New York-based boutique investment bank Ensis Partners announced on Tuesday that it has selected the Intapp DealCloud and Celeste platforms to build a foundational infrastructure for relationship and deal management to support its rapidly expanding investment banking operations.

Founded in February 2026 by seasoned industry experts Richard Shinder and Mark Buschmann, Ensis Partners is a New York-headquartered investment bank specializing in restructuring and bankruptcy advisory. The founders bring a combined total of over 60 years of industry experience, having previously worked at prominent firms such as PJT Partners, Perella Weinberg, Blackstone, and Citi. The firm focuses on the upper-middle market, providing comprehensive restructuring and liability management advisory for complex capital structures, including liability management exercises (LMEs), special situations financing, Chapter 11 proceedings, and cross-border operations.

Even before fully launching operations, the firm's founders recognized the critical importance of establishing a robust technological foundation and quickly moved to implement a platform capable of scaling with the company's growth. Given that both founders had prior experience with DealCloud, including evaluating and deploying the platform at their previous firms, Shinder and Buschmann did not need to assess other CRM platforms before making their choice. Shinder stated, "Drawing from our experience, we know exactly what a quality client relationship and deal management infrastructure should deliver, and we clearly recognized that DealCloud is the ideal platform for building our business. Starting with clean, structured data from day one means we are laying the groundwork for success as we grow, rather than having to fix problems later."

Ensis Partners will utilize DealCloud to manage its restructuring practice, gaining comprehensive visibility into relationship networks, deal pipelines, associated fees and structures, and the complex stakeholder dynamics that define restructuring work. The platform integrates Celeste, Intapp, Inc.'s agent AI platform designed for financial and professional services firms, enabling Ensis to transform the founders' deep relationship networks into a competitive asset. Through AI that understands the context of the firm's deals and relationships, professionals can put intelligence to work through natural conversation, access insights on demand, automatically extract key details from engagement documents, and keep data current without manual entry.

To ensure a successful deployment of DealCloud, Ensis is collaborating with Intapp partner Monarch, which will leverage its proven implementation process and hands-on deployment methodology to help Ensis Partners' investment professionals achieve high-quality outcomes and long-term success. Brian Bissonette, Head of Investment Banking at Intapp, Inc., expressed that the company is delighted to partner with Ensis Partners at such an exciting stage of its development, noting that the founders bring exceptional experience and relationship networks in the restructuring space. He looks forward to helping them build an intelligent, scalable infrastructure that transforms relationship and deal activity into a genuine competitive advantage.