The BMO Capital Markets Convertibles Group focuses on the origination, structuring and execution of convertible, equity derivative and other equity-linked transactions. Our highly experienced team of convertibles specialists cater to the North American institutional investor community by giving our clients access to cross-border opportunities, providing liquidity to investors and offering quality investment strategy and analysis. With bulge bracket capabilities and a boutique firm focus, we can provide innovative and structured solutions unparalleled to other firms to meet all your needs and requests.

Sales and Trading

• Distribute convertible new issues to North American institutional investor community
• Integrated North American team provides access to cross border opportunities
• Provide liquidity to investors by making markets in sectors aligned with our investment banking and equity research priorities
• Provide investors with investment strategy and analysis

Equity Linked Origination

• Multi-product origination team part of Financial Products’ Structured Solutions which include convertibles, equity derivatives and liability management
• Provide innovative and structured financing solutions tailored to issuer needs and requests
• Advise current issuers on convertible liability restructuring and capital structure improvement
• Work in close coordination with other product groups

Newsletters
The Convertible Monthly Update – Our newsletter provides commentary on both the primary and secondary convertible markets in addition to discussing themes and key outlooks on the overall convertible market industry.