Fiduciaries + Advisors To Employee-Owned Companies

Expert advocates for independent ESOP businesses

At Alcyone, we believe in the power of employee ownership. We are a partnership of independent trustees with a combined 25+ years specializing in the small business valuation and transactional space who are dedicated to the oversight of employee stock ownership plans, employee benefits plans, and guidance through the M&A/LBO process.

Our mission is simple: provide the highest standard of fiduciary service and advisory so that our client companies and the communities they support can grow and thrive.

We serve clients spanning coast to coast and across a wide breadth of industries—bringing extensive knowledge and customized solutions to every individual assignment. We commit the energy and focus required for sustainable long-term partnership by offering services which span the full “cradle to grave” ESOP lifecycle from transaction through ongoing trusteeship. Lastly, we are committed to our support of independent SMBs, crafting tailored solutions that make ESOPs affordable and sustainable to businesses of all sizes.

Contact Us

111 Town Square Place, Ste 1238
Jersey City, NJ 07310

connect@alcyonetrustee.com
(609) 908-6338

Areas of Practice


Transactional

Alcyone acts on behalf of ESOP Trust participants in stock sale transactions.


Ongoing Fiduciary

Alcyone provides continuous annual Trustee services for existing ESOPs.


Strategic Advisory

Alcyone offers strategic consulting services, third-party financial advisory, and board representation tailored to SMBs.


What Our Clients Are Saying

“My team and I know our ESOPs and thankfully so does Alcyone Trustee. Their attention to detail and efficiency are what make them the best in the business.”

Susan Scherbel, Founder & CEO of Bellview Associates

“Erin is very good at what she does. Her extensive knowledge of ESOPs and what constitutes best practice, along with her commitment to serving my business has been top notch.”

Dr. Thomas Flynn, Founder & CEO of Ellsworth Uveitis and Retina Company

“Many of the deficiencies of our economic system could be alleviated if ways were found to broaden ownership.”

– John D. Rockefeller

Get in Touch

Reach out to learn more about our services and get a free consultation.