BMO Capital Markets
BMO Capital Markets is a leading, full-service North American financial services provider. The firm offers corporate, institutional and government clients access to a complete range of investment and corporate banking products and services. BMO Capital Markets is a member of BMO Financial Group, one of the largest diversified financial services providers in North America. The firm operates as the investment banking arm of BMO, offering services in various financial sectors, including corporate finance, mergers & acquisitions, equity and debt underwriting, and trading.
Associated People
Alan Tannenbaum
2023 - present
Dan Barclay
2003 - present
John Stephenson
2018 - present
Shah Nordin
2014 - 2023
Kris Sidial
2017 - 2020
Brett Whysel
2010 - 2015
Liz Young
2009 - 2011
Bart Melek
2005 - 2011
David Casper
2003 - 2010
Jamie Strauss
2007 - 2009
Adam Butler
2005 - 2007
Chamath Palihapitiya
1999 - 2000
ABOUT BMO
BMO Capital Markets offers corporate and investment banking, treasury management, as well as research and advisory services to clients worldwide.
The firm is part of one of the largest diversified financial services providers in North America with US$989 billion total assets and approximately 54,000 employees (as of January 31, 2024).
The firm covers a whole balance sheet, from foreign exchange, trade finance and treasury management to corporate lending.
The firm also provides a full range of advisory services, along with industry-leading research, sales and trading.
BMO SERVICES
Investment Banking and Mergers & Acquisitions.
BMO Capital Markets is recognized for its advisory services on mergers, acquisitions, divestitures, and restructurings.
Equities and Trading.
BMO provides institutional investors with access to equity markets through sales and trading services, offering liquidity, market insights, and trading strategies.
Fixed Income and Debt Capital Markets.
The firm has extensive experience in underwriting corporate bonds, government securities, and asset-backed securities.
Foreign Exchange and Commodities.
The firm offers currency trading services, supporting clients in managing foreign exchange risk through hedging solutions.
Derivatives and Structured Products.
The firm is involved in the trading of derivatives such as options, futures, and swaps. They offer a full suite of derivative solutions for hedging, risk management, and speculative strategies.
The firm also provides services to private equity firms and venture capital investors, offering advice on deal structuring, financing options, and exits, particularly in the tech and growth sectors.