CGI Inc. (TSX: GIB.A) to acquire Comarch Polska SA in public sector tech push across Eastern Europe

CGI Inc. (TSX: GIB.A | NYSE: GIB) has signed a deal to acquire Comarch Polska SA, a Warsaw-based public sector IT provider, in a move that expands the Canadian consulting giant’s footprint across Poland and the Baltic region. The deal, which remains subject to regulatory approvals and customary closing conditions, is expected to accelerate CGI Inc.’s strategic expansion in Eastern Europe and strengthen its domain expertise in public sector digital transformation.

Comarch Polska SA specializes in IT solutions and digital services tailored to government and public administration agencies. The acquisition will integrate more than 460 consultants and professionals into CGI Inc.’s Polish operations, increasing its total regional headcount in Poland and the Baltic States to approximately 1,500. The transaction positions CGI Inc. to play a more central role in advancing digitization across one of Europe’s most tech-forward public service ecosystems.

CGI Information Systems and Management Consultants (Polska) Sp. z o.o., the wholly owned Polish subsidiary of CGI Inc., will be the acquiring entity. CGI Inc.’s President and Chief Executive Officer François Boulanger noted that the deal reflects shared entrepreneurial values and a long-term commitment to client-centric technology innovation.

How does this acquisition strengthen CGI Inc.’s positioning in the public sector IT landscape?

Comarch Polska SA brings with it over three decades of experience delivering digital services to public administration agencies in Poland. The firm’s core competencies include enterprise resource planning (ERP) systems, electronic document management, process automation platforms, and managed IT services. These services are widely used by national and regional government institutions across the country. By integrating this capability into its global portfolio, CGI Inc. gains a critical foothold in a region where public digital infrastructure is rapidly evolving and undergoing modernization.

For CGI Inc., the acquisition is not merely a staffing expansion—it is a knowledge-driven vertical integration move. The deal is expected to support CGI Inc.’s intellectual property deployment across Europe’s public sector verticals, particularly in health, agriculture, social security, and citizen services. In doing so, it enhances CGI Inc.’s ability to deliver large-scale, AI-enhanced digital transformation initiatives.

According to Bartłomiej Nieścierowicz, Senior Vice President and regional leader for CGI Inc. in Poland, Lithuania, Latvia, and Estonia, the acquisition will enable the firm to deliver comprehensive transformation offerings across a broad range of mission-critical public services. He emphasized that integrating Comarch Polska SA’s capabilities would create new opportunities to apply artificial intelligence and data analytics to improve the operational efficiency of government programs.

What makes Comarch Polska SA a strategic fit for CGI Inc.’s European growth plan?

Comarch Polska SA was founded in 1993 and has grown to become a recognized IT partner for Polish public sector institutions. The firm’s business model is based on deep client collaboration, iterative software development, and service-level accountability, all of which align with CGI Inc.’s global client-partner operating philosophy. Its flagship offerings are designed to digitize legacy administrative processes and bring resilience to state-run systems, making it a valuable addition to CGI Inc.’s public sector portfolio.

The acquisition enables CGI Inc. to scale its existing public sector solutions across a broader client base, especially in Eastern Europe where governments are actively seeking digital infrastructure overhauls. CGI Inc. already maintains a strong local delivery presence in the region and plans to incorporate Comarch Polska SA into its integrated global delivery model.

Tomasz Matysik, Director of the Public Sector division at Comarch SA, stated that joining CGI Inc. will enhance Comarch Polska SA’s ability to serve its government clients, while also providing career development opportunities for its team within an international business ecosystem. The combined entity will offer end-to-end capabilities in consulting, digital solution design, systems integration, and long-term managed services.

What does this mean for Comarch SA and its broader corporate strategy?

For Comarch SA, the divestment of Comarch Polska SA represents a realignment of business focus rather than a retrenchment. Chief Executive Officer Jarosław Mikos stated that the sale validates the strength and global competitiveness of Comarch SA’s public sector IT offerings. He added that the success of Comarch Polska SA underscores the maturity of its teams and the long-term value embedded in its service models.

Mikos noted that the transaction would allow Comarch SA to sharpen its focus on core growth sectors, including telecommunications, finance, healthcare, and cloud-based ERP platforms. These sectors represent high-margin opportunities and align with Comarch SA’s innovation roadmap. The company intends to reinvest proceeds from the sale to support R&D, product development, and expansion of its proprietary technology platforms.

The sale also sends a positive signal to other verticals within Comarch SA that the group is focused on optimizing resource allocation and enhancing competitiveness through strategic portfolio management.

How are institutional investors reacting to CGI Inc.’s expansion move in Poland?

Although specific financial terms of the deal have not been disclosed, early indications suggest that institutional sentiment toward CGI Inc. remains constructive. Analysts tracking the European IT services space have interpreted the acquisition as a well-timed strategic move that leverages Poland’s growing demand for digitized public services.

Poland is one of the European Union’s most digitally progressive member states, backed by robust e-governance mandates and EU-funded modernization initiatives. Institutional investors believe that CGI Inc.’s deeper engagement in the region will translate into long-term revenue growth through large-scale public contracts, especially in areas such as digital identity, citizen portals, and public health IT infrastructure.

Moreover, the acquisition complements CGI Inc.’s core strategy of enhancing local market proximity while delivering services at global scale. This “local-global” hybrid delivery model continues to be a key factor behind CGI Inc.’s ability to win competitive tenders and renew long-term contracts.

How does the deal align with CGI Inc.’s global transformation and delivery goals?

CGI Inc. reported CA$14.68 billion in revenue for fiscal year 2024, with over 93,000 professionals across 400 locations globally. The acquisition of Comarch Polska SA fits squarely within the firm’s ongoing strategic commitment to expanding its capabilities across government, healthcare, and critical infrastructure verticals.

CGI Inc.’s recent expansion activity has been concentrated in regions that offer both local demand density and policy support for public digital modernization. In this context, Poland and the Baltic region represent high-value growth corridors, especially with increased EU emphasis on secure digital public services, interoperability, and artificial intelligence.

By bringing Comarch Polska SA into its operational fold, CGI Inc. is expected to gain faster access to live projects, well-established government relationships, and localized knowledge essential for policy-compliant solution deployment. CGI Inc. also intends to infuse its global intellectual property—including secure platforms for e-Government, digital benefits management, and smart agriculture—into Poland’s rapidly transforming public administration landscape.

What regulatory approvals and compliance reviews could impact the closing timeline of CGI Inc.’s Comarch Polska SA acquisition?

The acquisition remains conditional upon regulatory approvals and standard closing procedures. Given that Comarch Polska SA serves public administration clients, the transaction is expected to undergo scrutiny under Polish and potentially European Union regulations concerning public procurement, data sovereignty, and national IT infrastructure.

Both companies have expressed confidence in securing the necessary clearances. Upon completion, Comarch Polska SA will be fully absorbed into CGI Information Systems and Management Consultants (Polska) Sp. z o.o., which will oversee the integration of personnel, platforms, and client contracts. CGI Inc. is expected to roll out a post-acquisition integration plan that includes harmonizing service delivery processes, client management workflows, and human resource onboarding.

The companies have not disclosed an expected timeline for closing, but sources familiar with Eastern European technology M&A suggest the deal could close within the next two fiscal quarters, subject to regulatory pacing.

What are the key takeaways from CGI Inc.’s acquisition of Comarch Polska SA and its impact on European public sector strategy?

• CGI Inc. (TSX: GIB.A | NYSE: GIB) has entered into a conditional agreement to acquire Comarch Polska SA, the public sector IT arm of Comarch SA, to strengthen its position in Poland and the Baltic States.
• The acquisition will add over 460 professionals to CGI Inc.’s workforce, expanding its regional headcount to nearly 1,500 and enhancing delivery capacity in public administration digital transformation.
• Comarch Polska SA specializes in enterprise software, document management systems, and managed services for government agencies, with a strong footprint in Poland’s e-government space since 1993.
• The acquisition is expected to improve CGI Inc.’s domain depth in public health, agriculture, and social security sectors, while enabling the deployment of its AI-powered global IP for state-level digital services.
• Institutional sentiment remains positive, with analysts viewing the deal as a strategic fit that supports CGI Inc.’s local-global delivery model and aligns with broader EU digital public service mandates.
• For Comarch SA, the divestment allows sharper focus on commercial verticals like telecom, finance, and healthcare, and signals maturity in its public sector technology offerings.
• The deal remains subject to regulatory review and standard closing procedures, with integration expected under CGI Information Systems and Management Consultants (Polska) Sp. z o.o.