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Convertible Securities

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.

Main Contacts

Canada

Stephen Luck, Origination & Structuring
(416) 359-4992

Paul Rhude, Sales
(416) 359-6082

Rina Yoo Silberstein, Sales
(416) 359-6481

Stephanie Nguyen, Sales
(416) 359-6511

Stephen Church, Trading
(416) 359-6293

US

Paul Rosica, Origination & Structuring
(212) 702-1140

Daniel Welch, Sales
(212) 702-1910

Robert Austin, Trading
(212) 702-1908

Notable Deals