Overview
- Infosys, which unveiled the agreements Wednesday, signed definitive deals to buy Optimum Healthcare IT and Stratus Global for a combined consideration of up to $560 million.
- Optimum adds more than 1,600 specialists and FY25 revenue of $275.9 million, and its CareerPath apprenticeship helps hospitals fill scarce health IT roles as Achieve Partners exits its 2020 investment with Harris Williams advising the sale.
- Stratus brings over 450 consultants focused on Guidewire software for property and casualty insurers, expanding Infosys’ insurance technology work across core systems and data projects.
- Infosys says it will pair Optimum’s provider know-how with its Topaz AI and Cobalt cloud offerings to speed electronic health record work and broader digital upgrades for health systems.
- Both deals include upfront cash with earnouts and aim to close in Q1 FY27 pending approvals, with analysts warning of near-term margin pressure but forecasting medium-term synergies as Nomura reiterates a Buy with a 42% upside target.