BMO Capital Partners
We support the North American mid-market through direct investments in companies in all stages of growth (equity co-investments/subordinated debt) and in financial sponsors through fund investments focused on buyout, growth equity and venture capital strategies.
Established in 1998, BMO Capital Partners (BMOCP) is an evergreen investment fund with $2.1B of committed capital from BMO. BMOCP aims to establish relationships with leading sponsors & companies to generate top-quartile returns, and co-invest and sub-debt opportunities. Beyond capital, BMOCP delivers value to funds/portfolio companies through its connection to the broader BMO platform.
Investment Criteria
Investment Type
LP commitments in mid-market buyout, growth equity and venture capital funds; Sub-debt, convertible debentures/notes, and minority equity (preferred and common).
Company Stage
Growth/Mature: Historically profitable and positive EBITDA; Early-Stage technology companies (Series A and beyond) backed by a financial sponsor.
Investment Size
$2-25 million + follow-on capital.
Geography
Canada & U.S.
Industry Focus
Industry agnostic; exposure in technology, business services, healthcare, food, real estate, etc.; Attractive market dynamics (large and growing market/fragmented industry).
Company Type
Mostly private companies, with a demonstrated competitive advantage in their respective field with capable and highly committed management team.
Consider how our patient capital can help your company achieve its goals
Working capital for growth
Management buyout/leveraged buyout/minority buyout
Go-private transactions
Acquisitions/expansion
Recapitalizations
Joint ventures/strategic alliances
Over the past five years, BMOCP has supported the North American mid-market by deploying $1.2B across more than 160 investments.
For more information on BMO Capital Partners, including recently completed transactions, portfolio and team news, as well as industry updates, follow our LinkedIn page.
