| Relationships | Role | Relationship Start | Relationship End |
| Bmo Private Equity (U.S.), Inc. | Parent | 8/31/2001 | 12/30/2004 |
| Bmo Bankcorp, Inc. | Parent | 7/17/1987 | 8/30/2001 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Bmo Private Equity (U.S.), Inc. | Buyer | Discontinued | 12/31/2004 |