Bank of Montreal

Bank of Montreal

Bank of Montreal

Overview
Date Founded

1817

Headquarters

100 King Street West, 28th Floor Toronto, Ontario, M5X 1A1, Canada

Type of Company

Public

Employees (Worldwide)

43.4K

Industries

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

Company Description

Bank of Montreal engages in the provision of banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C) and United States Personal and Commercial Banking (U.S. P&C). 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 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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Executives & Employees

Chief Financial Officer

Chief Operations & Strategy Officer

Chief Marketing Officer

Chief Executive Officer-Asia

Chief Risk Officer

Chief Human Resources Officer

Chief Information Security Officer

Head of North American Channels

Head-Foreign Exchange Products, BMO Capital Markets

Global Head, Investment & Corporate Banking, BMO Capital Markets

Board of Directors

Director at Bank of Montreal

President & Chief Executive Officer at Metro, Inc.

President & Chief Executive Officer at Hydro-Québec

Executive Vice President, Chief Financial & Accounting Officer at OpenText Corp.

Partner at HHM Plus LLC

Partner at Winston & Strawn LLP

Chief Executive Officer at BMO Financial Group, Inc.

Former Chief Financial Officer & Executive Vice President at Moody's Corp.

Corporate Director at Bank of Montreal

Former Chairman at Franco-Nevada Corp.

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Owners & Shareholders
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CIBC World Markets, Inc. is a full-service investment bank headquartered in Toronto. The firm is a subsidiary of the Canadian Imperial Bank of Commerce (NYSE: CM). CIBC provides an internationally integrated research product through three primary strategies. In the US, the firm provides research coverage on technology, telecommunications, healthcare, energy, power generation and technology, financial institutions, consumer growth, real estate and media. In Canada, the firm offers the full spectrum of coverage for all of the sectors that form the TSE 300 Index.Their broad investment grade analysis of return bond Indices provides daily performance of the Canadian bond market. The sectors covered are: government of Canada bonds, provincial and municipal bonds and corporate bonds rated AAA/AA, A and BBB.Also available is a monthly ABS/MBS market report that provides information on ABS market conditions, market summary data and monthly performance reports on outstanding transactions. This report includes information about the MBS market, including key statistics on MBS spreads and prepayments. Another report contains MBS trading data, cash flows and other key data. A separate monthly Portfolio Valuation Report provides month end pricing for ABS and MBS transactions.Corporate debt research produces highly targeted credit analysis and research for investment grade and high yield debt securities. The corporate bond review covers bond market action, new issues, price/yield movements, rating changes, and buy/sell recommendations.The fixed-income research group produces actionable fundamental and technical analysis, strategies, products, and runs bond indexes and quantitative models relating specifically to fixed income markets, bond portfolios, and individual securities.CIBC provides risk management solutions to corporations, investors, financial institutions, and governments across all asset classes: interest rates, equities, credit, currency, and commodities.CIBC World Markets is a subsidiary of Canadian Imperial Bank of Commerce.

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Founded in 1965, Caisse de Dépôt et Placement du Québec is one of the largest institutional fund managers in Canada and North America. They are the leading private equity investor in Canada and are also one of largest real estate asset managers in the world. The Caisse is headquartered in Québec, Canada.

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RBC Dominion Securities-IM offers clients access to Canadian, US and international equities, Canadian fixed-income investments, various mutual funds from leading fund companies worldwide and commodity/financial futures. The firm’s equity research department covers companies in select sectors, including: biotechnology and healthcare, communications and media, consumer and diversified products, energy, financial institutions, forest products, mining and resources, real estate, technology and utilities and infrastructure.

Recent Transactions
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Ameriprise Financial, Inc., Columbia Management Investment Advisers LLC purchase BMO Financial Group, Inc. /EMEA Asset Management Business from Bank of Montreal

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Bank of Montreal, Livingbridge EP LLP purchase Chill Insurance Ltd.

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Bank of Montreal purchases Clearpool Group, Inc.

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 Cinven Group Ltd., NatWest Markets Plc (Investment Management)

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 Jones Day

Legal Advisor

Partner at Cooley LLP

Clients

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit card, credit card, prepaid products, commercial payment solutions, and global ATM. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

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 Private Equity Trust Plc is an investment trust that aims to achieve long-term capital growth through private equity asset investments. The fund targets companies operating in the fields of broad range of sectors. It makes private equity investments by acquiring stakes in the company. The trust also invests in buy-out funds, venture capital funds and mezzanine funds. It also makes co-investments. The company was founded on March 22, 1999 and is headquartered in Edinburgh, GB.

Key Stats and Financials As of 2020
Market Capitalization
$63B
Total Enterprise Value
$104B
Earnings Per Share
$5.67
Three Year Compounded Annual Growth Rate Of Revenue
7.26%
Debt TEV
1x
Enterprise Value / Sales
4.04x
TEVNet Income
27.16x
Net Profit
$3.82B
Revenue
$25.7B
Total Debt
$104B
Total Equity
$42.4B
Non-Profit Donations & Grants
$250K - $500K
2020
$250K - $500K
2019
Investments
Details Hidden

OakNorth Holdings Ltd. engages in the provision of lending services. The company was founded by Joel Perlman and Rishi Khosla and is headquartered in Saint Helier, the United Kingdom.

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GoSecure, Inc. provides in-progress cyber attack intelligence and response solutions. Its products include countertack sentinel, countertack scout, and knowledge library. The firm's sentinel and scout solutions offer attack capture and automated intelligence, and detect malicious behaviour, enabling organizations to counter known and unknown threats to their business. The company was founded by Alen Capalik and Stan Eramia in 2004 and is headquartered in Waltham, MA.

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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.

Investors
Details Hidden

Executive Director at Hongkong Land Holdings Ltd.

Details Hidden

Crossbencher at United Kingdom House of Lords

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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, customer loyalty and payment 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.

DirectCash Payments ULC Accounting & Financial Services | Calgary, Canada

DirectCash Payments ULC operates ATMs and debit terminals. It also offers prepaid cards in Australia and the United Kingdom, as well as ATM services in Mexico and the U. S. The company was founded by Susan M. Anderson and Jeffrey J. Smith on January 2, 1997 and is headquartered in Houston, TX.

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