WESTPORT, Conn., April 13 /PRNewswire/ — Puritan Securities, Inc., a wholly owned subsidiary of Concordis Group, Inc. (Pink Sheets: CNGI), a middle-market investment bank, has announced the opening an office based in Tampa, Florida. Puritan provides investment banking, M&A as well as debt and equity raising services for clients in transactions. Puritan Securities is a licensed broker dealer under FINRA.
We are pleased to welcome Mr. Jerry Boyette, AAMS to Puritan Securities as the Tampa Bay area office manager. With over 22 years experience in the financial services industry, Mr. Boyette founded Tampa-based BFS Financial, Inc. in 1998, as a third party marketing and advisory firm specializing in distributing financial products through various channels, including Independent Broker Dealers, RIAs, Family Offices, Independent Insurance Agents and Agencies, Banks & Wirehouse Broker Dealers and Institutions.
Puritan Securities is continuing to expand operations across the nation as well qualified and experienced partners are identified and vetted.
About Puritan Securities, Inc.
Puritan Securities, Inc. is an investment bank dedicated to providing outstanding financial and strategic advisory services for mid-market firms. Puritan’s professionals have a wealth of operating and financing experience in a broad range of industries. Using its specialized capabilities and background, the firm assists clients with mergers and acquisitions, raising debt and equity capital, and strategic counsel. For further information about Puritan’s capabilities, contact Nathan Lapkin or Jerry Gruenbaum at (203) 401-8089.
About Concordis Group, Inc.
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.
Safe Harbor for Forward-looking Statements
This press release may contain forward-looking information within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, and is subject to the safe harbor created by those sections. There are many factors that could cause the Company’s expectations and beliefs about its operations, its services and service offerings, its results to fail to materialize. All forward-looking statements in this press release are based on information available to us as of the date hereof, and we assume no obligation to update these forward-looking statements.
SOURCE Concordis Group, Inc.