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8-K filed December 22, 2025, 6:59 PM ET ticker ANDG CIK 0002065708

other material confidence high sentiment positive materiality 0.90

Andersen Group IPO: 12.65M shares at $16.00, appoints two directors

Andersen Group Inc.

Completed IPO of 12,650,000 shares of Class A common stock at $16.00 per share, including full exercise of underwriters' over-allotment.
Used net proceeds to acquire 12,650,000 Class X Umbrella Units of AT Umbrella LLC.
Appointed Dorice Pepin and Joseph Karczewski to the board of directors.
Amended and restated bylaws; entered into related-party agreements including LLC agreement, tax receivable agreement, and promissory notes.

item 1.01 item 2.03 item 3.03 item 5.03 item 5.02 item 8.01 item 9.01

Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.7

Andersen Group Inc. entered into Limited Liability Company Agreement of AT Umbrella LLC with Andersen Aggregator LLC (effective 2025-12-16).

Action: entry
Counterparty: Andersen Aggregator LLC
Effective: 2025-12-16

Exact text from the filing

the Limited Liability Company Agreement of AT Umbrella LLC, dated as of December 16, 2025, by and among the Company, AT Umbrella LLC, and Andersen Aggregator LLC

View on SEC.gov

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.7

Andersen Group Inc. entered into HO Promissory Note with Andersen Aggregator LLC (effective 2025-12-16).

Action: entry
Agreement: notes offering
Counterparty: Andersen Aggregator LLC
Effective: 2025-12-16

Exact text from the filing

”), the following agreements were entered into, which were previously filed as exhibits to the Registration Statement: • the Limited Liability Company Agreement of AT Umbrella LLC, dated as of December 16, 2025, by and among the Company, AT Umbrella LLC, and Andersen Aggregator LLC, which is filed as Exhibit 10.1 to this Current Report on Form 8-K and is incorporated by reference herein; • the Managing Director Matters Agreement, dated as of December 16, 2025, by and between the Company and Andersen Aggregator LLC, which is filed as Exhibit 10.2 to this Current Report on Form 8-K and is incorporated by reference herein; • the Tax Receivable Agreement, dated as of December 16, 2025, by and between the Company and Andersen Aggregator LLC, which is filed as Exhibit 10.3 to this Current Report on Form 8-K and is incorporated by reference herein; • CA Promissory Notes, each dated as of Decem

View on SEC.gov

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.7

Andersen Group Inc. entered into Tax Receivable Agreement with Andersen Aggregator LLC (effective 2025-12-16).

Action: entry
Counterparty: Andersen Aggregator LLC
Effective: 2025-12-16

Exact text from the filing

”), the following agreements were entered into, which were previously filed as exhibits to the Registration Statement: • the Limited Liability Company Agreement of AT Umbrella LLC, dated as of December 16, 2025, by and among the Company, AT Umbrella LLC, and Andersen Aggregator LLC, which is filed as Exhibit 10.1 to this Current Report on Form 8-K and is incorporated by reference herein; • the Managing Director Matters Agreement, dated as of December 16, 2025, by and between the Company and Andersen Aggregator LLC, which is filed as Exhibit 10.2 to this Current Report on Form 8-K and is incorporated by reference herein; • the Tax Receivable Agreement, dated as of December 16, 2025, by and between the Company and Andersen Aggregator LLC, which is filed as Exhibit 10.3 to this Current Report on Form 8-K and is incorporated by reference herein; • CA Promissory Notes, each dated as of Decem

View on SEC.gov

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.7

Andersen Group Inc. entered into CA Promissory Notes with Andersen Aggregator LLC (effective 2025-12-16).

Action: entry
Agreement: notes offering
Counterparty: Andersen Aggregator LLC
Effective: 2025-12-16

Exact text from the filing

”), the following agreements were entered into, which were previously filed as exhibits to the Registration Statement: • the Limited Liability Company Agreement of AT Umbrella LLC, dated as of December 16, 2025, by and among the Company, AT Umbrella LLC, and Andersen Aggregator LLC, which is filed as Exhibit 10.1 to this Current Report on Form 8-K and is incorporated by reference herein; • the Managing Director Matters Agreement, dated as of December 16, 2025, by and between the Company and Andersen Aggregator LLC, which is filed as Exhibit 10.2 to this Current Report on Form 8-K and is incorporated by reference herein; • the Tax Receivable Agreement, dated as of December 16, 2025, by and between the Company and Andersen Aggregator LLC, which is filed as Exhibit 10.3 to this Current Report on Form 8-K and is incorporated by reference herein; • CA Promissory Notes, each dated as of Decem

View on SEC.gov

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.7

Andersen Group Inc. entered into Managing Director Matters Agreement with Andersen Aggregator LLC (effective 2025-12-16).

Action: entry
Counterparty: Andersen Aggregator LLC
Effective: 2025-12-16

Exact text from the filing

the Managing Director Matters Agreement, dated as of December 16, 2025, by and between the Company and Andersen Aggregator LLC

View on SEC.gov

623 material agreements filed in the last 30 days. Browse all material agreements →

Andersen Group Inc. filing history →

Source: SEC EDGAR

accession 0001193125-25-328757

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