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Investment Bank
FINANCE | Asset/Financial Management
bmocm.com

Investments

44

Portfolio Exits

13

Funds

2

Partners & Customers

6

About BMO Capital

BMO Capital Markets is a full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. BMO Capital Markets is a member of BMO Financial Group (TSX, NYSE: BMO), a diversified financial services provider in North America.

Headquarters Location

29 Am Schanzengraben

Toronto, Ontario,

Canada

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Latest BMO Capital News

BMO's 19th Equity Through Education Trading Day Raises C$1.65 Million to Promote Education, Development and Progress for Promising Students Around the World

Sep 21, 2023

News provided by Share this article Share toX BMO Capital Markets opens the market from BMO's Toronto trading floor to celebrate 19th anniversary of Equity Through Education Annual program donates a day's worth of institutional equity trading commissions generated by BMO Capital Markets in Toronto, New York, and London Almost C$32 million raised in support of more than 5,000 students since 2005 TORONTO, NEW YORK, and LONDON, Sept. 21, 2023 /PRNewswire/ - BMO Capital Markets today announced that its 2023 Equity Through Education (ETE) trading day, held on September 20, 2023, raised C$1.65 million toward educational assistance for students around the world, for a total of nearly $32 million since the program began nineteen years ago. Darryl White, Chief Executive Officer, BMO, Dan Barclay, Chief Executive Officer, BMO Capital Markets, Levent Kahraman, Co-Head of BMO Global Markets and Camilla Sutton, Managing Director & Head of Equity Research Canada & UK, BMO Capital Markets, joined Rizwan Awan, Head of TMX Markets, Products and Services and President, Equity Trading, TMX Group, to open the market and celebrate the 19th annual BMO Equity Through Education trading day from the BMO trading floor in Toronto. "There couldn't have been more excitement on the trading floor for this incredible program and I want to thank the employees and clients who make this happen year after year with so much spirit and energy," said Mr. Barclay. "BMO Boldly Grows the Good in business and life by annually donating 100 per cent of one day's institutional equity trading commissions in North America and Europe to charities that promote progress, diversity and inclusion by providing scholarships, bursaries, mentoring programs, and development opportunities to promising students." "Since 2005, BMO Capital Markets has assisted more than 800 Jackie Robinson Foundation (JRF) Scholars with the Equity Through Education program," said Della Britton, JRF's President & CEO. "This generous support includes direct sponsorship of 26 JRF/BMO Capital Markets Scholars and our annual Scholars' Mentoring and Leadership Conference, held each spring in New York City. We could not be more grateful for BMO's generosity and embrace of JRF's approach. By providing four years of financial aid, job placements, and practical life skills training, JRF works to develop leaders who, in turn, add value to the workplace and their communities." Learn more about the BMO partnership with Jackie Robinson Foundation here. The proceeds from this year's Equity Through Education trading day will go to the following charities: BMO Gives. Good grows here. Helping communities thrive by supporting the organizations that sustain them and encouraging employee giving and volunteerism is at the heart of BMO's Purpose, to Boldly Grow the Good in business and life. In 2022, our social impact included more than $69 million donated to hundreds of charities and non-profit organizations across North America to help drive progress by enabling individuals to thrive and communities to prosper. Our colleagues spent almost 50,000 hours volunteering in the community and contributed more than $26 million of donations through our annual employee giving program. For more information, please visit BMO.com. About BMO Financial Group BMO Financial Group is the eighth largest bank in North America by assets, with total assets of $1.25 trillion as of July 31, 2023. Serving customers for 200 years and counting, BMO is a diverse team of highly engaged employees providing a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services to over 13 million customers across Canada, the United States, and in select markets globally. Driven by a single purpose, to Boldly Grow the Good in business and life, BMO is committed to driving positive change in the world, and making progress for a thriving economy, sustainable future, and inclusive society. SOURCE BMO Financial Group

BMO Capital Investments

44 Investments

BMO Capital has made 44 investments. Their latest investment was in Bravo Mining as part of their PIPE on June 6, 2023.

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BMO Capital Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

6/15/2023

PIPE

Bravo Mining

$4.01M

Yes

1

12/8/2022

Series D - II

Sound Agriculture

$75M

Yes

3

11/9/2022

Line of Credit - II

Alida

$60M

Yes

6

5/10/2022

Series B

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$99M

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10

1/13/2022

Debt

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$99M

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10

Date

6/15/2023

12/8/2022

11/9/2022

5/10/2022

1/13/2022

Round

PIPE

Series D - II

Line of Credit - II

Series B

Debt

Company

Bravo Mining

Sound Agriculture

Alida

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Amount

$4.01M

$75M

$60M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

1

3

6

10

10

BMO Capital Portfolio Exits

13 Portfolio Exits

BMO Capital has 13 portfolio exits. Their latest portfolio exit was Telesat on November 24, 2020.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

11/24/2020

Reverse Merger

$99M

1

5/29/2019

Acq - Fin

$99M

2

5/11/2017

IPO

$99M

Public

2

8/19/2016

Acquired - II

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$99M

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10

8/12/2015

IPO

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$99M

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10

Date

11/24/2020

5/29/2019

5/11/2017

8/19/2016

8/12/2015

Exit

Reverse Merger

Acq - Fin

IPO

Acquired - II

IPO

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

Public

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Sources

1

2

2

10

10

BMO Capital Acquisitions

3 Acquisitions

BMO Capital acquired 3 companies. Their latest acquisition was Imperial Group on August 15, 2013.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

8/15/2013

$99M

Acq - Fin

1

4/9/2007

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$99M

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0

1/9/2007

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$99M

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0

Date

8/15/2013

4/9/2007

1/9/2007

Investment Stage

Companies

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Valuation

$99M

$99M

$99M

Total Funding

Note

Acq - Fin

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Sources

1

0

0

BMO Capital Fund History

2 Fund Histories

BMO Capital has 2 funds, including BMO Nesbitt Burns Equity Partners I.

Closing Date

Fund

Fund Type

Status

Amount

Sources

6/1/2000

BMO Nesbitt Burns Equity Partners I

Diversified Private Equity

Closed

1

BMO Nesbitt Burns Equity Partners II

10

Closing Date

6/1/2000

Fund

BMO Nesbitt Burns Equity Partners I

BMO Nesbitt Burns Equity Partners II

Fund Type

Diversified Private Equity

Status

Closed

Amount

Sources

1

10

BMO Capital Partners & Customers

6 Partners and customers

BMO Capital has 6 strategic partners and customers. BMO Capital recently partnered with Extend on November 11, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

11/1/2022

Partner

United States

6/27/2018

Partner

United Kingdom

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10

4/10/2018

Partner

United States

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10

1/31/2018

Vendor

United States

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10

6/3/2014

Vendor

Ireland

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10

Date

11/1/2022

6/27/2018

4/10/2018

1/31/2018

6/3/2014

Type

Partner

Partner

Partner

Vendor

Vendor

Business Partner

Country

United States

United Kingdom

United States

United States

Ireland

News Snippet

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Sources

10

10

10

10

BMO Capital Team

40 Team Members

BMO Capital has 40 team members, including current President, Eric C. Tripp.

Name

Work History

Title

Status

Eric C. Tripp

President

Current

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Name

Eric C. Tripp

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Work History

Title

President

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Status

Current

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