Submit Deal

Announced

19 Jun 2025

BMO to acquire Burgundy Asset Management for C$625m.

Synopsis

BMO Financial Group, a financial services company, agreed to acquire Burgundy Asset Management, an investment management firm, for C$625m. "Burgundy Asset Management is one of Canada's most respected independent investment managers known for its high calibre team, rigorous investment process and dedicated service to private clients, institutions and family offices," Deland Kamanga, BMO Financial Group Group Head, Wealth Management.

Principals

target

Burgundy Asset Management

bidder

Bmo Financial Group (bank Of Montreal)

Show Details & Financials

Did you work on this deal?

Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.

Market Context

Sort

Seller Team (4)

richard rooney

Co-Founder at BURGUNDY ASSET MANAGEMENT

Manager

target

Deal

£ 338 M

Total Value

mark keil

CFO at BURGUNDY ASSET MANAGEMENT

Manager

target

Deal

£ 338 M

Total Value

robert sankey

CEO at BURGUNDY ASSET MANAGEMENT

Manager

target

Deal

£ 338 M

Total Value

tony arrell

Chairman and Co-Founder at BURGUNDY ASSET MANAGEMENT

Manager

target

Deal

£ 338 M

Total Value

Bidder Team (6)

tayfun tuzun

CFO at BMO FINANCIAL GROUP (BANK OF MONTREAL)

Manager

bidder

Deals

£ 1.04 B

Total Value

sharon haward-laird

In-house Counsel at BMO FINANCIAL GROUP (BANK OF MONTREAL)

Manager

bidder

Deals

£ 953 M

Total Value

deland kamanga

Group Head, Wealth Management at BMO FINANCIAL GROUP (BANK OF MONTREAL)

Manager

bidder

Deal

£ 338 M

Total Value

jeff roman

Communications Director at BMO FINANCIAL GROUP (BANK OF MONTREAL)

Manager

bidder

Deals

£ 953 M

Total Value

darryl white

CEO at BMO FINANCIAL GROUP (BANK OF MONTREAL)

Manager

bidder

Deals

£ 13.41 B

Total Value

george cope

Chairman at BMO FINANCIAL GROUP (BANK OF MONTREAL)

Manager

bidder

Deals

£ 953 M

Total Value

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy