BMO Financial - M&A Summary and Business Overview

Financial ServicesCompany

BMO Financial M&A Summary

BMO Financial has acquired 3 companies, including 1 in the last 5 years. It has also divested 3 assets.

It’s largest disclosed sale occurred in 2005, when it sold HARRISdirect to E*TRADE Financial for $700M. BMO Financial has acquired in 2 different US states. The Company’s most targeted sectors include financial services (67%) and business services (34%).

BMO Financial Business Overview

Where is BMO Financial headquartered?

BMO Financial is headquartered in Chicago, Illinois.

What sector is BMO Financial in?

BMO Financial is a financial services company.

When was BMO Financial founded?

BMO Financial was founded in 1984.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity3
    • M&A Sell Activity3
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5
  • M&A Advisors 3

BMO Financial Corp.

111 West Monroe Street Third Floor,
Chicago, Illinois 60603
United States,
(312)461-2121

BMO Financial Corp provides banking, lending, investing, and wealth management solutions to personal, business, and corporate clients.


M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (0.2/yr) # 2 - - - - 1 3
Sell (0.0/yr) # 3 - - - - - 3
vol $700M $700M
  6

Most Recent M&A

Company Date Value Type
Bank of the West, Inc. 2023-01-17 - Divestiture
San Francisco, California · www.bankofthewest.com
BMO Capital Markets GKST, Inc. 2015-07-20 - Divestiture
Chicago, Illinois
BMO Retirement Services 2015-06-26 - Divestiture
, United States
Citi Diners Club Inc. 2009-11-24 - Divestiture
Chicago,, Illinois
BMO Capital Markets GKST, Inc. 2008-05-01 - Add-on Acquisition
Chicago, Illinois
HARRISdirect LLC 2005-08-08 700M USD Divestiture
Jersey City, New Jersey
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (67%) - 1 (33%) 700M (100%)
Business Services 1 (33%) - 1 (33%) -
Insurance - - 1 (33%) -
Total 3 - 3 $700M

By Geo

State/Country Buy Value Sell Value
United States 3 - 3 700M
  Illinois 2 - 1 -
  California 1 - - -
  New Jersey - - 1 700M
Total 3 - 3 $700M

Top M&A Advisors

Financial Deals
Berkshire Global Advisors LLC
 2
BMO Capital Markets
 1
Legal Deals
Mayer Brown
 1

Deal Values

sell # Total
$100M to $1B 1 $700M
TOTAL $700M
Largest HARRISdirect LLC
$700M (2005-08-08)

M&A Connections

Deals
Acquired from
Strategic(s)
67%
2 (67%)
Divested to
Strategic(s)
100%
3 (100%)

Company Summary

SECTOR

Financial Services

Established

1984

Subsidiary of

BMO

Former Name

Harris Financial Corp

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Illinois Companies , Financial Services Companies , United States Companies , Illinois Financial Services Companies , Illinois Financial Services with Acquisitions , Illinois Financial Services with Divestitures

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