Cohen & Company Capital Markets Launch Private Credit Advisory Service

Daniel Sheriff has been appointed as the Managing Director and Head of Private Credit, while Christian Watson has been appointed as a Director, further expanding CCM's advisory services capabilities.

New York, October 5, 2026 / PRNewswire / -- Cohen & Company Capital Markets (referred to as “CCM”) today announced the launch of a specialized private credit advisory service, further expanding its capital markets platform. CCM is a department under Cohen & Company Securities, and LLC (members of FINRA and SIPC), with the latter being an indirectly controlled subsidiary of Cohen & Company Inc. ( NYSE American : COHN )

The company stated that this new business will provide customized debt financing solutions and professional credit expertise to enterprises in the mid-market segment, and will complement CCM's existing mergers and acquisitions advisory services, as well as its public and private financing capabilities.

To lead this business, CCM appointed Daniel Sheriff as Managing Director and Head of Private Credit, and Christian Watson as Director of Private Credit. The company stated that both individuals bring rich experience in credit advisory, debt structuring, underwriting, and institutional banking services.

The company stated that as private credit continues to become an important source of financing for businesses, more and more companies are seeking more flexible capital solutions beyond traditional bank loans. The new business of CCM is aimed at helping customers evaluate and access these alternative financing channels to support growth plans, acquisitions, capital restructurings, and refinancing transactions.

"Establishing a dedicated private credit team is an important step in the continuous evolution of our capital market platform," said Jerry Serowik, the person in charge of Cohen and Company Capital Markets. "Our clients rely on us at every level of strategic and financing decisions. Daniel and Christian have enhanced the professional capabilities we can offer in these discussions, improving our ability to provide prudent advice, customized solutions, and successful execution."

The company stated that Sheriff served in the United States Marine Corps and Army for six years and possesses a rigorous and analytical approach to handling complex financing situations. His experience covers corporate banking and structured credit, including financial modeling, underwriting, and capital structure design. Before joining CCM, he provided advisory services on complex credit solutions for enterprises at Catalyst Strategic Credit Group and was responsible for debt financing arrangements and underwriting at PNC Financial Services Group, serving clients ranging from mid-sized market companies to Fortune 500 firms.

The company stated that Watson has over a decade of experience in providing financial operations, capital management, and working capital strategy advice to management teams. His background includes credit initiation and placement, as well as emerging technology and venture capital banking services. He has also previously held positions at Catalyst Strategic Credit Group and PNC Financial Services Group.

The company stated that launching its private lending business reflects its ongoing commitment to providing customers with comprehensive advisory and financing solutions. By incorporating specialized lending expertise into its platform, CCM will be better equipped to help businesses assess alternative capital options and implement financing strategies that align with their long-term goals.

Regarding Cohen & Company

Cohen & Company is a financial services company that focuses on the continuously expanding capital markets and asset management services. Its operational divisions include capital markets, asset management, and proprietary investments.

Among them, the Capital Markets division includes sales, trading, repurchase financing during the incubation period, placement of newly issued securities and securitization products, underwriting, and advisory services. It primarily conducts its business through its subsidiaries in the United States, Cohen & Company Securities, LLC ("Cohen Securities"), as well as in Europe through Cohen & Company Financial (Europe) S.A. As a department under Cohen Securities, CCM is a boutique investment bank that provides comprehensive services, offering capital markets and SPAC advisory services to enterprises, financial sponsors, investors, and institutions. The Capital Markets business division also includes the financial instrument investment returns obtained by the company from providing investment banking services and new issuance services under CCM.

The Asset Management Division manages and services assets through investment funds, managed accounts, joint ventures, and guaranteed debt instruments. As of June 30, 2026, the company managed assets totaling approximately $1.4 billion, primarily consisting of fixed-income assets that cover a variety of asset classes, including preferred securities issued by European banks and insurance trusts, debts issued by small and medium-sized insurance and reinsurance companies in Europe, the United States, and Bermuda, as well as commercial real estate loan servicing business.

The proprietary investment division mainly consists of investments made by the company to obtain investment returns, rather than investments made to support its trading or other capital market business activities.

For more information, please visit: www.cohenandcompany.com.

Regarding Cohen & Company Capital Markets

Cohen and Company Capital Markets are boutique investment banks under Cohen Securities that provide comprehensive services. They offer professional capabilities on par with large investment banks through an advisory model led by seasoned professionals that aligns with the interests of their clients. The company provides strategic advice and execution capabilities in mergers and acquisitions, capital markets, and SPAC transactions, serving mid-sized markets and growing companies. CCM states that their differentiated approach emphasizes deep industry knowledge, as well as institutional-level execution capabilities that cover both public and private markets.

For more information, please visit: www.cohencm.com