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.

48 engagements · 1 filter onClear all
№ 007Other sectorsHistorical
Engagement 7: company and sponsor withheld. Ask a partner for them.

Advising on an AI-centric business pivot, including business structure decisions and fundraising strategy. Supporting modeling and investor outreach materials.

M&A
№ 010Energy & infrastructureHistorical
Engagement 10: company and sponsor withheld. Ask a partner for them.

Portfolio company assessment of this distressed district energy system followed by the divestiture of the company to a strategic buyer.

M&ALeadershipSponsor-backed
№ 013Venture-backedHistorical
Engagement 13: company and sponsor withheld. Ask a partner for them.

Interim CFO and fundraising support for this battery technology startup backed by the the sponsor Foundation.

M&ALeadershipSponsor-backed
№ 014Energy & infrastructureHistorical
Engagement 14: company and sponsor withheld. Ask a partner for them.

Supported New England based portfolio of 18 run-of-the-river hydro units with M&A and lender restructuring

M&A
№ 016Energy & infrastructureHistorical
Engagement 16: company and sponsor withheld. Ask a partner for them.

Buy-side due diligence support of the acquisition of Veolia's North American energy division.

AssessmentSponsor-backed
№ 021Other sectorsHistorical
Engagement 21: company and sponsor withheld. Ask a partner for them.

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.

Operating partnerAssessmentM&ASponsor-backed
№ 025Energy & infrastructureHistorical
Engagement 25: company and sponsor withheld. Ask a partner for them.

In collaboration with London Economics, developed a business plan and provided due diligence support for a PE-company's bid for Chicago's district cooling system.

M&ASponsor-backed
№ 026Other sectorsHistorical
Engagement 26: company and sponsor withheld. Ask a partner for them.

Developed and oversaw 100-day plan to integrate three industrial safety companies purchased by middle-marked PE fund.

Operating partnerAssessmentSponsor-backed
№ 027Other sectorsHistorical
Engagement 27: company and sponsor withheld. Ask a partner for them.

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

Operating partnerM&ASponsor-backed
№ 028Venture-backedHistorical
Engagement 28: company and sponsor withheld. Ask a partner for them.

Installed as interim-CEO and revised business plan, positioning company for an eventual sale.

AssessmentLeadershipSponsor-backed
№ 029Venture-backedHistorical
Engagement 29: company and sponsor withheld. Ask a partner for them.

Provided Operating Partner and fractional CFO support to this startup producer of non-dairy yogurts and related foods.

Operating partnerLeadershipSponsor-backed
№ 030Energy & infrastructureHistorical
Engagement 30: company and sponsor withheld. Ask a partner for them.

Renee Sass, a partner at Fairlead Advisors, supported the DOE's Loan Program Office with credit analysis and risk management for cleantech and energy projects.

Advisory
№ 031Energy & infrastructureHistorical
Engagement 31: company and sponsor withheld. Ask a partner for them.

Supported Basalt and the internal CEO of the company with the development of a new business plan followed by the marketing and successful sale of the company.

Operating partnerAssessmentM&ALeadershipSponsor-backed
№ 032Energy & infrastructureHistorical
Engagement 32: company and sponsor withheld. Ask a partner for them.

Led the restructuring, merger, and $50 million recapitalization of the company, the fourth-largest district energy system in the U.S.

Operating partnerAssessmentM&ASponsor-backed
№ 033Venture-backedHistorical
Engagement 33: company and sponsor withheld. Ask a partner for them.

Fractional CFO/COO and fundraising services for this AI startup helping universities and colleges retain students

M&ALeadership
№ 037Venture-backedHistorical
Engagement 37: company and sponsor withheld. Ask a partner for them.

Portfolio company assessment followed by fundraising and fractional CFO/Controller services for this online retailer.

AssessmentM&ALeadershipSponsor-backed
№ 038Other sectorsHistorical
Engagement 38: company and sponsor withheld. Ask a partner for them.

Provided financial leadership to fund and portfolio companies.

Leadership
№ 039Energy & infrastructureHistorical
Engagement 39: company and sponsor withheld. Ask a partner for them.

Supported the implementation of a new ERP system for this publicly-traded developer of Sustainable Aviation Fuel (SAF).

Advisory
№ 040Energy & infrastructureHistorical
Engagement 40: company and sponsor withheld. Ask a partner for them.

Portfolio company assessment and the development of a cost-to-complete budget for a PE-backed development of 10K barrel per day renewable diesel production.

AssessmentSponsor-backed
№ 042Energy & infrastructureHistorical
Engagement 42: company and sponsor withheld. Ask a partner for them.

As Operating Partner and Chair of a Special Board Committee, assessed the probability-weighted potential of this Geothermal Energy company and managed it through to its sale to a strategic buyer.

Operating partnerAssessmentM&ASponsor-backed
№ 043Energy & infrastructureHistorical
Engagement 43: company and sponsor withheld. Ask a partner for them.

Portfolio Company assessment of this VC-backed operator of this 3000 ton-per-day waste energy company followed by the development of a business plan.

AssessmentSponsor-backed
№ 044Energy & infrastructureHistorical
Engagement 44: company and sponsor withheld. Ask a partner for them.

On behalf of a fund manager, engaged to oversee an oil field services company with over $300M in annual revenues. Fairlead placed a fractional CFO and Controller into the company to revise and execute a new business plan.

Operating partnerM&ALeadershipSponsor-backed
№ 046Energy & infrastructureHistorical
Engagement 46: company and sponsor withheld. Ask a partner for them.

Helped this solar developer build a business plan and prepare for and execution its first round of institutional investment.

M&A
№ 047Energy & infrastructureHistorical
Engagement 47: company and sponsor withheld. Ask a partner for them.

Portfolio company assessment of this developer of an ocean-based district cooling system in Hawaii followed by fundraising preparation and advisory services.

Assessment
№ 049Venture-backedHistorical
Engagement 49: company and sponsor withheld. Ask a partner for them.

Fractional CFO and Controller support to this startup developer of middleware software for manufacturing companies, including CISCO.

LeadershipSponsor-backed
№ 050Energy & infrastructureHistorical
Engagement 50: company and sponsor withheld. Ask a partner for them.

In collaboration with London Economics, prepared a business plan and designed a pro-forma company to catalyze the development of renewable energy projects in Saudi Arabia.

Advisory
№ 053Venture-backedHistorical
Engagement 53: company and sponsor withheld. Ask a partner for them.

Portfolio Company assessment followed by interim-CEO and fundraising services for this natural language AI spinoff from MIT. Raised $10M in Series B Financing.

AssessmentM&ALeadershipSponsor-backed
№ 054Venture-backedHistorical
Engagement 54: company and sponsor withheld. Ask a partner for them.

Fractional Controller/accounting support for this material-science startup preparing to go public through a de-Spac transaction.

LeadershipSponsor-backed
№ 055Energy & infrastructureHistorical
Engagement 55: company and sponsor withheld. Ask a partner for them.

Retained to represent a PE-owner on the Board of a publicly traded retail gas and electricity provider with 250,000 customers across the U.S. Sold to Constellation Energy.

Operating partnerSponsor-backed
№ 056Energy & infrastructureHistorical
Engagement 56: company and sponsor withheld. Ask a partner for them.

Provided technical due diligence support for this developer of biochar carbon sequestration in the Pacific Northwest.

Assessment
№ 058Energy & infrastructureHistorical
Engagement 58: company and sponsor withheld. Ask a partner for them.

Restructured this German-based biomass and cogeneration platform following changes in Germany's Feed-in-Tariff (FIT) program. Managed the sale to two separate German buyers.

Operating partnerAssessmentM&ALeadershipSponsor-backed
№ 060Venture-backedHistorical
Engagement 60: company and sponsor withheld. Ask a partner for them.

Portfolio company assessment and fundraising support for this high-speed time-series database technology startup.

AssessmentM&ALeadershipSponsor-backed
№ 061Venture-backedHistorical
Engagement 61: company and sponsor withheld. Ask a partner for them.

Fundraising and fractional CFO/Controller leadership for this startup provider of online tracking of fire inspection equipment.

M&ALeadership
№ 062Venture-backedHistorical
Engagement 62: company and sponsor withheld. Ask a partner for them.

Portfolio company assessment of this startup, high-speed trading platform.

AssessmentSponsor-backed
№ 063Other sectorsHistorical
Engagement 63: company and sponsor withheld. Ask a partner for them.

M&A support for the sale of this design engineering company serving the biotech and robotics industry.

M&A
№ 064Other sectorsHistorical
Engagement 64: company and sponsor withheld. Ask a partner for them.

Manage the resolution of liabilities and dissolution of a portfolio company that had sold substantially all of its assets.

Operating partnerSponsor-backed
№ 066Venture-backedHistorical
Engagement 66: company and sponsor withheld. Ask a partner for them.

Fractional CFO, Controller, and Financial Analyst for this industrial IoT company; oversaw exit and provided post-sale support.

M&ALeadershipSponsor-backed
№ 068Energy & infrastructureHistorical
Engagement 68: company and sponsor withheld. Ask a partner for them.

Capital raise and financial advisory support for this Midland, Texas-based energy company. Fairlead manages the fundraising process, financial modeling, and data room preparation.

M&A
№ 069Venture-backedHistorical
Engagement 69: company and sponsor withheld. Ask a partner for them.

Replaced CFO with a Controller and professionalized accounting process.

LeadershipSponsor-backed
№ 071Energy & infrastructureHistorical
Engagement 71: company and sponsor withheld. Ask a partner for them.

Provide Operating Partner services, fractional Controller, and back-office support to this PE-backed solar developer.

Operating partnerLeadershipSponsor-backed
№ 072Other sectorsHistorical
Engagement 72: company and sponsor withheld. Ask a partner for them.

Prepped privately owned manufacturer of field-portable spectrometers and spectroradiometers for exit and oversaw sale process.

M&A
№ 073Energy & infrastructureHistorical
Engagement 73: company and sponsor withheld. Ask a partner for them.

Turned around the company, then the largest district energy company and in default with its lenders, drove significant value growth and operational improvements followed by the sale to Veolia.

AssessmentM&ALeadershipSponsor-backed
№ 076Energy & infrastructureHistorical
Engagement 76: company and sponsor withheld. Ask a partner for them.

Developed a complex sales, working capital, and operational cost tool for this natural gas distributer.

AssessmentAdvisorySponsor-backed
№ 077Energy & infrastructureHistorical
Engagement 77: company and sponsor withheld. Ask a partner for them.

Portfolio company assessment of this distressed district energy system followed by the divestiture of the company to a strategic buyer.

AssessmentM&ASponsor-backed