OPEXUS and Casepoint have announced a merger, along with a majority investment from Thoma Bravo, a prominent software investment firm. This strategic move aims to create a leading entity in data discovery and process management software, specifically tailored for government and regulated enterprises.

OPEXUS, known for its government process management software, serves over 100,000 users across more than 200 public institutions in the U.S. and Canada. Its solutions facilitate the digitization of complex government processes, enhancing efficiency in handling Freedom of Information Act (FOIA) requests, audits, and procurement tasks. Meanwhile, Casepoint specializes in data discovery technology, providing cloud-native solutions that meet stringent security standards, including Department of Defense certifications.

The merger is expected to enhance the capabilities of both companies, allowing them to offer a more comprehensive platform for government and commercial clients. Howard Langsam will lead the combined company as CEO, with Casepoint’s Vishal Rajpara joining the executive team. The headquarters will be located in Washington, D.C.

According to Langsam, there is a growing demand for effective data management in the public sector, as agencies strive for greater efficiency and transparency. The integration of Casepoint’s technology and Thoma Bravo’s expertise is anticipated to accelerate growth in the GovTech market and expand their reach among enterprise customers.

Casepoint’s CEO, Haresh Bhungalia, emphasized the shared vision of both companies to drive sustainable growth and enhance customer service. The merger positions them to better meet the increasing demand for enterprise data software.

Thoma Bravo’s partner, Carl Press, highlighted the potential of the combined entity to serve major federal agencies and various state and local governments. The merger aims to create a unique solution provider capable of addressing the complex needs of customers, ultimately improving workflow processes in both government and corporate sectors.

Legal and financial advisors played key roles in facilitating the merger. Kirkland & Ellis LLP advised Thoma Bravo, while Deutsche Bank Securities Inc. acted as its financial advisor. Cooley LLP and Baird provided advisory services for Casepoint, and McDermott Will & Emery LLP advised OPEXUS.

OPEXUS has over 30 years of experience in government process management, focusing on operational excellence to support public institutions. Its product suite includes solutions for audits, investigations, and FOIA requests. Casepoint, established in 2008, leverages AI and advanced analytics to streamline data management for government agencies and regulated corporations, ensuring compliance and enhancing efficiency.

Thoma Bravo, with over $166 billion in assets under management, is a leading investor in the software sector. The firm has a history of investing in innovative companies and driving growth through operational best practices.

This merger marks a significant step in the evolution of data management solutions for government and enterprise clients, promising to enhance efficiency and transparency in their operations.