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BMO Nesbitt Burns

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uuid0002bd9

Namestring
BMO Nesbitt Burns
Legal namestring
BMO Nesbitt Burns Inc.
Websiteurl
bmo.com
Company typeenum
Public
Founded yearint
1817
Descriptiontext

BMO Nesbitt Burns Inc. is the wholly-owned investment banking, capital markets, and institutional brokerage subsidiary of Bank of Montreal (BMO Financial Group), a Canadian chartered bank founded in 1817 and listed on the TSX and NYSE under ticker BMO. Operating from Toronto, the firm delivers underwriting, advisory, debt and equity capital markets, and corporate banking services to corporate and institutional clients across North America, with recent mandates covering Bell Canada, Fairfax Financial Holdings, Hydro-Quebec, and Kingfisher Metals. Its core technology leverages BMO group-wide digital-first banking infrastructure, AI-powered chat support, and proprietary platforms including BMO Total Look for multi-institution account aggregation.

The business model is fee-based, generating revenue from underwriting spreads, M&A advisory retainers, debt and equity capital markets execution, and trading activity, complemented by treasury, lending, and broader commercial banking relationships routed through BMO Capital Markets and BMO Bank N.A. in the United States. Pricing spans tiered fee schedules across retail checking (Smart Advantage, Smart Money, Relationship Checking), savings, money market, certificates of deposit, and HSA products delivered in partnership with Lively. Customer segments are organized horizontally across personal/retail, small and medium business, commercial and corporate, and high-net-worth wealth management, each served through dedicated distribution channels: 40,000+ ATM network and branch footprint for retail, direct institutional sales for capital markets, and digital onboarding for self-serve products.

BMO Competitive advantages center on regulatory licensing as a chartered Canadian bank and licensed investment dealer, $1.5 trillion in parent-level total assets ranking it 8th in North America, and a 208-year operating history paired with a 196-year uninterrupted dividend record — the longest in Canada. Distribution is reinforced by a U.S. branch and ATM footprint plus dedicated Bank at Work corporate channel. AI capability is reported at top-10 global standing by Evident AI, with the firm being the first Canadian bank on the IBM Quantum Network, supporting an enterprise-wide responsible-AI rollout that includes agent deployment across banking operations.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
251–500
akta.pro rankint
HeadquartersToronto, Canada
HQ citystring
Toronto
HQ countrystring
Canada
HQ regionstring
North America
Markets served

Serves global market

Keyword5 values
investment banking services, capital markets advisory, equity underwriting services, debt capital markets, institutional brokerage
Industry1 code
1Follow-on Offerings (FPOs)
CodeFSACAAABPrimaryYes
NAICS code1 code
  • Portfolio Management and Investment Advice52394
SIC code1 code
  • Security Brokers, Dealers & Flotation Companies6211
Product category
Investment Banking
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels5 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Pricing details6 tiers
1BMO Smart Advantage Checking - $0 monthly maintenance, basic features
ModelSubscriptionBilling cadenceMonthly
Notes

$0 monthly maintenance fee, no minimum balance, unlimited transactions at 40,000+ fee-free ATMs, $25 minimum opening deposit

bmo.com
2BMO Smart Money Checking - $5 monthly fee with no overdraft charges
ModelSubscriptionBilling cadenceMonthly
Notes

$5 monthly maintenance fee or $0 if under age 25, no overdraft fees, unlimited ATM access

bmo.com
3BMO Relationship Checking - $25 monthly fee with premium benefits and interest
ModelSubscriptionBilling cadenceMonthly
Notes

$25 monthly maintenance fee waivable with $10,000 daily balance or $25,000 monthly combined balance; interest-bearing; tiered relationship packages (Silver, Gold, Platinum, Premier) based on quarterly combined balance

bmo.com
4Savings Builder Account - $0 monthly fee with balance growth rewards
ModelSubscriptionBilling cadenceMonthly
Notes

$0 monthly maintenance fee, $5 reward for every month balance grows by $200 or more for first year, 0.01% APY, $25 minimum opening deposit

bmo.com
5Growth Money Market Account - Competitive tiered rates up to 2.55% APY
ModelSubscriptionBilling cadenceMonthly
Notes

$10 monthly fee waivable with $5,000 minimum daily balance; tiered APY ranging from 0.05% (under $5,000) to 2.30% standard or 2.55% with Relationship Checking ($250,000+); $25 minimum opening deposit

bmo.com
6Certificate of Deposit (CD) Specials - Terms from 13 to 59 months
ModelOne time/ perpetual licenseBilling cadencePay-as-you-go
Notes

CD Specials as of June 29, 2026: 13 Mo at 2.50% APY, 25 Mo at 2.55% APY, 35 Mo at 2.60% APY; $1,000 minimum deposit required

bmo.com
GTM typeB2B
B2B
Offering typeServices
Services
Brand1 of 8 records shown
1BMO Capital Markets
Description

Investment banking and capital markets division of BMO providing corporate banking, advisory, and trading services.

bmo.com
+7 more records
Core offering1 text field

BMO Nesbitt Burns Inc. is the investment banking and institutional brokerage division of Bank of Montreal (BMO Financial Group), providing equity and debt underwriting, M&A advisory, and capital markets services to corporate and institutional clients. The firm acts as lead bookrunner, joint bookrunner, and syndicate member for senior notes, debenture, and equity offerings across Canadian and global markets. It generates revenue primarily through fees earned from underwriting, advisory mandates, and capital markets execution.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 5 values shown
  • 8th largest bank in North America by assets
+4 more records
Product overview1 text field

BMO (Bank of Montreal) operates as a leading North American bank with BMO Nesbitt Burns serving as its investment banking and brokerage division. The broader BMO product portfolio encompasses personal and business banking through multiple account types and digital platforms. Personal banking includes three checking account tiers (Smart Advantage with no fees, Smart Money with overdraft protection, and Relationship Checking with tiered benefits), supplemented by savings products (Savings Builder with growth rewards, Growth Money Market with competitive rates, and Certificates of Deposit with fixed terms). Credit offerings span debit cards, co-branded fan cards, and multiple credit card variants. Business banking provides checking, lending, merchant services, and payroll solutions. All products are accessible through BMO Digital Banking platform. Note: The source content primarily covers BMO US retail banking operations rather than BMO Nesbitt Burns-specific investment banking products.

Product and service4 records
1Equity Underwriting Services
CategoryInvestment Banking
2Debt Underwriting Services
CategoryInvestment Banking
3M&A Advisory Services
CategoryInvestment Banking
4Institutional Brokerage and Trading Services
CategoryCapital Markets
Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Market position
Competitive moat5 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile1 record

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

Integration6 records

Each record includes

Title, Type, Description, Source

AI capability3 records

Each record includes

Type, Description, Source

AI maturity
App detail

Has app

Feature3 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles1 record

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries3 records

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

Compliance1 record

Each record includes

Name, Class, Description

Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment25 records

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

BMO Nesbitt Burns

Investment Bankingbmo.com

What BMO Nesbitt Burns does

BMO Nesbitt Burns Inc. is the wholly-owned investment banking, capital markets, and institutional brokerage subsidiary of Bank of Montreal (BMO Financial Group), a Canadian chartered bank founded in 1817 and listed on the TSX and NYSE under ticker BMO. Operating from Toronto, the firm delivers underwriting, advisory, debt and equity capital markets, and corporate banking services to corporate and institutional clients across North America, with recent mandates covering Bell Canada, Fairfax Financial Holdings, Hydro-Quebec, and Kingfisher Metals. Its core technology leverages BMO group-wide digital-first banking infrastructure, AI-powered chat support, and proprietary platforms including BMO Total Look for multi-institution account aggregation.

The business model is fee-based, generating revenue from underwriting spreads, M&A advisory retainers, debt and equity capital markets execution, and trading activity, complemented by treasury, lending, and broader commercial banking relationships routed through BMO Capital Markets and BMO Bank N.A. in the United States. Pricing spans tiered fee schedules across retail checking (Smart Advantage, Smart Money, Relationship Checking), savings, money market, certificates of deposit, and HSA products delivered in partnership with Lively. Customer segments are organized horizontally across personal/retail, small and medium business, commercial and corporate, and high-net-worth wealth management, each served through dedicated distribution channels: 40,000+ ATM network and branch footprint for retail, direct institutional sales for capital markets, and digital onboarding for self-serve products.

BMO Competitive advantages center on regulatory licensing as a chartered Canadian bank and licensed investment dealer, $1.5 trillion in parent-level total assets ranking it 8th in North America, and a 208-year operating history paired with a 196-year uninterrupted dividend record — the longest in Canada. Distribution is reinforced by a U.S. branch and ATM footprint plus dedicated Bank at Work corporate channel. AI capability is reported at top-10 global standing by Evident AI, with the firm being the first Canadian bank on the IBM Quantum Network, supporting an enterprise-wide responsible-AI rollout that includes agent deployment across banking operations.

BMO Nesbitt Burns firmographics

Firmographics
Name
BMO Nesbitt Burns
Legal name
BMO Nesbitt Burns Inc.
Website
https://bmo.com
Company type
Public
Founded year
1817
Operating status
Operating
Headcount range
251–500 employees
Ownership category
akta.pro rank

BMO Nesbitt Burns industry classification

Industry
Product category
Investment Banking
NAICS
Portfolio Management and Investment Advice (52394)
SIC
Security Brokers, Dealers & Flotation Companies (6211)
akta.pro primary industry
Follow-on Offerings (FPOs) (FSACAAAB)

Keywords

  • Investment banking services
  • Capital markets advisory
  • Equity underwriting services
  • Debt capital markets
  • Institutional brokerage

Where BMO Nesbitt Burns is headquartered

Location

Headquarters

HQ city
Toronto
HQ country
Canada
HQ region
North America

Markets served

BMO Nesbitt Burns business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Pricing tiers

ModelBillingPrice
SubscriptionMonthlyBMO Smart Advantage Checking - $0 monthly maintenance, basic features
SubscriptionMonthlyBMO Smart Money Checking - $5 monthly fee with no overdraft charges
SubscriptionMonthlyBMO Relationship Checking - $25 monthly fee with premium benefits and interest
SubscriptionMonthlySavings Builder Account - $0 monthly fee with balance growth rewards
SubscriptionMonthlyGrowth Money Market Account - Competitive tiered rates up to 2.55% APY
One time/ perpetual licensePay-as-you-goCertificate of Deposit (CD) Specials - Terms from 13 to 59 months

Distribution channels5 records

Marketing channels7 records

BMO Nesbitt Burns product offering

Product offering

Core offering

BMO Nesbitt Burns Inc. is the investment banking and institutional brokerage division of Bank of Montreal (BMO Financial Group), providing equity and debt underwriting, M&A advisory, and capital markets services to corporate and institutional clients. The firm acts as lead bookrunner, joint bookrunner, and syndicate member for senior notes, debenture, and equity offerings across Canadian and global markets. It generates revenue primarily through fees earned from underwriting, advisory mandates, and capital markets execution.

Product overview

BMO (Bank of Montreal) operates as a leading North American bank with BMO Nesbitt Burns serving as its investment banking and brokerage division. The broader BMO product portfolio encompasses personal and business banking through multiple account types and digital platforms. Personal banking includes three checking account tiers (Smart Advantage with no fees, Smart Money with overdraft protection, and Relationship Checking with tiered benefits), supplemented by savings products (Savings Builder with growth rewards, Growth Money Market with competitive rates, and Certificates of Deposit with fixed terms). Credit offerings span debit cards, co-branded fan cards, and multiple credit card variants. Business banking provides checking, lending, merchant services, and payroll solutions. All products are accessible through BMO Digital Banking platform. Note: The source content primarily covers BMO US retail banking operations rather than BMO Nesbitt Burns-specific investment banking products.

Differentiator

Problem solved

Functional benefit

Brands

  • BMO Capital Markets: Investment banking and capital markets division of BMO providing corporate banking, advisory, and trading services.
  • BMO Smart Advantage Checking
  • BMO Relationship Checking
  • BMO Smart Money Checking
  • Savings Builder
  • Growth Money Market
  • BMO Digital Banking
  • BMO Health Savings Account (HSA)

Products and services

  • Equity Underwriting Services
  • Debt Underwriting Services
  • M&A Advisory Services
  • Institutional Brokerage and Trading Services

Quantifiable outcome

  • 8th largest bank in North America by assets
  • +4 more outcomes

Companies that use BMO Nesbitt Burns

Customer profile

Segments4 records

Ideal customer profiles1 record

BMO Nesbitt Burns technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability3 records

Feature3 records

BMO Nesbitt Burns partnerships and signals

Strategic signal

Recent moves6 records

Expansion highlights5 records

BMO Nesbitt Burns competitors and assessment

Company assessment

Market position

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

BMO Nesbitt Burns social profiles

Digital presence

BMO Nesbitt Burns compliance and trust

Trust signal

Compliance1 record

BMO Nesbitt Burns financial estimates

Financial estimate

Revenue estimate

Valuation estimate

BMO Nesbitt Burns leadership team

Management profile

Number of profiles

Profiles1 record

BMO Nesbitt Burns subsidiaries and ownership

Company hierarchy

Subsidiaries3 records

BMO Nesbitt Burns funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

BMO Nesbitt Burns M&A and investment

M&A and investment

M&A

Investments25 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BMO Nesbitt Burns

What does BMO Nesbitt Burns do?

BMO Nesbitt Burns Inc. is the investment banking and institutional brokerage division of Bank of Montreal (BMO Financial Group), providing equity and debt underwriting, M&A advisory, and capital markets services to corporate and institutional clients. The firm acts as lead bookrunner, joint bookrunner, and syndicate member for senior notes, debenture, and equity offerings across Canadian and global markets. It generates revenue primarily through fees earned from underwriting, advisory mandates, and capital markets execution.

Is BMO Nesbitt Burns a public or private company?

BMO Nesbitt Burns is a public company. It is classified as corporate owned and is currently operating.

When was BMO Nesbitt Burns founded?

BMO Nesbitt Burns was founded in 1817. It employs 251 to 500 people.

Where is BMO Nesbitt Burns based?

BMO Nesbitt Burns is headquartered in Toronto, Canada, in the North America region.

Does BMO Nesbitt Burns have an API?

No public API is recorded for BMO Nesbitt Burns.

What industry is BMO Nesbitt Burns in?

BMO Nesbitt Burns's product category is Investment Banking. Its primary akta.pro industry code is FSACAAAB, Follow-on Offerings (FPOs). Its NAICS code is 52394 and its SIC code is 6211.

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Investing.comTop enterprise software stock to watch: BMO’s leading pick By Investing.comBMO named Navan its top enterprise software pick, expecting a beat-and-raise in fiscal Q2. The firm anticipates maintaining ~40% year-over-year growth and significant upside against ~28% consensus revenue growth estimates.TipranksTop Analyst Says It’s Not Too Late to Buy These 2 AI Chip GiantsBMO analyst Harsh Kumar identifies Nvidia and Advanced Micro Devices as top investment opportunities in the AI chip sector, citing robust demand for AI accelerators and data center infrastructure. Both companies reported strong financial results with significant revenue growth driven by their respective GPU and processor technologies, while securing major deployment agreements with leading AI labs like OpenAI and Meta.Seeking AlphaNvidia receives 'top pick' as BMO initiates coverage on array of semiconductor stocksBMO initiated coverage on several semiconductor and quantum computing stocks, designating Nvidia as its 'top pick' due to the company's full-stack hardware and software platform and dominant market share. The bank also issued bullish ratings for Broadcom, AMD, Marvell, and Semtech based on their specific strengths in AI infrastructure and connectivity solutions. Additionally, BMO highlighted positive recovery signals for analog chip manufacturers driven by improved industrial demand and clearing inventory.NewsfileBackstageplay Closes Private Placement of Common SharesBackstageplay Inc. has closed a non-brokered private placement of common shares, issuing 1,825,000 units at $0.08 per share to raise $146,000 in gross proceeds. The company paid $10,220 in finder's fees to BMO Nesbitt Burns Inc. and Leede Financial Inc., while an insider subscribed for $68,000 worth of shares under a related party transaction exemption. Net proceeds will be utilized for the development of a new social gaming platform, integration of third-party solutions, and general corporate working capital.Yahoo1911 GOLD CLOSES $35,650,000 BOUGHT DEAL FINANCING1911 Gold Corporation has closed a bought deal financing for gross proceeds of $35,650,000, comprising three tranches of flow-through units and common units. The financing was underwritten by Haywood Securities Inc. as lead bookrunner, along with BMO Nesbitt Burns Inc., Roth Canada, Inc., and Velocity Trade Capital Ltd. The company intends to use the proceeds to fund exploration and development activities on its True North Gold Project and for working capital purposes.Newswire1911 GOLD ANNOUNCES FILING OF FINAL SHORT FORM PROSPECTUS IN CONNECTION WITH $31 MILLION BOUGHT DEAL FINANCING1911 Gold filed a final short form prospectus for a bought deal offering of 7,812,500 units at $0.64 each and 12,610,400 CDE units at $0.793 each, raising $31 million. The offering is expected to close on July 29, 2026, with Haywood Securities as lead underwriter.The Canadian Press NewsAltaLink, L.P. to Issue $350 Million in Senior Secured NotesAltaLink agreed to issue $350 million in 30-year, 5.111% Senior Secured Notes due July 23, 2056, in a private placement led by RBC Dominion Securities, Scotia Capital, and BMO Nesbitt Burns. The notes will repay short-term commercial paper used to pay $350 million of 2.747% notes maturing May 29, 2026. Closing is expected July 23, 2026.MorningstarAltaLink, L.P. to Issue $350 Million in Senior Secured NotesAltaLink, L.P. agreed to issue $350 million in 30-year, 5.111% senior secured notes due July 23, 2056, in a private placement led by RBC Dominion Securities, Scotia Capital, and BMO Nesbitt Burns. Proceeds will repay short-term commercial paper used to refinance $350 million of 2.747% notes maturing May 29, 2026.NewswireHearing Notice - CIRO to Hold a Disciplinary Hearing for Milan SharmaCIRO scheduled a disciplinary hearing for Milan Sharma, a former BMO Nesbitt Burns representative, alleging he failed to act as a gatekeeper for OTC securities trading. The hearing is set for January 11-15, 2027, in Montréal, and Sharma is currently unregistered.Financial PostFairfax Completes C$300 Million Senior Notes OfferingFairfax Financial Holdings Limited has completed its previously announced offering of an additional C$300 million aggregate principal amount of its 4.40% Senior Notes due 2036, bringing the total outstanding for this series to C$700 million. The Senior Notes were offered through a syndicate of dealers led by BMO Nesbitt Burns Inc. as sole bookrunner, with net proceeds intended for general corporate purposes including potential debt refinancing, repayment, redemption, or pursuit of acquisition and investment opportunities.