Four business lines will define Yorkville Ives & Co., the merchant bank that star analyst Dan Ives is building after leaving Wedbush. Investment banking, equity research, institutional trading, and principal investing form the stated scope. No capitalization, client count, or launch timeline was disclosed.
The stated structure
The four pillars span advisory work, market activity, and proprietary capital. Investment banking and equity research sit on the origination and analysis side. Institutional trading and principal investing are lines where the firm commits its own resources and takes on direct market exposure.
Combining all four under one entity is the announced model. That structure puts Yorkville Ives & Co. closer to a classic merchant bank than to a research boutique or a standalone advisory shop.
Research as the anchor
Ives built the star analyst designation at Wedbush. That reputation moves with him. The firm name places his identity at the front of the brand rather than inside a larger institution.
At a conventional sell-side firm, research runs as a cost center, subsidized by trading commissions or banking mandates. The Yorkville Ives model is different. Research sits alongside its own banking and investing operations, where it can feed deal origination and inform the principal book directly.
That is the institutional platform Ives left Wedbush to build.