| Relationships | Role | Relationship Start | Relationship End |
| Bmo Financial Corp. | Parent | 7/6/2011 | 4/8/2012 |
| Marshall & Ilsley Corporation | Parent | 1/2/2010 | 7/5/2011 |
| M&I Llc | Parent | 5/9/1983 | 1/1/2010 |
| M&I Ventures L.L.C. | Subsidary | 3/1/1991 | 11/30/2011 |
| M&I Financial Advisors, Inc. | Subsidary | 6/3/1985 | 1/1/1996 |
| M&I Ventures L.L.C. | Subsidary | 1/1/1987 | 6/14/1990 |
| M&I Ventures L.L.C. | Subsidary | 6/3/1985 | 12/31/1986 |
| Acquisitions & Mergers | Role | Assets | Acct Method | Type | Transaction Date |
| Bmo Private Equity (U.S.), Inc. | Buyer | Discontinued | 4/9/2012 |