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Mid-Market Mergers & Acquisitions

 

 

Leading strategic advice on mergers and acquisitions in the mid-market

 

BMO Bank of Montreal's Mid-Market Mergers & Acquisitions group offers a range of services focused on maximizing shareholder value, creating liquidity and capitalizing on strategic alternatives. The group has a differentiated approach to helping shareholders maximize value in divestitures.

 

We provide a superior level of expertise targeted to the mid-market, complemented by creative and customized problem-solving techniques with complete access to all of BMO Financial Group's resources and capabilities.


 

 


 

Best for

 

Mid-market companies looking for strategic advice to maximize their current and future value.

 

  • Entrepreneurs and owner operators looking to sell their privately owned companies
  • Private equity firms ready to exit their investment in portfolio companies
  • Public or private companies who wish to divest subsidiaries and divisions
  • Public or private companies seeking merger and acquisition advice
  • Entrepreneurs and owner operators looking to sell their privately owned companies
  • Private equity firms ready to exit their investment in portfolio companies
  • Public or private companies who wish to divest subsidiaries and divisions
  • Public or private companies seeking merger and acquisition advice

Details

 

 

Products and Services

Products and Services

 

Mid-Market Mergers & Acquisitions is dedicated to providing the highest quality financial advice and execution expertise to buyers and sellers of private mid-market companies, domestically or cross-border. Types of transactions include:

 

  • Sales by entrepreneurs and owner-operators of privately-held companies
  • Divestitures by private equity firms of portfolio companies
  • Divestitures by public and private companies of subsidiaries and divisions
  • Acquisitions of private mid-market companies
  • Private companies seeking to raise equity or debt capital

See a selection of our recent transaction activity:

 

A summary of selected transactions (184 KB - PDF)
Typical businesses we work with

Acquisition and Divestiture Advisory

 

Acquisition Advisory

 

Strategic acquisitions are an effective means of achieving rapid growth, however, inherent complexities can interfere with the process. By acting as your dedicated execution team, we advise you on streamlining the acquisition process and minimizing management distraction. Our services include:

 

  • Identifying and/or screening potential acquisition candidates
  • Approaching potential targets
  • Providing value-added insights for bidding strategy
  • Determining the appropriate value for the target asset
  • Handling negotiations and minimizing the risk of over-paying
  • Constructing detailed financial models to assess the impact of the contemplated acquisition on future financial performance
  • Co-ordinating and advising on due diligence
  • Helping to strengthen your position in a competitive bidding environment

Divestiture Advisory

 

We approach divestitures with a controlled process designed to maximize shareholder value, minimize management interruption, ensure timeliness and protect confidentiality. To effectively position your business for sale, we:

 

  • Determine the optimal exit strategy for shareholders
  • Establish a comprehensive marketing strategy
  • Complete a detailed valuation assessment of the business
  • Use extensive third party databases, proprietary databases and a strong network of BMO Financial Group relationships to optimize the universe of potential buyers
  • Employ the most effective sale processes to create a competitive bidding atmosphere

Our team

 

Alex Baniczky,
Vice President
alex.baniczky@bmo.com

 

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 25 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 Chartered Professional Accountants of Ontario and has a BA (Honours) from Queens University at Kingston.


Gary Chung,
Managing Director
gary.chung@bmo.com

 

Gary is a Managing Director in the BMO Mid-Market Mergers & Acquisitions group, specializing in investment banking services for mid-market clients. He has been involved in numerous mergers & acquisitions and capital advisory transactions, including divestitures, acquisitions, private placements, and valuations. Gary has broad industry experience in financial services, food processing and business services. Prior to joining BMO's Corporate Finance Division, Gary spent five years working in BMO's Financial Strategy Group working on the Bank's strategic acquisitions and previously held positions as the primary M&A resource at both Aviva Canada and Maple Leaf Foods. In addition, Gary advised on various mid-market transactions while in the Corporate Finance / M&A practices at PwC and Deloitte.

Gary is a CPA (Chartered Professional Accountant of Ontario), CFA charterholder (Chartered Financial Analyst) and CBV (Chartered Business Valuator) and has a Bachelor of Mathematics from the University of Waterloo.


Sylvia Rasic,
Managing Director
sylvia.rasic@bmo.com

 

Sylvia is a Managing Director in the BMO Mid-Market Mergers & Acquisitions group, specializing in investment banking services for mid-market clients. She has over ten years of experience advising clients on acquisitions, divestitures, and financing transactions for private and public companies. Sylvia's transaction experience includes the consumer products, niche manufacturing, engineering & construction, mining, media, and technology industries. Sylvia joined BMO's Mid-Market M&A group in 2008, after spending over two years with BMO Capital Markets investment banking where she worked on several acquisition and debt and equity financing transactions. Prior to joining BMO, Sylvia worked in the management consulting and assurance practice areas of Deloitte Consulting and Deloitte & Touche LLP, respectively.

Sylvia is a CPA (Chartered Professional Accountant of Ontario) and graduated with an MBA/CA degree from the Rotman School of Management, University of Toronto and a Bachelor of Arts (Finance and Economics) degree from the University of Western Ontario.


Alex Parker,
Managing Director
alex.parker@bmo.com

 

Alex is a Managing Director in the BMO Mid-Market Mergers & Acquisitions group, specializing in advisory services for mid-market clients. He has executed transactions for a variety of private and public companies and financial sponsors. Alex's experience includes clients in the industrial, consumer, retail, mining, oil & gas, financial services and construction sectors. Prior to joining BMO's Mid-Market M&A group, Alex worked in both London, England and Toronto for Nomura Securities, a Japan-based investment bank. He began his career with KPMG in Toronto and also worked for KPMG in Sydney, Hong Kong and London.

Alex is a CPA (Chartered Professional Accountant) and CFA charterholder (Chartered Financial Analyst). He holds a Bachelor of Commerce degree from Queen's University.


Offices   

 

 

Toronto Head Office
First Canadian Place
100 King Street West, 18th Floor
Toronto, Ontario
M5X 1A1