Contact Us

Established in 2001, the BMO Mid-Market Mergers & Acquisitions team is comprised of seasoned professionals, with significant transaction experience in mid-market mergers & acquisitions and capital advisory transactions.

Steve Somerville
Managing Director & Group Head
steve.somerville@bmo.com

Steve Somerville is President of BMO Capital Corporation which includes BMO’s Mid-Market Mergers & Acquisitions and BMO’s Private Equity & Sub-Debt businesses. Steve and his team advise mid-market clients throughout Canada. Steve has an extensive background in the origination, structuring and closing of Mergers and Acquisitions and Capital Advisory transactions in a wide variety of industries. Prior to joining BMO Financial Group in 2001, Steve held a number of roles within CIBC World Markets, including Managing Director, CIBC World Markets Mid-Market Investment Banking.

Steve graduated with a Bachelor of Arts (Economics) degree from The University of Western Ontario and Masters in Business Administration with distinction from the Richard Ivey School of Business University of Western Ontario.

Bruce Moszcelt
Managing Director
bruce.moszcelt@bmo.com

Bruce Moszcelt is a Managing Director in the BMO Mid-Market Mergers & Acquisitions group, specializing in M&A and capital advisory services for mid-market clients. He has significant transaction experience in mergers & acquisitions and capital advisory transactions, including divestitures, acquisitions, restructurings, private placements, and valuations. Bruce’s transaction experience for both M&A and capital advisory assignments spans a wide range of industries and includes businesses involved in food processing, food retail, medical products, infrastructure, consumer products, niche manufacturing and business services. Bruce joined BMO in 2001, after spending five years with CIBC World Markets Mid-Market Investment Banking.

Bruce is a CFA (Chartered Financial Analyst) charterholder, and graduated with an Honours Business Administration (HBA) degree from the Richard Ivey School of Business, University of Western Ontario.

Trevor Lwin
Managing Director
trevor.lwin@bmo.com

Trevor Lwin Managing Director in the BMO Mid-Market Mergers & Acquisitions group, specializing in investment banking services for mid-market mandates. He has been involved in numerous mergers & acquisitions and capital advisory transactions, including divestitures, acquisitions, private placements, and valuations. Trevor has broad industry experience for both M&A and capital advisory including businesses involved in food processing, niche manufacturing, education, infrastructure, consumer products, and business services. Trevor joined Bank of Montreal’s Mid-Market M&A group in 2002, after spending five years with CIBC World Markets Mid-Market Investment Banking.

Trevor is a CFA (Chartered Financial Analyst) charterholder and graduated with a Bachelor of Business Administration degree from the Schulich School of Business, York University.

Jeremy Lokker
Director
jeremy.lokker@bmo.com

Jeremy Lokker is a Director in the BMO Mid-Market Mergers & Acquisitions group, specializing in M&A and capital advisory services for mid- He has been involved in the execution of several successful divesture and acquisitions transactions. Jeremy’s transaction experience spans the medical equipment, education, technology, and niche manufacturing industries. Jeremy joined BMO in September 2002. Prior to joining BMO, Jeremy worked in HSBC’s Investment Banking group in London, UK where he was engaged on a number of corporate finance and mergers & acquisitions assignments for large international corporations in the metals and mining industry.

Jeremy graduated with an Business Administration (HBA) degree from the Richard Ivey School of Business, University of Western Ontario and is currently pursuing his Chartered Business Valuator designation.

Sylvia Turk
Associate
sylvia.turk@bmo.com

Sylvia Turk is an Associate in the BMO Mid-Market Mergers & Acquisitions group, specializing in investment banking services for mid-market clients. She has been involved the execution of numerous acquisition, divestiture, and financing transactions for private and public companies. Sylvia’s transaction experience includes the niche manufacturing, retail, food services, mining, media, and technology industries. Sylvia joined Bank of Montreal’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. Sylvia was previously with Deloitte Consulting, Strategy & Operations and Deloitte & Touche, Assurance and Advisory.

Sylvia is a CA (Chartered Accountant) 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.