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.
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.
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.
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 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.
Providing Operating Partner and fundraising support on behalf of the private equity co-owner of this 42 MW hydro project in Cote d'Ivoire.
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.
Onboarding and 100-day plan for new acquisition