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.
Engaged initially in June 2024 to support sell-side M&A efforts. In January 2026, engaged for support around a significant reduction in force as the sponsor took full control. Transitioning into an asset management role with outsourced payroll and employer of record structure for legacy employees.
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.
Financial advisory support for this the sponsor portfolio company that originates and develops small-scale distribution-level solar facilities. Fairlead provides Operating Partner support, lender covenant compliance, cashflow modeling, and borrowing base analysis under a secondment arrangement.
Reviewed current and future operation of an island based utility services operations, including operations assessments, forecast development and valuation.
Pre-acquisition M&A support followed by Post-acquisition fractional CFO/controller support for this the sponsor portfolio asphalt company in Southern California.
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.
Asset management and O&M oversight for this the sponsor portfolio of approximately 30 small-scale solar facilities. Fairlead provides budgeting, board support, lender compliance, and operational management.
Serve on the advisory board of the parent company and provide financial advisory support for its investments
Provide fractional CFO, Controller, and other back-office support to this venture-backed renewable hydrogen startup company.
Provide fractional CFO and Controller support to the developer of 252 MW of operating and 191 MW of in-construction gas-fired assets in Ghana and Guinea.
Supporting efforts to secure a new PPA for the cogeneration facility. Preparing proposal structure and data request list for next steps.
Led and managed the spinoff of a biomass power platform from the sponsor's portfolio company, initiating Greenleaf with two plants in California totaling 60 MW, which expanded to 145 MW.
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.
Fractional CFO support for this advanced nuclear energy company developing next-generation reactor technology. Fairlead provides audit coordination, financial modeling, capital raise advisory, and strategic support.
Energy advisory support for this the sponsor-owned data center platform. Fairlead provides power strategy analysis, total cost of ownership modeling for behind-the-meter generation solutions.
Providing Operating Partner and fundraising support on behalf of the private equity co-owner of this 42 MW hydro project in Cote d'Ivoire.
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.
M&A advisory for the company, a the sponsor portfolio company selling its oil terminal assets. Fairlead manages the seller-side process end-to-end financial model and data room build-out, valuation narrative development, NDA/process negotiation.
Provide Controller Services to 7 biotech companies owned by the company, a Biosciences-focused VC Fund
Design and build of a business dashboard consolidating key KPIs into real-time reporting, alongside owner's-representative support guiding the D-365 ERP implementation.
Serve as Executive Advisor in place of the CEO while the CEO is on an extended military deployment
Serve as Chief Restructuring Officer recommended by lender to stabilize cash and support lender recovery
Standing up a Data Center development company
Onboarding and 100-day plan for new acquisition