Potomac Business Group, Inc.
Potomac Business Group, Inc. identifies Herbert S. Ezrin as CEO and President and states that it provides M&A, financing, investment-banking, turnaround, business-development, and real-estate brokerage services.
What stands out about Potomac Business Group, Inc.
PBG publicly describes a buyer-and-seller advisory and brokerage model spanning M&A, capital and financing, investment banking, turnarounds, business development, and commercial real estate. Its homepage lists experience across multiple industry categories and provides testimonial-based acquisition examples, but does not publish universal deal-size criteria, standard fee terms, named targets for those examples, or a specific firm-level regulatory registration.[1][2][3]
What does Potomac Business Group, Inc. do?
Potomac Business Group identifies itself as PBG and names Herbert S. Ezrin as CEO and President. An official-hosted Washington Business Journal article identifies the legal name as Potomac Business Group, Inc. and describes the firm as based in Potomac, Maryland. A separate authoritative profile states that Ezrin launched the firm in 1994 as an investment-banking firm in Potomac, Maryland.
PBG states that it has 40+ years in business and serves buyers and sellers at all transaction levels.[1][2][3]
PBG publicly states that it provides sales, mergers and acquisitions; capital and financing; business development; turnaround management; real-estate and broker services; and investment banking. The firm also states that it represents both buyers and sellers and provides guidance through every step of a deal.[1]
Owners comparing advisory firms can also review Auxo’s M&A advisor vs. business broker vs. investment bank comparison, advisor-selection guide, and sell-side advisor evaluation framework.
What should a business owner evaluate before hiring Potomac Business Group, Inc.?
For an owner evaluating a sale or recapitalization, PBG’s stated capabilities cover sell-side representation, buyer-side acquisition support, capital raising, financing, turnaround situations, and commercial-real-estate services. Its published industry list includes government and defense, cybersecurity, information technology, healthcare, manufacturing, construction, and other business categories.
Before engagement, an owner should verify the current contracting entity, any regulated affiliate or applicable license requirement, engagement economics, transaction-size parameters, conflicts policy, and recent named transaction references. The homepage does not publish universal quantitative engagement criteria or standard fee terms.[1][2]
Which legal entity signs advisory or brokerage engagements, and is Potomac Business Group, Inc. the current contracting entity
Does any proposed service require a broker-dealer, investment-adviser, real-estate, or other regulated affiliate, and what registration applies
What are the minimum and maximum transaction sizes and sector preferences for a new mandate
What size transactions and clients does Potomac Business Group, Inc. focus on?
PBG lists experience across administration and business support, automotive, construction, cybersecurity, defense and government, financial services, healthcare, hospitality, information technology, manufacturing, real estate, retail, transportation, and waste management.[1]
A current official PBG testimonial states that Herb Ezrin helped make the acquisition of two government-contractor companies and financing possible for George Stejic, CEO of Tesla Laboratories Inc. The homepage does not identify the two companies, the transaction date, transaction value, or complete buyer and seller identities.
A separate official testimonial states that Ezrin helped a business owner acquire a company in the government-contracting space, represented the seller, and helped arrange an SBA loan package.[1]
The firm’s stated transaction-related capabilities include sales and M&A, capital raising and financing, investment banking, business development, turnaround management, and real-estate and broker services. PBG states that it represents both buyers and sellers.[1]
What does Potomac Business Group, Inc. publicly disclose about fees, process and engagement terms?
The current official homepage’s acquisition testimonials do not disclose the names of the two government-contractor companies, transaction dates, transaction values, or complete buyer and seller identities.
The current official homepage does not publish a universal transaction-size threshold, revenue threshold, EBITDA threshold, or other quantitative eligibility criterion for advisory engagements. It also does not publish a standard fee percentage, retainer, minimum fee, expense schedule, tail period, exclusivity term, or termination schedule.
The official-hosted Washington Business Journal article does not state the firm’s current engagement fee terms, firm-level regulatory registration, or current contracting-entity arrangements.[1][2]
The current official homepage describes PBG as providing investment-banking, advisory, brokerage, financing, and commercial-real-estate services. That homepage does not identify a specific firm-level broker-dealer, investment-adviser, securities-license, or other regulatory registration.
The official-hosted Washington Business Journal article identifies Potomac Business Group, Inc. but does not state the firm’s current contracting-entity arrangements or identify a specific firm-level regulatory registration.[1][2]
PBG invites owners to discuss business goals through a confidential conversation and states that it will bring experience and a plan tailored to those goals.[1]
Questions to ask before hiring Potomac Business Group, Inc.
Which legal entity signs advisory or brokerage engagements, and is Potomac Business Group, Inc. the current contracting entity?
Does any proposed service require a broker-dealer, investment-adviser, real-estate, or other regulated affiliate, and what registration applies?
What are the minimum and maximum transaction sizes and sector preferences for a new mandate?
What are the fee percentage, retainer, minimum fee, expense reimbursement, tail, exclusivity, and termination provisions?
Can PBG provide three recent named transaction references, including buyer or seller role, date, transaction type, and financing involvement?
How are conflicts handled when representing buyers and sellers?
Sources & research notes
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
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