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.
Portfolio company assessment of this distressed district energy system followed by the divestiture of the company to a strategic buyer.
Supported New England based portfolio of 18 run-of-the-river hydro units with M&A and lender restructuring
Buy-side due diligence support of the acquisition of Veolia's North American energy division.
In collaboration with London Economics, developed a business plan and provided due diligence support for a PE-company's bid for Chicago's district cooling system.
Renee Sass, a partner at Fairlead Advisors, supported the DOE's Loan Program Office with credit analysis and risk management for cleantech and energy projects.
Supported Basalt and the internal CEO of the company with the development of a new business plan followed by the marketing and successful sale of the company.
Led the restructuring, merger, and $50 million recapitalization of the company, the fourth-largest district energy system in the U.S.
Supported the implementation of a new ERP system for this publicly-traded developer of Sustainable Aviation Fuel (SAF).
Portfolio company assessment and the development of a cost-to-complete budget for a PE-backed development of 10K barrel per day renewable diesel production.
As Operating Partner and Chair of a Special Board Committee, assessed the probability-weighted potential of this Geothermal Energy company and managed it through to its sale to a strategic buyer.
Portfolio Company assessment of this VC-backed operator of this 3000 ton-per-day waste energy company followed by the development of a business plan.
On behalf of a fund manager, engaged to oversee an oil field services company with over $300M in annual revenues. Fairlead placed a fractional CFO and Controller into the company to revise and execute a new business plan.
Helped this solar developer build a business plan and prepare for and execution its first round of institutional investment.
Portfolio company assessment of this developer of an ocean-based district cooling system in Hawaii followed by fundraising preparation and advisory services.
In collaboration with London Economics, prepared a business plan and designed a pro-forma company to catalyze the development of renewable energy projects in Saudi Arabia.
Retained to represent a PE-owner on the Board of a publicly traded retail gas and electricity provider with 250,000 customers across the U.S. Sold to Constellation Energy.
Provided technical due diligence support for this developer of biochar carbon sequestration in the Pacific Northwest.
Restructured this German-based biomass and cogeneration platform following changes in Germany's Feed-in-Tariff (FIT) program. Managed the sale to two separate German buyers.
Capital raise and financial advisory support for this Midland, Texas-based energy company. Fairlead manages the fundraising process, financial modeling, and data room preparation.
Provide Operating Partner services, fractional Controller, and back-office support to this PE-backed solar developer.
Turned around the company, then the largest district energy company and in default with its lenders, drove significant value growth and operational improvements followed by the sale to Veolia.
Developed a complex sales, working capital, and operational cost tool for this natural gas distributer.
Portfolio company assessment of this distressed district energy system followed by the divestiture of the company to a strategic buyer.