Fairlead Advisors
Results

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
Steve Dion, Founder & CEO, Dion Leadership
In their words

Hear it from the founder.

Sold to Gallagher · 2025

Steve 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.

M&ASaleProfessional services
See the engagement
The register

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.

10 engagements · 3 filters onClear all
Work
Operating partnerAssessmentM&ALeadershipAdvisory
Sector
Energy & infrastructureVenture-backedFamily officeOther sectors
Status
ActiveHistorical
№ 001Energy & infrastructureActive

Cordia

KKR

Fairlead embedded through the $1.9B carve-out of a district energy platform, with Adam Carte as interim CEO: the finance function, the reporting, and the operating cadence a standalone company needs from day one.

Operating partnerM&ALeadershipSponsor-backed
See the engagement
№ 003Energy & infrastructureActive

GRP Holdco

Ares

Ran the tax equity process for a 116 MW biomass platform with Ares-led project debt: $82.5M raised with the same team that ran the monthly close.

M&ALeadershipSponsor-backed
See the engagement
№ 018Energy & infrastructureActive
Engagement 18: company and sponsor withheld. Ask a partner for them.

Financial advisory support for this the sponsor portfolio company that originates and develops small-scale distribution-level solar facilities. Fairlead provides Operating Partner support, lender covenant compliance, cashflow modeling, and borrowing base analysis under a secondment arrangement.

Operating partnerLeadershipSponsor-backed
№ 023Energy & infrastructureActive
Engagement 23: company and sponsor withheld. Ask a partner for them.

Asset management and O&M oversight for this the sponsor portfolio of approximately 30 small-scale solar facilities. Fairlead provides budgeting, board support, lender compliance, and operational management.

Operating partnerLeadershipSponsor-backed
№ 034Energy & infrastructureActive
Engagement 34: company and sponsor withheld. Ask a partner for them.

Provide fractional CFO, Controller, and other back-office support to this venture-backed renewable hydrogen startup company.

LeadershipSponsor-backed
№ 035Energy & infrastructureActive
Engagement 35: company and sponsor withheld. Ask a partner for them.

Provide fractional CFO and Controller support to the developer of 252 MW of operating and 191 MW of in-construction gas-fired assets in Ghana and Guinea.

LeadershipSponsor-backed
№ 045Energy & infrastructureActive
Engagement 45: company and sponsor withheld. Ask a partner for them.

Led and managed the spinoff of a biomass power platform from the sponsor's portfolio company, initiating Greenleaf with two plants in California totaling 60 MW, which expanded to 145 MW.

Operating partnerM&ALeadershipSponsor-backed
№ 051Energy & infrastructureActive
Engagement 51: company and sponsor withheld. Ask a partner for them.

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.

M&ALeadershipAdvisory
№ 081Energy & infrastructureActive
Engagement 81: company and sponsor withheld. Ask a partner for them.

Serve as Executive Advisor in place of the CEO while the CEO is on an extended military deployment

Leadership
№ 083Energy & infrastructureActive
Engagement 83: company and sponsor withheld. Ask a partner for them.

Standing up a Data Center development company

LeadershipAdvisorySponsor-backed