About the firm
Six partners who have all sat in the CFO’s chair
Sightline started in 2011 with a simple observation: owner-managed companies need a CFO’s judgement long before they can justify a CFO’s salary. We have been filling that gap ever since.
- Founded
- 2011
- Offices
- 3
Why a small firm
The large advisory firms are built for large companies. Their fees assume a deal size, and their teams assume a finance department on the other side of the table. Owner-managed companies get the junior end of that model.
We built the opposite. Every engagement is led and largely done by a partner. We work with around thirty companies at a time, most of them for more than a year, and we turn down work that would stretch us.
Our clients are manufacturers, distributors, clinics, software firms, trades and professional-services businesses — typically family-owned or founder-led, with between 20 and 400 staff.
The partners
Who picks up the phone
No photos, on purpose: you will meet whichever partner fits your problem on the first call.
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Eleanor Hart
Managing partner, New York
Former CFO of a $60M family-owned food manufacturer; led its sale to a strategic buyer in 2010.
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Daniel Okafor
Partner, fundraising
Twelve years in commercial and asset-based lending before crossing the table. Has closed 40+ facilities.
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Martina Weiss
Partner, Zurich
Finance director of two Swiss software companies through Series B and a trade sale.
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Ray Castillo
Partner, Chicago
Ran finance for a 300-person distribution group; specialist in working capital and ERP rollouts.
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Priya Sethi
Partner, exit readiness
Transaction-services background at a national accounting firm; has sat on the buyer side of 70 diligence reviews.
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Tom Brennan
Partner, modelling & FP&A
Built planning models for manufacturers and healthcare groups for fifteen years; teaches the model course we give clients.
How we hold ourselves to account
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We say no
About a third of first calls end with us recommending something else — a bookkeeper, an accountant, or doing nothing yet. It is why the other two thirds trust the advice.
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The numbers are yours
Every model, pack and forecast is built in your files and handed over. You should never need us to open your own spreadsheet.
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Five clients per partner
Capacity is capped so that the partner on your engagement can pick up the phone the same day.
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Fees agreed before work
A written scope and price, every time. Extra work is quoted before it happens, never billed after.
Three offices, one way of working
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New York
350 Madison Avenue, 9th floor, NY 10017 · Mon–Fri, 8:30–18:00 ET
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Chicago
222 West Adams Street, Suite 1400, IL 60606 · Mon–Fri, 8:30–17:30 CT
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Zurich
Talstrasse 58, 8001 Zürich · By appointment
Meet a partner
A 30-minute call, by phone or video. We will ask about the company, the numbers and what you want to happen next.
Or call +1 (212) 555-0142 — a partner answers.