Climb Global Solutions (CLMB) Investor presentation summary

Company overview and mission

• Specialty IT distributor focused on emerging and cloud-based technologies, serving over 7,000 customers and vendors globally with 100+ partnerships.

• Mission is to become the premier distributor for security, data-center, and cloud-based technologies by connecting vendors with a global reseller network.

• Operations are designed for speed and flexibility to meet vendor and customer needs.

• Management team has decades of industry experience and shifted the company from an order-taker to a sales and marketing-driven culture.

• Growth strategy includes organic expansion and six accretive acquisitions funded from cash on hand.

Market positioning and strategy

• Focuses on underserved, emerging technology vendors rather than legacy brands, differentiating from broadline distributors.

• Maintains a focused line card with fewer than 100 brands, with 70 focus brands generating 96% of revenue.

• Partnership-driven approach with 7,000 VAR/MSP partners, emphasizing active sales and vendor enablement.

• Positioned in the Gartner Magic Quadrant Challenger space, targeting growth with velocity-focused teams.

• Competes by onboarding disruptive vendors early and providing specialized sales support.

Financial performance and growth

• Q2 2026 gross billings rose 17% to $587.3M; net sales up 9% to $174.2M; gross profit up 15% to $30.2M.

• Adjusted EBITDA for Q2 2026 was $11.3M; net income reached $5.5M or $0.30 per diluted share.

• Trailing twelve months (TTM) gross billings were $2.3B, gross profit $112.2M, adjusted EBITDA $43.1M, and net income $20.5M.

• Consistent quarterly growth in net sales and gross billings over the past two years.

• No debt and $56.6M in cash and equivalents as of June 2026.