#United States #New York #Capital Markets #investment bank #Yorkville Ives

Yorkville Ives & Co., LLC ("Yorkville Ives"), a full-service investment bank, continues to expand its operations with the recent hiring of six key professionals in institutional sales, trading, and capital markets. This strategic move supports the firm's ambitious plans to deepen its connections within the investment sector and enhance its overall service offerings.

In the fast-paced financial landscape, it is essential for investment banks to adapt, evolve, and build strong teams to maintain competitiveness. Founded in April 2025, Yorkville Ives is determined to carve out a strong position in the investment banking sphere, and these new appointments reflect that commitment.

The recruits include:

• - Zach Goldan: As Managing Director and Head of New York Institutional Sales, Zach brings over 15 years of experience from Stifel, where he was known for his client engagement across New York and the Mid-Atlantic markets. He began his career at Westwicke Partners and has held the CFA charter since 2011.
• - Owen O'Neil: Heading up Boston Institutional Sales, Owen brings with him an impressive track record spanning over 30 years. His previous roles at notable firms such as Rosenblatt Securities and D.A. Davidson have equipped him with invaluable expertise in institutional sales. Notably, Owen served a decade as a Naval Aviator prior to his financial career.

Kevin Merritt, Director of Research at Yorkville Ives, expressed confidence in the new hires by stating, "Owen and Zach provide our franchise with credible, seasoned sales perspectives and deep relationships across leading buyside accounts, particularly in the Boston and New York markets.”

In addition to strengthening key sales roles, Yorkville Ives is also enhancing its capabilities in debt financing and capital markets. Significant appointments in these areas include:

• - Kevin Reynolds: Appointed as Managing Director and Head of Capital Markets, his extensive experience includes leadership roles at Cantor Fitzgerald and UBS, bringing a wealth of knowledge in debt financing.
• - Matt Stedman: Joining as Managing Director and Head of Debt Capital Markets, Matt comes with experience from Seaport Global where he worked on distressed debt and high-yield securities.
• - Scott Ammaturo: As Senior Managing Director and Head of ATM Trading, Scott has deep-rooted experience in equity trading and ATM offerings. His previous leadership at B. Riley Securities highlights his capability in managing ATM trading operations.
• - Keith Pompliano: Also a Senior Managing Director, Keith has held significant roles in capital markets trading at various firms. Both Keith and Scott have spent nearly two decades working together, collectively handling close to 1,000 ATM offerings, showcasing their synergy and effectiveness in client service.

Roger Briggs, CEO of Yorkville Ives, articulated the broader picture, emphasizing the firm's focus on becoming a top-tier investment bank particularly in the AI space and associated sectors. He noted, "Our new team will be critical assets in helping us achieve this goal by providing superior equity research, sales, and trading to our clients.”

Yorkville Ives, a registered broker-dealer based in New Jersey and affiliated with Yorkville Advisors Global, L.P., provides comprehensive financial advisory services and capital raising across both public and private markets. As the firm executes its growth strategy targeting technology-driven sectors, it is also enhancing its equity research capabilities.

This strategic hiring initiative not only promises to solidify Yorkville Ives's standing in the investment banking landscape but also enables the firm to better serve its clients amidst an evolving market environment. Investors and stakeholders can look forward to how these experienced professionals influence the firm's future growth and success.