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.
Advised CEO and CFO of growing fuel transportation business in Canada and the US on topics including financial reporting, systems, and other process improvements
Provided technical and financial support for a Trigeneration Company in Saudi Arabia
Serve on the advisory board of the parent company and provide financial advisory support for its investments
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.
Supporting efforts to secure a new PPA for the cogeneration facility. Preparing proposal structure and data request list for next steps.
Supported the implementation of a new ERP system for this publicly-traded developer of Sustainable Aviation Fuel (SAF).
Provided financial advisory support to this wind development company
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.
Fractional CFO support for this advanced nuclear energy company developing next-generation reactor technology. Fairlead provides audit coordination, financial modeling, capital raise advisory, and strategic support.
With the company, advised government owned utility on solicitation of new gas fired power generation and structuring of power purchase agreements
Energy advisory support for this the sponsor-owned data center platform. Fairlead provides power strategy analysis, total cost of ownership modeling for behind-the-meter generation solutions.
Developed a complex sales, working capital, and operational cost tool for this natural gas distributer.
M&A advisory for the company, a the sponsor portfolio company selling its oil terminal assets. Fairlead manages the seller-side process end-to-end financial model and data room build-out, valuation narrative development, NDA/process negotiation.
Provide Controller Services to 7 biotech companies owned by the company, a Biosciences-focused VC Fund
Design and build of a business dashboard consolidating key KPIs into real-time reporting, alongside owner's-representative support guiding the D-365 ERP implementation.
Serve as Chief Restructuring Officer recommended by lender to stabilize cash and support lender recovery
Standing up a Data Center development company