José Antonio Lara Armas

Questioner
DISC Type : c

Investment Banking Associate at NewTech Capital

Greater Madrid Metropolitan Area, Spain

Overview

José Antonio is an Investment Banking Associate at NewTech Capital specializing in mid-market technology M&A. He advises companies on cross-border transactions in high-growth sectors like SaaS, FinTech, and AI. He holds both a BSc and MSc from Bayes Business School and has prior experience at EY and a private equity firm.

He demonstrates a strong passion for community involvement, actively encouraging support for initiatives that provide aid to vulnerable populations. He has publicly promoted fundraising efforts to supply materials and housing for homeless individuals, highlighting a commitment to social causes outside of his finance career.

Unique fact: He has promoted "Voluntariado Express, " a volunteer initiative to buy and distribute warm clothing to the homeless.

Personality Overview

Value Seeker

Not Easily Convinced

Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.  They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms.

Topics They Care About

Technology M&A
His role at NewTech Capital is centered on advising mid-market technology companies on M&A transactions across SaaS, FinTech, and IT services.
Conversational AI
He recently highlighted a deal between two innovators in the conversational AI space, showing interest and expertise in this specific tech niche.
Cross-border Deals
His professional introduction emphasizes his experience advising investors on cross-border transactions, indicating a focus on international finance.

Media Appearances

José has no verified media appearances

Work History

9-2025
Investment Banking Associate at NewTech Capital
9-2022 - 9-2025
Investment Banking Analyst at NewTech Capital
6-2022 - 9-2022
Strategy and Transactions Advisory at EY
6-2020 - 7-2020
Private Equity Summer Analyst at GPF Capital
6-2019 - 7-2019
Economic - Financial Analysis Summer Analyst at FCC Servicios Ciudadanos

Education

2020 - 2021
Master's degree from Bayes Business School
2017 - 2020
Finance from Bayes Business School

More Information

Social Presence :

Prographics :

Exp : 4 Location : Greater Madrid Metropolitan Area, Spain Job Level : N/A Designation : Investment Banking Associate at NewTech Capital
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Insights For Selling To José Antonio

During A Call Or A Meeting

DO's

  • Back up any claims with data and numbers
  • Tell them that you will come back if you don’t have a good answer for a question
  • Share as much information as possible regarding your product

DONT's

  • Don’t depend too much on anecdotal evidence, it reduces their confidence
  • Avoid phrases like ‘do not worry about’, ‘no one compares to’ etc.
  • Don’t try to be too friendly or informal with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with José Antonio is

  • Confidence that the product provides ROI, effective pricing and process adherence matter the most to them.

  • Will you ever get a clear answer from José Antonio

  • It doesn’t come naturally to them but they can say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will José Antonio move?

  • They can move at a reasonable pace while making their decisions if they have the necessary information.

  • Can José Antonio take some risk or not?

  • If they believe that they have analyzed the situation well, they can take a little risk.

You And José Antonio

Personality Compatibility


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