Stax Delivers Sell-Side Support to Casepoint on Merger with OPEXUS​

Stax Delivers Sell-Side Support to Casepoint on Merger with OPEXUS​

January 28, 2025
January 28, 2025

Share

Stax extends its congratulations to Casepoint, a leading provider of government process management software, on its merger with OPEXUS, the industry leader in data discovery technology for litigation, investigations, and data compliance. Stax was proud to provide sell-side support, collaborating with the management team of Casepoint and their investment bank, Baird. Congratulations also to Thoma Bravo on their new majority investment in this strategic merger. ​


Casepoint is a trusted platform for data discovery, designed to serve government agencies and regulated corporations. By harnessing the capabilities of AI and advanced analytics, its comprehensive solution enables teams to efficiently collect, preserve, and analyze extensive data from a variety of sources, supporting secure and scalable data workflows.​

From legal hold and data preservation to cloud-based collections and eDiscovery, Casepoint simplifies processes across litigation, investigations, compliance, and Congressional inquiries. With robust, military-grade security, organizations can confidently manage their data, improve operational efficiency, reduce risk, and effortlessly meet compliance and reporting requirements.​


Contact the Stax team to learn more:

Casepoint logo
OPEXUS logo
Casepoint logo
OPEXUS logo
Casepoint logo
OPEXUS logo

About Stax

Stax is a global management consulting firm serving corporate and private equity clients across a broad range of industries including software/technology, industrials, business and information services, healthcare and HCIT, consumer, and tradeshows and events. 

Read More

By Rob Larson, Jordan Abrams February 17, 2026
A recap of Grant Thornton Stax and Raymond James’ healthcare breakfast on PE investment opportunities across the pharma tech ecosystem.
How AI is Reshaping Vertical SaaS
By Kelsey Chisholm & Palash Misra February 12, 2026
AI is driving a bifurcation between surface-layer productivity tools and core operational platforms within vertical software. Learn how Ai is reshaping vertical SaaS here.
Vault Top 50: Four Years Running
February 11, 2026
For four straight years, Grant Thornton Stax has earned a spot on the Vault Consulting Top 50 list of the best consulting firms to work for in North America. Read more here.
Grant Thornton Stax Advises Alma on its Acquisition by Spring Health​
February 3, 2026
Grant Thornton Stax supported Alma, a membership-based platform that aids mental health clinicians in building thriving private practices, on its recent acquisition by Spring Health. Read more.
Grant Thornton Stax Announces Winter 2026 Promotions
January 30, 2026
Grant Thornton Stax is pleased to announce our 2026 winter promotions. Click to learn more.
Stax Consultant Spotlight: Chris Flynn
January 30, 2026
Grant Thornton Stax Consultant Chris Flynn sits down for a Q&A to share his experience and insights from his tenure with our firm. Read the full interview here.
Show More