Carve-outs in 2026 resemble GTM transformations in B2B SaaS in 2023, with budget cuts and operational efficiency amidsts high interest rates and funding withdrawal in the era of AI.
Around that time one of my teams worked on a brand divested from Meta, and we supported the journey before, during, and early after the buyout.
Not all integrations and synergies work out.
And rationalizing portfolios in the new LMM era is only, well, rational.

