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  6. BMO Acquires Burgundy Asset Management

M&A Deal Summary

BMO Acquires Burgundy Asset Management

On November 3, 2025, BMO acquired financial services company Burgundy Asset Management

Acquisition Highlights
  • This is BMO’s 4th transaction in the Financial Services sector.
  • This is BMO’s 4th transaction in Canada.
  • This is BMO’s 2nd transaction in Ontario.

M&A Deal Summary
Date 2025-11-03
Target Burgundy Asset Management
Sector Financial Services
Buyer(s) BMO
Deal Type Add-on Acquisition

Target

Burgundy Asset Management

Toronto, Ontario, Canada
Burgundy Asset Management is a global investment manager providing discretionary investment management for private clients, foundations, endowments, pensions and family offices. Burgundy Asset Management was founded in 1990 and is based in Toronto, Ontario.

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Buyer(S) 1

Buyer

BMO

Montreal, Quebec, Canada
Category Company
Founded 1817
Sector Financial Services
Employees55,767
Revenue 32.0B CAD (2024)
DESCRIPTION

BMO is a diversified financial services provider that offers a broad range of personal and commercial banking, wealth management, and investment banking products and services to customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management, and BMO Capital Markets. BMO was incorporated in 1817 and is based in Montreal, Quebec.

DEAL STATS #
Overall 8 of 8
Sector: Financial Services M&A 4 of 4
Type: Add-on Acquisition M&A Deals 7 of 7
State: Ontario M&A 2 of 2
Country: Canada M&A 4 of 4
Year: 2025 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-10-16 BMO Bank s 138 branches

United States

BMO Bank's 138 branches are located in North Dakota, South Dakota, Wyoming, Nebraska, Kansas, Missouri, Oklahoma, and Idaho, as well as select branches in western Minnesota, one branch in eastern Oregon, and one branch in southern Illinois.

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