Bank of Montreal

Bank of Montreal

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Investment Firm

Overview

Founded in 1817, Bank of Montreal is a highly diversified financial services organization. With total assets of $367 billion as of October 31, 2007 and almost 36,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and solutions.

They serve Canadian clients through BMO Bank of Montreal, their personal and commercial banking business, BMO Nesbitt Burns, one of Canada's leading wealth management firms, and BMO Capital Markets, their North American investment and corporate banking division.

In the United States, clients are served through Harris, a major U.S. Midwest financial services organization with a network of community banks in the Chicago area and wealth management offices across the United States, as well as BMO Capital Markets™, their North American investment and corporate banking division.

They help their customers manage their financial affairs by delivering the broadest range of financial services through a single point of contact. Their financial service professionals provide access to any services their customers require across the entire enterprise.

Highlights

Founded

1817

Industry

Financial Services

Employees

10001+

Investment

78

Lead Investment

32

Exits

37

Stages

Late Stage Venture, Private Equity, Early Stage Venture, Seed

Investor Type

Investment Bank

Location

Toronto, Ontario, Canada, North America

Contact Information

Social

Profile Resume

Bank of Montreal, established in 1817 and headquartered in North America., specializes in Late Stage Venture, Private Equity, Early Stage Venture, Seed investments across Information Technology, Web Hosting, Cloud Data Services, IT Infrastructure, Private Cloud, IaaS, Energy, Solar, Wind Energy, Financial Services. The organization boasts a portfolio of 79 investments, with an average round size of $167.9M and 37 successful exits. Their recent investments include iWeb Technologies, Terra-Gen Power, Credit Suisse, Citi, Barclays Investment Bank. The highest investment round they participated in was $680.8B. Among their most notable exits are iWeb Technologies and Terra-Gen Power. Explore their portfolio in detail, see who is connected to them, and find their contact information on our platform.

Employees

imagePlace Yvan Bourdeau

Yvan Bourdeau

Vice Chair

imagePlace Thomas V. Milroy

Thomas V. Milroy

CEO of BMO Capital Markets

imagePlace Eric C. Tripp

Eric C. Tripp

President

imagePlace Anita Hamilton

Anita Hamilton

Customer Service Representative

imagePlace Robert M. Astley

Robert M. Astley

Corporate Director

imagePlace J. Robert S. Prichard

J. Robert S. Prichard

Chairman of the Board

Investment portfolio

Bank of Montreal has made 78 investments. Their most recent investment was on Mar 22, 2024, when TFI International raised $367.0M.

investments

78

Diversity investments

0

Lead investments

32

Number of exits

37

Investments

78

Annouced DateOrganization NameIndustryMoney Raised
Mar 19, 2024
StockPick StockPick
Information Servicesnull
Mar 20, 2024
Lumine Group Lumine Group
Software310.0M
Mar 22, 2024
TFI International TFI International
Transportation367.0M
Apr 29, 2024--200.0M

Exits

37

Funding Timeline

Funding rounds

78

Investors

0

Funds

0

Funding Rounds

78

Bank of Montreal has raised 78 rounds. Their latest funding was raised on Apr 29, 2024 from a Private Equity Round - New Perspective Senior Living round.

Annouced DateTransaction NameNumber of InvestorsMoney RaisedLead Investor
Mar 19, 2024
Debt Financing - StockPick Debt Financing - StockPick
-0-
Mar 20, 2024
Post-IPO Debt - Lumine Group Post-IPO Debt - Lumine Group
-310.0M-
Mar 22, 2024
Post-IPO Debt - TFI International Post-IPO Debt - TFI International
-367.0M-
Apr 29, 2024
Private Equity Round - New Perspective Senior Living Private Equity Round - New Perspective Senior Living
-200.0M-

Investors

4

Investor NameLead InvestorFunding RoundMoney Raised
-No
Post-IPO Equity - Bank of Montreal
2463.5M
-No
Post-IPO Equity - Bank of Montreal
2310.8M
-No
Post-IPO Debt - Bank of Montreal
1000.0M
-No
Post-IPO Debt - Bank of Montreal
750.0M

Fund raised

2

Susa Ventures has raised a total of $590M across 6 funds, their latest being Susa Ventures Opportunities II. This fund was announced on Aug 30, 2021 and raised a total of $250M.

Annouced DateFund NameMoney Raised
May 10, 2013
fund image OTPPLESS
1.0M
May 11, 2013
fund image OTPPLESS
1.0M

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