The register.
Every embedded engagement since 2010, sponsor-backed and founder-led, from a portfolio assessment to the seat itself. What we did is on the record; who it was for is a partner’s call.
- 84
- engagements
- 27
- active
- 60
- sponsor-backed
Hear it from the founder.
Sold to Gallagher · 2025Steve Dion built Dion Leadership and sold it to Gallagher in 2025. Fairlead ran the process from preparation to close. Here he describes what that was like from the founder’s chair.
84 engagements, 2010 to today.
Interim CFO and controller seats, operating-partner roles, M&A and portfolio assessments, across energy and infrastructure, venture-backed companies and family offices. 27 active today; 60 with a sponsor at the table.
Serve on the advisory board of the parent company and provide financial advisory support for its investments
Supporting efforts to secure a new PPA for the cogeneration facility. Preparing proposal structure and data request list for next steps.
Fractional CFO support for this advanced nuclear energy company developing next-generation reactor technology. Fairlead provides audit coordination, financial modeling, capital raise advisory, and strategic support.
Energy advisory support for this the sponsor-owned data center platform. Fairlead provides power strategy analysis, total cost of ownership modeling for behind-the-meter generation solutions.
M&A advisory for the company, a the sponsor portfolio company selling its oil terminal assets. Fairlead manages the seller-side process end-to-end financial model and data room build-out, valuation narrative development, NDA/process negotiation.
Design and build of a business dashboard consolidating key KPIs into real-time reporting, alongside owner's-representative support guiding the D-365 ERP implementation.
Standing up a Data Center development company