| Relationships | Role | Relationship Start | Relationship End |
| Bmo Financial Corp. | Parent | 6/30/2007 | 7/25/2012 |
| Bmo Financial Corp. | Parent | 12/23/1996 | 6/29/2007 |
| Bmo Private Equity (U.S.), Inc. | Subsidary | 6/30/2007 | 7/24/2012 |
| Bmo Capital Markets Equity Investments (U.S.), Inc. | Subsidary | 6/30/2007 | 7/24/2012 |
| Bmo Private Equity (U.S.), Inc. | Subsidary | 12/23/1996 | 6/29/2007 |
| Bmo Capital Markets Equity Investments (U.S.), Inc. | Subsidary | 5/2/1997 | 6/29/2007 |