Why you need to keep changing your company’s business mix

One of the perennial questions corporate leaders ask is which businesses their company should be in.Our recent article, “Why you’ve got to put your portfolio on the move,” suggests that regularly changing the portfolio mix in response to market trends is the surest path to outperformance. During our European M&A conference in London, which took place earlier this year, two of the article’s authors discussed their research on portfolio transformation, based on an analysis of detailed financial results of more than 1,000 of the world’s largest public companies. Andy West is a senior partner and the global co leader of our M&A practice and Sandra Andersen is an associate partner, also in the M&A practice.