Products and Services

Whether your business is seeking capital for acquisitions, expansion, working capital or to provide liquidity options for its shareholders, BMO Capital Corporation 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 Corporation 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 commit 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 $15 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
• Typically minority equity investments of up to 50% ownership. However, we may lead or participate in transactions involving control (greater than 50% ownership) but BMOCC will not hold more than 50% of the voting shares
• Investment horizon of up to seven years