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.
Advising on an AI-centric business pivot, including business structure decisions and fundraising strategy. Supporting modeling and investor outreach materials.
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.
Supported New England based portfolio of 18 run-of-the-river hydro units with M&A and lender restructuring
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.
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.
Represented mezzanine lender in a declining telecom company. Facilitated sale of the company to recover full value.
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.
Led the restructuring, merger, and $50 million recapitalization of the company, the fourth-largest district energy system in the U.S.
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.
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.
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.
Helped this solar developer build a business plan and prepare for and execution its first round of institutional investment.
Portfolio Company assessment followed by interim-CEO and fundraising services for this natural language AI spinoff from MIT. Raised $10M in Series B Financing.
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.
M&A support for the sale of this design engineering company serving the biotech and robotics industry.
Fractional CFO, Controller, and Financial Analyst for this industrial IoT company; oversaw exit and provided post-sale support.
Capital raise and financial advisory support for this Midland, Texas-based energy company. Fairlead manages the fundraising process, financial modeling, and data room preparation.
Prepped privately owned manufacturer of field-portable spectrometers and spectroradiometers for exit and oversaw sale process.
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.
Portfolio company assessment of this distressed district energy system followed by the divestiture of the company to a strategic buyer.