Cannabis Rescheduling: A Tailwind for the Cannabis 2.0 M&A Cycle

Описание: Cannabis rescheduling to Schedule III could mark the beginning of a new cannabis M&A cycle. In this episode of Higher Exchanges, we break down what rescheduling means for cannabis consolidation, capital markets, and deal activity.

Higher Exchanges is presented by Flowhub.

Jesse Redmond and Morgan Paxhia are joined by Dai Trong, Managing Director at Arlington Capital Partners, to discuss how Schedule III rescheduling could accelerate consolidation, unlock capital, and reshape strategic behavior across the cannabis industry.

After years of contraction driven by oversupply, margin pressure, capital scarcity, and 280E tax burdens, cannabis M&A is beginning to re-emerge—starting with distressed and opportunistic transactions led by better-capitalized operators.

In this episode, we cover:
• What Schedule III changes most for cannabis M&A
• Where we are in the current cannabis consolidation cycle
• Why some operators are moving now while others remain cautious
• Recent real-world deal activity across California and beyond
• What still needs to happen for larger strategics and capital to re-engage

We close with Dai sharing practical M&A insights for both cannabis operators and investors navigating this next phase of the cycle.