Infosys announced the definitive agreement to acquire two specialized consulting firms: Optimum Healthcare IT, a U.S.-based healthcare transformation leader, and Stratus, a leading technology solutions provider for the P&C insurance industry. These acquisitions aim to significantly bolster Infosys’ capabilities in AI-powered digital transformation across the healthcare and insurance sectors. Both transactions are expected to close in the first quarter of FY 2027.
Strategic Double Acquisition Announced
On March 25, 2026, Infosys confirmed its Board approved the acquisition of two key technology consulting firms to expand its specialized capabilities globally. These moves underscore Infosys’ commitment to delivering AI-led, large-scale cloud and digital transformation for its enterprise clients.
Acquisition 1: Optimum Healthcare IT
Infosys is acquiring Optimum Achieve Holdings, Inc., including its subsidiary Optimum Healthcare IT, LLC. Optimum Healthcare IT is recognized as a Best in KLAS firm specializing in digital transformation for healthcare providers.
- Rationale: The acquisition strengthens Infosys’ provider segment presence, bringing deep domain expertise and expanding technology capabilities across Infosys Topaz AI and Cobalt cloud offerings.
- Transaction Value: The deal is valued at Upto USD 465 million, including upfront payments and earnouts, excluding management incentives.
- Ownership: Infosys will acquire 100% of the equity share capital.
- Background: Founded in 2012, Optimum Healthcare IT specializes in technology-driven consulting, implementation, and managed services for hospitals and health systems. Its FY25 revenue was USD 275.9 million.
Acquisition 2: Stratus Global LLC
Infosys is also acquiring Stratus Global LLC (Stratus), a leading technology solutions provider focused on the Property & Casualty (P&C) insurance industry.
- Rationale: This move accelerates Infosys’ leadership in the insurance sector, integrating Stratus’ deep P&C domain expertise and its strong partnership with Guidewire Software. The combined entity will focus on enhancing core modernization and AI-led transformation for insurers.
- Transaction Value: The cost of acquisition is Upto USD 95 million, including upfront and earnouts.
- Ownership: Infosys will acquire 100% of the partnership interests.
- Background: Founded in 2001, Stratus specializes in Guidewire implementations, upgrades, and cloud migrations. Its FY25 revenue reached USD 42.8 million.
Closing Timeline and Outlook
Both transactions are independent and are expected to formally close during the first quarter of fiscal 2027, subject to the satisfaction of customary closing conditions and regulatory approvals in the U.S.
Salil Parekh, CEO of Infosys, stated that combining Optimum’s experience with Infosys Topaz and Cobalt will create a differentiated value proposition for healthcare providers, while the integration of Stratus enhances the ability to drive value for P&C insurance clients through digital and data-led transformation.
Source: BSE
