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
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.
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.
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.
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.
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.
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.
Portfolio company assessment of this distressed district energy system followed by the divestiture of the company to a strategic buyer.