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Investment Banks In Distribution

Company Profile

BMOCapitalLogo

About

Website: https://www.bmocm.com/

BMO Capital Markets Distribution Team

The BMO Capital Markets Industrial Distribution team provides capital markets and advisory services to public companies, private businesses and private equity sponsors. Given our in-depth, dedicated coverage of companies across a variety of end markets within Industrial Distribution, we have significant, recent and relevant capital markets and advisory transaction expertise. Since 2012, the Distribution team has completed over 25 capital markets and advisory transactions.

BMO’s Distribution team partners with our colleagues in corporate banking, debt capital markets, equity capital markets, and financial sponsor coverage to provide comprehensive solutions to clients. With a strong North American coverage model, and seasoned investment banking professionals, BMO Capital Markets delivers a differentiated approach to Middle Market investment banking.

About BMO Capital Markets

BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has approximately 2,400 professionals in 30 locations around the world, including 16 offices in North America.

BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$569 billion total assets and over 45,000 employees as at July 31, 2017. BMO Financial Group is the 8th largest bank in North America as measured by assets (Bloomberg, as at July 31, 2017).

Deals

Privately-Owned Distributor

Privately-Owned Distributor

Distributor of automotive refinishing supplies.

JPW

JPW

Distributor of metalworking products and accessories

Endries

Endries

Distributor of fasteners and related C-Part production components.

Braas

Braas

Distributor of industrial automation and control products.

SuperiorPlus

Superior Plus

Distributor of gypsum and related building products.

LakeStateLumber

Lake States Lumber

Distributor of lumber and related building products.

PrimeSource

PrimeSource

Distributor of construction fasteners and related building products.

Industry expertise

BMO has experience with a variety of distribution business models across end markets including:

Automotive
Building Products
Electrical
MRO / Industrial Supply
Plumbing / HVAC
Fasteners
Foodservice
Safety
Fuels & Lubricants
Fluid Power
Material Handling
Hose & Belting
Pumps
Chemicals

Team

BhattalTej
Tej Bhattal, Head of Industrial Distribution
Tej joined BMO Capital Markets in 2013 and leads the firm's Distribution practice. Prior to joining BMO, Tej was an investment banker at UBS and Barclays Capital (formerly Lehman Brothers) where he executed a variety of transactions, including M&A and equity and debt financings for various companies in the Industrials sector. Prior to joining Lehman Brothers, Tej worked in M&A buy-side due diligence at Deloitte and as an auditor at Ernst & Young. Tej received his MBA from The Johnson Graduate School of Management at Cornell University, and a Bachelor of Science from The Haas School of Business at University of California Berkeley. Tej holds a Certified Public Accounting license. (Tej.Bhattal@bmo.com) 312-461-3593
RobStewart
Rob Stewart, Co-Head of U.S. Mergers and Acquisitions
Rob Stewart joined BMO Capital Markets in 2013. He leads the U.S. Capital Markets M&A effort, with a focus on Industrials M&A over the past 20 years. Before Rob joined BMO from Jefferies, he spent more than ten years at Credit Suisse in its U.S. and European investment banking businesses focused primarily on origination and execution of M&A and financing assignments in the Industrials arena. Prior to that, Rob was at Wachovia Securities, where he focused on Industrial M&A. He has originated and executed multiple buy-side and sell-side transactions for a broad array of public and private strategic companies.  Rob started his investment banking career at Paine Webber. Rob received his MBA from the Darden Graduate School at the University of Virginia. Before business school, Rob was a strategy consultant with KPMG. He is a graduate of Duke University (BA) and George Mason (MA). (RobertB.Stewart@Bmo.com) 212-702-1131
garner
Josh Garner, Industrial Distribution M&A
Josh Garner joined BMO Capital Markets in 2017, and is focused on executing M&A transactions in Industrial Distribution.  Josh has advised clients on a variety of capital markets assignments across multiple industries including distribution, business services, consumer, and industrial manufacturing sectors, among others. Prior to joining BMO, Josh was a Vice President at Harris Williams & Co. and held positions at Sorenson Capital and Moss Adams LLP. Josh received a B.S. in Accounting from Brigham Young University and an M.B.A. from Duke University. (Joshua.Garner@bmo.com) 206-494-0349
JohnButler
John Butler, Industrial Distribution
John Butler joined BMO Capital Markets in 2015 and focuses on Industrial Distribution. Over the previous seven years, John has advised clients on a variety of capital markets and advisory assignments including direct lending, capital raising, and mergers & acquisitions. Prior to joining BMO Capital Markets, he spent five years in a variety of lending and capital markets roles at J.P. Morgan in Chicago. John earned a B.S. in Business with a concentration in Finance from Indiana University. 
(JohnG.Butler@bmo.com) 312-461-2204
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