Both transactions will be executed through Infosys Nova Holdings LLC, a wholly owned subsidiary of Infosys. The company said the acquisition of Optimum Healthcare IT will be completed for cash consideration and involves the purchase of 100% of the equity share capital.
The deal size includes upfront payments and earnouts, excluding management incentives and retention bonuses. The transaction is expected to close during the first quarter of fiscal 2027, subject to anti-trust approvals under United States competition laws and other regulatory requirements.
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Founded in 2012 and headquartered in Florida, Optimum Healthcare IT is a healthcare technology consulting firm providing digital transformation services to hospitals, health systems, and payers.
The company offers enterprise application services, digital transformation, and workforce management solutions through its Optimum CareerPath programme. It has a team of over 1,600 experts and is recognised as a Best in KLAS healthcare digital transformation and consulting firm.
Optimum Healthcare IT reported revenues of $275.9 million in FY25, $106.6 million in FY24, and $114.3 million in FY23. The company is majority owned by private equity investors, founders, and management.
Infosys said the acquisition will expand its healthcare industry capabilities and enable cloud, data, and digital transformation services for healthcare providers through offerings such as Infosys Topaz AI and Infosys Cobalt cloud services.
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Separately, Infosys will acquire Stratus Global LLC for up to $95 million in cash, including upfront payments and earnouts. The acquisition involves 100% of the partnership interests in Stratus and is expected to close in the first quarter of fiscal 2027, subject to completion of closing conditions. No governmental or regulatory approvals are required for this transaction.
Founded in 2001 and headquartered in New Jersey, Stratus is a technology solutions provider serving property and casualty insurance companies. The company specialises in Guidewire implementations, upgrades, cloud migration, data modernisation, application support, and managed services.
Stratus operates with delivery teams across the United States, Canada, and India and has more than 450 experts. Stratus reported revenues of $42.8 million in FY25, $36.2 million in FY24, and $35.1 million in FY23. The company is owned by private equity investors, founders, and management.
Infosys said the acquisition will strengthen its insurance consulting technology capabilities and expand its presence among property and casualty insurers globally.
Kannan Amaresh, SVP & Head of Insurance, Infosys, said, “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.
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The P&C segment is leading AI adoption in the insurance sector, driven by the need for claims automation, advanced underwriting, and sophisticated risk modelling amid claim volumes and elevated risk exposure. Infosys is unlocking AI value for P&C insurers through digital and data-led transformation.
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.”
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.
The future of insurance transformation requires more than technology. It demands execution rigour and the ability to operationalise AI across delivery and operations.
Joining Infosys allows us to carry this mission forward at global scale by combining our Guidewire and P&C specialisation with Infosys Topaz and Infosys Cobalt. This is a powerful strategic fit that accelerates innovation while preserving the consulting-led, human-centred culture our clients, partners and teams rely on.”
The transaction is expected to close during the first quarter of FY 2027, subject to the completion of the closing conditions. Shares of Infosys Ltd ended at ₹1,279.35, up by ₹1.15, or 0.090%, on the BSE.
