Andersen Group Inc. filings document the company’s transition as a New York Stock Exchange public company and its formal reporting for a professional-services business focused on tax, valuation and financial advisory services. The records identify ANDG Class A common stock and include material-event reports on operating results, Regulation FD investor presentations and board composition.
Proxy materials cover annual-meeting procedures, stockholder voting matters, director elections and board committee structure. Current reports also disclose governance changes, compensatory arrangements and subsidiary equity-related awards involving Andersen Tax LLC, alongside capital-structure and exchange-listing information required for the company’s registered securities.
Andersen Group Inc. (ANDG) ownership amendment reports that JPMorgan Chase & Co. beneficially owned 1,278,125 shares of Class A common stock, or 6.9% of the class. JPMorgan Chase reported sole voting power over 1,238,377 shares and shared voting power over 1 share; it reported sole dispositive power over 1,278,124 shares and shared dispositive power over 1 share. The listed subsidiary entities are J.P. Morgan Securities LLC, JPMorgan Asset Management (UK) Limited, JPMorgan Chase Bank, National Association, J.P. Morgan Investment Management Inc., and J.P. Morgan Wealth Management Solutions Inc.
Andersen Group Inc. (ANDG) reported Class A share consideration issued or expected for acquisitions. For seven named transactions—Andersen Servicios Profesionales, BD Emerson, Daniels Consulting, Endeavor, Clareo Consulting, Zenger Folkman and Andersen UK—the stock consideration represented, in aggregate, approximately 6.4% of the company’s Class A Common Stock outstanding.
For completed acquisitions, Andersen Group issued 50,450 shares for BD Emerson, 171,882 for Daniels Consulting, 60,938 for Zenger Folkman, 412,547 for Andersen UK, and 268,020 for SPRI Consulting. It expects to issue 54,463 shares for Andersen Servicios Profesionales and 48,511 for Merchantec, each expected to close during the first quarter of 2027; 71,596 for Endeavor, 43,834 for Clareo Consulting, and 12,429 for Netherlands Valuation, each expected to close during the fourth quarter of 2026. These expected issuances are subject to customary purchase price adjustments, and the acquisitions to customary closing conditions. Consideration is a mix of cash and Class A Common Stock, except for Zenger Folkman, which is for Class A Common Stock. The stock issuances were or will be unregistered, relying on Section 4(a)(2), Rule 506 of Regulation D and/or Regulation S.
Andersen Group Inc. (ANDG) appointed Daniel DePaoli and Peter Coscia to its Board of Directors, effective October 13, 2026. DePaoli oversees a significant portion of the firm's operations and has held senior leadership positions at Andersen since 2002; he has more than 30 years of professional services experience. Coscia oversees operations across the eastern United States and Caribbean, has held leadership positions at Andersen since 2002, and has more than 35 years of experience.
The company said the appointments align Board oversight with priorities including organic growth, acquisitions and expansion of its global professional services platform. DePaoli previously served as a tax partner at Arthur Andersen, while Coscia held positions at Arthur Andersen and Deloitte.
Andersen Group Inc. (ANDG) is the issuer in an amended ownership report from Brown Advisory Inc., which filed on behalf of Brown Investment Advisory & Trust Co., Brown Advisory LLC, Signature Financial Management, Inc., and Brown Advisory Ltd. The report states beneficial ownership of 1,459,256 shares, or 10.72% of the class.
The shares are beneficially owned by investment companies and other managed accounts of Brown Advisory Inc.’s direct and indirect subsidiaries. Applicable investment advisory contracts provide voting and/or investment power. Brown Advisory Inc. reports sole voting power over 1,268,473 shares and shared dispositive power over 1,459,256 shares.
Andersen Group Inc. (ANDG) is registering a secondary offering of 4,284,457 shares of Class A common stock for resale by selling stockholders at $44.00 per share, with an underwriters’ option for up to an additional 642,668 shares. Andersen Group will not receive any proceeds; all net proceeds of about $180.0 million before expenses go to the selling stockholders.
The offering reflects redemptions of Class X Aggregator and Class X Umbrella Units paired with Class B shares into Class A shares. Andersen has a dual-class structure where Class A has one vote and non-economic Class B has ten votes per share; Aggregator will hold about 98.1% of combined voting power after the offering, so the company remains a NYSE “controlled company.”
The firm provides tax, valuation and financial advisory services and does not perform audits. Revenue grew from $731.6 million in 2024 to $838.7 million in 2025 and to $458.4 million for the six months ended June 30, 2026. Results swung from $134.8 million net income in 2024 to a $130.2 million net loss in 2025, then to $7.6 million net income for the first half of 2026, while Adjusted EBITDA Margin was 27% in 2025 and in the first half of 2026.
Andersen Group Inc. has filed to register the resale of 4,284,457 shares of Class A common stock, all to be sold by existing stockholders. The company will not receive any proceeds from these sales. Underwriters also have a 30‑day option to buy up to 642,668 additional shares.
The company is a U.S. tax, valuation and financial advisory firm that has grown revenue from $731.6 million in 2024 to $838.7 million in 2025, and from $384.1 million to $458.4 million for the six months ended June 30, 2025 and 2026, respectively. After a $130.2 million net loss in 2025, largely driven by equity restructuring costs, it reported net income of $7.6 million for the first half of 2026 and an Adjusted EBITDA Margin of 26.8% in that period.
The structure is highly controlled: Aggregator holds all Class B shares with ten votes each and is expected to retain about 98.1% of voting power after the offering, while public Class A shares carry one vote. Andersen operates via AT Umbrella LLC, owning about 12.1% of its Class X Umbrella Units before the offering and is an emerging growth company using reduced reporting and extended accounting-transition provisions.
J. Goldman & Co., L.P. and related reporting persons filed an amended Schedule 13G disclosing beneficial ownership of Andersen Group Inc. Class A Common Stock. The group reports beneficial ownership of 800,605 shares of Class A Common Stock, representing 5.94% of the class.
The 5.94% figure is based on 13,472,214 Class A shares outstanding as of May 5, 2026, as reported by Andersen Group Inc. J. Goldman & Co., J. Goldman Capital Management, Inc., and Jay G. Goldman each report shared voting and dispositive power over 800,605 shares and no sole voting or dispositive power, while stating that the filing should not be construed as an admission of beneficial ownership under Section 13 of the Exchange Act.
Brown Advisory Inc. and its investment management subsidiaries report beneficial ownership of 2,241,090 shares of Andersen Group Inc. Class A common stock, representing 16.64% of the class. Brown Advisory Inc., a Maryland parent holding company, files on behalf of Brown Investment Advisory & Trust Co., Brown Advisory LLC, Signature Financial Management, Inc., and Brown Advisory Ltd.
The group holds sole voting power over most shares, including 1,920,578 for Brown Advisory Inc. and 1,908,769 for Brown Advisory LLC, while dispositive power is reported on a shared basis across the subsidiaries. The securities are beneficially owned by investment companies and other managed accounts of Brown Advisory’s direct and indirect subsidiaries under investment advisory contracts that provide voting and/or investment power.
Kayne Anderson Rudnick Investment Management, LLC reported beneficial ownership of 898,626 shares of Andersen Group Inc. common stock on a Schedule 13G. This represents 6.7% of the outstanding common stock, indicating Kayne Anderson Rudnick is a significant institutional shareholder.
The firm has sole voting power over 536,087 shares and shared voting power over 191,144 shares. It holds sole dispositive power over 707,482 shares and shared dispositive power over 191,144 shares, reflecting the extent of its control over voting and disposition of these securities.