It's merger mania week--or merger maybenia as Morgan called it--and this week's show is dedicated to the potential partnerships between GTI and Sam Adams and Cansortium and RIV Capital. We tackle GTI and SAM off the top with an overview of the proposed merger and discuss the timing and synergies. We debate the timing and wonder why now as we are just approaching potential federal reform and meaningful TAM expansion if Florida flips adult use. The group also covers potential synergies in the sales and distribution, plus expanding the cannabis beverage category. Cansortium and RIV Capital are planning to merge, with the deal expected to close in the fourth quarter. The team talks about how it is hard to find a compelling balance sheet and income state, and perhaps this partnership effectively marries those two pieces. Toby offers perspective on the structure, and Morgan raises hurdles that may make it challenging to close, and this is reflected in the already wide deal spread. The show closes with Morgan asking Grok who is buying who in the proposed GTI/SAM merger. 

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