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What smart money is saying about Andersen Group, Inc.United States flag

ANDG · Consumer Cyclical · Specialty Business Services · Market cap $3.99B

2 funds in our archive have pitched Andersen Group, Inc. — most recently Brown Advisory Mid‑Cap Growth in March 2026.

Company profile

Andersen is a prominent firm specializing in independent tax, valuation, and financial advisory services, primarily serving individuals, family offices, businesses, and alternative investment funds across the United States. The company distinguishes itself through a client-centric philosophy, deeply rooted in core values that champion stewardship, transparency, and the consistent provision of objective, high-quality service. Globally, Andersen's expansive footprint reaches over 180 countries through its vast network of member and collaborating firms. This international alliance delivers a comprehensive range of tax, legal, valuation, and consulting solutions from more than 1,000 locations, supported by a formidable team exceeding 3,000 partners and 50,000 professionals. Andersen Group Inc. operates as a subsidiary of Andersen Aggregator LLC.

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1
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Between Q4 2025 and Q1 2026, 1 fund letter reported a position in Andersen Group, Inc.1 opened or added to the position.

Fund letters reporting a position in Andersen Group, Inc., by quarter
QuarterLettersBoughtSoldTheses
Q1 20261101
Q4 20250001

Fund activity · 1 position · 1 move

  • New positionBrown Advisory Mid‑Cap Growth
    March 2026
    We participated in the company’s IPO in our Small-Cap Growth Strategy and built a position on mild weakness in Mid-Cap Growth during the first quarter.
    Read the letterAndersen Group, Inc.

Fund coverage · 2 theses

  • Brown Advisory Mid‑Cap Growth
    March 2026

    Andersen Group is a tax services firm taking share from the Big Four, with mid-teens growth, margin expansion, and acquisition upside.

    Read the full thesis
  • Baron Small Cap Fund
    December 2025

    Andersen Group Inc. is a high-quality tax and advisory firm with strong brand, global network, and multiple growth levers including partner expansion and acquisitions.

    Read the full thesis

Read every full thesis on Andersen Group, Inc.

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