Acquisition · Activity not yet classified
Burgundy Asset Management Ltd.
Transaction overview
Announced
Exact closing date not established.
On June 19, 2025, Burgundy Asset Management announced that it would join BMO Financial Group. Closing was expected by the end of 2025, subject to regulatory approval, after which Burgundy would operate as a separate line of business within BMO Wealth Management. This announcement did not establish completion or disclose financial terms.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Burgundy is Joining BMO ↗
Official firm website · Published Jun 19, 2025
On June 19, 2025, Burgundy Asset Management announced that it would join BMO Financial Group. Closing was expected by the end of 2025, subject to regulatory approval, after which Burgundy would operate as a separate line of business within BMO Wealth Management. This announcement did not establish completion or disclose financial terms.