Andersen Group (ANDG) Investor presentation summary

Firm overview

• Achieved $811 million in revenue for the twelve months ending September 30, 2025, with 13% year-over-year growth and a client base of 11,900 groups and 21,000 engagements.

• Employs 2,347 professionals, including 293 managing directors, across 25+ U.S. locations, with a 15% CAGR since 2003.

• Expanded service lines in 2025, including a new Tax Transformation and Innovation Practice and partnerships in AI, digital transformation, and cybersecurity.

• Integrated Berman & Associates to expand in Atlanta and launched AI-focused training with the University of San Francisco.

• Recognized as a Top 100 Firm in 2025 by INSIDE Public Accounting.

Business model and strategy

• Operates a multi-dimensional platform offering tax, valuation, consulting, legal, investment banking, and managed solutions in over 175 countries.

• Consolidates Andersen Global member and collaborating firms, totaling over 300 firms and 50,000+ professionals worldwide.

• Pursues growth through expanding existing services, launching new offerings, and selective acquisitions.

• Focuses on cross-selling, attracting new clients, and international expansion.

U.S. platform and talent

• Delivers integrated services including family office consulting, global mobility, investment consulting, and tax transformation.

• Revenue per employee exceeds $335,000, with 2,187 personnel as of 2024 and a strong culture of excellence and talent development.

• 87% of client-facing professionals hold professional licenses, 54% have advanced degrees, and attrition rate is 13%, below the 21% industry average.

• Invests in AI to enhance productivity, automate tax processes, and accelerate M&A due diligence.