OPEXUS and Casepoint merge to redefine government data management with Thoma Bravo investment

The GovTech landscape is set for a significant transformation with the merger of OPEXUS, a leader in government process management software, and Casepoint, a trailblazer in data discovery technology. The partnership, bolstered by a majority investment from private equity powerhouse Thoma Bravo, aims to modernize government and enterprise workflows through cutting-edge solutions tailored to meet growing demands for efficiency, transparency, and compliance.

With OPEXUS and Casepoint combining their expertise, the merger establishes a comprehensive platform for process management and data discovery that will serve government agencies and regulated enterprises across North America. Gemspring Capital, the existing investor in OPEXUS, and Casepoint’s shareholders will retain minority stakes in the unified company.

How will the OPEXUS-Casepoint merger transform government operations?

The merger combines the strengths of two established leaders in their fields. OPEXUS, headquartered in Washington, D.C., specializes in FedRAMP-certified government process management solutions. The company supports over 200 public institutions and more than 100,000 users across the U.S. and Canada, providing purpose-built software for audit processes, Freedom of Information Act (FOIA) requests, investigations, and workforce management.

The company’s product suite is designed specifically for government operations, offering tools that help agencies digitize workflows, streamline approvals, and modernize reporting. With over three decades of experience, OPEXUS has solidified itself as a trusted partner for public institutions seeking to enhance their operational efficiency while maintaining compliance with strict privacy and security standards.

Casepoint, on the other hand, brings cutting-edge expertise in data discovery technology, leveraging artificial intelligence and advanced analytics. The company provides a cloud-native, end-to-end platform that supports tasks ranging from litigation and investigations to compliance and Congressional inquiries. Casepoint’s solutions are trusted by federal agencies, regulated corporations, and enterprise customers to handle large-scale data management needs with military-grade security.

Why is data discovery critical for regulated enterprises?

Data discovery has become a cornerstone for organizations managing sensitive information. Casepoint’s platform enables the seamless collection, preservation, and analysis of vast amounts of data from diverse sources, offering unparalleled flexibility and security. Its Department of Defense Impact Level 5 and 6 certifications underscore the company’s ability to handle the most stringent security requirements.

By addressing workflows related to legal holds, cloud collections, and eDiscovery, Casepoint allows its clients to mitigate risks, improve efficiency, and meet complex reporting and compliance obligations. This makes it an ideal partner for enterprises operating in highly regulated sectors, including finance, healthcare, and government.

What role does Thoma Bravo play in scaling the combined company?

Thoma Bravo’s investment marks a significant milestone for the newly merged entity. As a leading private equity firm with a strong track record in scaling software companies, Thoma Bravo brings extensive operational expertise and strategic vision to the table.

Carl Press, Partner at Thoma Bravo, emphasized the firm’s confidence in the merger: “Both OPEXUS and Casepoint have established themselves as trusted partners to nearly all major federal agencies and numerous state and local governments. Together, they create a unique platform that simplifies and modernizes complex workflows.”

The unified company, headquartered in Washington, D.C., will be led by OPEXUS CEO Howard Langsam, with Casepoint co-founder and Chief Technology Officer Vishal Rajpara joining the executive leadership team. Langsam highlighted the strategic importance of the partnership, stating, “The addition of Casepoint’s data discovery capabilities and Thoma Bravo’s operational expertise will accelerate our expansion in the GovTech market and enhance our offerings for enterprise customers.”

What does this mean for the GovTech industry?

This merger signals a new era in government process management and data discovery, as the combined entity aims to address the growing challenges faced by public institutions and regulated enterprises. As government agencies strive to improve efficiency, accountability, and transparency, the demand for modern, scalable solutions continues to rise.

The unified platform is expected to expand its market presence, enhance its product offerings, and capture the increasing demand for innovative software solutions. Casepoint CEO Haresh Bhungalia remarked, “Our shared mission to drive sustainable growth and focus on customer success positions us to meet the growing demand for enterprise data solutions. This merger allows us to scale operations and build on a strong foundation of innovation.”

Expert-backed growth potential

Thoma Bravo’s involvement, coupled with the combined expertise of OPEXUS and Casepoint, positions the company to become a leading force in the GovTech space. According to Sam Yules, Vice President at Thoma Bravo, “The combination of OPEXUS and Casepoint creates a company with the expanded scale and product suite necessary to meet customers’ increasingly complex needs, ultimately making government and corporate workflows more efficient.”

The merger’s potential to modernize government operations is underscored by its ability to streamline critical processes, enhance data security, and empower agencies to respond to rapidly growing demands in an increasingly complex regulatory landscape.

A future-focused partnership

With the integration of OPEXUS’s government-focused solutions and Casepoint’s advanced data discovery platform, the unified company is well-positioned to lead the charge in modernizing public sector and enterprise workflows. This partnership underscores the importance of innovation, security, and operational efficiency in driving sustainable growth and meeting the evolving needs of government and corporate clients alike.