Regional Investment Banking

Regional Investment Banking

Regional Investment Banking (RIB) serves BMO Commercial Bank clients by combining local market relationships with global investment banking products and industry expertise.


We are dedicated to supporting BMO’s growing commercial client base, bringing the full breadth of BMO Capital Markets’ investment banking products and services, while providing strategically coordinated guidance throughout the client’s life cycle.



RIB focuses on strategic advisory and capital raising for private and public BMO Commercial Bank clients across a broad range of investment banking products including:


Advisory Services

  • Mergers & Acquisitions

  • Valuations & Fairness Opinions

  • Takeover & Activist Defense

  • Restructuring Advice


Sales & Trading

  • Institutional & Retail Distribution

  • Equity Research

  • Fixed Income Strategy

  • Equity & Fixed Income Trading

  • Institutional Investor Access


Corporate Finance

  • Equity Offerings

  • Debt Offerings

  • Convertible Offerings

  • Corporate Lending


Treasury Services

  • Cash Management

  • Risk Management

  • Foreign Exchange

  • Trade Finance


We provide dedicated and holistic investment banking coverage, coordinating expertise with our industry and investment product partners across the country to deliver integrated solutions that leverage the full breadth of BMO’s capabilities.

Regional Investment Banking Experts


Industry Coverage

  • Industrials

  • Food, Consumer & Retail​​​​‌ ‍ ​‍​‍‌‍ ‌ ​‍‌‍‍‌‌‍‌ ‌‍‍‌‌‍

  • Financial Institutions Group​​​​

  • Technology​​​​‌ ‍

  • Healthcare​​​​‌ ‍

  • Power Utilities & Infrastructure​​​​‌ ‍ ​‍​‍‌‍ ‌ ​‍‌‍‍‌‌‍‌ ‌‍‍‌‌‍

  • Metals & Mining​​​​‌ ‍ ​‍​‍‌‍ ‌ ​‍‌‍‍‌‌‍‌ ‌‍‍‌‌‍

  • Real Estate ​​​​‌ ‍ ​‍​‍‌‍ ‌ ​‍‌‍‍‌‌‍‌ ‌‍‍‌‌‍ ‍​‍​‍​ ‍‍​‍​‍‌‍​ ‌‍ ‌‍ ‍‌ ‌​‌‍‌‌‌‍ ‍‌ ‌​‌‍‌‍‌ ‌‌‌‍ ​​‍ ‍‌‍​ ‌‍ ‌‍ ‌​‍​‍​‍ ​​‍​‍‌‍‍​‌ ​‍‌‍‌‌‌‍‌‍​‍​‍​ ‍‍​‍​‍‌‍‍​‌ ‌​‌ ‌​‌ ​​‌ ​ ​ ‍‍​‍ ​‍ ‌‍​‌‌ ​​‌ ​​​‍ ‍‌‍​ ‌‍ ‌‍ ‍‌ ‌​‌‍‌‌‌‍ ‍‌ ‌​‌‍‌‍‌ ‌‌‌‍ ​​‍ ‍‌‍​ ‌‍ ‌‍ ‌​‍ ‌ ​ ‌ ​​‌‍​‌‌‍​ ‌‍‌‌‌ ​ ​‍ ‌‍‍ ​ ​​‌‍ ‌‍‌ ‌ ​ ‌ ‌‍‌ ​‍​ ‌ ‌ ‌ ‌‍‍​​ ​‍‌‍ ​​‍ ‌‍‌‌‌‍ ‍‌ ‌‍‌‍‍‌‌ ​‍‌‍ ‌‍ ‍‌‍ ‌‌‍‌‌‌‍ ‍‌ ‌​‌ ​ ​‍ ‌ ​​‌ ​‍‌‍ ‌‍‌​‌ ‌‌‌‍​ ‌ ‌​‌‍‍‌‌‍ ‌‍ ‍​‍ ‌‍‌‌‌‍ ‍‌ ‌​‌ ​‍‌‍‍‌‌‍‌‌‌ ​ ​‍ ‌‍‍‍‌‍‌‍‌‌‌ ‌‍‍ ‌ ‌​‌ ​‍‌‌‌‍‌ ‌‌‌ ‍‌‌​‌‍‌‌‍‌‌ ​‍‌‌‌‍‌​‍ ‌​ ‌ ‌ ‌‍‍‍‌‌​​‌​‍​‌‍‌​‌‌‌ ​‍ ​ ‌‍‌‍‌‍ ‌‍​ ‌ ‌‌‌ ​ ‌‍‌‌‌‍‌​‌​‌‍‌‍‍‌‌‍‌‌‌‍ ​‌‍‌​​ ‌‌‍‌​‌‍‌‌‌ ​ ‌‍​ ‌ ​‍‌‍‍‌‌ ​​‌ ‌​‌‍‍‌‌‍ ‌‍ ‍​‍‌‍‌‍‌‍‌‍ ‌‍​ ‌ ‌‌‌ ​ ‌‍‌‌‌‍‌​‌​ ​‌‍ ‌‍​ ‌‍​‌‌‍ ​‌‍‌‌​ ‌‌‍‌‌‌‍ ‍​‍‌‍‌ ​ ‌‍ ‌ ‌‌‌ ​‍‌‍​ ‌‍‌‌​ ‌‌ ‌‍‌‍‌‌‌ ​‍‌‍​ ‌‍‌‌‌‍ ​​‍ ‌‌‍​ ‌‍ ‌‍ ‍‌ ‌​‌‍‌‌‌‍ ‍‌ ‌​​‍ ‌‌‍ ​‌‍‍‌‌‍ ‍‌‍‍ ​‍​‍​‍ ​​‍​‍‌‍​ ‌‍ ‌‍ ‍‌ ‌​‌‍‌‌‌‍ ‍‌ ‌​‌‍‌‍‌ ‌‌‌‍ ​​‍​‍​ ‍‍‌ ‍ ​‍​‍‌ ​ ‌ ​​‌‍​‌‌‍​ ‌‍‌‌​‍​‍​ ‍‍​‍​‍‌‍‍ ​ ​​‌‍ ‌‍‌ ‌ ​ ‌ ‌‍‌ ​‍​ ‌ ‌ ‌ ‌‍‍​​ ​‍‌‍ ​​‍​‍​‍ ​​‍​‍‌‍‌‌‌‍ ‍‌ ‌‍‌‍‍‌‌ ​‍‌‍ ‌‍ ‍‌‍ ‌‌‍‌‌‌‍ ‍‌ ‌​​‍​‍​ ‍‍​‍​‍‌ ​​‌ ​‍‌‍ ‌‍‌​‌ ‌‌‌‍​ ‌ ‌​‌‍‍‌‌‍ ‌‍ ‍​‍​‍​‍ ​​‍​‍‌‍‌‍‌‍‍‌‌‍‌‌‌‍ ​‌‍‌​​‍​‍​ ‍‍​‍​‍‌‍‌​‌‍‌‌‌ ​ ‌‍​ ‌ ​‍‌‍‍‌‌ ​​‌ ‌​‌‍‍‌‌‍ ‌‍ ‍​‍​‍​‍ ​​‍​‍‌‍ ​‌‍ ‌‍​ ‌‍​‌‌‍ ​‌‍‌‌​‍​‍​ ‍‍​‍​‍‌‍‌‌‌‍ ‍​‍​‍​‍ ​​‍​‍‌‍‌‌‌‍ ‍‌ ‌​‌‍‍‌‌ ‌​‌ ‍‌​‍​‍​ ‍‍​‍​‍‌‍‍‍‌‍‌‍‌‌‌ ‌‍‍ ‌ ‌​‌ ​‍‌‌‌‍‌ ‌‌‌ ‍‌‌​‌‍‌‌‍‌‌ ​‍‌‌‌‍‌​‍ ‌​ ‌ ‌ ‌‍‍‍‌‌​​‌​‍​‌‍‌​‌‌‌ ​‍​‍​‍ ​​‍​‍‌‍‌‌‌‍ ‍‌ ‌​‌‍‍‌‌ ‌​‌ ‍‌‌‌‌​‌ ‍‌‌ ​​‌‍‌‌​‍​‍​ ‍‍​‍​‍‌​‌‌‌‍ ‍‌ ‌​‌ ​‍‌ ‍‌​‍​‍​‍ ​​‍​‍‌‍‌‌‌‍‌​‌‍‍‌‌ ‌​‌‍ ‌ ​‍‌​‍‌‌‍ ‍‌ ‌​‌‍‌‌‌ ​‍‌‍‌‍‌‍​‌‌‍​ ‌‍‌‌​‍​‍​ ‍‍‌ ‍ ​‍​‍‌ ‌ ‌‍‍‌‌‍‌​‌‍‌ ‌‍‌‌‌ ‌​‌​‍‌‌‍‌​​‍​‍​ ‍‍​‍​‍‌ ​‍‌‍‍‌‌‍​ ‌‍‍​‌‌‌​‌‍‌‌‌ ‍​‌ ‌​‌​‌‌‌‍‌​‌‍‍‌‌ ‌​‌‍ ‌ ​‍​‍​‍​‍ ​​‍​‍‌ ‌ ‌‍‍‌‌‍‌​‌‍‌ ‌‍‌‌‌ ‌​‌​ ‍‌‍​‌‌‍ ‌‌‍‌‌‌ ​ ‌ ​​‌‍​‌‌‍​ ‌‍‌‌​‍​‍​ ‍‍​‍​‍‌‍​‍‌ ‌‌‌‍‍‌‌‍ ​‌ ‌​‌‍‍‌‌‍ ‍​‍​‍‌ ‌​‍ ​​‍​‍‌‍‌‍‌‍‍‌‌‍‌‌‌‍ ​‌‍‌​‌‌‌​‌ ‍‌‌ ​​‌‍‌‌​‍​‍​ ‍‍​‍​‍‌‌​‍‌‍‍‌‌‍​ ‌‍‍​‌‌‌​‌‍‌‌‌ ‍​‌ ‌​​‍​‍‌ ‌‌ ‌

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MIDWEST

MIDWEST (GROUP HEAD)

rick florjancic

Rick FlorJancic

Head, Regional Investment Banking (RIB)

WEST

WEST

Garret Poston

Garett Poston

Managing Director, RIB, Head of West

Philip Sugimoto

Phillip Sugimoto

Director, RIB – West

SOUTH CENTRAL

SOUTH CENTRAL

John Weiss

John Weiss

Director, RIB – South Central

EAST

EAST

Chad Armstrong headshot

Chad Armstrong

Managing Director, Regional Investment Banking - Head of East

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