Bank of Montreal’s Medium-Term Notes Offering

Shearman & Sterling represented BMO Capital Markets, BofA Securities, J.P. Morgan Securities, Morgan Stanley & Co. and Wells Fargo Securities, as lead underwriters, in the offering.

Bank of Montreal executed its registered public offering of $1.5 billion aggregate principal amount of its 0.625 percent Senior Notes due 2024 and $550 million aggregate principal amount of its Floating Rate Notes due 2024 under its U.S. medium-term note program.

Established in 1817, Bank of Montreal is a highly diversified financial services provider based in North America. Bank of Montreal is the eighth largest bank in North America by assets and an engaged and diverse base of employees. Bank of Montreal provides a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services.

Shearman & Sterling represented the underwriters with a team which included Jason Lehner (Picture), Larry Crouch, Ryan Robski, Daniel Kachmar, and Nicole Bennewies.

Involved fees earner: Nicole Bennewies – Shearman & Sterling; Larry Crouch – Shearman & Sterling; Daniel Kachmar – Shearman & Sterling; Jason Lehner – Shearman & Sterling; Ryan Robski – Shearman & Sterling;

Law Firms: Shearman & Sterling;

Clients: Bank of America Securities; BMO Capital Markets; J.P. Morgan Securities LLC; Morgan Stanley; Wells Fargo Securities;

Author: Martina Bellini