Dan Ives, recognized for his expertise in technology and artificial intelligence, is establishing Yorkville Ives & Co. with Yorkville Securities, aiming to create a modern merchant bank that integrates investment banking, equity research, and trading. The firm will focus on sectors experiencing significant transformation, including AI, industrials, and energy transition.
Ives, who has over 25 years of experience on Wall Street, will serve as partner and senior managing director, while Roger Briggs will be the CEO. The firm plans to provide a range of services, including capital raising, strategic advisory for mergers and acquisitions, and independent equity research, while also investing its own capital alongside clients.
This launch comes at a time when Wall Street is increasingly focused on financing and advisory services related to AI and technology investments, indicating a strategic response to market demands