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Bank of Montreal

North America, Ontario, Canada, Toronto

Description

Bank of Montreal is a financial services provider of retail banking, wealth management, and investment banking products and solutions.

Investor Profile

Bank of Montreal has backed more than 52 startups, with 18 new investments in the last 12 months alone. The firm has led 11 rounds, about 21% of its total and boasts 41 exits across its portfolio.

Investment Focus Highlights

  • Concentrates on Post Ipo Debt, Debt Financing, Series Unknown rounds (top funding stages).
  • Majority of deals are located in Canada, United States.
  • Strong thematic focus on Software, Information Technology, Financial Services.
  • Led 6 rounds in the past year.

Stage Focus

  • Post Ipo Debt (46%)
  • Debt Financing (23%)
  • Series Unknown (12%)
  • Private Equity (4%)
  • Series C (4%)
  • Series E (4%)
  • Series B (4%)
  • Series D (2%)
  • Series A (2%)

Country Focus

  • Canada (60%)
  • United States (40%)

Industry Focus

  • Software
  • Information Technology
  • Financial Services
  • Fintech
  • Manufacturing
  • Precious Metals
  • Finance
  • Logistics
  • Mining
  • Cyber Security
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does Bank of Montreal frequently co-invest with?

Royal Bank of Canada
North America, Ontario, Canada, Toronto
Co-Investments: 7
Scotiabank
North America, Ontario, Canada, Toronto
Co-Investments: 10
Business Development Bank of Canada
North America, Quebec, Canada, Montréal
Co-Investments: 4
Bank of America
North America, North Carolina, United States, Charlotte
Co-Investments: 8
JP Morgan Chase
North America, New York, United States, New York
Co-Investments: 4
Toronto Dominion Bank Group
North America, Ontario, Canada, Toronto
Co-Investments: 9
Export Development Canada
North America, Ontario, Canada, Ottawa
Co-Investments: 5
National Bank of Canada
North America, Alberta, Canada, Calgary
Co-Investments: 12
UBS
Europe, Zurich, Switzerland, Zürich
Co-Investments: 4
CIBC
North America, Ontario, Canada, Toronto
Co-Investments: 10

Which angels does Bank of Montreal often collaborate with?

Micheal Hyatt
North America, Ontario, Canada, Toronto
Shared Deals: 1
Mark Cowie
North America, Ontario, Canada, Toronto
Shared Deals: 1
AB
North America, Ohio, United States, Cleveland
Shared Deals: 1
Shared Deals: 1

What are some of recent deals done by Bank of Montreal?

Chestnut Carbon

New York, New York, United States

Chestnut Carbon develops nature-based projects to generate carbon removal credits and support net-zero initiatives.

Carbon CaptureCleanTechEnvironmental EngineeringForestry
Debt FinancingJul 22, 2025
Amount Raised: $210,000,000
Alterra IOS

Philadelphia, Pennsylvania, United States

Alterra IOS is a vertically integrated real estate company.

AutomotiveConstructionManufacturing
Debt FinancingJul 16, 2025
Amount Raised: $343,600,000
Jakks Pacific

Santa Monica, California, United States

JAKKS Pacific designs, develops, produces, and markets consumer products for kids.

ElectronicsGreen Consumer GoodsManufacturingToys
Post Ipo DebtJun 25, 2025
Amount Raised: $70,000,000
Metalla Royalty & Streaming

Vancouver, Alberta, Canada

Metalla Royalty & Streaming generates leveraged precious metal exposure by acquiring royalties and streams.

MiningMining TechnologyPrecious Metals
Post Ipo DebtJun 24, 2025
Amount Raised: $29,198,316
Auxly Cannabis Group

Toronto, Ontario, Canada

Auxly Cannabis Group provides a financial solution to allow partners to build or expand their cultivation facility.

CannabisFinanceFinancial Services
Post Ipo DebtJun 19, 2025
Amount Raised: $33,731,122
Wesdome Gold Mines

Toronto, Ontario, Canada

Wesdome Gold Mines is a gold mining and exploration company.

MiningPrecious Metals
Post Ipo DebtJun 19, 2025
Amount Raised: $250,000,000
Industrial Logistics Properties Trust

Newton, Massachusetts, United States

Industrial Logistics Properties Trust is a real estate investment services company.

IndustrialLogisticsReal Estate Investment
Post Ipo DebtJun 16, 2025
Amount Raised: $1,160,000,000
OR Royalties

Montreal, Quebec, Canada

OR Royalties is an intermediate precious metal royalty company that produces all types of precious metals.

Precious Metals
Post Ipo DebtJun 9, 2025
Amount Raised: $475,186,145
HostPapa

Burlington, Ontario, Canada

HostPapa is a leading provider of web hosting and cloud service solutions to small and medium-sized businesses.

Information TechnologySmall and Medium BusinessesSoftwareWeb Hosting
Debt FinancingJun 3, 2025
Amount Raised: $130,000,000
Heidtman Steel

Toledo, Ohio, United States

Heidtman Steel provides the extensive range of processing capabilities associated with a large service center network

Consumer GoodsManufacturingPrecious Metals
Debt FinancingApr 30, 2025
Amount Raised: $245,000,000