Results

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
Steve Dion, Founder & CEO, Dion Leadership
In their words

Hear it from the founder.

Sold to Gallagher · 2025

Steve 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.

M&ASaleProfessional services
See the engagement
The register

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.

3 engagements · 2 filters onClear all
№ 009Venture-backedActive
Engagement 9: company and sponsor withheld. Ask a partner for them.

Fractional CFO and Controller for software company; worked with primary investor on financial restructuring.

LeadershipSponsor-backed
№ 015Venture-backedActive
Engagement 15: company and sponsor withheld. Ask a partner for them.

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.

Leadership
№ 022Venture-backedActive
Engagement 22: company and sponsor withheld. Ask a partner for them.

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.

M&ALeadershipSponsor-backed