Tech analyst Dan Ives left Wedbush Securities on July 1, 2026, to co-found Yorkville Ives & Co. The new merchant banking platform, established in partnership with Yorkville Securities, was officially announced around July 15, 2026.
The firm focuses on the technology sector, artificial intelligence, infrastructure, and energy transition. Ives serves as a partner and senior managing director, maintaining his role in covering technology stocks while overseeing advisory and investment operations.
Yorkville Ives utilizes a merchant banking model that incorporates principal investing. This allows the firm to take equity positions in companies for itself and its clients, providing access to private markets that was not available in his previous sell-side role.
The partnership combines the established infrastructure of Yorkville Securities with the industry relationships and market profile of Dan Ives. While previous reports mentioned a closed-end fund, the current platform mandate centers on direct principal investing.
