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    ANDG

    Andersen Group Inc.

    Company overview

    Market capitalization
    —
    Employees
    2,271
    Latest publication
    2026-09-29
    About Andersen Group Inc.

    Andersen Group Inc. provides independent tax, valuation, and financial advisory services to individuals and family offices, businesses, and institutional clients in the United States. The company offers private client services that provides tax and financial services for individuals and families, addressing client matters involving multigenerational wealth, charitable giving and trust and estate planning; business tax services, such as integrated tax-related consulting and compliance services for businesses, helping organizations with managing tax planning, compliance, and reporting needs; alternative investment funds, including tax and financial services for family offices, funds of funds, hedge funds, private equity funds, venture capital funds, and real estate investment trusts; and valuation services for clients to help navigate tax laws and regulations and comply with important regulatory requirements. Andersen Group Inc. was founded in 2002 and is headquartered in San Francisco, California. Andersen Group Inc. operates as a subsidiary of Andersen Aggregator LLC.

    Company website

    Financial statements

    Income Quarterly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ2 20262026-06-30 · USDQ1 20262026-03-31 · USDQ4 20252025-12-31 · USDQ3 20252025-09-30 · USDQ2 20252025-06-30 · USDQ1 20252025-03-31 · USDQ4 20242024-12-31 · USDQ3 20242024-09-30 · USD
    Total Revenue217,658,000USD240,746,000USD170,346,000USD284,288,000USD175,991,000USD208,067,000USD142,410,000USD247,618,000USD
    Cost Of Revenue173,554,000USD168,655,000USD12,357,000USD239,522,000USD227,279,000USD120,058,000USD122,312,000USD118,899,000USD
    Gross Profit44,104,000USD72,091,000USD157,989,000USD44,766,000USD-51,288,000USD88,009,000USD20,098,000USD128,719,000USD
    Selling General Administrative50,504,000USD48,011,000USD35,915,000USD51,576,000USD53,879,000USD35,362,000USD49,836,000USD29,030,000USD
    Total Operating Expenses53,026,000USD43,962,000USD38,120,000USD54,245,000USD53,879,000USD35,362,000USD32,964,000USD31,080,000USD
    Operating Income-8,922,000USD28,129,000USD119,869,000USD-9,479,000USD-105,167,000USD52,647,000USD-12,866,000USD97,639,000USD
    Total Other Income Expense Net-1,245,000USD-7,578,000USD-171,470,000USD-17,848,000USD2,217,000USD2,059,000USD2,989,000USD1,711,000USD
    Interest Income1,497,000USD1,879,000USD1,055,000USD881,000USD1,030,000USD1,200,000USD1,568,000USD1,056,000USD
    Interest Expense5,887,000USD6,234,000USD1,169,000USD19,547,000USD104,000USD143,000USD26,050,000USD16,000USD
    Income Before Tax-10,167,000USD20,551,000USD-51,601,000USD-27,327,000USD-102,950,000USD54,706,000USD-9,877,000USD99,350,000USD
    Income Tax Expense-73,000USD2,813,000USD-170,000USD6,004,000USD-6,967,000USD4,130,000USD-172,000USD1,734,000USD
    Net Income-10,094,000USD494,000USD7,330,000USD35,753,000USD-95,983,000USD50,576,000USD-9,705,000USD97,616,000USD
    Minority Interest-9,086,000USD-17,244,000USD58,761,000USD—————
    Net Income Applicable To Common Shares-1,249,000USD———————
    Unclassified Operating Expenses—-4,049,000USD2,205,000USD2,669,000USD——-16,872,000USD2,050,000USD
    Net Interest Income—-4,355,000USD19,413,000USD-18,666,000USD926,000USD1,057,000USD-24,482,000USD1,040,000USD
    Tax Provision—2,813,000USD-170,000USD6,004,000USD-6,967,000USD4,130,000USD2,112,000USD1,734,000USD
    Net Income From Continuing Ops—17,738,000USD-51,431,000USD-33,331,000USD-95,983,000USD50,576,000USD-411,397,000USD97,616,000USD
    Ebit—28,129,000USD-69,959,000USD-7,780,000USD-105,167,000USD52,647,000USD-9,861,000USD99,366,000USD
    Ebitda—30,403,000USD-67,722,000USD-5,111,000USD-103,131,000USD54,742,000USD-7,691,000USD101,416,000USD
    Depreciation And Amortization—2,274,000USD2,237,000USD2,669,000USD2,036,000USD2,095,000USD2,170,000USD2,050,000USD
    Reconciled Depreciation—2,274,000USD2,237,000USD2,637,000USD2,036,000USD2,095,000USD2,170,000USD2,050,000USD
    SourceDisclosureDeterministicFinalLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Income Yearly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricFY 20252025-12-31 · USDFY 20242024-12-31 · USDFY 20232023-12-31 · USD
    Total Revenue838,692,000USD731,593,000USD639,111,000USD
    Cost Of Revenue604,090,000USD470,102,000USD407,591,000USD
    Gross Profit234,602,000USD261,491,000USD231,520,000USD
    Selling General Administrative176,732,000USD146,769,000USD—
    Total Operating Expenses176,732,000USD131,947,000USD114,661,000USD
    Operating Income57,870,000USD129,544,000USD116,859,000USD
    Interest Income4,166,000USD——
    Interest Expense1,436,000USD64,000USD138,000USD
    Net Interest Income2,730,000USD-21,574,000USD—
    Income Before Tax-127,172,000USD137,196,000USD120,940,000USD
    Income Tax Expense2,997,000USD2,395,000USD2,257,000USD
    Tax Provision2,997,000USD4,679,000USD—
    Net Income-2,324,000USD134,801,000USD118,683,000USD
    Net Income From Continuing Ops-130,169,000USD-266,891,000USD—
    Ebit57,870,000USD137,260,000USD121,078,000USD
    Ebitda66,875,000USD145,585,000USD128,769,000USD
    Depreciation And Amortization9,005,000USD8,325,000USD7,691,000USD
    Reconciled Depreciation9,005,000USD——
    Total Other Income Expense Net-185,042,000USD7,652,000USD4,081,000USD
    Minority Interest127,845,000USD237,606,000USD—
    Unclassified Operating Expenses—-14,822,000USD114,661,000USD
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Balance sheet Quarterly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ2 20262026-06-30 · USDQ1 20262026-03-31 · USDQ4 20252025-12-31 · USDQ3 20252025-09-30 · USDQ2 20252025-06-30 · USDQ1 20252025-03-31 · USDQ4 20242024-12-31 · USDQ3 20242024-09-30 · USD
    Total Assets571,487,000USD608,570,000USD565,140,000USD563,073,000USD412,642,000USD—398,775,000USD—
    Cash And Equivalents175,631,000USD———————
    Total Current Assets405,441,000USD453,787,000USD412,038,000USD413,622,000USD271,137,000USD—246,377,000USD—
    Other Current Assets3,673,000USD33,406,000USD29,688,000USD24,467,000USD23,168,000USD—14,786,000USD—
    Other Non Current Assets2,251,000USD———————
    Total Liabilities540,033,000USD———————
    Total Current Liabilities185,463,000USD192,323,000USD195,807,000USD224,337,000USD125,471,000USD—94,441,000USD—
    Other Current Liabilities16,643,000USD———————
    Other Non Current Liabilities5,353,000USD———————
    Total Stockholder Equity-775,283,000USD28,695,000USD-134,731,000USD-4,796,000USD198,351,000USD—196,249,000USD—
    Total Equity Including Noncontrolling Interest31,454,000USD———————
    Deferred Revenue34,880,000USD———————
    Net Receivables189,371,000USD213,567,000USD123,891,000USD212,233,000USD159,775,000USD—121,113,000USD—
    Property Plant Equipment Net124,253,000USD119,478,000USD117,799,000USD114,911,000USD104,824,000USD—109,651,000USD—
    Goodwill32,326,000USD———————
    Intangible Assets6,226,000USD2,644,000USD2,543,000USD2,463,000USD2,395,000USD—2,331,000USD—
    Accounts Payable14,601,000USD11,793,000USD11,998,000USD14,048,000USD13,855,000USD—7,469,000USD—
    Short Term Debt9,686,000USD64,679,000USD66,298,000USD78,966,000USD16,088,999USD—17,183,000USD—
    Retained Earnings-781,509,000USD-780,501,000USD-134,742,000USD-4,807,000USD62,033,000USD—189,490,000USD—
    Total Liab—579,875,000USD593,517,000USD610,827,000USD214,291,000USD—202,526,000USD—
    Other Current Liab—105,592,000USD104,989,000USD112,015,000USD65,235,999USD—54,208,000USD—
    Common Stock—11,000USD11,000USD11,000USD136,318,000USD—6,759,000USD—
    Capital Stock—10,000USD11,000USD11,000USD——196,249,000USD—
    Good Will—30,078,000USD30,078,000USD30,078,000USD30,078,000USD—30,078,000USD—
    Cash—206,814,000USD250,280,000USD167,715,000USD78,945,000USD—87,993,000USD—
    Cash And Short Term Investments—206,814,000USD258,459,000USD176,922,000USD88,194,000USD—110,478,000USD—
    Current Deferred Revenue—22,052,000USD12,522,000USD16,601,000USD30,291,000USD—15,581,000USD—
    Net Debt—241,814,000USD210,211,000USD293,759,000USD23,581,000USD—20,090,000USD—
    Short Long Term Debt—57,467,000USD62,340,000USD62,218,000USD————
    Short Long Term Debt Total—448,628,000USD460,491,000USD461,474,000USD102,526,000USD—108,083,000USD—
    Long Term Debt—279,032,000USD287,745,000USD287,881,000USD————
    Short Term Investments—5,098,000USD8,179,000USD9,207,000USD9,249,000USD—22,485,000USD—
    Property Plant Equipment Gross—158,990,000USD157,957,000USD153,609,000USD————
    Common Stock Shares Outstanding—11,000,000shares11,000,000shares11,000,000shares11,000,000shares11,000,000shares11,000,000shares11,000,000shares
    Non Current Assets Total—154,783,000USD153,101,999USD149,451,000USD141,505,000USD—152,397,999USD—
    Non Current Liabilities Total—387,552,000USD397,710,000USD386,490,000USD88,820,000USD—108,085,000USD—
    Non Current Liabilities Other—3,604,000USD3,517,000USD58,000USD——17,116,000USD—
    Non Currrent Assets Other—2,583,000USD2,241,999USD303,000USD————
    Net Working Capital—261,464,000USD216,231,000USD199,645,000USD————
    Unclassified Current Assets—-5,098,000USD——————
    Unclassified Current Liabilities—-69,260,000USD-62,340,000USD-59,511,000USD————
    Unclassified Non Current Liabilities—104,916,000USD106,448,000USD98,551,000USD88,820,000USD—90,969,000USD—
    Unclassified Equity—809,175,000USD————-196,249,000USD—
    Long Term Investments——0USD0USD————
    Unclassified Non Current Assets———1,696,000USD4,208,000USD—10,337,999USD—
    SourceDisclosureDeterministicFinalLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Balance sheet Yearly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricFY 20252025-12-31 · USDFY 20242024-12-31 · USDFY 20232023-12-31 · USD
    Total Assets565,140,000USD398,775,000USD369,481,000USD
    Intangible Assets2,543,000USD2,331,000USD2,378,000USD
    Other Current Assets29,688,000USD14,786,000USD13,697,000USD
    Total Liab593,517,000USD202,526,000USD191,983,000USD
    Total Stockholder Equity-134,731,000USD196,249,000USD177,498,000USD
    Other Current Liab104,989,000USD54,208,000USD34,889,000USD
    Common Stock11,000USD6,759,000USD6,759,000USD
    Capital Stock11,000USD196,249,000USD—
    Retained Earnings-134,742,000USD189,490,000USD170,739,000USD
    Good Will30,078,000USD30,078,000USD30,078,000USD
    Cash250,280,000USD87,993,000USD71,708,000USD
    Cash And Short Term Investments258,459,000USD110,478,000USD90,319,000USD
    Total Current Assets412,038,000USD246,377,000USD217,253,000USD
    Total Current Liabilities195,807,000USD94,441,000USD74,613,000USD
    Current Deferred Revenue12,522,000USD15,581,000USD14,300,000USD
    Net Debt210,211,000USD20,090,000USD39,348,000USD
    Short Term Debt66,298,000USD17,183,000USD14,930,000USD
    Short Long Term Debt62,340,000USD——
    Short Long Term Debt Total460,491,000USD108,083,000USD111,056,000USD
    Long Term Debt287,745,000USD——
    Long Term Investments0USD——
    Short Term Investments8,179,000USD22,485,000USD18,611,000USD
    Net Receivables123,891,000USD121,113,000USD113,237,000USD
    Accounts Payable11,998,000USD7,469,000USD10,494,000USD
    Property Plant Equipment Net117,799,000USD109,651,000USD112,198,000USD
    Property Plant Equipment Gross157,957,000USD——
    Common Stock Shares Outstanding11,000,000shares11,000,000shares11,000,000shares
    Non Current Assets Total153,101,999USD152,397,999USD152,228,000USD
    Non Current Liabilities Total397,710,000USD108,085,000USD117,370,000USD
    Non Current Liabilities Other3,517,000USD17,116,000USD—
    Non Currrent Assets Other2,241,999USD——
    Net Working Capital216,231,000USD——
    Unclassified Current Liabilities-62,340,000USD——
    Unclassified Non Current Liabilities106,448,000USD90,969,000USD117,370,000USD
    Unclassified Non Current Assets—10,337,999USD7,574,000USD
    Unclassified Equity—-196,249,000USD—
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Cash flow Quarterly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricQ1 20262026-03-31 · USDQ4 20252025-12-31 · USDQ3 20252025-09-30 · USDQ2 20252025-06-30 · USDQ1 20252025-03-31 · USDQ4 20242024-12-31 · USDQ3 20242024-09-30 · USD
    Net Income494,000USD-2,324,000USD111,111,000USD-95,983,000USD50,576,000USD-9,705,000USD97,616,000USD
    Depreciation2,274,000USD2,237,000USD2,637,000USD2,036,000USD2,095,000USD2,170,000USD2,050,000USD
    Stock Based Compensation45,604,000USD10,912,000USD6,901,000USD129,559,000USD0USD—0USD
    Other Non Cash Items67,819,000USD14,753,000USD3,496,000USD-5,824,000USD3,213,000USD3,289,000USD3,931,000USD
    Change To Account Receivables-91,410,000USD89,449,000USD-57,104,000USD27,295,000USD-64,012,000USD88,174,000USD-59,572,000USD
    Change In Working Capital-74,359,000USD68,450,000USD-84,727,000USD22,578,000USD-44,899,000USD57,582,000USD-56,848,000USD
    Total Cash From Operating Activities-3,866,999USD82,721,000USD40,023,000USD50,648,000USD11,227,000USD53,349,000USD46,669,000USD
    Capital Expenditures-3,703,000USD-5,691,000USD-1,951,000USD-1,807,000USD-1,436,000USD-1,213,000USD-694,000USD
    Free Cash Flow-7,570,000USD77,030,000USD38,072,000USD48,841,000USD9,791,000USD52,136,000USD45,975,000USD
    Investments3,103,000USD1,068,000USD2,136,000USD9,290,000USD10,289,000USD-103,000USD-29,000USD
    Total Cashflows From Investing Activities-395,000USD-5,113,000USD119,000USD7,470,000USD—-5,110,000USD-777,000USD
    Net Borrowings-13,615,000USD-30,000USD-43,000USD-15,000USD-29,000USD-14,000USD-26,000USD
    Total Cash From Financing Activities-39,204,000USD104,825,000USD-51,240,000USD-74,391,000USD-12,136,000USD-40,180,000USD-21,875,000USD
    Dividends Paid-24,380,000USD-81,779,000USD-48,324,000USD-70,800,000USD-11,250,000USD-39,750,000USD-21,650,000USD
    Change In Cash-43,466,000USD182,433,000USD-11,098,000USD-16,273,000USD7,225,000USD8,059,000USD24,017,000USD
    Begin Period Cash Flow250,280,000USD67,847,000USD78,945,000USD95,218,000USD87,993,000USD79,934,000USD55,917,000USD
    End Period Cash Flow206,814,000USD250,280,000USD67,847,000USD78,945,000USD95,218,000USD87,993,000USD79,934,000USD
    Other Cashflows From Investing Activities401,000USD-313,000USD-230,000USD-221,000USD—-3,943,000USD-201,000USD
    Other Cashflows From Financing Activities-39,204,000USD——-3,576,000USD—-416,000USD-199,000USD
    Unclassified Operating Cash Flow-45,698,999USD-11,307,000USD—-1,718,000USD———
    Unclassified Financing Cash Flow37,995,000USD186,634,000USD-2,873,000USD————
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Cash flow Yearly

    Exact reported values; units shown beside each amount. Missing values are —.
    MetricFY 20252025-12-31 · USDFY 20242024-12-31 · USDFY 20232023-12-31 · USD
    Net Income-130,169,000USD134,801,000USD118,683,000USD
    Depreciation9,005,000USD8,324,999USD7,691,000USD
    Stock Based Compensation147,372,000USD0USD—
    Other Non Cash Items197,520,000USD14,621,000USD11,532,000USD
    Change To Account Receivables-4,372,000USD-7,876,000USD-14,519,000USD
    Change In Working Capital-38,598,000USD-5,334,000USD-20,011,000USD
    Total Cash From Operating Activities184,619,000USD152,311,000USD118,066,000USD
    Capital Expenditures-10,345,000USD-8,596,000USD-4,899,000USD
    Free Cash Flow174,274,000USD143,715,000USD113,167,000USD
    Investments22,783,000USD——
    Total Cashflows From Investing Activities10,610,000USD-18,456,000USD-12,624,000USD
    Net Borrowings-117,000USD——
    Total Cash From Financing Activities-32,942,000USD-117,570,000USD-91,239,000USD
    Dividends Paid-212,153,000USD-116,050,000USD-90,300,000USD
    Issuance Of Capital Stock188,242,000USD0USD—
    Change In Cash162,287,000USD16,285,000USD71,708,000USD
    Begin Period Cash Flow87,993,000USD71,708,000USD—
    End Period Cash Flow250,280,000USD87,993,000USD71,708,000USD
    Other Cashflows From Investing Activities20,955,000USD-4,172,000USD-443,000USD
    Other Cashflows From Financing Activities-800,000USD-800,000USD-800,000USD
    Unclassified Investing Cash Flow-22,783,000USD-5,688,000USD-7,282,000USD
    Unclassified Financing Cash Flow-8,114,000USD——
    SourceLegacy providerLegacyLegacy providerLegacyLegacy providerLegacy

    Operating metrics

    No operating metrics are currently published for this company.

    Revenue breakdown

    PeriodDimensionBusiness / regionRevenueCurrencySource
    Q1 2026Quarterly · 2026-03-31GeographyEast Region101,485,000USD0001193125-26-219544
    Q1 2026Quarterly · 2026-03-31GeographyUSCentral Region39,374,000USD0001193125-26-219544
    Q1 2026Quarterly · 2026-03-31GeographyWest Region99,887,000USD0001193125-26-219544
    Q1 2026Quarterly · 2026-03-31ProductAlternative Investment Funds25,193,000USD0001193125-26-219544
    Q1 2026Quarterly · 2026-03-31ProductBusiness Tax Services80,635,000USD0001193125-26-219544
    Q1 2026Quarterly · 2026-03-31ProductPrivate Client Services123,177,000USD0001193125-26-219544
    Q1 2026Quarterly · 2026-03-31ProductValuation Services11,741,000USD0001193125-26-219544
    FY 2025Yearly · 2025-12-31GeographyEast Region325,914,000USD0001193125-26-128949
    FY 2025Yearly · 2025-12-31GeographyUSCentral Region159,525,000USD0001193125-26-128949
    FY 2025Yearly · 2025-12-31GeographyWest Region353,253,000USD0001193125-26-128949
    FY 2025Yearly · 2025-12-31ProductAlternative Investment Funds72,914,000USD0001193125-26-128949
    FY 2025Yearly · 2025-12-31ProductBusiness Tax Services291,804,000USD0001193125-26-128949
    FY 2025Yearly · 2025-12-31ProductPrivate Client Services431,807,000USD0001193125-26-128949
    FY 2025Yearly · 2025-12-31ProductValuation Services42,167,000USD0001193125-26-128949
    Q1 2025Quarterly · 2025-03-31GeographyEast Region82,887,000USD0001193125-26-219544
    Q1 2025Quarterly · 2025-03-31GeographyUSCentral Region35,437,000USD0001193125-26-219544
    Q1 2025Quarterly · 2025-03-31GeographyWest Region89,743,000USD0001193125-26-219544
    Q1 2025Quarterly · 2025-03-31ProductAlternative Investment Funds22,166,000USD0001193125-26-219544
    Q1 2025Quarterly · 2025-03-31ProductBusiness Tax Services71,703,000USD0001193125-26-219544
    Q1 2025Quarterly · 2025-03-31ProductPrivate Client Services104,191,000USD0001193125-26-219544
    Q1 2025Quarterly · 2025-03-31ProductValuation Services10,007,000USD0001193125-26-219544
    FY 2024Yearly · 2024-12-31GeographyEast Region272,348,000USD0001193125-26-128949
    FY 2024Yearly · 2024-12-31GeographyUSCentral Region135,632,000USD0001193125-26-128949
    FY 2024Yearly · 2024-12-31GeographyWest Region323,613,000USD0001193125-26-128949
    FY 2024Yearly · 2024-12-31ProductAlternative Investment Funds68,922,000USD0001193125-26-128949
    FY 2024Yearly · 2024-12-31ProductBusiness Tax Services261,048,000USD0001193125-26-128949
    FY 2024Yearly · 2024-12-31ProductPrivate Client Services364,659,000USD0001193125-26-128949
    FY 2024Yearly · 2024-12-31ProductValuation Services36,964,000USD0001193125-26-128949
    FY 2023Yearly · 2023-12-31GeographyEast Region235,931,000USD0001193125-26-128949
    FY 2023Yearly · 2023-12-31GeographyUSCentral Region115,027,000USD0001193125-26-128949
    FY 2023Yearly · 2023-12-31GeographyWest Region288,153,000USD0001193125-26-128949
    FY 2023Yearly · 2023-12-31ProductAlternative Investment Funds58,888,000USD0001193125-26-128949
    FY 2023Yearly · 2023-12-31ProductBusiness Tax Services226,343,000USD0001193125-26-128949
    FY 2023Yearly · 2023-12-31ProductPrivate Client Services321,014,000USD0001193125-26-128949
    FY 2023Yearly · 2023-12-31ProductValuation Services32,866,000USD0001193125-26-128949

    Periods follow company fiscal calendars. Quarterly, annual and year-to-date amounts are shown separately. Missing values are not zero. Data may be delayed, incomplete or corrected; follow the disclosure links to verify figures.