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The Firm and Its Founder

Built on the operator's side of the deal.

Aluria Advisory is a boutique behavioral health M&A and operational advisory firm serving private equity firms, family offices, and behavioral health operators.


Edisa Shirley, PhD, LMHC — Founder and Managing Partner

Edisa worked inside behavioral health before she advised on it. She practiced as a licensed clinician, ran multi-site operations across outpatient psychiatry, therapy, substance use, and ABA, and led integration on live transactions. Aluria's work comes out of that sequence rather than out of a coverage model.

At Refresh Mental Health, later Optum Behavioral Care, she led post-acquisition integration across a national outpatient platform: the operating model new practices were brought onto, clinical onboarding, provider retention through ownership change, and the integration playbook the platform went on to use for every subsequent acquisition. She ran that function through a cross-functional team spanning IT, HR, finance, revenue cycle, and clinical operations. She was the integration lead through a private equity recapitalization (Kelso & Company) and a strategic exit to UnitedHealth Group.

At Beacon Behavioral Partners she held portfolio operations and P&L responsibility across a multi-state, multi-clinic group, including interventional psychiatry service lines in TMS and esketamine and hospital-affiliated programs, with payer mix, revenue cycle, clinic-level margin, and clinical staffing in her remit. She standardized SOPs, workflows, and compliance protocols portfolio-wide. Provider retention reads to her as a clinical problem before it reads as a line item, because she has held both sides of it.

She also holds an executive role at a healthcare technology platform. That role gives her line of sight into the billing, workflow, and operating data of hundreds of behavioral health practices, which no banker or financial diligence provider has. It is also a conflict to manage in the open: engagements involving competing or adjacent vendors are disclosed in advance and declined where a conflict exists.

She sits on boards and advisory boards as well as in engagements: board director for a behavioral health non-profit, strategic advisor to private equity, family office, and healthcare venture investors, and past board member at healthcare technology companies. That governance seat is the third view of the same asset — what the sponsor is underwriting, what the operator is living, and what the board is being told.

  • PhD, Industrial-Organizational Psychology
  • M.S., Clinical Mental Health Counseling
  • LMHC, Florida
Edisa Shirley, PhD, LMHC, Founder and Managing Partner of Aluria Advisory

Edisa Shirley, PhD, LMHC
Founder and Managing Partner

Track Record

15+ years

Behavioral health operations, clinical practice, and M&A

100+

Post-acquisition integrations led

300+

Centers at platform scale, across 37 states

98%

Provider retention held through two ownership changes

$4M–$13M

Portfolio EBITDA growth, with ten points of margin expansion

90 days

Integration timeline, reduced from six months

Zero to $3M

New behavioral health service line, first-year recurring revenue

40%

Reduction in compliance findings through portfolio-wide standardization

100%

Audit success rate across an eight-year regulated-services tenure

Figures are career totals across platforms, portfolios, and mandates. They are deliberately not attached to a named company, transaction, or client: individual results are confidential, and we do not publish them against an employer or a client name.

How We Work

Aluria works under three engagement models:

  • Project-based diligence or integration. A defined mandate on a live target or a platform in its first year after close.
  • Retainer-based ongoing advisory. Continuous operational counsel to a sponsor or an operating team across a holding period.
  • Board and strategic advisor roles. A standing seat at the table for platforms navigating growth, governance, or transition.

Every engagement begins with a written scope and clear deliverables. Every engagement is led personally by Edisa Shirley. Where scope requires, Aluria brings in senior specialists in revenue cycle, compliance, and finance, under Aluria's direction.

We work with a small number of clients at any given time. The work is too consequential to scale through volume.

How an Engagement Runs

  1. Confidential intake and scope

    A short call, then a written scope: the question we are answering, what we will look at, and what you receive at the end.

    Within 48 hours

  2. Document and data review, site and leadership interviews

    Clinical policies and documentation, staffing and productivity data, payer contracts and authorization patterns, and interviews with the people who run the sites.

    One to two weeks

  3. Findings memo

    Clinical integration risk, provider retention exposure, reimbursement and payer risk, and operational readiness — written to drop into an IC memo.

    End of review

  4. Optional post-close 100-day plan

    Built from the findings, with owners, sequencing, and dates, so the work has somewhere to land after close.

    First 100 days

Start a confidential conversation.

Every engagement begins with a confidential conversation and a written scope. We typically respond within one business day.

Start a confidential conversation

info@aluriaadvisory.com·LinkedIn·Jacksonville, Florida