Asset 4-8

Empower your portfolio company with a team of.... Experienced Executive Managers

At Fairlead Advisors, we understand that navigating periods of growth or significant change can be challenging for companies of all sizes. That's why we offer a comprehensive range of services backed by a team of seasoned and knowledgeable executive managers. Our strategic, managerial, financial, technical, and operational expertise is designed to provide the guidance and support you need to achieve your goals and deliver results.

With decades of experience, we've worked with companies across a range of industries and situations, including fast-growing startups and those experiencing distress. Our hands-on and detailed approach, combined with our commitment to limiting the number of engagements to provide dedicated focus to a small number of key clients, ensures that you receive the personalized attention and tailored solutions you need to succeed.

Whether you need advisory, board representation, or interim-management positions, we have the experience and expertise to fill the gaps and help you attract new investors or monetize your investments.

Fairlead Advisors' Strategic Expertise Propels Energy, Industrial Processing, and Venture-Stage Companies to New Heights

In 2008, Fairlead Advisors recognized that financial investors with portfolio companies were struggling to unlock the full potential of their investments due to various challenges in strategy, finance, and operations. In response, we developed a comprehensive suite of services to address these challenges and provide practical solutions to unlock untapped value. Our team of seasoned executives delivers these services and leverages their expertise in CEO, CFO, and COO roles, providing invaluable guidance and support to companies during transitional periods. Through our services, we help companies attract new investors and monetize their investments, ultimately driving growth and successful transactions.

On behalf of a dozen different investor groups and institutional investors, Fairlead has:

  • Assessed and conducted detailed valuations of 45 companies and target investments;
  • Designed business plans for 21 companies;
  • Provided board representation or interim executive management for 30 companies;
  • Managed the acquisition or divestiture of 17 companies, generating over $1..35B in gross proceeds;
  • Built, upgraded, or overhauled the reporting and financial statement preparation for 21 companies.

At Fairlead Advisors, our steady growth since 2010 has been a testament to our unwavering commitment to delivering exceptional services that meet the diverse and evolving needs of our clients. We take pride in our team of eleven outstanding professionals, who bring unparalleled expertise and dedication to every engagement.

Adam Carte

CFA, Partner

Renee Sass


Charles Abbott

P.E., Partner

Jason Salgo

Senior Consultant

Lissen Ney

CPA, Consultant

Alex MacDonald

Vice President

Mary Day

CPA (expired), Senior Consultant

Kathy Osteraas


Carolina Andres

CPA, Consultant

Alexandra Belaya

CPA, Senior Consultant

Vitor Massena

CPA, Senior Consultant

Fairlead Team Members are Prepared

To lead organizations, manage teams, bring functional and industry expertise to the table, make decisions, and act as individual contributors.