Dan Ives Forms Yorkville Ives, New Tech Merchant Bank
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- Dan Ives partnered with Yorkville Securities to launch Yorkville Ives & Co., combining investment banking, equity research, institutional trading, and principal investing, with Ives serving as partner and senior managing director.
- The new firm will target AI, technology, industrials, energy transition, and infrastructure, offering debt and equity capital raising, M&A advisory, capital structure services, and independent equity research.
- Roger Briggs will serve as CEO of Yorkville Ives, which also plans to invest its own capital alongside clients and partners in deals.
- Ives spent more than 25 years covering tech stocks and the past 8 years at Wedbush Securities before announcing his departure earlier this month.
- At Wedbush, Ives served on Zeta Global's advisory board and briefly chaired Eightco Holdings, where he helped oversee a crypto treasury strategy built around Worldcoin, Sam Altman's identity-token project.
- The launch lands as Wall Street firms chase growing demand for AI-related financing and advisory tied to data centers and computing infrastructure, per the firm.
Why it matters: Ives transitions from publishing research to deploying capital — the new firm will invest its own money alongside clients, giving his bullish AI and tech calls direct financial backing. With demand surging for AI infrastructure financing, Yorkville Ives enters with an unusual built-in research megaphone that competitors without a celebrity analyst cannot replicate.
