Q: Two large and complex multi-business portfolios, (GE and Johnson & Johnson) announced plans to break themselves into smaller parts in late 2021. Ford Motor Co. has said it will split into two businesses: One for conventional cars and trucks and another for electric vehicles. What can we learn about this trend? How do these divestments create value?

Each of these companies has its own rationales for their planned transactions, but they have a common goal: To unlock greater value.

I think CEOs…

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