Infosys shares gain over 1% following acquisitions of Optimum Healthcare IT and Stratus: All you need to know

One is the acquisition of Optimum Achieve Holdings, Inc., along with its subsidiaries, including Optimum Healthcare IT, LLC. Another one is the acquisition of Stratus Global LLC (Stratus), USA.

Optimum Achieve Holdings

Infosys announced a definitive agreement to acquire Optimum Healthcare IT, recognised as a Best in KLAS healthcare digital transformation and consulting firm, and recognised for helping provider organisations drive large-scale transformation.

Infosys said the acquisition of Optimum Healthcare IT underscores Infosys’ commitment to strengthening its healthcare capabilities, particularly in collaboration with health systems and provider organisations to deliver measurable outcomes across complex clinical and operational environments.

"Optimum Healthcare IT brings deep provider-domain expertise and a proven delivery model – making it a strong strategic fit for Infosys’ scale and healthcare growth strategy. This investment significantly enhances Infosys’ presence in the provider segment, adding new clients and relationships, expanding technology capabilities, and creating synergies across new buying centres."

Healthcare providers served by Optimum Healthcare IT will now have access to Infosys’ broader offerings across Infosys Topaz AI offerings, Infosys Cobalt cloud offerings, cloud engineering, infrastructure services, cybersecurity, and application transformation, it added.

Cost of acquisition

Up to $465 million, including upfront and earnouts, excluding management incentives and retention bonuses.

What the top officials said

“Optimum Healthcare IT has established a strong position in the healthcare sector by consistently delivering measurable outcomes through deep domain expertise and trusted client engagements."

Parekh added, "By bringing together Optimum’s provider experience with Infosys Topaz and Infosys Cobalt, we are positioned to create a differentiated value proposition for healthcare providers – accelerating end-to-end cloud, data, and digital transformation at scale."

“From the beginning, Optimum was built to deliver results through a focus on execution, collaboration, and quality. With Infosys’ long-term investment and global scale behind us, we’re positioned to accelerate AI- and digital-led growth and expand what we can deliver while remaining anchored in the values, service model, and healthcare focus our clients count on.”

Stratus

Infosys has announced a definitive agreement to acquire Stratus, a leading technology solutions provider for the property & casualty (P&C) insurance industry. This strategic move strengthens Infosys’ leadership in the insurance sector and accelerates AI-powered digital and data transformation for global P&C insurance clients, it added.

"Headquartered in the United States, Stratus brings a team of 450+ experts with deep industry knowledge, consulting excellence, and advanced technology capabilities. Stratus is a leading Guidewire Software partner offering transformation solutions to property and casualty (P&C) insurers," Infosys said.

By integrating Stratus’ strong Guidewire and P&C insurance platform consulting expertise with Infosys’ global reach, Infosys Topaz AI offerings, and Infosys Cobalt cloud offerings, Infosys will be well-equipped to support insurers in core modernisation, cloud adoption, data-driven transformation, and enhancing customer experience, it added.

The collaboration also expands Infosys’ presence with new insurance customers and key buying centres globally.

Cost of acquisition

Up to USD 95 million, including upfront and earn-outs, excluding management incentives and retention bonuses.

“AI is fundamentally transforming the global insurance industry, strengthening decision-making across underwriting, claims, and fraud detection, while making systems intelligent and significantly improving operational efficiency," said Kannan Amaresh, SVP & Head of Insurance, Infosys.

"By combining Stratus’ deep technology consulting capabilities with Infosys’ established leadership in the insurance sector, we are further enhancing our ability to drive value for our clients. We are excited to welcome Stratus and its leadership team to the Infosys family," Amaresh added.

Chuck Fillizola, CEO, Stratus, said, “Stratus was built to help property and casualty insurers modernise their core platforms with deep domain expertise, disciplined execution and meaningful outcomes while putting people at the heart of every engagement."

“Joining Infosys allows us to carry this mission forward at a global scale by combining our Guidewire and P&C specialisation with Infosys Topaz and Infosys Cobalt,” the CEO added.

"This is a powerful strategic fit that accelerates innovation while preserving the consulting-led, human-centred culture our clients, partners and teams rely on," Fillizola added.