Every 8-K that Andersen Group (ANDG) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ANDG and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ANDG filings page.
Andersen Group Inc. reported strong growth for the quarter and six months ended June 30, 2026. Second-quarter revenue was $217.7 million, up 23.7% from $176.0 million, and six‑month revenue was $458.4 million, up 19.4% from $384.1 million. Growth was broad-based across all service lines and regions, with new client groups rising to 13,500 and client engagements to 23,800 in the first half.
The company recorded a second‑quarter net loss of $10.1 million, largely driven by non‑cash equity‑based compensation of $48.3 million, which declined sharply from $129.6 million a year earlier. Underlying results improved, with adjusted net income of $39.0 million in the quarter, up 38.8%, and adjusted EBITDA of $46.0 million, up from $29.7 million, lifting adjusted EBITDA margin to 21.1%. For the last twelve months, revenue reached $913.0 million and adjusted EBITDA $263.0 million. Headcount grew to 2,690 employees, including 349 Managing Directors, as the firm continued U.S. expansion and completed or announced multiple international tax and consulting acquisitions.
Andersen Group Inc. entered into a new $50.0 million asset-based revolving credit facility with JPMorgan Chase Bank, N.A. The three-year facility can be used for general corporate purposes, refinancing existing debt, permitted acquisitions, and working capital.
Borrowing capacity is tied to a borrowing base that includes up to 85% of eligible corporate client accounts receivable, and includes a $5.0 million letter of credit sublimit, with about $1.3 million already issued. The loan is guaranteed by key subsidiaries and secured by a first lien on substantially all assets of the loan parties.
Borrowings bear interest at Term SOFR plus 175 basis points, with a 25 basis point unused line fee and a 25 basis point upfront fee. The agreement contains a springing fixed charge coverage ratio covenant of 1.00x if availability falls below 25% of the line cap, as well as detailed limits on distributions, investments, and acquisitions, and customary events of default.
Andersen Group Inc. reported the results of its Annual Meeting of Stockholders held in virtual format on June 22, 2026. Stockholders voted as a single class to elect eight directors to serve until the 2027 annual meeting, with each nominee receiving over 1.00 billion votes in favor and minimal votes withheld, plus broker non-votes.
As of the April 23, 2026 record date, there were 112,485,744 shares outstanding, consisting of 12,951,358 shares of Class A common stock and 99,534,386 shares of Class B common stock. Class A carried one vote per share and Class B carried 10 votes per share. Stockholders also ratified the appointment of BDO USA, P.C. as independent registered public accounting firm for the year ending December 31, 2026, with 1,005,590,786 votes for, 5,241 against, and 1,401 abstentions.
Andersen Group Inc. reported first-quarter 2026 results showing strong revenue growth but lower GAAP profit. Revenue was $240.7 million, up 15.7% from $208.1 million a year earlier, driven by more clients, higher volumes and broader service lines.
GAAP net income fell to $17.7 million from $50.6 million, mainly due to $41.1 million of higher equity-based compensation. Adjusted net income rose to $62.9 million from $55.2 million, and Adjusted EBITDA increased to $72.3 million, with a 30.0% margin versus 27.5%.
The company highlighted inorganic growth, closing acquisitions of tax and consulting firms in Ireland, New Zealand, Nigeria and Uruguay, and signing deals in Switzerland and Canada expected to close in the third quarter of 2026. As of March 31, 2026, Andersen held $206.8 million in cash and cash equivalents and $5.1 million in U.S. Treasury investments.
Andersen Group Inc. appointed Susan Decker to its Board of Directors, expanding the Board to eight members, with her initial term running until the 2026 annual meeting of stockholders. She has been deemed an independent director and will serve on the compensation and risk committees.
Under a prior letter agreement, Ms. Decker had received 2,500 profits interest units in Andersen Tax LLC, which were exchanged in the IPO reorganization for 250,000 Class X Aggregator Units. She must retain one-third of this grant and may convert no more than 20% per year into Class A common stock, with company repurchase rights on portions of the grant at book value if her board service ends before specified dates through July 1, 2029.
Andersen Group Inc. reported record 2025 results with full-year revenue of $838.7 million, up 14.6% from 2024, and fourth-quarter revenue of $170.3 million, up 19.6%. Growth was broad-based across all service lines, with only about $1.0 million from inorganic sources.
IPO- and restructuring-related costs drove a GAAP net loss of ($130.2 million) versus net income of $134.8 million in 2024, but 2025 Adjusted Net Income rose to $217.0 million and Adjusted EBITDA to $226.3 million, a 27.0% margin. The company completed a December IPO of 12,650,000 Class A shares at $16.00, generating net proceeds of $188.2 million and ending 2025 with cash and cash equivalents of $250.3 million. Client groups grew to 12,350 and employees to 2,296, while attrition remained around 14.2%. Andersen also initiated 2026 guidance and highlighted ongoing investments in platform expansion, technology, automation and AI.