Контекст такой:

Please note that this Contracting Framework excludes the following matters, which may be subject to other policies. For more information, see the Group Authority Matrix, or GAM, and the policy to which the GAM refers.

Mergers and acquisitions, new joint ventures or tower portfolio divestitures (see the Mergers, Acquisitions, Investments and Divestitures Policy for more information);

"Asset divestiture is the partial or complete sale or disposal
of physical and organizational assets, shut down of
facilities, and reduction of work forces of target or
acquirer businesses."

у Вас портфель (инвестиций/активов?), связанных с telecom tower industry, соответственно

- реализация/распродажа портфеля (активов), св. с "tower"