BMO Capital Partners®
Market-leading provider of mezzanine finance, subordinated debt and equity
BMO Capital Partners is a leading provider of junior capital, including subordinated debt, mezzanine financing and equity capital to mid-market companies across Canada. With $400 million in committed capital and offices across Canada, BMO Capital Partners invests up to $20 million in companies with defensible industry positions and stable and predictable cash flows. Proceeds are typically used for acquisitions, buyouts, capital expenditures/expansions, restructurings and working capital for growth. Since it's inception in 1996, BMO Capital Partners has closed over 195 transactions. BMO Capital Partners is a member of BMO Financial Group™, one of the largest financial services providers in North America.
Products and Services
Business profiles and investment characteristics for subordinated debt/mezzanine and equity investments.
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.
- 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 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
Companies that have partnered with BMO Capital Partners.
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 (264 KB - PDF)
How to contact our team and offices.
Established in 1996, the team at BMO Capital Partners has grown to 17 individuals located in 4 offices across the country (Toronto, Calgary, Montreal 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:Alex Baniczky
Alex is the head of the BMO Capital Partners and Mid-Market Mergers & Acquisitions lines of business with a focus on private equity, subordinated debt and M&A transactions across Canada. Alex brings over 20 years of experience in investment, project, and structured financing. Alex joined BMO in 1998 and has held a variety of senior level positions within the BMO financial group.
Alex is a member of the Institute of Chartered Accountants of Ontario and has a BA (Honours) from Queens University at Kingston.David C. Smith
David Smith is a Managing Director of BMO Capital Partners and shares responsibility for overseeing investments in Ontario. 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.
Dale joined BMO Capital Partners in 2014 and shares responsibility for overseeing investments in Ontario and Atlantic Canada. He brings over fifteen years of principal investing experience, having invested across a wide variety of industries and transaction types. Dale began his career at Working Ventures Inc. followed by a move to CAI Capital Management in 2003 where he focused on North American mid-market buyouts, primarily in aerospace & defense, health care services, waste management, power generation, and business services. Most recently, Dale was Head of Investments for Aquila Infrastructure Management.
Dale holds a B.A. in Economics and a Diploma of Engineering from the University of Prince Edward Island, an MBA from the Schulich School of Business, and the ICD.D designation.
Walid joined BMOCP in 2012 and has over nine years of experience in mergers & acquisition, investment banking and private equity.
Prior to joining BMO Capital Partners, Walid was a Vice President at Ernst & Young Corporate Finance where he played an active role in sourcing, initiating and executing debt and equity financing transactions including divestitures, M&As, LBOs, strategic alliances and corporate restructurings for private and public companies across a number of industries.
Walid holds a Master of Business Administration from HEC Montreal, a Bachelor in Economics from Concordia University and a Bachelor of Commerce from McGill University.
Lee Grimshaw is a Managing Director of BMO Capital Partners and is responsible for overseeing investments in Western Canada. 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. He is also an alumnus of the GE Financial Management Program.
|Toronto Head Office||First Canadian Place
100 King Street West, 11th Floor
|Calgary||First Canadian Centre
350 - 7th Avenue S.W., 9th Floor
105 Saint-Jacques Street West, 3rd Floor
|Vancouver< /strong>||First Bank Tower
595 Burrard Street, 6th Floor
Vancouver, British Columbia
Consider how our patient capital can help your company achieve its goals:
- Working Capital for Growth
- Management buyout/Leveraged buyout/Minority buyout
- Service companies lacking hard asset support
- Joint Ventures/Strategic Alliances
- Capital expenditures/Expansion
- Go-private transactions
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