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.
Buy-side due diligence support of the acquisition of Veolia's North American energy division.
Portfolio Company Assessment and development of reporting required for institutional investors
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.
Installed as interim-CEO and revised business plan, positioning company for an eventual sale.
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.
Portfolio company assessment followed by fundraising and fractional CFO/Controller services for this online retailer.
Portfolio company assessment and the development of a cost-to-complete budget for a PE-backed development of 10K barrel per day renewable diesel production.
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.
Portfolio Company assessment of this VC-backed operator of this 3000 ton-per-day waste energy company followed by the development of a business plan.
Portfolio company assessment of this developer of an ocean-based district cooling system in Hawaii followed by fundraising preparation and advisory services.
Portfolio Company assessment followed by interim-CEO and fundraising services for this natural language AI spinoff from MIT. Raised $10M in Series B Financing.
Provided technical due diligence support for this developer of biochar carbon sequestration in the Pacific Northwest.
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.
Portfolio company assessment of this startup, high-speed trading platform.
Providing Operating Partner and fundraising support on behalf of the private equity co-owner of this 42 MW hydro project in Cote d'Ivoire.
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.
Developed a complex sales, working capital, and operational cost tool for this natural gas distributer.
Portfolio company assessment of this distressed district energy system followed by the divestiture of the company to a strategic buyer.
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.