Overview of Transaction

• On January 22, 2020, Bank of Montreal (BMO) announced that it had signed an agreement to acquire 100% of the outstanding shares of Clearpool Group (“Clearpool”), an Algorithmic Management System transforming electronic trading with a fully customizable suite of trading tools
• Headquartered in New York, Clearpool empowers market participants by providing greater transparency, efficiency and control through next generation trading technology
• Clearpool’s solution provides total visibility and control, from strategy to execution, through its cloud-based algorithmic management system, execution and analytics portals
• Bank of Montreal (TSX, NYSE: BMO) is a highly diversified financial services provider based in North America

Significance of Transaction

• BMO’s electronic platform (Capital Markets, Securities and Equity) has a successful, fast-growing trading business in Canada, and adding Clearpool’s capabilities in algorithmic management will allow BMO to deliver next-gen trading technology to its global client base

FT Partners' Role

• FT Partners served as exclusive strategic and financial advisor to Clearpool
• The transaction underscores FT Partners’ successful track record generating highly favorable outcomes for Capital Markets Technology companies
• This transaction also highlights FT Partners’ expertise in bringing our clients together with world class strategic investors and acquirers