Trulieve-Harvest: A Big Deal for them, Not the Rest of the Industry

by | May 24, 2021 | Company Analysis, M&A / Capital Raise

This was previsouly exclusive to Premium Members until August 8, 2021, when it was published to Free Members.

We think the deal is transformative for Trulieve and Harvest and their major shareholders, but it means little for the rest of the industry, and the focus on the $2 billion headline dollar figure is misguided.

This deal lets Trulieve address the two bear case arguments for a lower multiple vs peers: