Areas of Practice
Healthcare and life sciences are not only at the heart of MedAx Capital Group, but of our very nation. Healthcare represents roughly $3.3 trillion, or almost 18% of US GDP. 2021 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
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 Equity2
Options/Hedging3
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.
Portfolio Management4
MedAx Capital Group offers a wide range of portfolio managers, both internal and external. We allocate our assets based on each individual or institution's specific needs. All our external mangers are fully vetted and have audited track records. Generally, we recommend working with a portfolio of managers to create a customized approach based on an investor's risk tolerance, liquidity needs, and time horizon.
2The purchase of the privately placed Securities of a non-public company is, in general, a highly speculative investment and should be undertaken only by persons who are financially able to bear the loss of their entire investment and who have no need for liquidity of their investment in the Issuer of such Securities. Such investments involve various risks relating to the nature of the financing and potentially the state and federal legalities surrounding the Issuer, the nature and stage of development of the Issuer’s business, and the business sector in which it operates.
3Options are not suitable for all investors. There are risks involved in any option strategy, including, but not limited to, loss of 100% of principle. Individuals should not enter into option transactions until they have read and fully understand the option risk disclosures and concepts discussed by FINRA at: https://www.finra.org/investors/learn-to-invest/types-investments/options
4All portfolios carry risks. Equity securities and their markets can be volatile. Stock prices rise and fall based on changes in an individual company’s financial condition and overall market conditions. Stock prices can decline significantly in response to adverse market conditions, company-specific events, and other domestic and international political and economic developments. With a healthcare/life science focused portfolio there is the risk that a material event, which negatively impacts one or more of the securities, could have a meaningfully negative impact on overall portfolio performance.