What Alerion Advisors does

Alerion Advisors is a private, US-headquartered (Overland Park, KS) healthcare consulting and services platform that delivers strategy, regulatory advisory, clinical execution, and operations support to health plans, providers, and service partners across Medicare Advantage, Medicaid, TRICARE, Commercial and ACA markets. The firm operates as a federated platform of three wholly owned brands — Toney Healthcare (clinical and utilization management staffing, physician and clinical leadership deployment, care management execution, and surge support), Advent Advisory Group (HEDIS audit and abstraction, CMS Part C & D data validation, URAC accreditation support, Stars performance programs, and compliance monitoring), and Rebellis Group (Medicare Advantage bid strategy, MA compliance and regulatory advisory, risk adjustment and HCC strategy, operational performance improvement, and market entry strategy) — each retained under its own identity and leadership while coordinated for cross-sell.

The business is a pure professional services and managed-services model: revenue is generated through consulting engagements, retained advisory mandates, project-based audits, and outsourced clinical staffing contracts, with pricing on a quote-based engagement basis and no public rate card. The go-to-market is enterprise field sales — senior operators and subject matter experts engage directly with health-plan, provider, and service-partner buyers — backed by thought leadership, an "In The News" content presence, and a LinkedIn-led professional networking footprint. Cumulative operating scale is the most quantifiable metric: 500+ professionals across brands, 150+ health plans served, 10,000+ audits and assessments delivered, and 600+ HEDIS submissions per year.

Ownership and leadership dynamics center on PE sponsor Centre Partners as the platform's primary backer, with healthcare-specialist Health Enterprise Partners holding a board seat; Jason Montrie was appointed CEO on 2026-05-05 to drive the next phase of integrated growth. No proprietary AI/ML, software platform, or API surface is disclosed, and technology is described only in the context of the firm's data-handling posture (CCPA compliance) and routine third-party web analytics. Differentiation rests on credentialed regulatory expertise (NCQA-licensed HEDIS, URAC authorization support), senior-operator-led delivery rather than pyramid staffing, and an integrated single-accountable-partner model spanning strategy to execution.

Name

Alerion Advisors

Legal name

Alerion Advisors

Website

https://alerionadvisors.com

Company type

Private

Founded year

2002

Operating status

Operating

Headcount range

501–1,000 employees

Short description

Alerion Advisors is a PE-backed US healthcare consulting platform serving 150+ health plans across Medicare Advantage, Medicaid, TRICARE, Commercial and ACA through three brands: Toney Healthcare (clinical and utilization management), Advent Advisory Group (HEDIS and compliance auditing) and Rebellis Group (MA strategy and risk adjustment).

Ownership category

akta.pro rank

Headquarters

HQ city

Overland Park

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Professional Services: Alerion Advisors generates revenue through professional services engagements delivered by its integrated platform of specialized capabilities across strategy, compliance, clinical execution, and operations. The firm provides advisory services, staffing, audits, and operational support to health plans and providers, likely through consulting engagements and managed services contracts.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Alerion Advisors is an integrated healthcare service and consulting platform delivering strategy, compliance, clinical execution, and operations to health plans, providers, and service partners. Through three specialized sub-brands — Toney Healthcare (clinical staffing and utilization management), Advent Advisory Group (HEDIS auditing and quality compliance), and Rebellis Group (Medicare Advantage strategy and regulatory advisory) — the firm delivers end-to-end execution across Medicare Advantage, Medicaid, TRICARE, Commercial, and ACA markets.

Product overview

Alerion Advisors is an integrated healthcare service and technology platform operating as a unified platform with three specialized sub-brands. The platform delivers strategy, compliance, clinical execution and operations to health plans, providers and service partners. Through Toney Healthcare (clinical staffing and utilization management), Advent Advisory Group (HEDIS auditing and quality programs), and Rebellis Group (government program compliance and strategy), Alerion delivers a fully integrated set of capabilities across Medicare Advantage, Medicaid, TRICARE, Commercial and ACA markets.

Differentiator

Problem solved

Functional benefit

Brands

• Toney Healthcare: Clinical & Utilization Management Execution - Clinical programs, quality improvement, care delivery support, utilization management staffing, physician & clinical leadership deployment, care management program execution, quality improvement operations, and surge support & staff augmentation.
• Advent Advisory Group
• Rebellis Group

Products and services

• Toney Healthcare Toney Healthcare provides outsourced medical and behavioral health management for health plans nationwide via a US-based network of managed care experts, including physicians, nurses, social workers, and non-clinical personnel. Service lines include utilization management (Med & BH UM, specialty UM for ABA/SUD/IEP, physician review services, appeals and grievances), care management (Med & BH case management, Model of Care for D-SNP/C-SNP/I-SNP, Med-Psych care management, specialty care management for SUD/ASD), and clinical leadership deployment including interim CMO services.
• Advent Advisory Group Advent Advisory Group is a national leader in healthcare quality compliance, specializing in HEDIS audit and abstraction, CMS Part C & D data validation, URAC accreditation support, Stars performance programs, and compliance monitoring and review. The firm provides NCQA-licensed HEDIS audit expertise with proven accuracy for health plans.
• Rebellis Group Rebellis Group is an expert-model management consulting firm focused on helping Medicare Advantage organizations navigate complex regulatory environments, optimize results, and differentiate in a competitive market. Practice areas include Stars, Compliance, Part D, Revenue and Benefit Strategy, Operations, Sales and Marketing, with specific services covering Medicare Advantage bid strategy, MA compliance and regulatory advisory, risk adjustment and HCC strategy, operational performance improvement, and market entry and growth strategy.

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Scale indicators4 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Health Management Associates (HMA): HMA is a healthcare policy and consulting firm that advises state Medicaid agencies, health plans, and providers — directly comparable to Rebellis Group's regulatory and MA/Medicaid strategy practice and to Advent Advisory's compliance work.
• The Chartis Group: The Chartis Group is a healthcare-focused consulting firm serving health plans, health systems, and providers with strategy, clinical, and operational advisory — closely matching Alerion's expert-led, plan-centric model and overlapping most directly on MA strategy and quality performance work.
• Wakely Consulting Group: Wakely is an actuarial and healthcare consulting firm specializing in health plans, MA bid strategy, risk adjustment, and Stars — directly comparable to Rebellis's strategy and Advent's audit/quality validation offerings.
• Convey Health Solutions: Convey Health Solutions provides technology-enabled services for Medicare Advantage plans including member enrollment, compliance, and analytics — a former employer of Alerion's CEO and a direct competitor in MA plan operations and compliance support.
• ADVI Health: ADVI Health is a healthcare strategy, value-based care, and risk-adjustment consulting firm serving health plans and providers — overlapping Alerion on risk adjustment/HCC strategy, Stars performance, and MA bid strategy work.

Broad incumbents

• Deloitte (Health Care): Deloitte's Health Care practice serves health plans and providers with strategy, risk adjustment, compliance, and technology consulting — a broad incumbent competing for many of the same MA/Medicaid RFPs as Alerion.
• Accenture (Health): Accenture Health delivers large-scale consulting, technology, and operational services to health plans and providers — a broad incumbent whose payor-services work overlaps with Alerion's strategy, clinical, and compliance practices.
• Optum (UnitedHealth Group): Optum is the largest healthcare services, consulting, and technology platform in the US and serves health plans across strategy, clinical, analytics, and operations — a broad incumbent that competes with Alerion at the high end of MA and Medicaid engagements.
• McKinsey & Company (Healthcare Practice): McKinsey's Healthcare Practice serves major health plans with corporate strategy, MA growth, and operational transformation — competing for the same C-suite buyers as Rebellis Group though typically at much larger engagement scale.

Emerging players

• Pareto Intelligence: Pareto Intelligence is a healthcare analytics and advisory firm serving health plans on risk adjustment, Stars, and quality — an emerging player directly comparable to Advent Advisory's quality validation practice and a former employer of Alerion's CEO.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/alerion-advisors

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries3 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Alerion Advisors