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.
Portfolio company assessment of this distressed district energy system followed by the divestiture of the company to a strategic buyer.
Interim CFO and fundraising support for this battery technology startup backed by the the sponsor Foundation.
Installed as interim-CEO and revised business plan, positioning company for an eventual sale.
Provided Operating Partner and fractional CFO support to this startup producer of non-dairy yogurts and related foods.
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.
Fractional CFO/COO and fundraising services for this AI startup helping universities and colleges retain students
Portfolio company assessment followed by fundraising and fractional CFO/Controller services for this online retailer.
Provided financial leadership to fund and portfolio companies.
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.
Fractional CFO and Controller support to this startup developer of middleware software for manufacturing companies, including CISCO.
Portfolio Company assessment followed by interim-CEO and fundraising services for this natural language AI spinoff from MIT. Raised $10M in Series B Financing.
Fractional Controller/accounting support for this material-science startup preparing to go public through a de-Spac transaction.
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.
Portfolio company assessment and fundraising support for this high-speed time-series database technology startup.
Fundraising and fractional CFO/Controller leadership for this startup provider of online tracking of fire inspection equipment.
Fractional CFO, Controller, and Financial Analyst for this industrial IoT company; oversaw exit and provided post-sale support.
Replaced CFO with a Controller and professionalized accounting process.
Provide Operating Partner services, fractional Controller, and back-office support to this PE-backed solar developer.
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.