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A&O Shearman advises on Bank of Montreal’s USD2.75 billion medium-term notes offering

A&O Shearman advises on Bank of Montreal’s USD2.75 billion medium-term notes offering
Published Date
Jun 22 2026
Related people
Image of Ryan Robski
Ryan RobskiPartner, Toronto
Youssef AzizAssociate, Toronto
Image of Jahanvi Pandit
Jahanvi PanditAssociate, Toronto
Image of Larry Crouch
Larry CrouchPartner, New York
Image of Daniel Kachmar
Daniel KachmarAssociate, Washington DC
Image of Taylor Pugliese
Taylor PuglieseAssociate, New York

A&O Shearman represented the underwriters in connection with Bank of Montreal’s registered public offering of USD2.75bn of medium-term notes, comprising USD750 million aggregate principal amount of its 4.547% Fixed/Floating Rate Senior Notes due 2029, USD750m aggregate principal amount of its 4.879% Fixed/Floating Rate Senior Notes due 2032 and USD1.25bn aggregate principal amount of its 5.298% Fixed/Floating Rate Senior Notes due 2037, under its U.S. medium-term note program.

Bank of Montreal is the eighth-largest bank in North America by assets, with total assets of CAD1.5 trillion as of April 30, 2026. Serving clients for more than 200 years, Bank of Montreal provides a broad range of personal and commercial banking, wealth management, global markets, and investment banking products and services across Canada, the United States, and select markets globally.

The A&O Shearman team was led by U.S. capital markets partner Ryan Robski and associates Youssef Aziz and Jahanvi Pandit, with support from tax partner Larry Crouch, and associates Daniel Kachmar and Taylor Pugliese.

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