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.
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.
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.
Prepped privately owned manufacturer of field-portable spectrometers and spectroradiometers for exit and oversaw sale process.