Dan Ives leaves Wedbush to launch AI-focused merchant bank Yorkville Ives & Co.

Dan Ives leaves Wedbush to launch AI-focused merchant bank Yorkville Ives & Co.

Wall Street's loudest AI bull is betting his career on a new kind of investment bank built around artificial intelligence dealmaking

Veteran technology analyst Dan Ives has launched a new merchant banking firm with Yorkville Securities, marking his return to Wall Street weeks after departing Wedbush Securities.

The new firm, Yorkville Ives & Co., will combine investment banking, equity research, institutional trading, and principal investing with a focus on artificial intelligence, technology, industrials, energy transition, and infrastructure.

Ives will serve as partner and senior managing director, while Roger Briggs will lead the firm as chief executive officer.

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Yorkville Ives said it will provide debt and equity capital raising across public and private markets, mergers and acquisitions advisory, capital structure consulting, institutional trading services, and independent equity research. The firm also plans to invest its own capital alongside clients and strategic partners.

“The fourth industrial revolution is here, and it needs a new kind of bank, a modern merchant bank,” Ives said in a statement. “Research, banking, trading, and capital, all under one hood.”

Ives announced earlier this month that he was leaving Wedbush after eight years with the firm, where he became one of Wall Street’s most recognizable technology analysts through his bullish outlook on AI and major technology companies.

Beyond equity research, Ives also held advisory roles, including serving on the board of Zeta Global and as chairman of Eightco Holdings, where he helped oversee the company’s crypto treasury strategy centered on Worldcoin, the digital asset linked to Sam Altman’s World project.

The launch comes as Wall Street firms increasingly compete to advise companies raising capital for AI infrastructure, including data centers, semiconductors, cloud computing, and power projects needed to support the rapid expansion of artificial intelligence.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.

Dan Ives leaves Wedbush to launch AI-focused merchant bank Yorkville Ives & Co.

Dan Ives leaves Wedbush to launch AI-focused merchant bank Yorkville Ives & Co.

Wall Street's loudest AI bull is betting his career on a new kind of investment bank built around artificial intelligence dealmaking

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Veteran technology analyst Dan Ives has launched a new merchant banking firm with Yorkville Securities, marking his return to Wall Street weeks after departing Wedbush Securities.

The new firm, Yorkville Ives & Co., will combine investment banking, equity research, institutional trading, and principal investing with a focus on artificial intelligence, technology, industrials, energy transition, and infrastructure.

Ives will serve as partner and senior managing director, while Roger Briggs will lead the firm as chief executive officer.

Advertisement

Yorkville Ives said it will provide debt and equity capital raising across public and private markets, mergers and acquisitions advisory, capital structure consulting, institutional trading services, and independent equity research. The firm also plans to invest its own capital alongside clients and strategic partners.

“The fourth industrial revolution is here, and it needs a new kind of bank, a modern merchant bank,” Ives said in a statement. “Research, banking, trading, and capital, all under one hood.”

Ives announced earlier this month that he was leaving Wedbush after eight years with the firm, where he became one of Wall Street’s most recognizable technology analysts through his bullish outlook on AI and major technology companies.

Beyond equity research, Ives also held advisory roles, including serving on the board of Zeta Global and as chairman of Eightco Holdings, where he helped oversee the company’s crypto treasury strategy centered on Worldcoin, the digital asset linked to Sam Altman’s World project.

The launch comes as Wall Street firms increasingly compete to advise companies raising capital for AI infrastructure, including data centers, semiconductors, cloud computing, and power projects needed to support the rapid expansion of artificial intelligence.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.