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.
Fractional CFO and Controller for software company; worked with primary investor on financial restructuring.
Interim CFO and fundraising support for this battery technology startup backed by the the sponsor Foundation.
Fractional CFO/controller support for this California-based organic ghee and food products company. Fairlead manages financial close and reporting, bank financing, CPA firm selection and audit preparation, property tax compliance, and India entity setup.
Supported scientist-founder of this biotech startup with management, fundraising, and fractional CFO/Controller services from initial angel-round through Series A and Phase 1 clinical trial.
Installed as interim-CEO and revised business plan, positioning company for an eventual sale.
Provided Operating Partner and fractional CFO support to this startup producer of non-dairy yogurts and related foods.
Fractional CFO/COO and fundraising services for this AI startup helping universities and colleges retain students
Portfolio company assessment followed by fundraising and fractional CFO/Controller services for this online retailer.
Fractional CFO and Controller support to this startup developer of middleware software for manufacturing companies, including CISCO.
Portfolio Company assessment followed by interim-CEO and fundraising services for this natural language AI spinoff from MIT. Raised $10M in Series B Financing.
Fractional Controller/accounting support for this material-science startup preparing to go public through a de-Spac transaction.
Portfolio company assessment and fundraising support for this high-speed time-series database technology startup.
Fundraising and fractional CFO/Controller leadership for this startup provider of online tracking of fire inspection equipment.
Portfolio company assessment of this startup, high-speed trading platform.
Fractional CFO, Controller, and Financial Analyst for this industrial IoT company; oversaw exit and provided post-sale support.
Replaced CFO with a Controller and professionalized accounting process.