| Relationships | Role | Relationship Start | Relationship End |
| Bmo Financial Corp. | Parent | 7/6/2011 | 4/22/2012 |
| Marshall & Ilsley Corporation | Parent | 1/2/2010 | 7/5/2011 |
| M&I Llc | Parent | 3/1/2005 | 1/1/2010 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Bmo Private Equity (U.S.), Inc. | Buyer | Discontinued | 4/23/2012 | ||
| Gold Merchant Banc, Inc. | Seller | Discontinued | 6/28/2007 |