Dear Casepoint Community,

Since inception, Casepoint, has had a clear vision:  

  • Create an incredible employee experience

  • Deliver a second-to-none customer experience 

  • Develop the most secure, industry-leading technology that innovates, transforms, and supports mission-critical organizations. 

Today, we are thrilled to announce a transformative milestone that will significantly accelerate our ability to keep delivering on this vision. 

Casepoint has received a majority investment from Thoma Bravo, the world's leading software growth private equity firm. This investment represents a strong validation of our technology leadership and corporate market strategy, particularly our innovative approaches to helping enterprises manage exponentially growing data volumes and emerging data types. This transformation goes one step further as Casepoint is also merging with OPEXUS, the market leader in Federal FOIA solutions and a leading provider of highly regulated workflow software. The merger between Casepoint and OPEXUS, backed by Thoma Bravo, positions us to be the category leader in data-responsive workflows across corporate and government enterprises.

The significance of this announcement for our customers cannot be overstated. The newly combined organization is poised to double down on our enterprise customer strategy. This means accelerating our ability to deliver cutting-edge solutions for corporations in regulated industries while continuing to be the leader in government data discovery, FOIA, and other workflow solutions in an increasingly complex data landscape and evolving regulatory environment.

What This Means for Our Corporate Customers

This strategic combination creates a technology powerhouse that will deliver unprecedented value to enterprises:

  • Accelerated innovation in managing complex data types and growing data volumes, helping corporations stay ahead of their legal and compliance challenges

  • Enhanced capabilities in legal hold, eDiscovery, and smart storage solutions, specifically designed for large enterprise environments

  • Deeper insights into regulatory compliance requirements, informed by our extensive experience serving both corporate and government sectors

  • Greater resources to support global enterprises with their cross-border data management needs

  • Expanded R&D investment to tackle emerging challenges in AI, privacy, and regulatory compliance

For our corporate customers, this means working with a partner who deeply understands the importance of managing legal, regulatory, and compliance requirements to reduce risk, increase productivity, and manage costs. 

What This Means for Our Government Customers

The merger with OPEXUS significantly strengthens our government sector capabilities:

  • Our combined presence now extends across more than 80% of Federal government agencies

  • Government agencies will have broader access to best-in-class enterprise technology designed to help agencies achieve their modernization and efficiency objectives

  • Enhanced FOIA and process management capabilities that complement our existing eDiscovery solutions

  • Continued commitment to maintaining the highest security standards, including DOD IL5 and IL6, and FedRAMP Moderate and High authorizations

For our government customers, it means leveraging our secure, scalable, and AI-driven technology to increase efficiency and modernize public sector operations.

What This Means for Our Team

This milestone opens exciting new horizons for our employees:

  • Enhanced career growth opportunities within a larger, faster-growing organization

  • Increased investment in our technology and innovation initiatives

  • Access to Thoma Bravo's extensive operational expertise and resources

  • The chance to work on solutions that impact both leading global corporations and critical government agencies

Looking Forward

As we embark on this new chapter, our commitment to excellence and solving some of the toughest challenges for enterprise customers is unwavering. The combination of Casepoint's secure, scalable, next-generation technology and OPEXUS’s workflow and regulatory expertise, backed by Thoma Bravo's investment and operational knowledge, uniquely positions us to serve and partner with private and public sector customers to achieve their desired business outcomes faster and more efficiently.

As data continues to be considered “the new gold,” we firmly believe our company's evolution will transform how organizations manage and leverage their data to achieve their missions. Our enhanced capabilities in eDiscovery, legal hold, FOIA, and smart storage solutions will set new standards for what technology can achieve in corporate and government environments.

To our dedicated employees: your talent and commitment have made this milestone possible, and I am excited about the opportunities that lie ahead for each of you. To our valued customers: your trust has been the foundation of our success, and we remain committed to delivering the innovative solutions and exceptional support you expect from us. 

This is more than just a merger – it's a transformation that will amplify our ability to deliver on our founding vision. Together, we are creating something truly special that will benefit organizations worldwide.

Thank you for being part of this journey. The best is yet to come.

Warmest regards,

Haresh Bhungalia
Chief Executive Officer 
Casepoint

A Letter to the Casepoint Community by Haresh Bhungalia, Casepoint CEO
Haresh-Bhungalia

Author

Haresh Bhungalia

Chief Executive Officer

Haresh Bhungalia is the Chief Executive Officer of Casepoint, a global legal technology platform leader with more than 500 employees. He brings over two decades of executive leadership experience building and scaling client-focused organizations. As CEO, Haresh drives company strategy, customer growth and engagement, as well as building a cohesive…

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