Why We’ve Been Quiet, and What’s Next

In our continued quest of radical transparency, follow along as we are openly sharing information to build trust and keep all stakeholders updated through a monthly newsletter. Thanks for joining us on this journey!

Dear Friends, Family, Advisors, and Supporters,

You may have noticed things have been quiet on our end for the last few months - and we want to bring you up to speed. 

For most of this year, we were under contract and deep in due diligence on a compelling acquisition opportunity. The business was a carved-out division of a larger organization, with a scalable service model, a strong team, and real momentum. We were excited about the fit and spent nearly six months working to bring the deal across the finish line.

We completed a Quality of Earnings review (thank you to Treewalk Consulting), launched branding and marketing efforts for the new standalone company (with the help of Madison Taylor Marketing), and worked with Doida Crow Legal to draft transaction documents. We were in the final stages and feeling confident.

Unfortunately, a previously undisclosed issue surfaced very late in the process - introducing significant risks to the asset transfer and ultimately making it impossible to move forward. Despite our efforts to find a path forward, we could not find a mutually beneficial outcome, and the deal ultimately fell apart just before closing.

While the result was disappointing, we walked away with invaluable lessons, and we’ve emerged sharper, more resilient, and more focused than ever.

Lessons Learned

Deep Diligence is Your Best Defense

We ran a professional and exhaustive diligence process, including a third-party Quality of Earnings review and a legal review. That process didn’t just confirm financials - it revealed operational and structural questions we would’ve otherwise missed. The late-stage issue was disappointing, but we’re confident that we will not overlook the same issues again in the future.

Additionally, our proprietary deal-flow engine will remain a focal point. Should our current deal close, we’ll begin exploring tangential opportunities for the future. If it doesn’t, we’ll bring on an intern to sustain our proprietary outreach cadence, ensuring our search remains robust and forward-thinking.

Transparency and Communication Matter

While frustrating, this experience reinforced the importance of maintaining professionalism and clear communication with sellers, brokers, advisors, investors, and stakeholders - especially under pressure. We’re walking away with those relationships intact, which we value deeply.

SMB Acquisitions can be Complex

SMBs are all unique, and even the most straightforward acquisitions present unique legal and operational risks, particularly when transferring systems, liabilities, or contracts are involved. We’re now better equipped to assess and structure similar opportunities going forward.

Time is Never Wasted if You’re Learning

We didn't close this deal - but we built our M&A muscles in real time. From managing advisors to building out post-close integration plans, this was the best possible “dry run” before our first close. It’s sharpened our instincts and accelerated our learning curve by years.

What's Next

We’re now shifting into Search 2.0 with more clarity, better systems, and a stronger sense of what the right business really looks like. We’re doubling down on proprietary outreach and expanding our presence across the Denver/Boulder business community.

We’re back in the game and we’re not slowing down.

Onward and upward,

Duncan, Josh, & The Brandt Point Holdings Team

Your support fuels our journey forward, and we are immensely grateful.