BMO Financial Group, operating as BMO Bank of Montreal, is a global Canadian bank that offers a wide range of financial services, including commercial, corporate, governmental, international, personal banking, and trust services. The firm is active in various investment stages, such as Series A, Series C, Series D, Series E, and post-IPO debt financing. BMO typically engages in substantial investment rounds, with notable investments ranging from millions to billions of dollars.
Notable portfolio companies include Aurora Cannabis, Bench, Competix, and Terra-Gen. Key partners and decision-makers at BMO bring extensive experience from their roles within the bank's comprehensive financial services. BMO's investment philosophy centers on providing robust financial support and advisory services to foster growth and innovation. The firm offers unique value-add services such as full brokerage, underwriting, and tailored advisory solutions to its portfolio companies.
BMO - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Total Investments20
Current Portfolio Count14
Total Portfolio Exits0
Top Investment Stages
Post Ipo Debt5 (31.3%)
Debt Financing4 (25.0%)
Series Unknown4 (25.0%)
Series C2 (12.5%)
Secondary Market1 (6.3%)
Stage Mix
Post Ipo Debt 31%Debt Financing 25%Series Unknown 25%Series C 13%Secondary Market 6%
Concentration shown as share of disclosed investments by stage.
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BMO - Classification
- Also Known As
- Bank of Montreal
- NAICS
- 520000Finance and Insurance
- 522000Credit Intermediation and Related Activities
- 522100Depository Credit Intermediation
- 522110Commercial Banking
- SIC
- 6029Commercial Banks, NEC
- 6000Depository Institutions
- 6020Commercial Banks
- ISIC
- 6419Other monetary intermediation
Show 14 more industry codes
- NAICS
- 522310Mortgage and Nonmortgage Loan Brokers
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 525000Funds, Trusts, and Other Financial Vehicles
- 522300Activities Related to Credit Intermediation
- 523900Other Financial Investment Activities
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 6100Nondepository Credit Institutions
- 6160Mortgage Bankers And Brokers
- 6163Loan Brokers
- 5000Wholesale Trade-durable Goods
- 6700Holding And Other Investment Offices
- 6720Investment Offices
- 6722Management Investment Offices, Open-end