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 an activated-carbon manufacturing startup with a focus on the sales strategy and operating costs followed by organizing and managing the bankruptcy.
Developed and oversaw 100-day plan to integrate three industrial safety companies purchased by middle-marked PE fund.
Represented mezzanine lender in a declining telecom company. Facilitated sale of the company to recover full value.
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.
Led the restructuring, merger, and $50 million recapitalization of the company, the fourth-largest district energy system in the U.S.
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.
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.
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.
Manage the resolution of liabilities and dissolution of a portfolio company that had sold substantially all of its assets.
Provide Operating Partner services, fractional Controller, and back-office support to this PE-backed solar developer.