Page 71 - TACC 2023 Program

Middle Market M&A ®

B BMMOO MMiiddddllee MMaarrkkeett MM&&AA OOvveerrvviieeww M Maarrcchh 22002244

B BYY TTHHEE NNUUMMBBEERRSS S SEENNIIOORR PPRROOFFEESSSSIIOONNAALLSS

H Heeaaddccoouunntt:: ~65 banking professionals, including 23 senior bankers I Inndduussttrriiaallss
1 111 NNoorrtthh AAmmeerriiccaann LLooccaattiioonnss Cameron Hewes Chris Dopp, Head Bob Dovenberg Lowell Jacobson
MMM&A Group Head Managing Director Managing Director Managing Director
Minneapolis Chicago
Seattle New York Jay Schembs Will Hundley Patrick McMahon Gregg Warren
Dallas Washington D.C. Managing Director Director Director Director
Boston Memphis
Toronto San Francisco
Vancouver F Foooodd,, CCoonnssuummeerr && RReettaaiill
John Siegler, Head Perry DeLuca Thomas DeMinico Taylor Marsh
Managing Director Managing Director Director Director
T Trraannssaaccttiioonnss M Miiddddllee MMaarrkkeett C Caappiittaall MMaarrkkeettss ( (11)) T Toottaall
FY2023 – Closed 23 37 60
T Teecchhnnoollooggyy && BBuussiinneessss SSeerrvviicceess
FY2024 – Closed 8 20 28
Chris Headrick, Co-Head Dev Navare, Co-Head Anthony Sassano
Managing Director Managing Director Director
Current Mandates 60+ 70+ 130+
M Miiddddllee MMaarrkkeett MM&&AA CClliieenntt BBrreeaakkddoowwnn H Heeaalltthhccaarree
Dan McIntosh Trushar Patel
~5% ~10% Director Director

~30% ~20% ~40% C Caannaaddiiaann MMiiddddllee MMaarrkkeett MM&&AA
Ownership Industry
Gary Chung, Head Ovais Ghafur Tristan Hodge Ali Ait Mansour
Managing Director Managing Director Managing Director Director
~65%
~30% F Fiinnaanncciiaall SSppoonnssoorr CCoovveerraaggee ( (22)) I Inntteerrnnaall CCoovveerraaggee ( (33))
Kent Adams Michel Bayard Will Hundley
Family/Founder-Owned Industrials Food, Consumer Managing Director Managing Director Director Kyle Crowe
& Retail
Sponsor-Owned Jake Michalko Jennifer Johnson Shane Collings Managing Director
Technology & Vice President Vice President Associate
Corporate Healthcare Business Services
R REECCEENNTTLLYY CCLLOOSSEEDD BBMMOO MM&&AA TTRRAANNSSAACCTTIIOONNSS

Portfolio Company of Portfolio Company of
Acquisition of Sale to
has sold high-performance Sale to Sale to
computing data centers to has been acquired by
Portfolio Company of Sale to Portfolio Company of
Portfolio Company of
Undisclosed
Exclusive Financial Advisor Exclusive Financial Advisor Exclusive Financial Advisor Exclusive Financial Advisor Exclusive Financial Advisor Exclusive Financial Advisor Exclusive Financial Advisor

Portfolio Company of
operating subsidiary of Sale to
Sale to Sale to Sale to
Sale to Sale to
Portfolio Company of
Sale to Portfolio Company of
Exclusive Financial Advisor Exclusive Financial Advisor Financial Advisor Exclusive Financial Advisor Exclusive Financial Advisor Exclusive Financial Advisor Exclusive Financial Advisor

(1) Includes other U.S. M&A transactions led by BMO’s capital markets M&A group
(2) Sponsor Coverage team also includes Jay Schembs and Lowell Jacobson for Pacific Northwest and Greater DC/Virginia, respectively. Jennifer Johnson covers Southern California and Will Hundley and the Dallas team cover greater Texas
(3) Includes Commercial Bank and Wealth Management relationships