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.
Advising on an AI-centric business pivot, including business structure decisions and fundraising strategy. Supporting modeling and investor outreach materials.
Advised CEO and CFO of growing fuel transportation business in Canada and the US on topics including financial reporting, systems, and other process improvements
Portfolio Company Assessment and development of reporting required for institutional investors
Reviewed current and future operation of an island based utility services operations, including operations assessments, forecast development and valuation.
Portfolio company assessment of an activated-carbon manufacturing startup with a focus on the sales strategy and operating costs followed by organizing and managing the bankruptcy.
Developed and oversaw 100-day plan to integrate three industrial safety companies purchased by middle-marked PE fund.
Represented mezzanine lender in a declining telecom company. Facilitated sale of the company to recover full value.
Provided financial leadership to fund and portfolio companies.
Fractional CEO/CFO/controller support for this industrial manufacturing company in Mobile, Alabama. Fairlead manages financial close and reporting, cash flow forecasting, covenant compliance, vendor management, audit coordination, and permanent CEO and CFO recruitment.
Turned around this manufacturer of tantalum powder and successfully sold the company to Kemet Inc.
M&A support for the sale of this design engineering company serving the biotech and robotics industry.
Manage the resolution of liabilities and dissolution of a portfolio company that had sold substantially all of its assets.
Supported financial analysis and fundraising efforts for Brazilian based rare earth mine in development
Prepped privately owned manufacturer of field-portable spectrometers and spectroradiometers for exit and oversaw sale process.
Advised VitAG Corp, a beneficial use technology company during its transition from pilot to implementation phase; provided financial analysis and fundraising support.
Fractional CFO/controller and operating partner support for this Iowa-based trucking and logistics company. Fairlead manages financial reporting, forecasting, balance sheet cleanup, and strategic restructuring.
Provide Controller Services to 7 biotech companies owned by the company, a Biosciences-focused VC Fund
Serve as Chief Restructuring Officer recommended by lender to stabilize cash and support lender recovery