BMO Experience & Expertise
Whether you’re expanding through acquisition or are ready to transition the business, our middle-market mergers and acquisitions experts are ready to help you take your company to the next phase. Our experienced specialists provide guidance around the complex transition process, whether it’s a management buyout, family succession or a sale. We get to know your business and-- In collaboration with our partners at BMO Capital Markets-- offer guidance on valuation and advisory support throughout the negotiation process. We also understand that a sale is not just about price. Taking care of your employees, the company culture and managing your legacy can also be elements we take into consideration when finding the right fit. And our colleagues in BMO Wealth Management can help you manage the increased complexity of your personal finances, including trust and estate planning.
And when you’re looking at an acquisition, we partner with you to make sure you pay a fair price, and ensure the addition fits with your overall business objectives. Working with a fully integrated BMO lending team gives you the guidance and financing you need for a smooth close, and beyond. Our M&A team does more than simply execute your transition. We provide perspective and guidance to help you make the right decision for you, your employees and your family
