# M&A

Episodes of The Dime Podcast covering M&A: cannabis business conversations with founders, executives and investors. 23 episodes.

- Canonical: https://www.dimepodcast.com/topics/manda
- Topic index for agents: https://www.dimepodcast.com/topics/manda/llms.txt
- All topics: https://www.dimepodcast.com/topics

## Analysis on M&A

First Principles essays by Bryan Fields. Human written.

- [Curaleaf x Aurora: Why EU-GMP Is the Hidden Asset in the Deal](https://www.dimepodcast.com/newsletter/curaleaf-aurora-why-eu-gmp-is-the-hidden-asset-in-the-deal) (September 22, 2026): Curaleaf's pursuit of Aurora isn't really about cannabis. It's about 50+ tons of EU-GMP supply and the two years it takes to build it from scratch.
  Markdown: https://www.dimepodcast.com/newsletter/curaleaf-aurora-why-eu-gmp-is-the-hidden-asset-in-the-deal.md

## Episodes

- [Who Benefits From Federal Cannabis Limbo? ft. Jay Rosenthal](https://www.dimepodcast.com/episodes/who-benefits-from-federal-cannabis-limbo-ft-jay-rosenthal) — Jay Rosenthal: Jay Rosenthal, co-founder of the cannabis industry newsletter Cultivated, joins Bryan Fields to unpack why federal cannabis reform may actually benefit the biggest MSOs more than it threatens them,…
  Markdown: https://www.dimepodcast.com/episodes/who-benefits-from-federal-cannabis-limbo-ft-jay-rosenthal.md
- [Europe Is Not a Rescue Plan ft. Jamie Pearson](https://www.dimepodcast.com/episodes/europe-is-not-a-rescue-plan-ft-jamie-pearson) — Jamie Pearson: This episode features international cannabis strategist Jamie Pearson breaking down why Europe is a medical, pharmaceutical-grade market rather than a quick escape hatch for struggling US operators,…
  Markdown: https://www.dimepodcast.com/episodes/europe-is-not-a-rescue-plan-ft-jamie-pearson.md
- [Understand This Before You Use AI To Build Software ft. Chris Guthrie](https://www.dimepodcast.com/episodes/understand-this-before-you-use-ai-to-build-software-ft-chris-guthrie) — Chris Guthrie: Chris Guthrie of 365 Cannabis joins the podcast to explain why 'vibe coding' internal ERP, CRM, and supply-chain tools with AI is a tempting but dangerous shortcut for cannabis operators, arguing…
  Markdown: https://www.dimepodcast.com/episodes/understand-this-before-you-use-ai-to-build-software-ft-chris-guthrie.md
- [Germany Is the Engine: What BAT Knows That Cannabis Doesn't ft. James Yamanaka](https://www.dimepodcast.com/episodes/germany-is-the-engine-what-bat-knows-that-cannabis-doesnt-ft-james-yamanaka) — James Yamanaka: In this episode, Organigram CEO James Yamanaka discusses his path from British American Tobacco to leading one of Canada's largest cannabis companies, explaining how BAT's long-term, disciplined…
  Markdown: https://www.dimepodcast.com/episodes/germany-is-the-engine-what-bat-knows-that-cannabis-doesnt-ft-james-yamanaka.md
- [Hidden Growth Unmasked: Rescheduling, the Farm Bill & What Comes Next ft Trent Woloveck](https://www.dimepodcast.com/episodes/hidden-growth-unmasked-rescheduling-the-farm-bill-what-comes-next-ft-trent-woloveck) — Trent Woloveck: Trent Woloveck of Jushi Holdings joins Bryan Fields to unpack when vertical integration actually pays off versus when it's smarter to lean on distribution, using Jushi's build-out in Virginia and…
  Markdown: https://www.dimepodcast.com/episodes/hidden-growth-unmasked-rescheduling-the-farm-bill-what-comes-next-ft-trent-woloveck.md
- [Inside SNDL’s Hidden Scale: Global Reach & Supply Chain Powerhouse ft. Tyler Robson](https://www.dimepodcast.com/episodes/inside-sndls-hidden-scale-global-reach-supply-chain-powerhouse-ft-tyler-robson) — Tyler Robson: In this episode of The Dime, hosts Bryan Fields and Kellan Finney sit down with Tyler Robson, President of SNDL (Sundial), to unpack the scale and strategy behind one of Canada's largest and most…
  Markdown: https://www.dimepodcast.com/episodes/inside-sndls-hidden-scale-global-reach-supply-chain-powerhouse-ft-tyler-robson.md
- [What Tobacco and Alcohol Taught Me About Cannabis. ft. Nick Kenny](https://www.dimepodcast.com/episodes/what-tobacco-and-alcohol-taught-me-about-cannabis-ft-nick-kenny) — Nick Kenny: In this episode of The Dime, hosts Bryan Fields and Kellan Finney sit down with global strategic advisor Nick Kenny, a former tobacco industry marketing executive turned cannabis consultant, to…
  Markdown: https://www.dimepodcast.com/episodes/what-tobacco-and-alcohol-taught-me-about-cannabis-ft-nick-kenny.md
- [Built for Consolidation, Guided by Icahn-Like Discipline, and Poised for Cannabis’ Next Iteration, ft Jared Maloof](https://www.dimepodcast.com/episodes/built-for-consolidation-guided-by-icahn-like-discipline-and-poised-for-cannabis-next-iteration-ft-jared-maloof) — Jared Maloof: This episode of The Dime features Jared Maloof, CEO of Standard Wellness, tracing his path from a finance and legal career at Carl Icahn's companies into building a vertically integrated multi-state…
  Markdown: https://www.dimepodcast.com/episodes/built-for-consolidation-guided-by-icahn-like-discipline-and-poised-for-cannabis-next-iteration-ft-jared-maloof.md
- [Strategy Truths & Lies, Mature Industries Already Know ft. Mitchell Osak](https://www.dimepodcast.com/episodes/strategy-truths-lies-mature-industries-already-know-ft-mitchell-osak) — Mitchell Osak: Strategy consultant Mitchell Osak, who has advised cannabis operators since Canada's 2016 legalization after two decades in CPG and pharma consulting, joins Bryan Fields and Kellan Finney to explain…
  Markdown: https://www.dimepodcast.com/episodes/strategy-truths-lies-mature-industries-already-know-ft-mitchell-osak.md
- [THC Is an Ingredient, Where Pharma, MSOs & Hemp Collide, ft. Zach Edge](https://www.dimepodcast.com/episodes/thc-is-an-ingredient-where-pharma-msos-hemp-collide-ft-zach-edge) — Zach Edge: This episode of The Dime features Zach Edge — a ten-year cannabinoid industry veteran with experience spanning Folium Biosciences, Open Book Extracts, RHO Advisory, and private equity firm Suni —…
  Markdown: https://www.dimepodcast.com/episodes/thc-is-an-ingredient-where-pharma-msos-hemp-collide-ft-zach-edge.md
- [Richie Proud on the iAnthus Turnaround: Why Selling Arizona Fueled Core-Market Growth](https://www.dimepodcast.com/episodes/richie-proud-on-the-ianthus-turnaround-why-selling-arizona-fueled-core-market-growth) — Richie Proud: Richie Proud, CEO of iAnthus, joins The Dime to explain how the multi-state cannabis operator turned a quiet, post-restructuring balance sheet into a disciplined, cash-flow-first growth story. He…
  Markdown: https://www.dimepodcast.com/episodes/richie-proud-on-the-ianthus-turnaround-why-selling-arizona-fueled-core-market-growth.md
- [The Cannabis Titanic: The Reset Ahead, Matt Karnes on What the Numbers Say](https://www.dimepodcast.com/episodes/the-cannabis-titanic-the-reset-ahead-matt-karnes-on-what-the-numbers-say) — Matt Karnes: Matt Karnes, founder of GreenWave Advisors and an affiliate partner at Stonehaven, joins Bryan Fields and Kellan Finney to unpack the state of the cannabis industry using his "Titanic" framework:…
  Markdown: https://www.dimepodcast.com/episodes/the-cannabis-titanic-the-reset-ahead-matt-karnes-on-what-the-numbers-say.md
- [Organigram’s Competitive Edge: Paolo De Luca on BAT, M&A Strategy, and the Cannabis Long Game](https://www.dimepodcast.com/episodes/organigrams-competitive-edge-paolo-de-luca-on-bat-ma-strategy-and-the-cannabis-long-game) — Paolo De Luca: Paolo De Luca, Chief Strategy Officer of Organigram, joins The Dime to break down how Canada's top cannabis company by market share is building for the long game: specialized single-category…
  Markdown: https://www.dimepodcast.com/episodes/organigrams-competitive-edge-paolo-de-luca-on-bat-ma-strategy-and-the-cannabis-long-game.md
- [Storytelling Is the Future of Cannabis IR ft Jesse Redmond](https://www.dimepodcast.com/episodes/storytelling-is-the-future-of-cannabis-ir-ft-jesse-redmond) — Jesse Redmond: Jesse Redmond, head of investor relations and business development at Leef Brands, returns to The Dime to explain why cannabis IR has become a storytelling exercise — documenting the farm, the…
  Markdown: https://www.dimepodcast.com/episodes/storytelling-is-the-future-of-cannabis-ir-ft-jesse-redmond.md
- [Brett Puffenbarger: The Future of Cannabis Will Look Like This… and Yes, It Will Shock You](https://www.dimepodcast.com/episodes/brett-puffenbarger-the-future-of-cannabis-will-look-like-this-and-yes-it-will-shock-you) — Brett Puffenbarger: Fractional CMO/CRO Brett Puffenbarger — a Marine Corps veteran who cut his teeth opening one of Florida's first dispensaries — joins Bryan Fields and Kellan Finney to argue that most cannabis…
  Markdown: https://www.dimepodcast.com/episodes/brett-puffenbarger-the-future-of-cannabis-will-look-like-this-and-yes-it-will-shock-you.md
- [No Exits, No Capital, No Bullsh*t: Seth Yakatan on Cannabis Reality](https://www.dimepodcast.com/episodes/no-exits-no-capital-no-bullsht-seth-yakatan-on-cannabis-reality) — Seth Yakatan: Seth Yakatan returns to The Dime to lay out an unvarnished view of where the cannabis industry stands in 2025: capital-starved, exit-less, and structurally unable to purge failing companies through…
  Markdown: https://www.dimepodcast.com/episodes/no-exits-no-capital-no-bullsht-seth-yakatan-on-cannabis-reality.md
- [Big Tobacco Is Moving on Cannabis, the Global Strategy Is Unfolding, and Deepak Anand Reveals Where’s Next](https://www.dimepodcast.com/episodes/big-tobacco-is-moving-on-cannabis-the-global-strategy-is-unfolding-and-deepak-anand-reveals-wheres-next) — Deepak Anand: Global cannabis strategist Deepak Anand joins Bryan Fields and Kellan Finney to map out how Big Tobacco — British American Tobacco, Altria, Philip Morris International, and Japan Tobacco — is quietly…
  Markdown: https://www.dimepodcast.com/episodes/big-tobacco-is-moving-on-cannabis-the-global-strategy-is-unfolding-and-deepak-anand-reveals-wheres-next.md
- [How Do We Get to a $100 Billion Market? Growth Predictions, Market Consolidations ft Ben Burstein](https://www.dimepodcast.com/episodes/how-do-we-get-to-a-100-billion-market-growth-predictions-market-consolidations-ft-ben-burstein) — Ben Burstein: In this episode of The Dime, Bryan Fields and Kellan Finney sit down with LeafLink's Ben Burstein to unpack the diverging growth narratives between the hemp-derived THC beverage market and the…
  Markdown: https://www.dimepodcast.com/episodes/how-do-we-get-to-a-100-billion-market-growth-predictions-market-consolidations-ft-ben-burstein.md
- [Hard Questions for Cannabis Founders: Tony Schor on Creative Capital and M&A Strategies](https://www.dimepodcast.com/episodes/hard-questions-for-cannabis-founders-tony-schor-on-creative-capital-and-ma-strategies) — Tony Schor: In this episode of The Dime, hosts Bryan Fields and Kellan Finney sit down with Tony Schor, M&A advisor and Chairman of the Cannabis Hall of Fame, to unpack how partnerships, capital constraints, and…
  Markdown: https://www.dimepodcast.com/episodes/hard-questions-for-cannabis-founders-tony-schor-on-creative-capital-and-ma-strategies.md
- [Chris Violas Breaks Down Blaze’s Software Infrastructure](https://www.dimepodcast.com/episodes/chris-violas-breaks-down-blazes-software-infrastructure) — Chris Violas: In this episode of The Dime, Blaze CEO Chris Violas traces his path from college soccer player and cannabis delivery operator to building one of the cannabis industry's leading point-of-sale and…
  Markdown: https://www.dimepodcast.com/episodes/chris-violas-breaks-down-blazes-software-infrastructure.md
- [Seth Yakatan: Are you Ready for the Next Wave of M&A in Cannabis](https://www.dimepodcast.com/episodes/seth-yakatan-are-you-ready-for-the-next-wave-of-ma-in-cannabis) — Seth Yakatan: In this episode of The Dime, hosts Bryan Fields and Kellan sit down with veteran corporate finance and cannabis M&A advisor Seth Yakatan to unpack how institutional and strategic capital will…
  Markdown: https://www.dimepodcast.com/episodes/seth-yakatan-are-you-ready-for-the-next-wave-of-ma-in-cannabis.md
- [Bradley Nattrass: Applying AgTech Sensors for Automation & Efficiency, The Future Is Now](https://www.dimepodcast.com/episodes/bradley-nattrass-applying-agtech-sensors-for-automation-efficiency-the-future-is-now) — Bradley Nattrass: In this episode of The Dime, Bryan Fields and Kellan Finney sit down with Bradley Nattrass, Chairman and CEO of Urban-gro (NASDAQ: UGRO), a turnkey design-build firm serving the controlled…
  Markdown: https://www.dimepodcast.com/episodes/bradley-nattrass-applying-agtech-sensors-for-automation-efficiency-the-future-is-now.md
- [The Art of Connection: Inside The Canna Pac with RW Navis](https://www.dimepodcast.com/episodes/the-art-of-connection-inside-the-canna-pac-with-rw-navis) — Guest: This episode of The Dime features executive recruiter RW Navis, founder of The Canna Pac, discussing the critical difference between true executive headhunting and staffing in the cannabis industry,…
  Markdown: https://www.dimepodcast.com/episodes/the-art-of-connection-inside-the-canna-pac-with-rw-navis.md

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Site index: https://www.dimepodcast.com/llms.txt. Complete catalogue: https://www.dimepodcast.com/llms-full.txt
