Fairlead Advisors
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.

6 engagements · 2 filters onClear all
Work
Operating partnerAssessmentM&ALeadershipAdvisory
Sector
Energy & infrastructureVenture-backedFamily officeOther sectors
Status
ActiveHistorical
№ 002Energy & infrastructureHistorical

Cadre Proppants

PE-backed

Tripled run-rate EBITDA in 18 months: embedded finance leadership through the turnaround and into the exit.

LeadershipAdvisorySponsor-backed
See the engagement
№ 006Venture-backedHistorical

A venture-stage manufacturer

VC-backed

Three years of financials restated, plant efficiency proven in a model, and a competitive auction run inside a twelve-month cash runway.

LeadershipAdvisorySponsor-backed
See the engagement
№ 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
№ 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
№ 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
№ 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