陶氏杜邦公司宣布，其董事会和管理层在独立顾问的协助下，已经完成了对拟收购的三家独立公司的投资组合构成的全面审查。董事会一致认为，鉴于自 交易公告，将在材料科学和特殊产品部门之间进行某些有针对性的调整，这将增强预期产生的公司的竞争优势。这些变化更好地使这些业务与其服务的终端市场保持一致，确保明确的重点、市场知名度、有针对性的创新和更强劲的增长前景，并更好地使每个业务成为行业领导者成功竞争。
DowDuPont 董事会基于以下基础批准了变更： 由主要独立董事领导的全面审查，其中包括麦肯锡公司提供的建议；利用在过去 20 个月的合并前规划中获得的知识，进行全面的业务和运营分析；以及来自广泛利益相关者（包括投资者和财务顾问）的意见。作为这一综合分析的结果，陶氏杜邦将把以下业务从材料科学事业部重新调整到特种产品事业部：
- Dow’s Automotive Systems’ adhesives and fluids platforms
- Dow’s Building Solutions business
- Dow’s Water and Process Solutions business
- Dow’s Pharma and Food Solutions business
- Dow’s Microbial Control business
- DuPont (DFT)’s Performance Polymers business
- 几家基于有机硅的企业与工业 LED、半导体、医疗以及用于汽车和工业设备的 Molykote 品牌润滑剂以及为热塑性复合行业提供解决方案的 Multibase Inc 的应用保持一致
根据 2017 年的预测，将重新调整到特种产品部门的业务占总净销售额超过 $8 亿，运营 EBITDA 约为 $24 亿，其中约占道康宁 EBITDA 的 40%。相对于原合并协议，调整如下：
- 传统陶氏投资组合的净销售额约为 $40 亿美元，平均分配给消费者解决方案和基础设施解决方案部门；和
- 大约 $4 亿的净销售额从传统的杜邦高性能聚合物业务转移到特种产品部门。
“Our DowDuPont Board is fully aligned and confident that these targeted portfolio adjustments are the right actions to take and will benefit all stakeholders over the long term,” said Andrew Liveris, executive chairman of DowDuPont. “They bear out the clear results of a significant comprehensive analysis the Dow and DuPont boards undertook over the past many months, which benefited from a fresh look provided by independent, third-party external advisors, in particular McKinsey & Company. We built on the wealth of knowledge gained as both companies advanced our integration work together. These adjustments are also fully supported by the Materials Science Advisory Committee, as they better align select businesses with the market verticals they serve, while maintaining integration and innovation strengths within strategic value chains. As a result, both our Materials Science and Specialty Products divisions will be well-positioned to better anticipate and meet customer needs through focused innovation and technology development that will deliver accelerated growth from a broader suite of best-in-class products.”
“The changes we are making will enhance the competitive advantages and value creation potential of DowDuPont and ensure that the intended companies have the best possible foundation to drive long-term value for all stakeholders,” said Ed Breen, chief executive officer of DowDuPont. “The facts clearly supported the strategic logic of this portfolio configuration. Each of the intended companies will have even stronger competitive positioning, high value-added customer solutions, and a distinct and compelling investment thesis, while maximizing opportunities for strategic growth and synergies. With clear focus, each will serve attractive and growing markets, investing in innovation and delivering greater returns for shareholders.”
陶氏杜邦重申其先前宣布的计划，以实现约 $3 亿的运营成本协同效应和约 $1 亿的增长协同效应。
投资组合调整后，陶氏杜邦拟收购的三家公司如下：
- 一家领先的农业公司，汇集了杜邦先锋、杜邦作物保护和陶氏益农的优势，通过卓越的解决方案组合（种子、性状、作物化学品、种子处理、农学和数字服务）更好地为世界各地的种植者提供服务，确保更多的选择和有竞争力的价格。综合能力和高效创新引擎将使目标农业公司能够更快地将更广泛的产品套件推向市场，因此它可以成为种植者更好的合作伙伴，提供创新并帮助他们提高生产力和盈利能力。
拟成立的公司总部将设在特拉华州威尔明顿，在爱荷华州约翰斯顿和印第安纳州印第安纳波利斯设有全球业务中心。