Our CEO, Troy Roberts discusses succession planning and more on Scott MacKenzie’s The Industrial Talk Podcast. Watch highlights here, and view the complete episode in our Videos section.
WHO WE ARE & Our MIssion
Beanstalk Collaborative Community Wealth, LLC (BCCW) is a holding company dedicated to providing attractive financial & legacy-protecting opportunities to transitioning owners in the manufacturing industry, while preserving and growing businesses, and jobs.
Our Mission: Maintain and grow community wealth by partnering with manufacturing owners to preserve their legacies, and keep their businesses, jobs, and economic benefits in local communities.
Wouldn’t it be great if no privately held
U.S. manufacturing business was ever sold outside of its community again?
How We Really Are Different
‣ Guiding Exiting Owners to their
Best Exit Option
‣ Customizing Mutually-
Beneficial Exits for Business
Owners
‣ Maximizing financial opportunity for owners
‣ Investing to support the long-
term viability of the business and employees
‣ Buying, Building, & Holding
Manufacturing Businesses
‣ Providing growth opportunities, benefits and employment stability to employees
‣ Maximizing financial
opportunity for employees
‣ Continuing the company’s legacy as a steward of its local economy
‣ Keeping—and growing—living
wage jobs, and their resonant
economics, in the community
HOW We add value to businesses
Our team leverages a diverse set of critical functions to help preserve and grow your business.
Management Operating Systems
Consolidated Financial Statements & Metrics
ERP/MRP Manufacturing Systems
Strategic Planning
CEO Management, Monitoring & Mentoring
Bank Relationships / Non-Guaranteed Funding
Social Outcome Reporting
And more…
OuR Leaders
Troy Roberts
CEO / Co-Founder | BCCW Holding Company
Member | BCCW Founder’s Fund Investment Committee
35 years of experience in start-up, turnaround and rapid growth environments exclusively in manufacturing.
In 1988, became Controller of Amko Plastics, Inc.. Promoted to CFO in 1989 and COO 1992.
Hired as CFO for AIDA Engineering, LTD’s North American subsidiary (AAC) in 1996. Became AAC’s COO in 1999. Assigned as AIDA UK’s Managing Director in 2001. Helped AIDA become the #2 supplier in Europe. Returned to AAC as President/COO in 2004. AAC grew to over $240 million in sales. Served as Managing Director of AIDA Srl from 2007 to 2011 and successfully navigated AAC and AIDA Srl through downturn in the global automotive industry.
Joined Qualtek Manufacturing as CEO from 2016-2019, and observed challenges small manufacturing businesses face in the US today. Qualtek is a sub-$10 million sales manufacturer.
Served in various Board level positions of the Precision Metalforming Association (PMA) including Chairman in 2019.
Graduated from the University of Texas at Austin in 1983 with a dual BBA in Accounting and Finance, obtained Certified Public Accountant (Ohio).
William Smith
Co-Founder | BCCW Holding Company
Co-Founder / Member | BCCW Founder’s Fund Investment Committee
William Smith is a talented and energetic executive with over 30 years of experience in finance, financial consulting, mergers and acquisitions and leadership.
William served as the co-CEO and Chairman of the Board of Termax Corporation, a manufacturer of engineered fasteners primarily for the automotive industry through June 2020, when he sold Termax to Lisi Corporation. During his 21-year tenure, he managed Termax’s growth from a $3 million family owned company to an $95 million mid-level automotive leader.
Prior to purchasing Termax, William owned and managed a firm of Certified Public Accountants, specializing in litigation support and small business consulting.
In addition to his executive career, William is the past Chairman of the Precision Metalforming Association (PMA) and served on the Executive Board of PMA.
He is a member of the Federal Reserve Board, Manufacturing Council and has been a member of the board of the International Council of Sheet Metal Producers (ICOSPA).
Ted Stolberg
Board Chairman / Co- Founder | BCCW Holding Company Co-Founder / Member | BCCW Founder’s Fund Investment Committee
More than 40 years of experience in finance, serving as (i) Vice President Corporate Finance for Mergers & Acquisitions at Boston Corporation, (ii) Partner at Weiss, Peck and Greer and (iii) Founder of Stolberg Equity Partners.
Founded and serves as the Chairman of the Beanstalk Foundation, through which he has led numerous social enterprise investments, including: Blue Star Recyclers, Bridge to Justice, Prodigy Coffeehouse, Belay Industries and Colorado Cross-Disability Coalition’s Probate Power.
Stolberg Equity Partners has made notable investments in businesses such as Aimcor, Alfalfas, Alpine Access, American Paper Group, Cablec Corp., Capital Returns, Inc., Central Security, Inc., Durakan Industries, Eschelon Telecom, ETL Test Labs, Microwave, Inc., Nu-West Industries, Sunbel Beverage, Translogic Corp. and The Yofam Company.
He graduated with honors in 1971 from Baldwin-Wallace College and received an MBA from Indiana University in 1973.
Our Team
Diana Crabtree Green | CFO
Diana is the Chief Financial Officer for the Beanstalk Foundation and Beanstalk CCW. She also held the position of CFO at Stolberg Equity Partners from 2002-2013. Her experience in Accounting and Finance runs the gamut, as she has held positions in audit with PricewaterhouseCoopers and Adjunct Professor at the University of Denver, and author of “Money for Teenagers – A Personal Finance Guide for Youth”.
AndreA EvaShevski | Operations
Andrea manages communications for the BCCW Team and tirelessly searches for acquisition opportunities consistent with BCCW’s Mission. Andrea has worked in operations for non-profits and graduated from the University of Colorado Boulder in 1996.
Nate Ragolia | Strategist
Nate joined the Beanstalk team in 2011. Nate works in the due diligence process, material design, and acts as an envoy between owners, potential investments, and the team. He has developed, engineered and analyzed financial models for new and growing social enterprises to guide business planning and development for clients. He graduated magna cum laude from the University of Colorado Boulder in 2004.
Our Advisors
Jim Casart | Tax ADVISOR
Jim Casart started his career at Arthur Andersen’s Houston office. While working in the tax division at Arthur Anderson for eight years, he gained expertise in oil and gas taxation, estate and trusts, and internal tax planning.
Mr. Casart joined Karsh & Co. in 1991. Jim has a strong entrepreneurial spirit and has a passion for helping business owners succeed. He has extensive experience with: SBIR (Small Business Innovation Research) companies and helping them achieve the best tax results by taking advantage of Research & Development Credits, Oil and gas taxation, Inbound and outbound international tax structuring, Mergers and acquisitions. Mr. Casart has assisted over a hundred clients in acquiring or selling businesses in a wide variety of industries.
He is currently a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (CSCPA). Mr. Casart holds a Master’s degree in Accounting, and Bachelor’s degrees in Accounting, Political Science, Economics and Management Science from Rice University.
Grady Cope | Industry advisor for digital manufacturing
Grady Cope’s career experience began working offshore for Halliburton Services as a diesel mechanic which started him on the path to becoming an engineer working for the Gates Corporation and his introduction to manufacturing. He founded Reata Engineering & Machine Works, Inc. 27 years ago.
Reata provides advanced manufacturing CNC machining, assembly, and engineering services to the medical, aerospace, and semiconductor industries. Reata is a high mix, low volume job shop that specializes in complex parts and assemblies. The company focus is on using advanced precision CNC machines with multi-axis and lights out capability, while using digital manufacturing tools on the front end to reduce customer lead time.
Grady is involved in the local and national manufacturing community. He is a Past Chairman of both the National Tooling and Machining Association (NTMA) and the Colorado Advanced Manufacturing Association (CAMA). He is passionate about filling the skilled labor gap in manufacturing which inspires him to work with local high schools and colleges. He is a current board member of the National Institute of Metal Working Skills (NIMS).
Grady graduated with a certificate from the Denver Automotive & Diesel College and a Bachelor of Science Degree with Honors in Mechanical Engineering from the University of Colorado at Denver.
ERIC STOLBERG | COMMERCIAL REAL ESTATE ADVISOR
Eric Stolberg is President/CEO of WS Property Group and has been active in commercial real estate development throughout Indiana since 1975.
His developments include retail, office and build-to-suit/lease back projects. As President of WSPG, he is involved in Asset Management and Commercial Leasing for third parties.
Eric has recently expanded into the healthcare industry and has developed several senior care communities as well as a successful partnership with its operating company Bloomington-based CarDon & Associates.
Eric was instrumental in the financing and development of senior care campuses located in Plainfield and Westfield, Indiana. The senior care campuses include assisted living, memory support, rehabilitation centers and skilled nursing care. Future expansion of campuses will include independent living apartments and single story cottages.
Eric is past chairman of the board of the Bloomington Economic Development
Corporation and is actively involved in lobbying activities at both the state and federal level on behalf of funding of higher education in the State of Indiana. He is a member of the Bloomington Chamber of Commerce, the Bloomington Downtown Commission, Indiana University Varsity Club I-Association, Indiana University Athletic Donor and is a recent recipient of the prestigious Clevenger Award presented by Indiana University. He serves on several community advisory boards in the Bloomington community.
Eric received his undergraduate and graduate degrees from Indiana University Bloomington. He was a member of the 1967 Big Ten Co-Championship football team as well as Indiana University’s 1968 Rose Bowl team.
Our Acquisition Criteria
A brief overview of the Sellers and Companies with which we prefer to partner.
Sellers
Family business owners who care about their legacies, employees, and community.
Preferred Industry Profile
Aerospace & Defense, Medical, Automotive, Electronics, Equipment, and Proprietary products
Financial Profile
$500k+ in EBITDA and/or $3-20M in revenue
Manufacturing
CNC Precision Machining, Metal Spinning, Short Run Metal Stamping, Tool & Die, Tool & Mold, and Injection Molding
Desired CertificationS
AS 9100 (Aerospace), ISO 13485 (Medical), ISO/TS 16949
Our Investments
Tolerance Tool, LLC is an innovative mold manufacturing company that is committed to meeting the high demands of today’s mold-making industry. Located in St. Paul, MN. Tolerance was acquired by BCCW in 2021.
Learn more at www.tolerancetool.com.
Read our acquisition announcement.
Check out coverage in MoldMaking Technology.
VideoS
Learn more about the Seller’s journey, hear from experts in the selling process, and meet manufacturing business owners who’ve sold their businesses.
Succession Planning Resources & Press
Additional Manufacturing Resources
COMMUNITY WEALTH & FINANCIAL RESOURCES
