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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?

Exchange Income Corporation

Winnipeg, Manitoba, Canada

Exchange Income Corporation invests in aerospace, aviation, and manufacturing sectors, with a diverse range of subsidiary companies.

Aerospace
Post Ipo DebtJan 26, 2026
Amount Raised: $2,557,152,355
GreenFirst Forest Products

Etobicoke, Ontario, Canada

GreenFirst Forest Products specializes in forest management and lumber production.

ForestryPaper ManufacturingWood Processing
Post Ipo DebtJan 21, 2026
Amount Raised: $21,694,954
Alterra IOS

Philadelphia, Pennsylvania, United States

Alterra IOS is a vertically integrated real estate company.

AutomotiveConstructionManufacturing
Debt FinancingJan 15, 2026
Amount Raised: $100,000,000
Terreno

San Francisco, California, United States

Terreno Realty Corporation (Terreno) focuses on acquiring on acquiring, owning and operating industrial real estate

FinanceMarketingReal Estate
Post Ipo DebtJan 8, 2026
Amount Raised: $200,000,000
QBCRA/Consignaction

Canettemont, Nord-Pas-de-Calais, France

QBCRA/Consignaction promoting beverage container recycling among individuals and companies.

ConsultingConsumer GoodsEnvironmental Consulting
Debt FinancingDec 4, 2025
Amount Raised: $148,251,067
Merchant Opportunities Fund

Vancouver, British Columbia, Canada

Merchant Opportunities Fund operates as a private, specialty finance fund.

FinanceFinancial ServicesLendingRisk Management
Debt FinancingDec 1, 2025
Amount Raised: $92,850,046
Gold Royalty Corp

Vancouver, British Columbia, Canada

Gold Royalty Corp is a precious metals-focused royalty and streaming company offering creative financing solutions to the metals industry.

FinanceFinancial ServicesFunding PlatformLoyalty ProgramsMining
Post Ipo DebtNov 25, 2025
Amount Raised: $75,000,000
KITS

Blaine, Washington, United States

KITS offers you a choice of all top brands in any prescription.

E-CommerceEyewearHealth CarePersonal Health
Post Ipo DebtNov 24, 2025
Amount Raised: $15,000,000
Cordelio Power

Toronto, Ontario, Canada

Cordelio Power is a power producer that is involved in the development, ownership and management of an array of renewable power facilities.

EnergyRenewable Energy
Debt FinancingNov 18, 2025
Amount Raised: $548,000,000
Diamond Estates Wines & Spirits

Niagara-on-the-lake, Ontario, Canada

Diamond Estates Wines & Spirits produces, sells, and exports wines and spirits in Canada, China, and internationally.

Wine And Spirits
Post Ipo DebtNov 7, 2025
Amount Raised: $2,562,186

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