Slide 1: Investor Presentation
Investor Presentation August 2026
Slide 2: Disclaimer and Safe Harbor Statement
Disclaimer and Safe Harbor Statement This presentation includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Act of 1934, as amended, that involve substantia
Slide 3: Today's Presenters
Today’s Presenters Mark Vorsatz Neal Livingston Greg Vistica Chief Executive Officer, Chief Financial Officer Managing Director, Chairman Investor Relations Page 2
Slide 4: Firm Overview
Firm Overview
Slide 5: Andersen At-A-Glance
Andersen At-A-Glance Andersen Group Inc. (NYSE: ANDG) Robust Top-Line $913M 18.0% Performance LTM Q2’26 Revenue LTM Q2’26 YoY Growth Significant Client Base 13,500 23,800 Client Groups Client Engagements Large Pool of Talented 349 2,690 Professionals Managing Directors Total Employees Healthy Margin
Slide 6: Andersen: Over Two Decades of Integrated, Differentiated Service
$700M+ Revenue Andersen: Over Two Decades of Integrated, Differentiated Service 2026 2,000+ Personnel 2025 $500M+ Revenue 1,000+ 2024 Personnel 2023 $250M+ Revenue 2022 Launched Andersen Consulting 2019 500+ 2018 Launched Personnel Andersen Focused $100M+ 2016 Institute of execution of Revenue 2014
Slide 7: We Have Continued to Execute on Our Firm Strategy in 2026
We Have Continued to Execute on Our Firm Strategy in 2026 1 2 3 4 5 Continue Expanding Technology Global Expansion Investment in Talent Continued Industry Andersen’s Partnerships Enhancing Through Targeted With Launch of New AI Recognition and Multi-Dimensional Scope of Delivery Acquisitions and Bus
Slide 8: Multi-Dimensional Business With A Large Footprint Worldwide
Multi-Dimensional Business With A Large Footprint Worldwide Andersen Group Inc. (“ANDG”) 2,690 Total Employees Across 28 U.S. Locations and 5 International Countries Solutions International Countries Tax India Valuation Ireland Consulting New Zealand Alternative Investment Funds Nigeria Global Mobil
Slide 9: Andersen Unlocks International Reach
Andersen Unlocks International Reach Solutions Consulting Tax Legal Valuation Andersen Global (1) Andersen Consulting (2) Investment Banking Collaborating Firms (3) Global Mobility 400+ Member and Collaborating 1,000+ 180+ 3,000+ 50,000+ Firms and Andersen Locations Countries Partners Professionals
Slide 10: Andersen Group Inc. (NYSE: ANDG)
Andersen Group Inc. (NYSE: ANDG)
Slide 11: Increasingly Complex Operating Environment Creates Greater Financial and Operational Uncertainty
Increasingly Complex Operating Environment Creates Greater Financial and Operational Uncertainty Desire for Conflicts for Desire for Better Service Broader Audit Firms with Cross-Border 4 Integrated with Service Independence Capabilities Technology & AI Offerings Issues Greater Need Majority Influx
Slide 12: Integrated Multi-Dimensional Services Platform Unlocking Client Success
Integrated Multi-Dimensional Services Platform Unlocking Client Success Family Office Consulting Real Estate Consulting Services Global Workforce Mobility e Client Fund Tax Compliance and Advisory t iva Pr Investment Consulting Fund Formation and Global Structuring Al te rna Private Accounting Solut
Slide 13: Our Brand Has Enabled Our Rapid Progress
Our Brand Has Enabled Our Rapid Progress REVENUE (1) PERSONNEL (1) ($ in millions) (#) 5.0x 3.2x 2,296 $839 Accelerate Growth Attract and Build a Culture and Improved Develop of Excellence Profitability Top Talent 712 Creating the highest Brand drawing high- Reputation for standards of quality clien
Slide 14: Unique Culture Defined by Our History and Identity
Unique Culture Defined by Our History and Identity Core Values Best-in-Class Stewardship Independence Seamless Transparency Our culture enables the Andersen brand to remain one of the most globally recognized and respected names within the professional services industry Page 11
Slide 15: Well-Positioned Versus the Competition
Well-Positioned Versus the Competition We believe we have strong and sustained differentiation from our competition Boutique Accounting Specialized Global Full-Service Firms Consultants Accounting Firms Multi-Dimensional Platform Global Presence Premium Service Offerings High Partner Engagement Recu
Slide 16: Powerful Go-to-Market Motion Driven by Targeted Managing Director-Led Business Development Initiatives
Powerful Go-to-Market Motion Driven by Targeted Managing Director-Led Business Development Initiatives Initial Engagement MD-Driven Wins Sustained Introduction of Expanding client organic growth Expanded scope new service lines coverage across following of service for across Andersen’s Inbound Inqui
Slide 17: Diverse Portfolio of Established Client Relationships Supports Durability of Business Model
Diverse Portfolio of Established Client Relationships Supports Durability of Business Model ATTRACTIVE, DIVERSE MIX OF SERVICES 13,500 Client Groups (1) Alternative Valuation Investment Services 5.2% 23,800 Funds Services 9.4% Client Engagements (1) >70% Revenue from client groups that have engaged
Slide 18: Leveraging AI Capabilities to Enhance Service Delivery Capabilities Across the Firm
Leveraging AI Capabilities to Enhance Service Delivery Capabilities Across the Firm AI INVESTMENT INITIATIVES AI USE CASES Deploy enterprise AI productivity tools across Andersen practice groups to 1 improve firm efficiency AI Native Consulting Capabilities: Client Facing 1 Identifying opportunities
Slide 19: Multiple Vectors to Deliver Long-Term Growth
Multiple Vectors to Deliver Long-Term Growth Accelerate International Inorganic Footprint Growth Add New Service Offerings Attract New High-Quality Cross-Sell Service Clients Offerings to Expand Work with Current Clients Existing Clients Leveraging Andersen’s global recognition is Selectively acquir
Slide 20: Financial Overview
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Slide 21: Second Quarter 2026 Highlights
Second Quarter 2026 Highlights Robust Top-Line Significant Client Large Pool of Talented Healthy Margins and Performance Base Professionals Profitability $ 218M 13,500 349 17.9% Q2’26 Managing Directors Q2’26 Client Groups Revenue Adj. Net Income Margin 23.7% 23,800 2,690 21.1% YoY Revenue Growth Cl
Slide 22: Robust Top-Line Performance…
Robust Top-Line Performance… REVENUE REVENUE BY SERVICE LINE REVENUE BY GEOGRAPHIC REGION ($ in millions) 6.2% 5.6% 2.5% 8.5% 8.1% $218 43.7% 41.1% $176 35.5% 39.2% 18.7% 17.3% 49.8% 47.1% 37.6% 39.1% Q2'25 Q2'26 Q2'25 Q2'26 Q2'25 Q2'26 Private Client Services Business Tax Services U.S. East U.S. Ce
Slide 23: …That Drives Healthy Margins & Profitability
…That Drives Healthy Margins & Profitability ADJ. EBITDA ADJ. NET INCOME ($ in millions) ($ in millions) 59.1% $227 59.6% $218 $143 41.4% $136 $123 27.5% $106 $87 $83 2024 2025 6ME 6/30/25 6ME 6/30/26 2024 2025 6ME 6/30/25 6ME 6/30/26 Adj. Adj. Net EBITDA 19.5% 27.1% 22.6% 26.8% Income 18.6% 26.0% 2
Slide 24: Appendix A: Non-GAAP Reconciliation
Appendix A Non-GAAP Reconciliation
Slide 25: GAAP to Non-GAAP Reconciliation: EBITDA, Adjusted EBITDA and Adjusted EBITDA Margin
GAAP to Non-GAAP Reconciliation: EBITDA, Adjusted EBITDA and Adjusted EBITDA Margin (in thousands except percentages) Twelve Months Ended June 30, Six Months Ended June 30, Three Months Ended June 30, Year Ended December 31, 2026 2025 2026 2025 2026 2025 2025 2024 Net (Loss) Income ($77,118) $42,504
Slide 26: GAAP to Non-GAAP Reconciliation: Net Income, Adjusted Net Income and Adjusted Net Income Margin
GAAP to Non-GAAP Reconciliation: Net Income, Adjusted Net Income and Adjusted Net Income Margin (in thousands except percentages) Twelve Months Ended June 30, Six Months Ended June 30, Three Months Ended June 30, Year Ended December 31, 2026 2025 2026 2025 2026 2025 2025 2024 Net (Loss) Income ($77,
Slide 27: Supplemental Information
Supplemental Information — »* s a es
Slide 28: Addressing a Significant Market Opportunity
Addressing a Significant Market Opportunity ~$500B Total Addressable Market Business Consulting $392B Broader Non-Audit Financial Advisory Services $44B Tax Advisory Services $60B _____________________ Sources: IBISWorld’s 2024 Tax Preparation Services, Accounting Services, Management Consulting, Bu
Slide 29: Andersen
ee AANDERSEN.