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
Top Investment Stages
Stage Mix
Concentration shown as share of disclosed investments by stage.

BMO

Bank of America Merrill Lynch
business.bofa.com

BMO Nesbitt Burns
bmo.com
BofA Securities
bofaml.com

Cibc World Markets

RBC Capital Markets
rbccm.com

Barclays Investment Bank

BMO Global Asset Management
bmogam.com

BMO Harris Bank
bmo.com

Canaccord Genuity Group

BB&T Capital Markets

RBC Dominion Securities
rbcds.com

Citigroup Global Markets
citigroup.com

Brookline Capital Markets

Natwest Markets
natwest.com
Bank of America Securities

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