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PROFILE
Concordis Group, Inc. is a diversified holding company that provides investment brokerage services and business insurance products for its clients. Concordis Group, Inc. provides investment products and risk management solutions through its two wholly owned subsidiaries, Concordis Insurance SPC and Puritan Securities, Inc.
Concordis Group's go-to-market strategy is based upon strong organic growth combined with strategic acquisitions of companies in the financial services and insurance industries that create additional synergy, have positive cash-flow, exhibit strong long-term growth potential, and have highly qualified management teams.
Concordis Group, Inc. is diversified financial holding company that provides investment brokerage services and business insurance products for its clients. The company provides those products and services through its two wholly owned subsidiaries: Concordis Insurance SPC and Puritan Securities, Inc.
Concordis Insurance SPC. is a captive insurance company and is licensed to create up to forty-nine(49) individual cells. Each cell will be a separate entity set up for a specific type of risk(workman’s comp.), multiple risk types, one company or a group of companies. Even large associations and organizations can benefit from the company's insurance products.
Puritan Securities, Inc. is a boutique investment banking firm servicing the fast growing small cap market. The company offers its small cap corporate clients and public companies, with a market capitalization of less than $100 million, a broad array of financial products and services. It also works with high growth, emerging privately held companies, helping provide capital for these entities and attractive returns for our investors.
The company’s management team consists of key executives, board of directors and advisors. The key executives have over 85 years experience in management, M&A, corporate finance, corporate law, sales, marketing and business operations.
Recent milestones include:
- Trenton S. Sommerville appointed Chairman and CEO.
- Began restructuring company, filing necessary paperwork with the SEC and building relationships with potential acquisition candidates, consultants and strategic partners.
*Drafted Private Placement Memorandum to secure needed capital funding.
- Acquired TRAC Indemnity Insurance Company, a Cayman Island corporation that is registered as a Captive Insurance Company.
- Worked closely with the Cayman Island Monetary Authority to get all paperwork updated and filed all necessary documents to complete licensing requirements.
- Secured strategic partnership with Insurance Office of America to help expand Concordis Insurance SPC. Services include: sales, consulting, managing claims, etc.
The company's philosophy is the long term growth of shareholders' equity through capital preservation, diversification of operations, disciplined underwriting and conservative investments.
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