BMO Capital Partners

Whether your business is seeking capital for acquisitions, expansion, working capital or to provide liquidity options for its shareholders, BMO Capital Partners has the investment solutions that will help you achieve your goals.

Subordinated Debt/Mezzanine and Equity Investments

Established companies can optimize their capital structure using a customized subordinated debt or equity investment solution.

BMO Capital Partners typically serves as a key participant within your larger financing solution. Often working alongside the senior lender, our subordinated debt and equity investments are individually structured according to the unique circumstances and needs of your business.

As a partner in your business, our team of professionals commits to give your company the time and attention required to support your needs. With our experience, expertise and judgment working on your behalf, you can be assured of receiving a financial solution designed to provide you with the flexibility and capital needed to help you achieve your goals.

Business Profile

• Historically profitable and positive EBITDA;
• Capable and highly committed management team;
• Attractive market dynamics (large and growing market/fragmented industry)
• Private and public companies
• Demonstrated competitive advantage in respective field
• No primary industries (e.g. mining extraction, etc.) and no start-up/early stage companies

Investment Characteristics

• Investment size of up to $20 million
• Investments in the form of straight subordinated debt, subordinated debt with equity enhancement, convertible debentures or equity (preferred and common)
• Investments are tailored to meet the needs of the specific opportunity
• Investment horizon of up to seven years

At BMO Capital Partners, we have a wealth of experience helping corporations achieve their goals. This is achieved through active involvement, in some instances, at the Board level. Currently our portfolio consists of over 50 investments in a variety of industries including:

• Business Services
• Health Services
• Manufacturing and Industrial Products
• Consumer Products

• A selection of Experience (474 kb - PDF)

Established in 1996, the team at BMO Capital Partners has grown to 17 individuals located in five offices across the country (Toronto, Calgary, Montreal, Halifax and Vancouver). Our professionals have experience in a wide variety of industries including merchant banking, investment banking, mergers & acquisitions, structured finance, venture capital, risk management and corporate restructuring.

Our senior leadership includes:

Eric Ehgoetz
Managing Director
Ontario
eric.ehgoetz@bmo.com

Eric Ehgoetz is a Managing Director of BMO Capital Partners and shares responsibility for overseeing investments in Ontario. He is a member of BMO Capital Partners Management Committee. Eric has over 20 years of diversified experience in risk management, structured finance and merchant banking within Schedule 1 financial institutions, non-bank lenders and insurance companies. Eric holds an Honours Bachelor of Business Administration degree from Wilfrid Laurier University and is a CFA charter holder.

Lee Grimshaw
Managing Director
Western Canada
lee.grimshaw@bmo.com

Lee Grimshaw is a Managing Director of BMO Capital Partners and is responsible for overseeing investments in Western Canada. He is a member of BMO Capital Partners' Management Committee. Lee has extensive industry and corporate experience in Aircraft Engines, Aerospace and Appliances, in addition to 10 years of financial services industry experience in subordinated debt, equity, senior debt cash flow and asset backed transactions. Lee holds a degree in Commerce, has an MBA in Finance, and is a CFA charter holder and is an alumni of the GE Financial Management Program.

Claude Miron
Managing Director
Quebec and Atlantic Canada
claude.miron@bmo.com

Claude Miron is a Managing Director of BMO Capital Partners and is responsible for investments in Quebec and Atlantic Canada. He is a member of BMO Capital Partners' Management Committee. Claude brings over 20 years of experience in venture capital, private equity as well as Fund-of-funds investing. Past President of the Quebec Venture Capital Association (Réseau Capital), Claude has held senior roles as Vice-President Life Sciences at CDP Capital Sofinov, Vice-President of Venture Capital at Business Development Bank of Canada and as Partner with Edgestone Capital Partners. He holds a Bachelor of Commerce (Finance) and is a CFA charterholder.

David C. Smith
Managing Director
Ontario
davidc.smith@bmo.com

David Smith is a Managing Director of BMO Capital Partners and shares responsibility for overseeing investments in Ontario. He is a member of BMO Capital Partners' Management Committee. David has over 20 years of experience in acquisition and project financing, corporate restructuring and mezzanine finance with Schedule 1 financial institutions. David has a Bachelor of Science degree (Honours List) and MBA (Dean's List) from the University of Toronto.

Offices:
Toronto Head Office	First Canadian Place 100 King Street West, 11th Floor Toronto, Ontario M5X 1A1
Calgary	First Canadian Centre 350 - 7th Avenue S.W., 9th Floor Calgary, Alberta T2P 3N9
Montreal	Place d'Armes 105 Saint-Jacques Street West, 3rd Floor Montreal, Quebec H2Y 1L6
Vancouver	First Bank Tower 595 Burrard Street, 6th Floor Vancouver, British Columbia V7X 1L7