Cohen & Company Capital Markets Launches Private Credit Advisory Practice

Cohen & Company (COHN) has launched a dedicated private credit advisory practice through its Cohen & Company Capital Markets division.

Rhea-AI Summary

Cohen & Company (COHN) has launched a dedicated private credit advisory practice through its Cohen & Company Capital Markets division. The practice provides middle-market companies with debt financing advice alongside the division's existing merger and acquisition advisory and public and private capital-raising services.

Daniel Sheriff was appointed Managing Director, Head of Private Credit, and Christian Watson Director of Private Credit. The company says the practice is designed to help clients evaluate financing alternatives for growth, acquisitions, recapitalizations and refinancing.

Key Terms

recapitalizations, underwriting, structured credit, credit origination

4 terms

recapitalizations financial

"acquisitions, recapitalizations and refinancing transactions"

Recapitalizations are deliberate changes to a company's mix of debt and equity—like rearranging the pieces of a household budget—to alter how the business is funded and who bears financial risk. Investors care because swapping debt for equity or vice versa affects future interest payments, potential profit per share, dilution of ownership and who controls decisions; those shifts can change a stock's risk profile, credit standing and upside potential.

underwriting financial

"financial modeling, underwriting and capital structuring"

Underwriting is the process where a financial institution agrees to buy and then resell new stocks or bonds to investors. It matters because it helps companies raise money quickly and smoothly, while the bank takes on the risk of selling those securities at the agreed price. Think of it like a booker guaranteeing to sell all tickets for a concert before opening the doors.

View in glossary

structured credit financial

"corporate banking and structured credit"

Structured credit is a way of bundling many loans or debt claims together and slicing that bundle into pieces with different levels of risk and return, like cutting a cake into layers where the bottom slice takes most of the crumbs and the top slice stays neat. Investors buy these slices to chase higher income or to shift credit risk, so understanding which layer you own, how the loans behave together, and how easy the slice is to sell matters for potential return and loss.

credit origination financial

"His background includes credit origination and placement"

The process by which a lender or financial institution creates a new loan or line of credit, covering steps from the borrower’s application through credit assessment, underwriting, approval, documentation and funding. It includes verifying identity and income, evaluating creditworthiness and collateral, setting terms and price (interest rate, fees, maturity), and completing legal paperwork; the practices and standards used at origination determine the composition and initial risk of the lender’s loan portfolio.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Daniel Sheriff Joins as Managing Director, Head of Private Credit and Christian Watson as Director, Expanding CCM's Advisory Capabilities

NEW YORK, Oct. 5, 2026 /PRNewswire/ -- Cohen & Company Capital Markets ("CCM"), a division of Cohen & Company Securities, LLC (Member FINRA, SIPC), an indirect, controlled subsidiary of Cohen & Company Inc. (NYSE American: COHN) ("Cohen & Company" or the "Company"), today announced the launch of a dedicated private credit advisory practice, further expanding its capital markets platform. The new offering provides middle-market companies with tailored debt financing solutions and specialized credit expertise alongside CCM's established M&A advisory and public and private capital-raising capabilities.

To lead the practice, CCM has appointed Daniel Sheriff as Managing Director, Head of Private Credit and Christian Watson as Director of Private Credit. Together, they bring extensive experience across credit advisory, debt structuring, underwriting and institutional banking.

As private credit continues to grow as an important source of corporate financing, companies are increasingly seeking flexible capital solutions beyond traditional bank lending. CCM's new practice is designed to help clients evaluate and access these alternatives to support growth initiatives, acquisitions, recapitalizations and refinancing transactions.

"The addition of a dedicated private credit team is an important step in the continued evolution of our capital markets platform," said Jerry Serowik, Head of Cohen & Company Capital Markets. "Our clients rely on us across the full spectrum of strategic and financing decisions. Daniel and Christian enhance the expertise we bring to those conversations, strengthening our ability to deliver thoughtful advice, tailored solutions and successful execution."

A six-year veteran of both the U.S. Marine Corps and Army, Mr. Sheriff brings a disciplined and analytical approach to complex financing situations. His experience spans corporate banking and structured credit, including financial modeling, underwriting and capital structuring. Prior to joining CCM, he advised companies on complex credit solutions at Catalyst Strategic Credit Group and underwrote debt facilities at PNC Financial Services Group for businesses ranging from middle-market enterprises to Fortune 500 companies.

Mr. Watson complements that experience with more than a decade advising management teams on financial operations, treasury management and working capital strategy. His background includes credit origination and placement, emerging technology and venture banking, with prior experience at both Catalyst Strategic Credit Group and PNC Financial Services Group.

The launch of CCM's private credit practice reflects the firm's continued commitment to providing clients with comprehensive advisory and financing solutions. By adding dedicated credit expertise to its platform, CCM is better positioned to help companies evaluate capital alternatives and execute financing strategies aligned with their long-term objectives.

About Cohen & Company

Cohen & Company is a financial services company specializing in an expanding range of capital markets and asset management services. Cohen & Company's operating segments are Capital Markets, Asset Management, and Principal Investing. The Capital Markets segment consists of sales, trading, gestation repo financing, new issue placements in corporate and securitized products, underwriting, and advisory services, operating primarily through Cohen & Company's subsidiaries Cohen & Company Securities, LLC ("Cohen Securities") in the United States and Cohen & Company Financial (Europe) S.A. in Europe. A division of Cohen Securities, CCM is the Company's full-service boutique investment bank providing capital markets and SPAC advisory services to corporations, financial sponsors, investors and institutions. The Capital Markets business segment also includes investment returns on financial instruments that the Company has received as consideration for investment banking and new issue services provided by CCM. The Asset Management segment manages and services assets through investment funds, managed accounts, joint ventures, and collateralized debt obligations. As of June 30, 2026, the Company had approximately $1.4 billion of assets under management in primarily fixed income assets in a variety of asset classes including European bank and insurance trust preferred securities, debt issued by small and medium sized European, U.S., and Bermudian insurance and reinsurance companies, and servicing commercial real estate loans. The Principal Investing segment is comprised primarily of investments the Company has made for the purpose of earning an investment return rather than investments made to support its trading or other capital markets business activity. For more information, please visit www.cohenandcompany.com.

About Cohen & Company Capital Markets

Cohen & Company Capital Markets, a division of Cohen Securities, is a full-service boutique investment bank delivering bulge-bracket expertise through a senior-led, client-aligned advisory model. The firm provides strategic counsel and execution capabilities across M&A advisory, capital markets and SPAC transactions, serving middle-market and growth companies. CCM's differentiated approach emphasizes deep sector knowledge and institutional-quality execution across public and private markets. For more information, please visit www.cohencm.com 

View original content:https://www.prnewswire.com/news-releases/cohen--company-capital-markets-launches-private-credit-advisory-practice-302897469.html

SOURCE Cohen & Company Capital Markets