Federal Cannabis Rescheduling is Here The DOJ signed the order. Schedule I is history for state-licensed medical cannabis – and the broader process is now on a court-mandated clock. To Our Community, This is a moment we have been working towards for years. This week, Acting Attorney General Todd Blanche signed an order rescheduling state-licensed […]
KEY’s Latest White Paper Cannabis Investing 2026 Update: Focus on the Controllables KEY has just released an updated edition of our “Focus on the Controllables” white paper – refreshed in light of the December 18, 2025 Executive Order accelerating federal cannabis rescheduling and what we believe comes next. This executive action could represent the most […]
As we close out the year, our team at KEY Investment Partners would like to extend our sincere gratitude for your continued trust, partnership, and interest in our work. This year has been one of meaningful progress across the cannabis and wellness ecosystem, marked by renewed regulatory momentum, operational improvements across our portfolio, and thoughtful […]
If you’re looking for some reading to do over the holiday, we have the perfect piece for you. Our newest white paper was recently released and ready for download! KEY’s Latest White Paper “Focus on the Controllables” The U.S. cannabis industry is a study in contrasts. Mature Western markets have navigated a classic down-cycle marked […]
Trump with the TRUTH on CBD On Sunday September 28th, President Trump took to Truth Social to share a three-minute video advocating for greater access to hemp derived CBD, especially for older Americans and calling for Medicare to cover CBD products. The video was produced by The Commonwealth Project, a pro-medical cannabis organization whose mission […]
By Tiby Erdely Back in our article Be Greedy When Others Are Fearful, we made the case that 2025 could be a banner year for cannabis investors. We argued that valuations were at historic lows, capital markets had dried up, and disciplined investors had a rare window to back resilient operators. Now, that thesis just […]
Cannabis capital markets have faced significant challenges over the past few years. Despite these fluctuations, today’s market environment presents an unparalleled opportunity for discerning investors, thanks to unique deal structures, compelling valuations and the ability to identify and back exceptional management teams.
The Department of Health and Human Services (HHS) released a full, un-redacted letter recommending the rescheduling of cannabis from Schedule I to Schedule III. This recommendation, made in response to a review ordered by President Biden, could bring significant benefits, including the removal of 280e tax restrictions and potential implications for uplisting to major exchanges. […]
KEY Investment Partners Portfolio Company BDSA Forges A New Strategic Partnership Founded in 2015, BDSA is the premier source of market research and analytics for the cannabis industry. BDSA has recently entered into a partnership with Management Science Associates, Inc. (MSA), a provider of innovative analytics and data-driven solutions for Fortune 500 companies. The strategic […]
The Cannabis Investment Podcast from Seeking Alpha Visit the podcast on Seeking Alpha How should cannabis investors ride the wave of depressed valuations? Tiby Erdely, who came to cannabis from Goldman Sachs and co-founded KEY Investment Partners, talks about why consolidation is coming. We also discuss why investors should get deep into companies’ income statements […]
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