Bank of Montreal’s $2.25 Billion Medium-Term Notes Offering

Shearman & Sterling represented BMO Capital Markets Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. LLC and UBS Securities LLC as lead underwriters in connection with Bank of Montreal’s registered public offering of US$1 billion aggregate principal amount of its 3.100% senior notes due 2020 and US$1.25 billion aggregate principal amount of its floating rate notes due 2020 under its U.S. medium-term note program.

Established in 1817 and based in Canada, Bank of Montreal serves more than 12 million personal, commercial, corporate and institutional customers in North America and internationally.

Shearman & Sterling advised the underwriters with a team including Jason Lehner (Picture), Laurence Crouch, Kevin J. Roggow and Ryan Robski.


Involved fees earner: Jason Lehner – Shearman & Sterling; Kevin Roggow – Shearman & Sterling; Ryan Robski – Shearman & Sterling; Laurence Crouch – Shearman & Sterling;

Law Firms: Shearman & Sterling;

Clients: Merrill Lynch, Pierce, Fenner & Smith Incorporated; Morgan Stanley; BMO Capital Markets; UBS Securities LLC;



Author: Ambrogio Visconti