You built. Now you want to enjoy the next stage of your life. We will take care of your legacy.
Building on a strong foundation.
Before entering the search space he was an analyst and trader. Maximo was a fixed income, foreign exchange, and futures trader at a global hedge fund where he co-led a global team of macro traders. He has experience as an independent consultant and fintech business development analyst.
Maximo holds a BA in Economics from Columbia University and an MBA from IESE Business School. He is a CFA Charterholder.
La Colina Equity is named after the site where Ally and he held their wedding. It was a place of gathering, of sharing, and of learning about the tribulations of a small business owner.
Our process
Let’s Get to Know Each Other.
It all begins with a phone call. We want to get to know you and your company history. Are we a good fit for you? Can we work together? How do you want to be involved after selling?
Mutual NDA.
We need to know key financial and business details to make an informed decision and provide a fair offer. You need assurance we are not going to share it. We’ll sign a mutual non-disclosure agreement to share information with each other.
Offer.
If all checks out for you and for us, we will send you an offer letter. This letter is non-binding, but will give you an initial idea of your business valuation and how we arrived to it.
Letter of Intent.
After continuing to ask questions and discuss key details of your business, and arriving at a fair price point, we will send an LOI. This serves as the basis for the agreement. It will outline what to expect, and give La Colina exclusivity for a period of at least 90 days to conduct diligence.
Due Diligence.
During this phase, La Colina will dive into the key areas of your business. Most importantly we will hire an accounting and legal team to assess your company’s finances and legal risks.
Closing & Transition.
At the end of the process we will sign a purchase agreement and plan the transition of ownership.