BMO Capital Partners
BMO Capital Partners is an evergreen private investment fund with $2.1 billion in committed capital from BMO Financial Group, making growth equity and buyout co-investments across fintech and consumer sectors within the broader BMO Capital Markets platform.
- Company typePublic
- Founded1817
- HeadquartersToronto, Canada
- Headcount11–50
- GTM typeB2B
- OfferingServices
What BMO Capital Partners does
BMO Capital Partners is an evergreen private investment fund established in 1998 with $2.1 billion in committed capital from BMO Financial Group (Bank of Montreal), operating with 11-50 employees. The fund functions as the direct growth equity and private equity investment arm of BMO, deploying capital into operating companies alongside co-investor partners. Two disclosed 2026 transactions anchor the visible portfolio: a strategic growth equity investment in Alacriti, a payments-focused fintech whose AI-driven Orbipay Platform targets payments modernization, fraud prevention, and digital money solutions (May 2026, alongside Sageview Capital and Curql Fund); and a co-investment in the acquisition of Crofter's Organic, North America's largest organic jams, jellies, and spreads manufacturer (January 2026, alongside Power Sustainable Lios, Farm Credit Canada, and the founding Latka family).
BMO Capital Partners sits inside BMO Capital Markets, the corporate and investment banking division of BMO Financial Group (NYSE/TSX: BMO) — the 8th largest bank in North America by assets, with US$1.03 trillion in total assets and approximately 53,000 group employees as of January 31, 2026. The parent division employs approximately 2,700 professionals across 30+ global locations (20 in North America) and operates across 12 industry verticals including metals & mining (Best Metals & Mining Investment Bank 2010-2025, 16 consecutive years), energy, healthcare, technology, financial institutions, and diversified industries. Capital Partners draws deal flow, co-investor introductions, and execution infrastructure from this broader platform.
The fund's revenue is not separately disclosed. As an evergreen vehicle funded by its parent, BMO Capital Partners' economics are most likely driven by management fees on committed capital (industry-standard 1-2% of AUM) and realized carried interest on exits, supplemented by co-investment economics with disclosed partners including Sageview Capital, Curql Fund, Power Sustainable Lios, Farm Credit Canada, and the Latka family. Its go-to-market is fully indirect: BMO Capital Markets' institutional coverage — global client relationships, sector-specialized bankers, and the 30+ office network — provides deal origination and execution support, while Capital Partners itself does not maintain an independent sales channel.
BMO Capital Partners firmographics
Firmographics- Name
- BMO Capital Partners
- Legal name
- BMO Financial Group
- Website
- https://capitalmarkets.bmo.com
- Company type
- Public
- Founded year
- 1817
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- BMO Capital Partners is an evergreen private investment fund with $2.1 billion in committed capital from BMO Financial Group, making growth equity and buyout co-investments across fintech and consumer sectors within the broader BMO Capital Markets platform.
- Ownership category
- akta.pro rank
BMO Capital Partners industry classification
Industry- Product category
- Corporate and Investment Banking
- NAICS
- Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Business Services (B2B) Growth Equity (FSANACAD)
- akta.pro secondary industries
- Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Late-Stage Venture Capital (Series C+) (FSANAAAC)
Keywords
Where BMO Capital Partners is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices8 records
Markets served
BMO Capital Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales, Supply Chain
Revenue model
- Investment Banking Advisory: BMO Capital Markets delivers world-class M&A advisory services to clients in North America and around the world. The team works closely with sector specialists and product professionals to provide strategic advice for mergers and acquisitions, divestitures, joint ventures, leveraged buyouts, and takeover defenses.
- Capital Raising: Provides public and private debt and equity underwriting services, corporate lending, and securitization solutions. Covers foreign exchange, trade finance, and treasury management along with capital markets solutions.
- Sales and Trading: Full range of sales and trading services across equity and fixed income products, foreign exchange, commodities, and market risk management solutions.
- Research: Industry-leading research, sales and trading support across multiple asset classes and industry sectors.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels8 records
BMO Capital Partners product offering
Product offeringCore offering
BMO Capital Markets is the corporate and investment banking arm of BMO Financial Group, delivering full-service capital markets coverage spanning M&A advisory, public and private debt and equity underwriting, securitization, corporate lending, foreign exchange, trade finance, treasury management, sales and trading across equities, fixed income, commodities and FX, institutional research, and sustainable finance. The platform serves corporate, government, and institutional clients globally through approximately 2,700 professionals across thirty-plus locations. BMO Capital Partners complements this with an evergreen investment fund deploying $2.1 billion in committed capital from BMO into growth equity and co-investment opportunities.
Product overview
BMO Capital Markets is a full-service capital markets division of BMO Financial Group providing corporate and investment banking services. The platform offers a comprehensive suite of solutions organized around Advisory, Capital Raising, and Market Services. Core services include M&A advisory, debt and equity underwriting, treasury management, foreign exchange, trade finance, and research. The firm operates across 12 industry verticals including Technology, Healthcare, Energy, Financial Institutions, and Diversified Industries, with sector specialization spanning over 20 sectors. Additionally, the firm produces proprietary research content through multiple podcast series covering markets, macro trends, and sustainability topics.
Differentiator
Problem solved
Functional benefit
Products and services
- Advisory Full-service M&A advisory including mergers, acquisitions, divestitures, joint ventures, leveraged buyouts, and takeover defenses for corporate and institutional clients, supported by more than 100 experienced professionals working closely with sector specialists.
- Capital Raising Public and private debt and equity underwriting, corporate lending, and securitization solutions for corporate and institutional issuers, covering the full balance sheet of capital markets execution.
- Carbon Advisory Advisory services related to carbon emissions, sustainability, and climate transition strategies for corporate and institutional clients.
- Carbon Credit Sales and Trading Trading and sales of carbon credits and environmental instruments to support client sustainability and compliance objectives.
- Credit Development Credit solutions and lending development services for corporate clients, supporting structured and direct credit transactions.
- Global Banks & Global Trade Trade finance and global banking services for international transactions, supporting cross-border trade flows and correspondent banking relationships.
- Institutional Investing Investment services for institutional clients including asset management and portfolio solutions across multiple asset classes.
- Investment Products Structured investment products and solutions engineered to meet specific client risk-return and hedging objectives.
- Market Risk Management Market risk management services including hedging strategies and risk transfer solutions for clients exposed to interest rate, FX, equity, and commodity risks.
- Research & Strategy Market research, economic analysis, and strategic advisory services across global markets and industry sectors, consistently ranked among the top teams in fixed income and rates strategy.
- Sustainable Finance ESG-focused financing solutions and sustainable investment products including green and sustainability-linked bonds and loans for issuers and investors.
- Treasury Services Treasury management, cash management, and liquidity solutions for corporate and institutional clients, including foreign exchange execution across global currencies.
Companies that use BMO Capital Partners
Customer profileSegments12 records
Ideal customer profiles4 records
BMO Capital Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
BMO Capital Partners partnerships and signals
Strategic signalScale indicators7 records
Recent moves5 records
Expansion highlights6 records
BMO Capital Partners competitors and assessment
Company assessmentDirect peers
- General Atlantic: General Atlantic is a global growth equity firm investing in technology, consumer, financial services, and healthcare. It is directly comparable to BMO Capital Partners in growth-stage equity orientation, sector mix (fintech and consumer), and cross-border deal execution.
- Power Sustainable Capital: Power Sustainable is a Canadian private equity platform focused on consumer, energy transition, and sustainability. It is directly comparable to BMO Capital Partners as a co-investor in the Crofter's Organic acquisition and as a fellow Canadian growth-equity sponsor with similar check sizes and sector focus.
- Onex Corporation: Onex is a Canadian mid-market private equity firm investing across services, industrials, and consumer with an evergreen-style long-duration capital base. It is directly comparable to BMO Capital Partners in Canadian mid-market deal flow, evergreen/semi-permanent capital structure, and sector-agnostic growth-equity orientation.
- Sageview Capital: Sageview Capital is a U.S.-based growth equity firm focused on B2B software and financial services. It is directly comparable to BMO Capital Partners as the lead investor alongside BMO Capital Partners in the Alacriti growth-equity round and operates at similar check sizes in fintech and B2B software.
Broad incumbents
- Bain Capital: Bain Capital is a global alternative asset manager with PE, growth equity, credit, and special situations strategies. It is comparable to BMO Capital Partners in growth equity strategy and consumer/financial services deal mix, though at much larger scale.
- Caisse de dépôt et placement du Québec (CDPQ): CDPQ is a major Canadian institutional investor with direct PE, growth, and infrastructure strategies. It is comparable to BMO Capital Partners as a fellow Canadian long-duration capital allocator, though CDPQ operates at vastly larger scale across public and private markets.
- Brookfield Asset Management: Brookfield is a major Canadian alternative asset manager with PE, infrastructure, credit, and renewable energy strategies. It is comparable to BMO Capital Partners as a fellow Canadian-headquartered alternative capital platform but operates at vastly larger scale and broader strategy set.
- TPG: TPG is a global alternative asset manager spanning PE, growth equity, real estate, and credit. It is comparable to BMO Capital Partners in growth equity orientation but operates at materially larger scale and broader geographic coverage.
Others
- RBC Capital Markets: RBC Capital Markets is the investment banking arm of Royal Bank of Canada and a direct competitor to BMO Capital Markets across advisory, capital raising, and trading. It is thematically related to BMO Capital Partners as a sister Canadian-bank investment bank that also deploys principal growth capital.
- TD Securities: TD Securities is the investment banking arm of Toronto-Dominion Bank and a peer to BMO Capital Markets in Canadian M&A advisory, equity capital markets, and fixed income. It provides a relevant comp set for BMO Capital Partners' parent context and Canadian deal flow dynamics.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
BMO Capital Partners social profiles
Digital presenceBMO Capital Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
BMO Capital Partners leadership team
Management profileNumber of profiles
Profiles15 records
BMO Capital Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BMO Capital Partners M&A and investment
M&A and investmentM&A
Investments5 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about BMO Capital Partners
What does BMO Capital Partners do?
BMO Capital Markets is the corporate and investment banking arm of BMO Financial Group, delivering full-service capital markets coverage spanning M&A advisory, public and private debt and equity underwriting, securitization, corporate lending, foreign exchange, trade finance, treasury management, sales and trading across equities, fixed income, commodities and FX, institutional research, and sustainable finance. The platform serves corporate, government, and institutional clients globally through approximately 2,700 professionals across thirty-plus locations. BMO Capital Partners complements this with an evergreen investment fund deploying $2.1 billion in committed capital from BMO into growth equity and co-investment opportunities.
Is BMO Capital Partners a public or private company?
BMO Capital Partners is a public company. It is classified as corporate owned and is currently operating.
When was BMO Capital Partners founded?
BMO Capital Partners was founded in 1817. It employs 11 to 50 people.
Where is BMO Capital Partners based?
BMO Capital Partners is headquartered in Toronto, Canada, in the North America region.
How does BMO Capital Partners make money?
Four revenue lines are on record. Investment Banking Advisory is the primary driver. The others are capital Raising, sales and Trading and research.
Who are BMO Capital Partners's main competitors?
Direct peers on record are General Atlantic, Power Sustainable Capital, Onex Corporation and Sageview Capital. Broad incumbents are Bain Capital, Caisse de dépôt et placement du Québec (CDPQ), Brookfield Asset Management and TPG. Others are RBC Capital Markets and TD Securities.
Does BMO Capital Partners have an API?
No public API is recorded for BMO Capital Partners.
What industry is BMO Capital Partners in?
BMO Capital Partners's product category is Corporate and Investment Banking. Its primary akta.pro industry code is FSANACAD, Business Services (B2B) Growth Equity, with a secondary code of BPAHAOAE, Equity Capital Advisory (Private Equity Placements, Growth Capital). Its NAICS code is 52394 and its SIC code is 6282.