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.
Engaged initially in June 2024 to support sell-side M&A efforts. In January 2026, engaged for support around a significant reduction in force as the sponsor took full control. Transitioning into an asset management role with outsourced payroll and employer of record structure for legacy employees.
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.
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.
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.
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.
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.
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.
Turned around this manufacturer of tantalum powder and successfully sold the company to Kemet Inc.
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.
Supported financial analysis and fundraising efforts for Brazilian based rare earth mine in development
Providing Operating Partner and fundraising support on behalf of the private equity co-owner of this 42 MW hydro project in Cote d'Ivoire.
Provide Operating Partner services, fractional Controller, and back-office support to this PE-backed solar developer.
Advised VitAG Corp, a beneficial use technology company during its transition from pilot to implementation phase; provided financial analysis and fundraising support.
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.
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.