Key Takeaways
- • Dan Ives, Wall Street's prominent AI bull and veteran technology analyst, has departed Wedbush Securities after eight years to launch Yorkville Ives & Co., a merchant banking firm focused on artificial intelligence, technology, industrials, energy transition, and infrastructure sectors.
- • Yorkville Ives & Co. will operate as a full-service merchant bank offering debt and equity capital raising across public and private markets, M&A advisory, capital structure consulting, institutional trading, independent equity research, and principal investing alongside clients and strategic partners.
- • Roger Briggs will serve as chief executive officer of the new firm, with Ives holding the position of partner and senior managing director while continuing equity research coverage of technology stocks.
- • The launch reflects intensifying Wall Street competition to capture advisory mandates for AI infrastructure deals—including data centers, semiconductors, cloud computing, and power projects supporting artificial intelligence expansion.
- • Ives brings significant boardroom experience to the venture, including board service at Zeta Global and chairmanship of Eightco Holdings, where he oversaw crypto treasury strategy centered on Worldcoin.
Summary
Dan Ives, recognized as one of Wall Street's most visible technology analysts, has launched Yorkville Ives & Co., a merchant banking firm established in partnership with Yorkville Securities. The move follows Ives' departure from Wedbush Securities in mid-July 2026, concluding an eight-year tenure at the firm where he built his reputation as a bullish voice on artificial intelligence and major technology companies.
The new firm positions itself as a "modern merchant bank" designed to serve what Ives characterizes as the "fourth industrial revolution." Yorkville Ives & Co. will deliver a comprehensive platform combining investment banking, equity research, institutional trading, and principal investing. Service offerings span debt and equity capital raising in both public and private markets, mergers and acquisitions advisory, capital structure consulting, and independent equity research. The firm plans to deploy its own capital alongside clients and strategic partners, differentiating itself through integrated advisory and investing capabilities.
Roger Briggs leads the firm as chief executive officer, while Ives assumes the role of partner and senior managing director. Ives has indicated his intention to maintain technology stock coverage in a research capacity while contributing to broader business development. The timing of the launch capitalizes on elevated competition among Wall Street institutions to advise companies raising capital for AI-related infrastructure—encompassing data centers, semiconductors, cloud computing, and power generation projects required to sustain rapid artificial intelligence deployment.
Ives brings substantial corporate governance experience to the venture. He serves on the board of Zeta Global and chairs Eightco Holdings, an organization where he oversaw the company's cryptocurrency treasury strategy focused on Worldcoin, the digital asset associated with Sam Altman's World project. This background positions Ives to navigate both traditional finance and emerging technology sectors.
The launch reflects broader structural shifts in investment banking, as established firms race to capture advisory mandates from companies seeking capital for artificial intelligence infrastructure and related technology investments. Yorkville Ives & Co.'s positioning directly addresses this market demand through a model that integrates research credibility, banking services, and principal capital in a single platform.
The new firm positions itself as a "modern merchant bank" designed to serve what Ives characterizes as the "fourth industrial revolution." Yorkville Ives & Co. will deliver a comprehensive platform combining investment banking, equity research, institutional trading, and principal investing. Service offerings span debt and equity capital raising in both public and private markets, mergers and acquisitions advisory, capital structure consulting, and independent equity research. The firm plans to deploy its own capital alongside clients and strategic partners, differentiating itself through integrated advisory and investing capabilities.
Roger Briggs leads the firm as chief executive officer, while Ives assumes the role of partner and senior managing director. Ives has indicated his intention to maintain technology stock coverage in a research capacity while contributing to broader business development. The timing of the launch capitalizes on elevated competition among Wall Street institutions to advise companies raising capital for AI-related infrastructure—encompassing data centers, semiconductors, cloud computing, and power generation projects required to sustain rapid artificial intelligence deployment.
Ives brings substantial corporate governance experience to the venture. He serves on the board of Zeta Global and chairs Eightco Holdings, an organization where he oversaw the company's cryptocurrency treasury strategy focused on Worldcoin, the digital asset associated with Sam Altman's World project. This background positions Ives to navigate both traditional finance and emerging technology sectors.
The launch reflects broader structural shifts in investment banking, as established firms race to capture advisory mandates from companies seeking capital for artificial intelligence infrastructure and related technology investments. Yorkville Ives & Co.'s positioning directly addresses this market demand through a model that integrates research credibility, banking services, and principal capital in a single platform.
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