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Andersen is a San Francisco, California-based independent professional services firm that provides customized tax, legal, valuation, and financial advisory solutions to individuals, families, businesses, and investment funds. Operating through the international Andersen Global association, the organization maintains a worldwide footprint spanning more than 475 locations across Europe, Asia, Africa, and the Americas. The firm utilizes a fee-based model and employs over 17,000 professionals alongside more than 2,000 global partners to manage complex marketplace requirements. Primary clients include high-net-worth individuals, family offices, alternative investment funds, private businesses, and multinational corporations seeking assistance with corporate structuring and compliance needs. Originally operating under the name Wealth and Tax Advisory Services, the company later rebranded to reflect its expansion beyond tax expertise into broader legal advisory services. Andersen was founded in 2002 by Mark Vorsatz and 22 former Arthur Andersen partners.
Key people at Andersen.
Key people at Andersen.
Andersen Group (trading as Andersen) is a San Francisco-based tax, valuation, and financial advisory firm founded in 2002 by former Arthur Andersen partners, delivering customized services to individuals, family offices, businesses, venture-backed companies, founders, real estate investments, and alternative investment funds.[1][3][6] With over 2,200 U.S. personnel across 26 cities and global reach via Andersen Global—a Swiss association of over 300 member firms in 170+ countries—the firm generated $811 million in revenue for the 12 months ended September 30, 2025, serving more than 11,900 client groups.[1][6] It recently set terms for a $165 million IPO on the NYSE under symbol ANDG, targeting a $1.7 billion fully diluted market value at the midpoint price range of $14–$16 per share.[1]
The firm's mission centers on tailored, borderless solutions through an unmatched global platform, combining deep tax expertise with technology for efficiency, risk reduction, and strategic value, including planning, compliance, and consulting for complex needs like corporate restructuring, family business sales, and international expansion.[3][6]
Andersen Group traces its roots to 2002, when a team of leaders and partners from the collapsed Arthur Andersen accounting firm established it to provide independent tax, valuation, and financial advisory services.[1][6] This revival leveraged their expertise amid the post-Enron scandal dissolution of the original firm, focusing on rebuilding trust through direct, entrepreneurial client relationships where managing directors handle engagements personally.[6]
Key evolution milestones include global expansion in 2013 via Andersen Global, a name change to Andersen Tax in 2014, and growth to over 30 worldwide locations with a U.S. footprint in 26 cities.[1][6] By September 2025, it had scaled to serve 11,900+ client groups, culminating in its 2025 IPO announcement amid strong revenue growth to $811 million.[1]
Andersen rides the wave of tax technology transformation and the great wealth transfer, where trillions shift to next generations amid complex multigenerational planning, PE deals, and global business growth—trends amplified by post-pandemic M&A, international expansion, and regulatory changes.[3] Timing is ideal post-IPO, as rising demand for sophisticated, tech-enabled tax strategies aligns with venture-backed companies and alternative funds navigating capital raises and exits in a high-interest environment.[1][3]
Market forces like IRS scrutiny, cross-border tax reforms, and AI-driven compliance tools favor Andersen's global network and innovation focus, positioning it to influence the ecosystem by enabling founders, family offices, and real estate investors to optimize structures amid volatility.[3][6] Its Arthur Andersen heritage adds credibility in a trust-sensitive advisory space.
Post-IPO (expected week of December 15, 2025), Andersen is poised for accelerated growth through capital deployment in talent, tech (e.g., tax innovation practice), and global expansion, targeting 2026 tax opportunities like those in its CFO Series.[1][3] Trends shaping its path include AI-augmented advisory, wealth transfer planning (trillions underway), and venture ecosystem support amid IPO rebounds.
Influence may evolve toward dominating middle-market international tax, potentially acquiring complementary firms via Andersen Global, solidifying its revival from Arthur Andersen's ashes into a $2B+ powerhouse for tech-driven wealth and business strategies—delivering the tailored solutions that defined its high-level promise.[1][3][6]
