THE SECURITIES GROUP, LLC

Specialists in developing healthcare ventures & real estate investments
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Your Full Service Solution
The Securities Group, LLC, (“TSG”) is a privately held firm, licensed as a Broker/Dealer and member of FINRA, specializing in the development of healthcare related partnerships with physicians and other investors.

Our Services

Our Projects

Our Team

TSG helps you leverage 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

$400,000,000

Healthcare Operating Company Projects

400+

Operating Entity
and 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 100 projects, valued at over $1 Billion during the past 20 years, for private and public companies, as well as individual operators. TSG recognizes that today’s healthcare climate is 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.

Having registered and conducted private placement offerings in 44 states, TSG and its legal advisors are familiar with the nuances and requirements of almost every state 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 confirming project feasibility, providing guidance related to the structure of the investment, the document review process, ensuring FINRA compliance and generally helping to facilitate and streamline the process of presentation to the investor market.

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

Our expertise allows us to provide a large menu of services designed to meet the individual needs of each client.
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 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 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

Tommy Martin

Tommy Martin

CEO, Principal and Registered Representative

20+ years of investment experience

FINRA Licenses:

  • SIE – Securities Industry Essentials Examination
  • Series 7 – General Securities Representative Examination
  • Series 24 – General Securities Principal Examination
  • Series 66 – Uniform Combined State Law Examination
  • Series 79 – Investment Banking Registered Representative Examination

tommy@mammothresearch.com

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

Kim Tillett-Poole

Principal, Securities Representative

18+ years of investment experience
  • Series 22 Securities Representative
  • Series 39 Limited Principal
  • Series 63 Uniform Securities Agent

ktpoole@thesecuritiesgroup.com

Michelle Vincent

Michelle Vincent

Principal, Registered Representative

25+ years of investment experience
FINRA Licenses:

  • Series 24 General Principal
  • Series 39 Limited Principal
  • Series 22 Securities Representative
  • Series 63 Uniform Securities Agent
  • Series 99 Operations Professional

mvincent@thesecuritiesgroup.com

Betty Gearhart

Betty Gearhart

Managing Director, Principal

20+ years of investment experience
  • Series 6 Mutual Funds
  • Series 22 Securities Representative
  • Series 39 Limited Principal
  • Series 63 Uniform Securities Agent

bgearhart@thesecuritiesgroup.com

Rob Parrish

Rob Parrish

Securities Representative, Consultant

25+ years of securities/healthcare experience
FINRA Licenses:

  • Series 7 Securities Representative
  • Series 22 Securities representative
  • Series 63 Uniform Securities Agent

rparrish@thesecuritiesgroup.com

Donna Greene

Donna Greene

Securities Representative, Consultant

15+ years of investment experience
FINRA Licenses:

  • Series 22 Securities Representative
  • Series 63 Uniform Securities Agent

dgreene@thesecuritiesgroup.com

Portfolio of Clients

Alliance Surgery Inc./Healthmark Partners

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

Sonnenschein Capital

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

The Securities Group, LLC dba Mammoth Research
3201 Stellhorn Road
Suite A-124
Fort Wayne, Indiana 46815
Your privacy is important to us. All communications are kept confidential.

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