Jodi Wicks

Name: Ontic Engineering & Manufacturing Inc.
Rating: 5

Jodi Wicks
Financial Operations Consultant
E-Mail Jodi Wicks
Direct: 818-707-8319

Jodi Wicks brings to M&A Capital over 20 years of diverse accounting experience having been involved in the financial services, manufacturing, retail and agriculture industries. Prior to joining M&A Capital, Mrs. Wicks was an accounting consultant. Previously, she was a Controller with California Companies, Inc. and a Supervising Senior Accountant with KPMG.

Mrs. Wicks holds a Bachelor of Science degree in Accounting from California State University, Northridge, a CPA license and is an active member of the California Board of Accountancy.

Client Testimonials:

“I am writing to thank you for the incredible effort you and your staff put into our transaction. We could not be more pleased with the results.

Although your parallel process was significantly more work for your staff, it was extremely valuable to have a variety of capital providers and buyers from which to develop the best transaction for Teresa and me.

I found your honesty and ethics refreshing. In 2002, we approached nine investment banking firms regarding the sale of Ontic. The other eight told us it was a good time to sell and they could get us top dollar. You were the only forthright advisor in the group. You suggested we should wait for better market conditions at the risk of losing our assignment. Following your honest advice, we realized a considerably higher sell price.

I also greatly appreciate all the time you spent with us and your 24/7 availability. With the many events in the sale process, it was wonderful having you always available to advise and discuss strategy.

I hope to have another transaction in my future so that I can work with you again.”

Ted & Teresa Allred, Ontic Engineering

May 24, 2016

“I wanted to express my appreciation for what you and your team achieved for me and my family. The process opened up a side of business that was totally new to me and I can’t imagine the outcome if we had been in less capable hands. I’d particularly like to thank you for the amount of senior-level attention from your firm – your generosity in taking the time with us, a small family-owned business, to educate us and to help us get our act together and Dan Esters who was very patient in helping me understand what was needed. He seemed indefatigable in managing the daily hassle of the process over crucial details and helping us maximize value.”

Merv Watkins, Convaid

May 24, 2016

“M&A helped us sell our family business to L’OREAL. With them at our side, we felt confident that we received a great valuation for our company plus they really did all the work necessary to complete this complicated transaction. I recommend Tom and his team highly.”

John Maly, Maly’s of California

May 24, 2016

“M&A Capital helped me realize my dream of acquiring a major dialysis business. The team spent months helping to refine the business plan and source the capital prior to my selection of Atlantis, one of the top dialysis firms in North America. I truly appreciate the team’s work effort and direct, honest advice. Thank you for helping me get this far, and we’re not done yet!”

Randall Maxey, MD, PhD, Atlantis Healthcare Group

August 9, 2016

“For over a decade, M&A Capital acted as one of our family’s advisors to help with decisions involving the business. While the business continued its growth, they were happy to help without any payment. When the family decided to sell, I was confident that M&A Capital was the right investment bank to engage to maximize the family’s value. Over the years, their work increased the value we were expecting by at least 75%.”

Hadi Morshed, Snak Club & New Century Snacks

August 10, 2016

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Jodi Wicks

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