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.
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.
Represented mezzanine lender in a declining telecom company. Facilitated sale of the company to recover full value.
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.
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.