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
Fractional CFO and Controller for software company; worked with primary investor on financial restructuring.
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.
Fractional CFO/controller support for this California-based organic ghee and food products company. Fairlead manages financial close and reporting, bank financing, CPA firm selection and audit preparation, property tax compliance, and India entity setup.
Financial advisory support for this the sponsor portfolio company that originates and develops small-scale distribution-level solar facilities. Fairlead provides Operating Partner support, lender covenant compliance, cashflow modeling, and borrowing base analysis under a secondment arrangement.
Pre-acquisition M&A support followed by Post-acquisition fractional CFO/controller support for this the sponsor portfolio asphalt company in Southern California.
Supported scientist-founder of this biotech startup with management, fundraising, and fractional CFO/Controller services from initial angel-round through Series A and Phase 1 clinical trial.
Asset management and O&M oversight for this the sponsor portfolio of approximately 30 small-scale solar facilities. Fairlead provides budgeting, board support, lender compliance, and operational management.
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
Provide fractional CFO, Controller, and other back-office support to this venture-backed renewable hydrogen startup company.
Provide fractional CFO and Controller support to the developer of 252 MW of operating and 191 MW of in-construction gas-fired assets in Ghana and Guinea.
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.
Led and managed the spinoff of a biomass power platform from the sponsor's portfolio company, initiating Greenleaf with two plants in California totaling 60 MW, which expanded to 145 MW.
Fractional CEO/CFO/controller support for this industrial manufacturing company in Mobile, Alabama. Fairlead manages financial close and reporting, cash flow forecasting, covenant compliance, vendor management, audit coordination, and permanent CEO and CFO recruitment.
Fractional CFO and Controller support to this startup developer of middleware software for manufacturing companies, including CISCO.
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.
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.
Supported financial analysis and fundraising efforts for Brazilian based rare earth mine in development
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.
Fractional CFO/controller and operating partner support for this Iowa-based trucking and logistics company. Fairlead manages financial reporting, forecasting, balance sheet cleanup, and strategic restructuring.
Provide Controller Services to 7 biotech companies owned by the company, a Biosciences-focused VC Fund
Serve as Executive Advisor in place of the CEO while the CEO is on an extended military deployment
Serve as Chief Restructuring Officer recommended by lender to stabilize cash and support lender recovery
Standing up a Data Center development company