Areas of Practice
MedAx Capital Group: Healthcare & Technology Investment Specialists
At MedAx Capital Group, we specialize in identifying high-potential investment opportunities in the healthcare and technology sectors for both institutional and individual investors.
Healthcare and life sciences are not only at the heart of MedAx Capital Group, but of our very nation. Healthcare represents roughly $4.9 trillion, or almost 18% of US GDP. Last year was another strong year for FDA approvals, and Big Pharma is spending more money than ever before on R&D to discover innovative and novel breakthroughs. This has created an environment rife with opportunities. MedAx Capital Group connects those investment opportunities to executives, founders, and KOL’s (Key Opinion Leaders) in the healthcare industry.
The technology sector is equally vital to our investment strategy and the American economy, comprising approximately 9% of US GDP at $2.45 trillion. As digital transformation accelerates across industries, tech companies continue to drive innovation that reshapes how we live and work. From artificial intelligence and cloud computing to cybersecurity and digital health platforms, technology investments offer tremendous growth potential. MedAx Capital Group identifies these cutting-edge opportunities and connects them with forward-thinking investors seeking exposure to the technologies of tomorrow.
Our team leverages deep industry expertise and extensive networks to identify promising investments at the intersection of healthcare and technology. We focus on companies developing transformative solutions that address critical challenges while delivering strong returns for our investors.
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Investment Banking
Whether a client or institution wants to participate in a rights offering, private placement, merger, spinoff, or take their company public, MedAx Capital Group will secure the financing for the buyer or arrange the disposition of an asset, for the seller. We know the healthcare industry, and have key contacts to expedite those transactions and maximize value creation.
Private Equity
Last year, the capital raised in the private equity markets was at a record level. In turn, buyouts have become pricier than ever, with more than 55% of U.S. deals happening at above a record 11 X EV/EBITDA. Given the record $2.5 trillion in “dry powder” being held by institutions, combined with unprecedented access to PE deals on a retail level, this trend doesn’t appear to be dissipating any time soon.
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Options/Hedging
All of us insure our large assets – houses, cars, jewelry, etc. – your portfolio should be no exception. MedAx Capital Group uses advanced computer modeling that accounts for both extrinsic and intrinsic values as well as external factors like earnings and corporate actions to find the optimal contract or series of contracts to either, create gains or hedge out risk. The downside protection and income generated is essential in a volatile market.
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Portfolio Management
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Investment Philosophy: Three Decades of Strategic Capital Allocation
After more than thirty years navigating the complexities of global markets, our investment approach has been forged through multiple market cycles, economic transformations, and the evolution of both public and private capital markets. This philosophy represents not merely a strategy, but a disciplined framework built on empirical evidence and statistical probability.
Information Asymmetry: The Power of Insider Signals
We place significant emphasis on the actions of those with privileged perspectives—corporate executives and directors who commit their personal capital to their companies. Decades of market data confirm that clusters of insider buying, particularly from C-suite executives with proven track records, frequently precede periods of outperformance. This information asymmetry creates exploitable opportunities for investors who recognize these patterns before they become widely apparent.
Corporate Restructuring: Uncovering Hidden Value
Some of our most successful investments have emerged from corporate transformations. Spin-offs, split-offs, and divestitures often create temporary valuation disconnects as institutional investors rebalance positions or divest newly issued securities due to mandate restrictions rather than fundamental analysis. This market inefficiency consistently generates opportunities to acquire quality assets at discounted valuations, particularly when new management teams are incentivized to unlock shareholder value.
Earnings Trajectory Analysis
Our research demonstrates that markets frequently underreact to fundamental business improvements. We systematically identify companies experiencing earnings upgrades where consensus estimates lag operational reality. This disconnect between market expectations and business performance creates a powerful tailwind for equity appreciation, especially when paired with reasonable valuation metrics.
What Our Clients Says
Let’s talk
We’d love to hear from you. Whether you’re an investor seeking innovative opportunities, a founder with a game-changing solution, or a professional looking to collaborate, MedAx Capital Group welcomes your inquiries.
