Professional Services

Business & Professional Services

Our specialists know what makes your business unique and offer solutions tailored for your organization.


"Business & professional services” is used to describe many industries that share one truth: people are their greatest asset. While these industries share common challenges like talent management and technological innovation, we know that every organization faces unique pressures, from regulatory demands to regional dynamics to industry nuances. Whether you’re an accounting firm, consultancy, professional employer organization, staffing company, managed service provider, or other business process outsourcing firm, we take the time to understand what sets your business apart. Our specialists dive deep into your corporate structure, credit cycles and liquidity needs to deliver solutions designed specifically for your business.


Furthermore, like you, we understand the value of human capital. In addition to our expertise in managing cash flow and financing growth, we also leverage BMO Financial Group’s broad resources including the specialists in BMO Capital Markets and BMO Wealth Management to bring together the people and the ideas you need to help your company grow.

Our comprehensive solutions are tailored to your evolving needs

Using a consultative, value-added approach, we work as a unified team to deliver smart banking solutions that help management and owners execute their vision.

Capital Rising

Raising Capital

With a full range of lending products, we help companies access the funds needed to support their growth. And as their needs evolve, we partner with capital raising specialists from BMO Capital Markets.

Manage Cash Flow

Treasury Management

Tailored treasury, payments, and liquidity package supported by a superior digital banking platform and comprehensive reporting.

Wealth Management

Private Wealth

Sophisticated investment banking and wealth management services, including financial planning, estate planning and shareholder loans to help perpetuate to the next generation of ownership.

Mergers And Acquisitions

M&A Advisory and Capital Markets

Dedicated M&A and Regional Investment Banking teams with the ability to provide clients with sell-side, buy-side, minority capitalization, structured equity raise, and growth equity raise advisory service.

Corporate Advisory

Corporate Advisory

Customized Corporate Advisory solutions for companies considering their strategic options which may include acquisitions, recapitalizations, an Employee Stock Ownership Plan (ESOP) or an outright sale.

Research Strategy

Economic Insights

The team of economists at BMO Capital Markets can provide expert insights on economic conditions, trends, and forecasts so you can plan, prepare, and adjust.

Business & Professional Services Experts

Brian

Brian Doyle

Managing Director, National Industries Team