Deal Details
Casepoint Is Acquired by Thoma Bravo
Summary
Casepoint, LLC (“Casepoint” or the “Company”) has received a majority investment from Thoma Bravo, LP ("Thoma Bravo"). Terms of the Transaction have not been disclosed.
Baird served as exclusive financial advisor to Casepoint on this transaction.
About
As part of Thoma Bravo’s investment, Casepoint has merged with OPEXUS, a leading provider of government process management software, creating a trusted leader in data discovery and process management software for government and regulated enterprises. This strategic merger will establish a more comprehensive and innovative process management and discovery platform for government and commercial customers and accelerate the combined Company’s growth. The combination creates a unique company with the expanded scale and product suite required to meet the increasingly complex needs of their customers.Casepoint is the leading data governance, discovery and workflow software-as-a-service provider trusted by government agencies and large corporations. Leveraging the power of AI and advanced analytics, its end-to-end platform empowers teams to seamlessly collect, preserve and discover vast amounts of data from diverse sources, enabling secure data-responsive workflows at enterprise scale. From legal hold and data preservation to cloud collections and eDiscovery, Casepoint streamlines everything from litigation, investigations and compliance to Congressional inquiries. Casepoint’s modern, cloud-native approach to data discovery is the gold standard for highly complex, data-responsive workflows. Casepoint is both FedRAMP authorized and maintains Department of Defense Impact Level 5 and 6 security certifications. Its innovative software is widely used by enterprise customers to manage data, enhance efficiency, mitigate risk and effectively meet reporting and compliance obligations related to litigation, investigations and Congressional inquiries. Casepoint is headquartered in Tysons, Virginia.
Thoma Bravo is one of the largest software-focused investors in the world, with over $166 billion in assets under management as of September 30, 2024. Through its private equity, growth equity and credit strategies, the firm invests in growth-oriented, innovative companies operating in the software and technology sectors. Leveraging Thoma Bravo's deep sector knowledge and strategic and operational expertise, the firm collaborates with its portfolio companies to implement operating best practices and drive growth initiatives. Over the past 20+ years, the firm has acquired or invested in more than 500 companies representing approximately $265 billion in enterprise value (including control and non-control investments). The firm has offices in Chicago, Dallas, London, Miami, New York and San Francisco. Thoma Bravo is headquartered in Chicago, Illinois.
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- Date
- January 2025
- Company
- Casepoint, LLC
- Transaction
- M&A - Sellside
- Sectors
- Technology & Services
- Verticals
-
Software
Defense & Government
- Target Geography
- North America
- Acquiror Geography
- North America
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