ellucian

Vidyard logo

Vidyard

Truly Financial logo

Truly Financial

FS KKR Capital logo

FS KKR Capital

BMO Capital Markets - Classification

Also Known As
  • BMO
NAICS
  • 520000Finance and Insurance
  • 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
  • 523900Other Financial Investment Activities
  • 523990All Other Financial Investment Activities
  • 523999Miscellaneous Financial Investment Activities
SIC
  • 6700Holding And Other Investment Offices
  • 6720Investment Offices
  • 6722Management Investment Offices, Open-end
Show 11 more industry codes
NAICS
  • 523100Securities and Commodity Contracts Intermediation and Brokerage
  • 523150Investment Banking and Securities Intermediation
  • 522000Credit Intermediation and Related Activities
  • 525000Funds, Trusts, and Other Financial Vehicles
  • 522100Depository Credit Intermediation
  • 522110Commercial Banking
SIC
  • 6210Security Brokers, Dealers, And Flotation Companies
  • 6211Security Brokers, Dealers, And Flotation Companies
  • 6000Depository Institutions
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6020Commercial Banks