Bank of Montreal

Bank of Montreal

Bank of Montreal

Overview
Date Founded

1817

Headquarters

129, rue Saint-Jacques,Montréal, QC H2Y 1L6

Type of Company

Public

Employees (Worldwide)

45.5K

Industries

Retail & Commercial Banking
Other Business & Consulting Services
Holding Companies
Consumer Finance
Accounting & Financial Services
Investment Banking & Brokerage

Company Description

Bank of Montreal provides banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C); United States Personal and Commercial Banking (U.S. P&C); Wealth Management; BMO Capital Markets; and Corporate Services. The Canadian P&C segment refers to retail banking and financial operations in Canada. The U.S. P&C segment offers retail banking and financial solutions in United States. The Wealth Management segment serves a full range of client segments from mainstream to high net worth and institutional, with a broad offering of wealth management products and services, including insurance products. The BMO Capital Markets segment offers investment and corporate banking and trading products lines of business primarily in North America. The Corporate Services segments comprises of technology and operations involve in the strategic planning, risk management, finance, legal and regulatory compliance, marketing, communications, and human resources. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Toronto, Canada.

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In The News
Executives & Employees

President & Chief Executive Officer

Chief Executive Officer & Director

Chief Financial & Administrative Officer

Chief Financial Officer

Chief Financial Officer

Chief Operations & Strategy Officer

Chief Marketing Officer

Chief Executive Officer-Asia

Chief Risk Officer

Chief Human Resources Officer

Board of Directors

Director at Bank of Montreal

President, Chief Executive Officer & Non-Independent Director at Metro, Inc.

President, Chief Executive Officer & Non-Independent Director at Hydro-Québec

Corporate Director at Bank of Montreal

Former President & Chief Executive Officer at Franco-Nevada Corp.

Corporate Director at Bank of Montreal

Director at Bank of Montreal

Co-Director, for International Economics & Development at Northwestern University

Senior Advisor at Stone Point Capital LLC

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Bank of Montreal
Owners & Shareholders
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RGAM is a global investment manager. Their investment teams in Asia, Europe and North America are active across capital markets and asset classes, deploying traditional and innovative strategies in mutual funds and pools, as well as segregated and separately managed portfolios. The firm manages Canadian, US and global equity, fixed-income and balanced portfolios. Their investment approach relies on a variety of fundamental and quantitative research and technical analysis. The firm invests across a variety of sectors including: telecommunications services, financial services, materials, energy and non-energy minerals, utilities, industrials, consumer, life science/healthcare, health technology, information technology, media and natural resources/mining. RGAM's fixed-income strategies focus on investments in government securities, investment grade bonds and high yield corporate bonds. In addition, they offer a debt strategy for emerging markets in Latin America, Eastern Europe, Asia and the Middle East, as well as investment strategies based on the use of futures, forwards and options.

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1832 AM's investment approach is based on the belief that the market is inefficient. The firm employs a research-driven, bottom-up stock selection approach with a forward-looking view of the global economy. They carefully screen thousands of businesses in a search for those that demonstrate strong fundamentals characterized by financial strength, experienced management, product quality, market access and are mispriced in the capital markets. 1832 AM invests in bonds to provide a stable stream of income, to reduce portfolio volatility and to help preserve capital by stabilizing returns during periods of weakness in the equity markets. They take a disciplined investment approach in order to add positive incremental gains over time.

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BMO seeks to achieve consistent, above average returns through a risk-controlled approach to asset management. The firm attempts to reduce risk through the use of different asset classes, diversification and intensive individual security analysis. Their equity investment approach focuses on investments in companies with the potential to create long-term wealth. Though not limited by sector, the firm tends to invest in the stocks of companies in the finance, energy minerals, non-energy minerals and industrial services sectors. BMO's fixed-income investment approach seeks capital preservation and returns commensurate with a given level of risk.

Recent Transactions
Details Hidden

Bank of Montreal purchases Clearpool Group, Inc.

Details Hidden

Ring Energy, Inc. purchases Wishbone Energy Partners LLC /North Central Basin Assets from Wishbone Energy Partners LLC

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Bank of Montreal, Livingbridge EP LLP purchase Fluidone Ltd. from Rigby Private Equity Ltd.

Transaction Clients
Lender

Advised on Darling Ingredients, Inc. purchases Vion Ingredients BV from NCB Participaties BV, Noordbrabantse Christelijke Boerenbond, Rooms-Katholieke

Lender

Advised on Acadia Healthcare Co. Inc. purchases Carevehicle 1 Ltd. from NatWest Markets Plc (Investment Management), Cinven Group Ltd.

Auditor

Advised on Hellman & Friedman LLC purchases Hub International Ltd. from Apax Partners Ltd.

Transaction Advisors
Accountant

Advised onBank of Montreal purchases CSFBdirect, Inc. from Credit Suisse Group AG

Investment Advisor

Advised onBank of Montreal purchases Marshall & Ilsley Corp.

Accountant

Advised onBank of Montreal purchases First National Bancorp, Inc. (Illinois)

Legal Advisor

Advised onDarling Ingredients, Inc. purchases Vion Ingredients BV from NCB Participaties BV, Noordbrabantse Christelijke Boerenbond, Rooms-Katholieke

Legal Advisor

Advised onBank of Montreal, BMO Financial Group, Inc. purchase BMO Asset Management (Holdings) Plc

Legal Advisor

Advised onDarling Ingredients, Inc. purchases Vion Ingredients BV from NCB Participaties BV, Noordbrabantse Christelijke Boerenbond, Rooms-Katholieke

Advisors & Consultants
Legal Advisor

Partner at Mayer Brown LLP

Legal Advisor

Partner at Cooley LLP

Legal Advisor

Partner at Jones Day

Clients

GreenSky, Inc. is a technology company. It operates as a lending platform that enables retailers, health-care providers and home contractors to offer loans to their customers. The company was founded by David Zalik in 2006 and is headquartered in Atlanta, GA.

F&C Investment Trust Plc is a closed-end investment trust. Its objective is to secure long-term growth in capital and income through a policy of investing primarily in an internationally diversified portfolio of publicly listed equities, as well as unlisted securities and private equity with the use of gearing. The company was founded in 1868 and is headquartered in London, the United Kingdom.

BMO Commercial Property Trust Ltd. operates as a real estate investment trust. It invests in a diversified portfolio of UK commercial property, which includes office, retail and industrial sectors. The company was founded on January 21, 2005 and is headquartered in St. Peter Port, Guernsey.

Key Stats and Financials As of 2019
Market Capitalization
$39.9B
Total Enterprise Value
$136B
Earnings Per Share
$8.68
Revenue
$38.4B
Net Profit
$5.76B
Total Debt
$117B
Total Equity
$51.1B
Enterprise Value Sales
3.55x
TEVNet Income
23.7x
Debt TEV
0.86x
Non-Profit Donations & Grants
Investments
Details Hidden

Signpost, Inc. operates an online marketing platform for small businesses. Its cloud-based platform makes digital and mobile marketing simple and effective for small and medium businesses. The company was founded by John Matthew Buchanan and Stuart Wall in 2010 and is headquartered in New York, NY.

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R3 HoldCo LLC operates as a financial technology firm. It also operates a consortium of financial institutions that have guided and contributed to the development of Corda, a distributed ledger platform. The company was founded by David Rutter and is headquartered in New York, NY.

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SecureKey Technologies, Inc. provides identity and authentication solutions for organizations that deliver online consumer services. It enables the use of contactless cards or mobile phones as a factor to implement strong online authentication. The firm's customers include the banking and financial institutions, government, payments, and telecoms and utilities industries. The company was founded by Gregory Howard Wolfond and Pierre Antoine Roberge in 2008 and is headquartered in Toronto, Canada.

Investors
Details Hidden

Executive Director at Jardine Matheson Holdings Ltd.

Details Hidden

Crossbencher at United Kingdom House of Lords

Details Hidden

Life Peer at United Kingdom House of Lords

Suppliers
Alliance Data Systems Corp. Other Business & Consulting Services | Plano, Texas

Alliance Data Systems Corp. engages in the provision of data-driven and transaction-based marketing and customer loyalty solutions. It operates through the following segments: LoyaltyOne, Epsilon and Card Services. The LoyaltyOne segment provides coalition and short-term loyalty programs. The Epsilon segment offers end-to-end, integrated marketing solutions. The Card Services offers risk management solutions, account origination, funding, transaction processing, customer care, collections, and marketing services for the company's private label and co-brand credit card programs. The company was founded in 1996 and is headquartered in Columbus, Ohio.

First Capital Realty, Inc. Real Estate | Toronto, Canada

First Capital Realty (TSX: FCR) is Canada’s leading owner, developer and operator of supermarket and drugstore anchored neighbourhood and community shopping centres located predominantly in growing urban markets. As at September 30, 2012, the Company owned interests in 172 properties, including six under groundup development, totalling approximately 24.2 million square feet of gross leasable area and four sites in the planning stage for future retail development. As of September 30, 2012, 27 projects at 19 properties comprising 597,829 square feet of GLA have been certified to LEED®. First Capital Realty’s primary strategy is the creation of value over the long term by generating sustainable cash flow and capital appreciation of its shopping centre portfolio. To achieve its strategic objectives Management continues to: • be focussed and disciplined in acquiring well-located properties, primarily older centres and adjacent sites to existing properties in the Company’s target urban markets; • undertake selective development, redevelopment and repositioning activities on its properties including land use intensification; • proactively manage its existing shopping centre portfolio; • increase efficiency and productivity of operations; and • seek the lowest cost of capital over the long term. First Capital Realty was incorporated in November 1993 and conducts its business directly and through subsidiaries. Management, in measuring the Company’s performance or making operating decisions, distinguishes its operations on a geographical basis. The Company operates solely in Canada, in three operating regions: Eastern region which primarily includes operations in Quebec, Central region which includes the Company’s Ontario operations; and Western region which includes operations in Alberta and British Columbia. The regions are reported in a manner consistent with internal reporting provided to the chief operating decision maker in the Company.

Envestnet, Inc. Engineering, Construction & Architecture | Chicago, IL

Envestnet, Inc. engages in the provision of intelligent systems for wealth management and financial wellness. It operates through the following segments: Envestnet Wealth Solutions and Envestnet Data & Analytics. The Envestnet Wealth Solutions segment provides unified wealth management software and services to empower financial advisors and institutions. The Envestnet Data & Analytics segment provides data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. The company was founded by Judson Taft Bergman, James Winfield Lumberg and Brandon Rockwell Thomas in 1999 and is headquartered in Chicago, IL.

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