Being honest, I am a little perplexed by this 8-K and the timing of it.
I will reiterate that I think with all that talk about a future acquisition was coming, Dye decided to get this out so no chance of insider leaks were to happen and that they really wanted to wait for get all the completed 2020 financials done on these companies before putting out a press release. So by putting out these 9 month financials, we can see they look like fantastic deals.
To answer your question, from what I am interrupting from the 8-K is that these companies purchased much of their products from Starbuds that they were selling retail. So the relationship with Starbuds is what caught Dye's insight and he saw their profitability and gobbled them up.
I am heading out for awhile and hope we get some more clarity on this and see the price continue to go green.