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.
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.”
