Climb Global Solutions (CLMB) Investor presentation summary

Company overview and strategy

• Specializes in distributing emerging and cloud-based technology software to over 7,000 customers and vendors globally, with a focus on North America and Western Europe.

• Pursues growth through acquisitions, completing its sixth accretive acquisition in 2026, all funded from cash on hand.

• Operates with a seasoned management team that shifted the company from an order-taking to a sales and marketing-driven culture.

• Focuses on connecting technology vendors with value-added resellers, aiming to be the premier distributor for security, data center, and cloud technologies.

• Differentiates itself by targeting underserved, emerging technology vendors rather than legacy brands.

Market positioning and competitive strategy

• Competes against broadline distributors by focusing on a curated set of high-growth, emerging brands, with 96% of revenue coming from a minority of focus brands.

• Offers specialized sales, marketing, and operational support to vendors in the Challenger space, enabling rapid onboarding and reseller enablement.

• Maintains over 100 vendor partnerships and leverages a partnership-focused approach with 7,000 VAR/MSP partners.

• Identifies and partners early with disruptive technology vendors to drive organic growth.

Financial performance and growth

• Reported FY 2025 gross billings of $2.1B, gross profit of $105.3M, adjusted EBITDA of $42.9M, and net income of $21.3M.

• Q4 2025 gross billings grew 3% to $625.4M, net sales increased 20% to $193.8M, gross profit reached $29.8M, and net income was $7.0M.

• Demonstrated consistent quarterly sales and profitability growth from 2022 to 2025.

• Maintains a strong balance sheet with $36.6M in cash and minimal debt.