BMO Financial Group Overview

  • Service
  • Commercial Bank

  • Year Founded
  • 1817

Year Founded

  • Professionals
  • 56,232


  • Financed Companies
  • 1,709

  • Financings
  • 2,727

  • Serviced Investors
  • 89

BMO Financial Group General Information


BMO Financial Group is a commercial banking institution established in 1817 and based in Toronto, Ontario. BMO provides a range of retail banking, wealth management, and investment banking products and services through three operating groups namely personal and commercial banking, wealth management, and BMO Capital Markets. The group serves Canadian clients through BMO Bank of Montreal and serves United States clients through BMO Harris Bank. Additionally, the bank also provides services in the United Kingdom, Europe, Australia, Asia, and South America.

Contact Information

Year Founded
Service Provider Type
Commercial Bank
Corporate Office
  • 100 King Street West, 1 First Canadian Place
  • 9th Floor
  • Toronto, Ontario M5X 1A1
  • Canada
+1 (800) 000-0000

BMO Financial Group Financings

Company Name Financing Date Debt/Deal Date Debt/Deal Amount
Fidelis Insurance Holdings May 2024 00000 0000000
Heartland Dental May 2024 00000 0000000
Heartland Dental May 2024 00000 0000000
Greenway Auto Group (Four Dealership in Florence and Tuscumbia) May 2024 00000 0000000
Dycom Industries May 2024 00000 0000000
Dycom Industries May 2024 00000 0000000
MGS Mfg. Group May 2024 00000 0000000
Agiliti Health May 2024 00000 0000000
GridHawk May 2024 00000 0000000
Osaic May 2024 00000 0000000
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BMO Financial Group Co-Lenders (1,035)

Lender Lender Type Lender Location Total Shared Financings Last Shared Financing
1st Farm Credit Services Lender Normal, IL 1 00.00
40|86 Advisors Lender Carmel, IN 00 00000
Abacus Finance Group Lender New York, NY 0
Abbey National Commercial Bank London, United Kingdom 0 00.000
ABN AMRO Bank Commercial Bank Amsterdam, Netherlands 000 00000
AB Private Credit Investors Lender Nashville, TN 0
AB Private Credit Investors Corp BDC Business Development Company Austin, TX 0 00.00
Abry Partners Lender Boston, MA 0 00000
ABSA Bank Lender Johannesburg, South Africa 3 00.00
Academy Bank Commercial Bank Kansas City, KS 4 00000
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BMO Financial Group Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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BMO Financial Group Team (202)

Name Title Related Financings Office Contact
Albert Yu Chief Executive Officer, Asia Toronto, Canada
William White Chief Executive Officer and Board Member Toronto, Canada
Shannon Kennedy Global President, BMO Family Office 0 Toronto, Canada
Gregoire Baillargeon President Toronto, Canada
Steve Tennyson Chief Technology & Operations Officer Toronto, Canada
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BMO Financial Group Board Members (28)

Name Representing Role Since
Brian Tobin BMO Financial Group Vice Chairman 000 0000
Christine Edwards JD BMO Financial Group Board Member 000 0000
Craig Broderick Self Board Member 000 0000
David Harquail Self Board Member 000 0000
David Jacobson JD BMO Financial Group Vice Chairman 000 0000
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BMO Financial Group Subsidiaries (14)

Company Name Industry Location Founded
Bmo Financial Regional Banks Chicago, IL 2021
Clearpool Execution Services Brokerage New York, NY 0000
Radicle (Environmental Services (B2B)) Environmental Services (B2B) Calgary, Canada 0000
BMO Capital Partners Growth/Expansion Montreal, Canada 0000
Bmo Trust Company Brokerage Montreal, Canada 0000
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BMO Financial Group FAQs

  • When was BMO Financial Group founded?

    BMO Financial Group was founded in 1817.

  • Who is the CEO of BMO Financial Group?

    Albert Yu, William White, and David Casper are the CEOs of BMO Financial Group.

  • Where is BMO Financial Group headquartered?

    BMO Financial Group is headquartered in Toronto, Canada.

  • What is the size of BMO Financial Group?

    BMO Financial Group total number of employees/professionals is 56,232.

  • What service provider type is BMO Financial Group?

    BMO Financial Group's service provider type is Commercial Bank.

  • What companies has BMO Financial Group invested in or acquired?

    BMO Financial Group has invested in or acquired companies like Air Miles International Trading, GHGSat, and Link Investment Management.

  • What are BMO Financial Group subsidiaries?

    Bmo Financial, Clearpool Execution Services, and Radicle (Environmental Services (B2B)) are subsidiaries of BMO Financial Group.

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