
Investments
44Portfolio Exits
13Funds
2Partners & Customers
6About 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.

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Latest BMO Capital News
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.

BMO Capital Investments Activity

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 | |||||
1/13/2022 | Debt |
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 | ||
Amount | $4.01M | $75M | $60M | ||
New? | Yes | Yes | Yes | ||
Co-Investors | |||||
Sources | 1 | 3 | 6 |
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 | 1 | |||
5/29/2019 | Acq - Fin | 2 | |||
5/11/2017 | IPO | Public | 2 | ||
Date | 11/24/2020 | 5/29/2019 | 5/11/2017 | ||
---|---|---|---|---|---|
Exit | Reverse Merger | Acq - Fin | IPO | ||
Companies | |||||
Valuation | |||||
Acquirer | Public | ||||
Sources | 1 | 2 | 2 |
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 | Acq - Fin | 1 | ||||
4/9/2007 | ||||||
1/9/2007 |
Date | 8/15/2013 | 4/9/2007 | 1/9/2007 |
---|---|---|---|
Investment Stage | |||
Companies | |||
Valuation | |||
Total Funding | |||
Note | Acq - Fin | ||
Sources | 1 |
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 |
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 |
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.
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 | |
Name | Eric C. Tripp | ||||
---|---|---|---|---|---|
Work History | |||||
Title | President | ||||
Status | Current |