BMO Capital Markets

BMO Capital Markets is a comprehensive financial services provider based in Toronto, Canada, and is a part of BMO Financial Group. Established in 1988, the firm offers a diverse range of investment and corporate banking services to corporate, institutional, and government clients. Its offerings include equity and debt underwriting, corporate lending, project financing, mergers and acquisitions advisory, securitization, treasury management, market risk management, and both debt and equity research. Additionally, BMO Capital Markets specializes in institutional sales and trading, serving various sectors such as aerospace, food, chemicals, mining, healthcare, energy and power, and media and entertainment. The firm is recognized for its extensive expertise and commitment to delivering tailored financial solutions.

Michel Bayard

Managing Director

Marco Cavalluzzi

Director

Katie Jones

Managing Director

George Kappas

Associate

Christopher Marlowe

Vice Chairman

Alejandro Mita

Investment Banking Associate in the M&A practice

Devdatta Navare

Managing Director and Co-Head of Technology and Business Services, Middle Market M&A

Filip Papich

Managing Director and Co-head of Capital Markets Quebec

Alan Tannenbaum

CEO and Group Head, BMO Capital Markets

David Weiss

Managing Director and Head of US Leveraged Finance Distribution and Trading

Jennifer Wyllie

Vice President, UK Corporate Broking and ECM

Past deals in Toronto

FreshBooks

Series E in 2021
FreshBooks is a cloud-based accounting software company that simplifies online invoicing and financial management for business owners. Its platform is designed to be user-friendly, offering features such as invoicing, expense management, online payments, and time tracking. This automation helps small businesses efficiently manage their finances and maintain accurate bookkeeping. Serving customers of all sizes across more than 160 countries, FreshBooks is recognized for its exceptional customer support, having received multiple Stevie Awards. The company operates from offices in Canada, Croatia, Mexico, the Netherlands, and the United States.

Ratesdoctca

Debt Financing in 2021
Ratesdoctca is a platform to compare insurance, mortgage and credit card rates in Canada, so you can save money for the fun things in life.

Symend

Series B in 2020
Symend helps enterprises maximize collections effectiveness and optimize key metrics like recovery rates, liquidation rates, roll rates, and time to cure. By leveraging applied behavioral science and AI, Symend’s digital debt recovery solution empowers businesses in financial services, telecommunications, and utilities to create personalized engagements that guide customers towards positive financial outcomes. Founded in 2016 and globally recognized for innovation, Symend drives meaningful and sustainable improvements in collections strategies while fostering lasting customer relationships.

TAKU Retail

Pre Seed Round in 2019
TAKU is the first location-based retail sales platform that allows multi-store merchants to automatically offer a better digital neighborhood shopping experience and attract local shoppers who buy more

Spiffy

Pre Seed Round in 2019
Spiffy is a renowned Canadian provider of cutting-edge digital workforce training solutions.

TouchBistro

Series E in 2019
TouchBistro, Inc. develops an iPad-based point of sale (POS) solution tailored for restaurants, cafes, bars, and food trucks. Founded in 2010 and headquartered in New York with an additional office in Toronto, the company offers various POS systems, including those specifically designed for food trucks, bars, and coffee shops. These systems enable efficient order management by allowing servers to take orders and submit them directly to the kitchen without returning to a terminal, thereby reducing errors and enhancing service speed. TouchBistro also provides features such as a reservation management platform, cloud reporting and analytics, and customer-facing displays, all aimed at improving the dining experience and operational efficiency. The software is available through the Apple App Store in the United States and internationally, making it accessible for a wide range of food and drink venues.

INV Metals

Post in 2017
INV Metals is an emerging company focused on the exploration and development of the Loma Larga gold project in Ecuador. The Company strives to achieve excellence in its technical, environmental, health, safety and social practices and is committed to meeting or exceeding the best practices and standards for responsible and sustainable development.

Tricon Residential

Post in 2017
TWe are a rental housing company dedicated to providing an exceptional rental experience to every resident who makes one of our houses or apartments their home. We believe that quality rental housing can unlock life’s potential, and this drives our thinking and our actions every day. Founded in 1988 and listed on the Toronto Stock Exchange (TSX: TCN), Tricon owns over 30,000 single-family and multi-family rental homes across the United States and Canada, which we manage using an integrated technology-enabled operating platform. We are headquartered in Toronto, Ontario and have significant operations in Orange County, California, as well as approximately 20 other markets with a primary focus in the U.S. Sun Belt. We strive to be North America’s premier rental housing company. Our business philosophy involves taking care of our team first – empowering them to provide our residents with exceptional service and to positively impact the local communities where we operate. By providing an enhanced living experience, our residents rent for longer periods of time, treat our properties like their own, and share their experience with friends and family. This is how we continue to grow, and it is an approach that has proven to generate positive returns for our investors and shareholders.

Tricon Residential

Post in 2017
TWe are a rental housing company dedicated to providing an exceptional rental experience to every resident who makes one of our houses or apartments their home. We believe that quality rental housing can unlock life’s potential, and this drives our thinking and our actions every day. Founded in 1988 and listed on the Toronto Stock Exchange (TSX: TCN), Tricon owns over 30,000 single-family and multi-family rental homes across the United States and Canada, which we manage using an integrated technology-enabled operating platform. We are headquartered in Toronto, Ontario and have significant operations in Orange County, California, as well as approximately 20 other markets with a primary focus in the U.S. Sun Belt. We strive to be North America’s premier rental housing company. Our business philosophy involves taking care of our team first – empowering them to provide our residents with exceptional service and to positively impact the local communities where we operate. By providing an enhanced living experience, our residents rent for longer periods of time, treat our properties like their own, and share their experience with friends and family. This is how we continue to grow, and it is an approach that has proven to generate positive returns for our investors and shareholders.

Real Matters

Secondary Market in 2016
Real Matters Inc. is a Canadian company that specializes in providing technology and network management solutions for the mortgage lending and insurance sectors in both Canada and the United States. The firm offers residential mortgage appraisal services under the Solidifi brand, catering to various transactions such as purchases, refinances, and home equity loans. It also provides insurance inspection services for property and casualty insurers through the iv3 brand. Furthermore, Real Matters delivers title and closing services for financial institutions, including title searches, escrow services, and title policy issuance, also under the Solidifi brand. The company operates a cloud-based platform that integrates data from a vast network of over 17,000 field agents, enhancing its capabilities in property information services. Founded in 2004 and headquartered in Markham, Canada, Real Matters has established itself as a key player in the North American market for property information services.

Zensurance

Pre Seed Round in 2016
Zensurance Inc. is an online commercial insurance brokerage based in Toronto, Canada, that specializes in providing insurance solutions for startups and small businesses. Founded in 2016, the company offers a variety of insurance products, including business, contractors, technology, and tenants insurance. By utilizing data and analytics, Zensurance identifies common risks within various industries to create tailored insurance packages that meet the specific needs of its clients. This approach allows small business owners to navigate the insurance process more efficiently, enabling them to learn about their requirements and purchase insurance online within minutes, without the hassle of lengthy forms or phone calls. Zensurance collaborates with leading insurance companies and industry experts to deliver advanced insurance solutions, enhancing the user experience and making insurance more accessible to its clients.

SecureKey

Venture Round in 2016
For online services that require privacy and security, SecureKey is the identity and authentication service provider that gives consumers secure and convenient access to critical online services. Its services allow organizations to build or subscribe to an identity network that connects consumers with online services where both privacy and security are paramount. SecureKey is headquartered in Toronto, with offices in Boston, Washington D.C., and San Francisco. The company is backed by a world-class group of venture and corporate investors that include strategic investments from Visa, MasterCard, Discover, Rogers Venture Partners, and Intel Capital.

Guyana Goldfields

Post in 2016
Guyana Goldfields Inc. is a Canadian company dedicated to the exploration and production of gold, primarily within the Guiana Shield in South America. Incorporated in 1994 and based in Toronto, the company has been active in Guyana since 1996, focusing on the exploration and development of gold deposits. Its key asset is the Aurora Gold Mine, along with advanced exploration projects in various stages of development. The company aims to maintain a strong presence in the Aurora and Aranka Properties, where it continually engages in exploration and development activities. As of August 2020, Guyana Goldfields operates as a subsidiary of Zijin Mining Group Company Limited.
Dundee Precious Metals Inc. is a Canadian-based international gold mining company focused on the acquisition, exploration, development, mining, and processing of precious metals. The company operates several projects, notably the Chelopech and Ada Tepe mines located in Bulgaria. Through these operations, Dundee Precious Metals aims to efficiently extract and process valuable mineral resources, contributing to the global supply of precious metals.

Tricon Residential

Post in 2015
TWe are a rental housing company dedicated to providing an exceptional rental experience to every resident who makes one of our houses or apartments their home. We believe that quality rental housing can unlock life’s potential, and this drives our thinking and our actions every day. Founded in 1988 and listed on the Toronto Stock Exchange (TSX: TCN), Tricon owns over 30,000 single-family and multi-family rental homes across the United States and Canada, which we manage using an integrated technology-enabled operating platform. We are headquartered in Toronto, Ontario and have significant operations in Orange County, California, as well as approximately 20 other markets with a primary focus in the U.S. Sun Belt. We strive to be North America’s premier rental housing company. Our business philosophy involves taking care of our team first – empowering them to provide our residents with exceptional service and to positively impact the local communities where we operate. By providing an enhanced living experience, our residents rent for longer periods of time, treat our properties like their own, and share their experience with friends and family. This is how we continue to grow, and it is an approach that has proven to generate positive returns for our investors and shareholders.

Romarco Minerals

Post in 2015
Romarco Minerals is an exploration and development stage mining company that acquires, explores, and develops precious metals mineral properties in the United States. Its flagship project is the Haile Gold Mine in South Carolina which is currently undergoing exploration drilling, bankable feasibility study, and permitting. The Pinos Gold District in Mexico is a high-grade epithermal vein district in the advanced exploration stage.

Denison Mines

Post in 2014
Denison Mines Corp is a uranium exploration and development company.
Element Fleet Management is a fleet management company that specializes in providing management services and financing solutions for commercial vehicle and equipment fleets. The company operates across multiple countries, including the United States, Canada, Mexico, Australia, and New Zealand. By offering tailored services, Element Fleet Management supports businesses in optimizing their fleet operations and achieving greater efficiency in managing their assets.

Tricon Residential

Post in 2013
TWe are a rental housing company dedicated to providing an exceptional rental experience to every resident who makes one of our houses or apartments their home. We believe that quality rental housing can unlock life’s potential, and this drives our thinking and our actions every day. Founded in 1988 and listed on the Toronto Stock Exchange (TSX: TCN), Tricon owns over 30,000 single-family and multi-family rental homes across the United States and Canada, which we manage using an integrated technology-enabled operating platform. We are headquartered in Toronto, Ontario and have significant operations in Orange County, California, as well as approximately 20 other markets with a primary focus in the U.S. Sun Belt. We strive to be North America’s premier rental housing company. Our business philosophy involves taking care of our team first – empowering them to provide our residents with exceptional service and to positively impact the local communities where we operate. By providing an enhanced living experience, our residents rent for longer periods of time, treat our properties like their own, and share their experience with friends and family. This is how we continue to grow, and it is an approach that has proven to generate positive returns for our investors and shareholders.

Guyana Goldfields

Post in 2013
Guyana Goldfields Inc. is a Canadian company dedicated to the exploration and production of gold, primarily within the Guiana Shield in South America. Incorporated in 1994 and based in Toronto, the company has been active in Guyana since 1996, focusing on the exploration and development of gold deposits. Its key asset is the Aurora Gold Mine, along with advanced exploration projects in various stages of development. The company aims to maintain a strong presence in the Aurora and Aranka Properties, where it continually engages in exploration and development activities. As of August 2020, Guyana Goldfields operates as a subsidiary of Zijin Mining Group Company Limited.
Constellation Software is a provider of market software and services to a select number of industries in the public and private sectors.

Romarco Minerals

Post in 2011
Romarco Minerals is an exploration and development stage mining company that acquires, explores, and develops precious metals mineral properties in the United States. Its flagship project is the Haile Gold Mine in South Carolina which is currently undergoing exploration drilling, bankable feasibility study, and permitting. The Pinos Gold District in Mexico is a high-grade epithermal vein district in the advanced exploration stage.
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