THE SECURITIES GROUP, LLC
The Securities Group, LLC, (“TSG”) is a privately held firm, registered as a Broker/Dealer with the SEC and FINRA, specializing in the development of healthcare related partnerships with physicians, hospital systems and other investors.

Our Services

Our Projects

Our Team
Discover ways to optimize your assets.
Your Full Service Solution
From Concept through Development, Syndication and Start-Up
Operations of your Healthcare Project
TSG’s individual principals and representatives have been involved in the ground-up development of the full complement of outpatient healthcare operating company partnerships (hospitals, specialty hospitals, surgery centers, real estate ventures and imaging centers, etc.) for over 20 years.
TSG has raised over
$58,000,000
Projects
70+
Project Development
In addition to investment and syndication services, TSG team members offer over 150 years of combined experience in the development of both healthcare operating companies and real estate operating companies.
We have completed the development and start-up operations for more than 70 projects for both private and public companies as well as individual operators. TSG recognizes that today’s healthcare climate can be dynamic and presents many challenges. We believe that our greatest value lies in the depth and breadth of experience of our team members in the combination of development experience for the expanse of healthcare operating companies and syndication experience of both operating companies and real estate projects. Possessing this ability to be flexible and creative in the provision of services allows us to align ourselves with the specific needs of our clients in each unique circumstance and project.
Examples of Development Projects Completed by our team members:
- Ambulatory Surgery Centers – single site and hospital/ASC company centers
- Specialty Surgical Hospitals
- Assisted Living Facilities
- Cancer Treatment Centers
- Full Modality Imaging Centers
Investment Syndication-
Operating & Real Estate Entities
In addition to investment and syndication services, TSG team members offer over 150 years of combined experience in the development of both healthcare operating companies and real estate operating companies.
Registered for private placement offerings in all 50 states and DC, TSG and its legal advisors are familiar with the nuances and requirements of states across the US. As a boutique firm, we have the ability to be flexible, responsive and creative in terms of tailoring our specific services to the requirements of our clients for each of their investment projects. With both operating company and real estate project syndications, TSG’s involvement begins at or prior to the time that the Private Offering Memorandum is being developed. We assist the client in assessing project feasibility, providing guidance related to the structure of the investment, the document review process, and generally helping to facilitate and streamline the process of presentation to the investor market, all within FINRA and SEC guidelines.
When the documents are complete and the investment process begins, our team members assist in the preparation of investor meeting materials, participate in group kick-off meetings, and facilitate individual meetings with prospective investors in conjunction with the desired members of our client’s team. We remain in the market until the subscriptions and all investment funds are collected, cleared and the offering is closed.
Consulting Services



For clients considering the development or acquisition of a healthcare operating company, we conduct feasibility studies, determine the interest level from prospective investors, perform due diligence, and define key success indicators.
By outsourcing to TSG, your internal resources are better able to focus on your core business.
These are questions and challenges that may be facing key decision-makers:
- As a hospital or health system, are you contemplating a development and/or joint venture with physicians in your community?
- Are you uncertain about the ventures purported profitability due to competition in the market?
- Have you generated enough momentum and garnered sufficient interest from supportive investors?
- Do you understand the investment requirements and other factors?
- Are your team members overextended developing new projects or operating existing projects?
- Are you potentially missing opportunities because you must choose between pursuing projects which could expand and enhance market penetration versus maintaining focus on your core business?
Grow your business less risk
Our Team
We’re a group of dedicated professionals who are passionate about our work and committed to delivering the best results for our clients. Our diverse backgrounds, skills, and experiences make us a dynamic and collaborative team that works together to bring your projects to life. Meet the talented individuals who make up our team and get to know the faces behind the hard work and expertise that goes into every project.

Tommy Martin
CEO, Principal and Registered Representative
20+ years of investment experience
FINRA Registrations:
- SIE – Securities Industry Essentials
- Series 7 General Securities Representative
- Series 24 General Securities/Investment Banking Principal
- Series 66 Uniform Combined State Law
- Series 79 Investment Banking Registered Representative
- Series 99 Operations Professional
Vestia Personal Wealth Advisors – Investment Adviser Brochure Supplement*
*The Securities Group, LLC dba Mammoth Research is affiliated with Vestia Personal Wealth Advisors via Tommy Martin as a common control person.

Kim Tillett-Poole
Principal, Registered Representative
18+ years of investment experience
FINRA Registrations:
- SIE – Securities Industry Essentials
- Series 22 Direct Participation Programs Representative
- Series 39 Direct Participation Programs Principal
- Series 63 Uniform Securities Agent

Michelle Vincent
Principal, Registered Representative
25+ years of investment experience
FINRA Registrations:
- SIE – Securities Industry Essentials
- Series 39 Direct Participation Programs Principal
- Series 22 Direct Participation Programs Representative
- Series 63 Uniform Securities Agent
- Series 99 Operations Professional
- Series 28 – Introducing Broker/Dealer Financial and Operations Principal

Betty Mortis
Managing Director, Principal
20+ years of investment experience
FINRA Registrations:
- SIE – Securities Industry Essentials
- Series 22 Direct Participation Programs Representative
- Series 39 Direct Participation Programs Principal
- Series 63 Uniform Securities Agent

Donna Greene
Registered Representative, Consultant
25+ years of investment/healthcare experience
FINRA Registrations:
- Series 22 Direct Participation Programs Representative
- Series 63 Uniform Securities Agent

Rob Parrish
Securities Representative, Consultant
25+ years of securities/healthcare experience
FINRA Registrations:
- Series 7 General Securities Representative
- Series 22 Direct Participation Programs Representative
- Series 63 Uniform Securities Agent
Portfolio of Clients
Baptist Memorial Hospital North Mississippi
Bon Secours Richmond Health System
e+Healthcare
GP Medical Ventures
Harris Methodist Hospital System
HCA Ambulatory Surgery Center Division
IASIS/Steward Healthcare
LHP Hospital Group
LifePoint Hospitals, Inc.
Medistar
Memorial Hermann Health System
Meridian Surgical Partners
National Surgical Care
RCCH Healthcare Partners
Symbion Healthcare/Surgery Partners
Superior Residences REIT
Surgis, Inc.
SunLink Health Systems
Surgical Care Affiliates
Surgical Development Partners
Tenet Healthcare, Inc.
The Heritage Group
Theralogix, LLC
CHI St. Luke’s Health System
United Surgical Partners International
Vanguard Health Systems
Valley Health System
Wellmont Health Systems/Ballad Health
Contact Us
9121 Illinois Road #51B
Fort Wayne, Indiana 46804