Bank Of Montreal · TSX:BMO
Bank Of Montreal — Merger or Acquisition (September 2015)
9 slides from Bank Of Montreal's merger presentation, Sep 10, 2015
Slide 1: Investor Presentation: Acquisition of GE's Transportation Finance Business
Investor Presentation Acquisition of General Electric’s Transportation Finance Business September 10, 2015 September 10, 2015 0
Slide 2: Forward Looking Statements & Non-GAAP Measures
Forward Looking Statements & Non-GAAP Measures Caution Regarding Forward-Looking Statements Certain statements in this document are forward-looking statements under the United States Private Securities Litigation Reform Act of 1995 (and are made pursuant to the ‘safe harbour' provisions of such Act)
Slide 3: Executing on BMO's U.S. Strategy
Executing on BMO’s U.S. Strategy GE’s Transportation Finance business is an excellent strategic, financial and cultural fit with BMO’s U.S. Personal & Commercial banking business • A leading Transportation Finance franchise, which complements BMO’s proven strength in Good commercial banking Strategi
Slide 4: Transaction Summary
Transaction Summary Financially attractive transaction • BMO to acquire GE’s Transportation Finance business Transaction • Transaction structured as asset purchase; also approximately 600 employees to join BMO • Acquiring net earning assets of ~C$11.5 billion (~US$8.7 billion) as of June 30, 2015 Tr
Slide 5: Building on our Proven Strength in Commercial Banking
Building on our Proven Strength in Commercial Banking 13 consecutive quarters of double digit growth in U.S. commercial banking • Large scale, relationship-based commercial banking business with in-depth industry knowledge in select sectors • 13 consecutive quarters of Y/Y double digit C&I loan grow
Slide 6: GE Transportation Finance Business Overview
GE Transportation Finance Business Overview Differentiated and leading business model built on strong industry knowledge, superior technology and long-standing, diversified customer relationships • Largest financier to the commercial truck and trailer PORTFOLIO IS WELL-DIVERSIFIED BY PRODUCT AND GEO
Slide 7: Pro-forma Loan Portfolio Characteristics
Pro-forma Loan Portfolio Characteristics Transaction enhances BMO’s well-diversified loan portfolio BMO PRO FORMA LOAN PORTFOLIO • Product offering is consistent with BMO’s current P&C strategy Loans Outstandings (C$342 B) • Business fits well within BMO’s risk appetite ~4.5% Transportation, – Stron
Slide 8: Key Takeaways
Key Takeaways Attractive enhancement to our U.S. P&C Franchise • Acquisition of leading transportation finance franchise in the U.S. • Consistent with BMO’s current P&C strategy and commercial strength • Underwritten by experienced team and fits within BMO’s risk appetite • Differentiated business m
Slide 9: Investor Relations Contact Information
Investor Relations Contact Information www.bmo.com/investorrelations E-mail: investor.relations@bmo.com Fax: 416.867.3367 LISA HOFSTATTER CHRISTINE VIAU Managing Director, Investor Relations Director, Investor Relations 416.867.7019 416.867.6956 lisa.hofstatter@bmo.com christine.viau@bmo.com Financi
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