周四，Andersen Group(ANDG.US)登陆美股市场，截至发稿，该股涨超30%，报20.87美元。IPO价格为 16美元。该集团由前安达信会计师事务所的领导团队及合伙人于2002年创立，为个人、家族办公室、企 业和机构客户提供独立的税务、估值及财务顾问服务。截至2025年9月30日，集团已为美国超过11900家 客户群体提供服务。 ...

The listing provides Andersen with greater access to capital markets to support its expansion across existing service offerings, including tax, valuation and consulting, and new service offerings, such as legal services. "Going public is not just a financial milestone — it's a commitment to our culture, stewardship and transparency,†added Dan DePaoli, U.S. Country Managing Director. "We are proud to join the ranks of global public companies and to bring Andersen's client-focused model to an even wider stage ...

Tax advisory firm Andersen Group is targeting a valuation of up to $1.75bn in its initial public offering (IPO) in the US. In September 2025, the company filed a registration statement with US Securities and Exchange Commission (SEC) to list its shares on New York Stock Exchange (NYSE) under the symbol ANDG. The IPO aims to offer 11 million shares at an estimated price range between $14 and $16 per share, with the goal of raising up to $176m. A thirty-day option will be available for underwriters to buy ...

Core Insights - Azets has increased its accountancy graduate recruitment by 15%, hiring 384 graduates and school leavers in the UK, despite many firms in the sector reducing entry-level roles [1][3] - The company aims to use AI to enhance the work of junior staff rather than replace them, allowing new hires to focus on advisory roles while automating routine compliance tasks [3][4] - Azets completed the acquisition of Ensors, a chartered accountancy business, earlier in 2025, expanding its service portfolio [4][5] Regional Breakdown - The new graduate intake is distributed regionally, with 70% in the South and North East & Yorkshire, 64% in Central & West, 55% in Scotland, 46% in National Service Lines, and 40% in the North West [2] Strategic Vision - The CEO of Azets emphasized the importance of investing in graduate recruitment to prepare for future client demands and to ensure the growth of the business and the sector [3] - By automating routine tasks, Azets enables new staff to learn valuable advisory skills and progress more quickly in their careers, ultimately adding greater value to client businesses [4]

Core Insights - Wealth Enhancement has acquired Wise Wealth, marking its 100th acquisition and increasing its total client assets to over $125 billion [1][3] - Wise Wealth brings $464 million in client assets, enhancing Wealth Enhancement's portfolio [1] - The acquisition allows Wealth Enhancement to expand its service offerings and resources for clients [4] Company Overview - Wise Wealth, founded in 2007, operates in the greater Kansas City area with offices in Lee's Summit, Rolla, and Liberty [2] - The firm has a team of six advisers and six support staff, led by president and founder Stephen Stricklin [2] - Wise Wealth specializes in tax, financial, legacy planning, investment management, and retirement planning, primarily targeting retirees and those nearing retirement [2] Leadership and Future Plans - Stephen Stricklin will continue to lead the Wise Wealth team post-acquisition [3] - The partnership aims to enhance the mission of helping clients "give, serve, and enjoy life" as part of the GSEL Team at Wealth Enhancement [3] - Wealth Enhancement's chief strategy officer emphasized the benefits of additional resources for the Wise Wealth team to better serve clients [4]

Company Overview - CBIZ, Inc. (CBZ) is an American company that offers a variety of professional services including accounting, tax, advisory, benefits, and insurance [1] Target Market - The company primarily serves middle-market businesses that require integrated and expert services [1]

Core Insights - Dains Group has acquired Curo, a UK-based firm specializing in audit, tax, accounting, and advisory services, marking its fourth acquisition since receiving backing from IK Partners [1][2] Company Overview - Curo was founded in 2005 by Anna Madden and Julia Gallagher and has built a diverse client base, serving both UK and international clients [1] - The existing team at Curo will continue operations in Bromsgrove, led by co-founders Madden and Gallagher [3] Strategic Intent - The acquisition aims to enhance Dains Group's capabilities in delivering complex audits and cross-border tax work while maintaining a personal approach to client service [4] - Dains Group's CEO Richard McNeilly emphasized that Curo's reputation for technical excellence and strong client relationships aligns well with Dains' strengths [3][4] Advisory and Support - Dains received advisory services from DSW, PDW, Cyber Crowd, and Mercia for due diligence, while Curo was guided by Transcend Corporate for corporate finance and Shakespeare Martineau for legal matters [3]

Core Insights - Forvis Mazars has appointed ten new partners in its UK offices, reflecting an investment in workforce and talent development [1][6] - The new partners bring diverse expertise in audit, tax, and financial planning, enhancing the firm's service offerings [1][2] - The appointments are part of a strategy to strengthen various sectors, including Infrastructure, Energy, and Technology Assurance [1][4] Partner Appointments - Karishma Merchant will oversee the Infrastructure and Energy sector, bringing over 20 years of experience [1] - Josh Thorneycroft leads Debt Advisory, focusing on service expansion through recruitment and collaboration [2] - Paul Simmons is tasked with leading the financial planning team, specifically for the Private Client business in London [2] Sector Focus - Mark Saldua will lead regulatory liaison and internal quality monitoring, enhancing audit impairment services [2][3] - Robbie White heads the Data Analytics Hub, focusing on custom analytics and automation solutions [3] - Richard Tidball will lead corporate tax services with a national focus on restructuring and insolvency [3] Regional Developments - Tommy Cooke aims to grow the Milton Keynes audit practice, focusing on large and listed audits [4] - Simon Withington will spearhead Technology Assurance within the Consulting practice in Newcastle [4] - Sean Cockburn is set to expand the International Private Client business in Scotland, focusing on cross-border taxation [5] Leadership Statements - CEO James Gilbey emphasized the firm's commitment to talent development and delivering an unparalleled client experience [6]

Company Overview - Andersen Group reported a 12.4% increase in revenue for the first half of 2025, with revenue reaching $384.1 million compared to $341.6 million in the same period the previous year [1][4] - The company experienced a loss of $45.4 million in the first half of 2025, contrasting with a profit of $46.9 million in the same period a year earlier [4] IPO Details - Andersen has filed for an initial public offering (IPO) in New York, with plans to list under the ticker symbol "ANDG" [5] - Morgan Stanley and UBS are serving as lead underwriters for the offering [5] Industry Context - The potential listing of Andersen marks a significant emergence from the legacy of Arthur Andersen, positioning it as one of the few publicly traded tax and consulting firms in the United States [3] - The profile of U.S. IPOs has broadened recently, driven by strong investor demand across various sectors [3]

Core Viewpoint - Andersen Group Inc. is planning to publicly file for its IPO, potentially debuting in early October, amid a favorable market environment following a Federal Reserve interest rate cut [1][2]. Group 1: IPO Plans - Andersen Group has filed confidentially for a listing and is working with Morgan Stanley and UBS Group AG as lead underwriters for the planned IPO [1]. - The company aims to capitalize on the growing investor appetite for stocks [1]. Group 2: Company Overview - Andersen provides a wide range of services including tax, valuation, financial advisory, and related consulting services to both individual and commercial clients [2].