Climb Global Solutions, Inc. · NASDAQ:CLMB
Climb Global Solutions — Investor Day (July 2026)
48 slides from Climb Global Solutions's investor day presentation, July 2026
Slide 1: Investor Day
Investor Day
Slide 2: Disclaimer
Disclaimer This presentation is for informational purposes only and is not an offer to sell securities or a solicitation of an offer to buy any securities and may not be relied upon in connection with the purchase or sale of any security. Sales and offers to sell Climb Global Solutions, Inc. (“Climb
Slide 3: Disclaimer
Disclaimer In addition to U.S. GAAP financial measures, this presentation includes certain non-GAAP financial measures, including EBITDA, adjusted EBITDA, operating margin, adjusted net income, effective margin (adjusted EBITDA as a percentage of gross profit), organic growth, gross billings, and RO
Slide 4: A Little History
A Little History Went public in 1995 - Boutique software distributor called lifeboat under a public holding company called Wayside(WSTG) Change in our go to market in 2020 (485m AGB) 1. Focus on being a sales company first, second and third 2. Vendor recruiting as a priority 3. Change in compensatio
Slide 5: We Sell Speed.
We Sell Speed. Speed to MARKET. Speed to TRANSACT. Speed to COLLECT. To be fast you have to be efficient.
Slide 6: Meet The Team
Meet The Team Dale Foster Charles Bass Tim Popovich Carlos Rodrigues Vishal Pushpa Chief Executive Officer Chief Alliance Officer Chief Operating Officer, NA President, North Chief Information Officer America Matthew Sullivan Brian Davis Matthew Whitton Gerard Brophy Chief Financial Officer VP Sales
Slide 7: Vendors
Vendors Charles Bass Chief Alliance Officer
Slide 8: What is Climb looking for in a Vendor Partner: Context
What is Climb looking for in a Vendor Partner: Context North America Europe
Slide 9: Gartner Magic Quadrant: Underserved Market
Gartner Magic Quadrant ** Underserved Market Where we are Purpose Built for Success: going Climb offers focused teams to onboard vendors and enable resellers in the Challenger Where we are space with a velocity focus. Climb sales, marketing and operations are built to meet the needs of emerging Wher
Slide 10: What is Climb looking for in a Vendor Partner
What is Climb looking for in a Vendor Partner Not all things to all brands… EMEA Model in North America Limited Line Card Model: Cross Sell Brand Categories 100 Brands: 70 = 95% Security Success Metrics Storage and HCI Disti First Routes to Market Data Management/Movement Simple Channel Mechanics Cl
Slide 11: How Does Climb Select Vendor Partners?
How Does Climb Select Vendor Partners? Sources • Partners – VARs/MSPs/Manufacturers • Existing Relationships Selection Methodology • Corporate • Marketing • Sales • Routes to Market • Channel Mechanics • Product fit/Roadmap Routes, Channel Mechanics and Execution > Product
Slide 12: Simple, Proven, Repeatable Processes
Vendor On Board Process Operations Business Contracts, Coverage, Vendor Info, SKU Template, Processes Intelligence Beneath All Processes Enablement Sales Training / Certification, Vendor Collateral, Sales Providing Customized Launch Sheets & Templates, Partner Program, Quote Tools Services to Achiev
Slide 13: Climb Systems
Climb Systems Vishal Pushpa Chief Information Officer
Slide 14: A Three-Pronged Technology Roadmap
Climb Systems Strategy A Three-Pronged Technology Roadmap Each pillar reinforces the others : Efficiency funds growth, experience drives stickiness, and trust protects both. 01 02 03 AI-Enabled Efficiency Customer/Partner Experience Security & Compliance Automating Lead-to-Cash One Platform for Rese
Slide 15: AI Enabled Process Efficiency
AI Enabled Process Efficiency From Quote to Cash, Automated End-to-End › › › Lead Quote Fulfill Cash Deploying AI to reduce friction at AI enabled marketing Autonomous RFQ Automated order Faster billing & every step, from first quote to and CRM platforms response and approvals orchestration collecti
Slide 16: Unified Customer Experience Platform
Unified Customer Experience Platform One-touch transactions and full visibility for resellers and MSP partners Integrations Live Reporting What Partners Get One-Touch Transactions Quote, order, and renew without bouncing across disconnected tools. Information at Their Fingertips Real-time order stat
Slide 17: Safeguarding the Ecosystem
Safeguarding the Ecosystem Building trust through rigorous, independently verified compliance SOC 2 NIST ISO 27001 CMMC Independently audited controls for Risk management aligned to Global benchmark for information Defense-grade maturity model for security, availability, and national cybersecurity f
Slide 18: One Strategy, Three Reinforcing Pillars
The Outcome One Strategy, Three Reinforcing Pillars Together, these investments compound: lower operating cost, deeper partner relationships, and durable trust: the foundation for scalable and defensible growth. Efficiency Experience Trust Higher partner retention & wallet Expanded market access, re
Slide 19: Sales Teams
Sales Teams Carlos Rodrigues Gerard Brophy President, North America Chief Revenue Officer
Slide 20: Distributors Sit at the Center of a Complex and Diverse Ecosystem
Distributors Sit at the Center of a Complex and Diverse Ecosystem Vendor Hyperscale Marketplace The Past ISV Distributor MSP Vendor Digital platform Powered by data Marketplaces AI & analytics-led insight AI/agent automation Demand creation SI Cloud/XaaS Customer lifecycles Consultant Distributor Pa
Slide 21: Distribution is back…! And becoming the preferred route to market
Distribution is back…! And becoming the preferred route to market 22% 60% 19% Y/Y Y/Y Y/Y Revenue growth Profit growth Share price growth (Q1 revenue top 6 publicly- (Q1 operating profits top 6 (Top 10 publicly-quoted quoted distributors) publicly-quoted distributors) distributors)
Slide 22: The Climb Advantage – Key Differentiators
The Climb Advantage – Key Differentiators We Win When Our Partners Win, and We Are Built Specifically to Help Them Win Faster. New Business Engaged Initiatives & Sales Team Vertical Targeting High-Growth Fast and Vendor Reliable Partner Focus Support THE Technology- Partner-First Enabled Mindset Ope
Slide 23: A Purpose-Built Go-to-Market Team
A Purpose-Built Go-to-Market Team Our Sales teams deliver measurable growth by connecting vendors and reseller partners through a high-touch, relationship-driven go-to-market strategy and model. North America North America EMEA 19 Field Sellers 45 Vendor Managers 12 Field Sellers 10 Vendor Managers
Slide 24: Better Together - One Integrated Growth Engine
Better Together - One Integrated Growth Engine Field Sales Vendor Manager Value Created On-site with resellers and vendors Activates vendor funding, Faster pipeline Demand Creation driving pipeline in the field campaigns, and incentives growth Works with resellers building Stronger partner Account G
Slide 25: NA Regional Expansion / EMEA Regional Expansion
NA Regional Expansion EMEA Regional Expansion US West Northern California UK & Ireland France & South Mike Taliercio Michael Deparini Brian Davis Kamel Kerbib Regional Vice President Regional Sales Director - Southwest VP Sales UK & Ireland France Country Manager MikeT@ClimbCS.com MichaelD@ClimbCS.c
Slide 26: 1H 2026 Key Strategic Partnership Wins
1H 2026 Key Strategic Partnership Wins Enterprise Partner Expansion (Big wins in 2026) North America Europe/South Africa CDW • SHI • WWT • Optiv Softcat • SCC• First Distribution • $350M in large-scale RFP wins, vendor • $140M VAST, RFP win, vendor transitions, and new vendor onboarding transitions,
Slide 27: Climb Skyward Project
1. Trailhead: Build Your AI Foundations Climb 4. The Lookout: Connect With AI Enthusiasts Climb AI Business User Group Skyward The Climb AI Academy Project 5. The Safety Line: Navigate 2. Kit Check: Select A six-step journey designed to Risks and Compliance The Right Solutions take our partners from
Slide 28: Inside Sales Teams & Operations
Inside Sales Teams & Operations Tim Popovich Brian Davis Chief Operating Officer, NA VP Sales, UK & Ireland
Slide 29: NA Inside Sales Teams
NA Inside Sales Teams NA Inside Sales Teams National VAR Elevate Renewals MSP Team Base Camp Accounts Accounts Team Team • Fast response. Faster results. • Certified experts across the vendors we represent. • Deep knowledge of partner programs, discounts, and pricing nuances. • Experienced inside sa
Slide 30: EMEA Inside Sales Teams
EMEA Inside Sales Teams EMEA Inside Sales Teams UK Ireland Benelux France DACH Greece South Africa Shared Services Engine Sales Vendor Operations Operations Procurement
Slide 31: NA and EMEA Inside Sales & Operations
NA Inside Sales EMEA Inside Sales & Operations & Operations Inside sales & shared services, Inside sales & shared services, integrated across the region Scalable integrated across the region Commercial Engine 270,790 Order 44,978 Order Processed 792+ New Vendor Added ↓ Processed 359+ North American
Slide 32: Climb Operations
Climb Operations Execution of Strategy of Blocking and Tackling • Speed and Accuracy - Focus on service • Automation - Linked to partner process and system • Proof of customer success - Bid wins • Vendor Exclusivity • Partnership buy in - Customers ask for more products from Climb XML | EDI | API |
Slide 33: Solutions, Microsoft and Marketplace
Solutions, Microsoft and Marketplace Matthew Whitton Chief Operating Officer, EMEA
Slide 34: The Climb Group
The Climb Group Parent Company NASDAQ listed: CLMB Distributor Cloud Solution Technical Services Provider and Support
Slide 35: Defining the Solutions Business
Defining the Solutions Business Grey Matter and Climb Global Services — Climb’s higher-margin, value-added solutions segment 13.6% Grey Matter ISV focused - software, cloud and licensing specialist. Help developers to build, optimise, secure and sell their solutions of group gross profit from just 4
Slide 36: How Grey Matter Goes to Market
How Grey Matter Goes to Market A specialist, developer-first motion that grows Microsoft consumption and recurring revenue Work with ISVs Scale and grow Security-led Recruit and grow software vendors on Microsoft Enable co-sell with Microsoft via Azure Marketplace Identity, compliance and cyber secu
Slide 37: Microsoft Opportunity in Europe
Microsoft Opportunity in Europe A large, fast-growing market and a Microsoft CSP shift that favours value-added distributors Why Europe, why now • Europe SME cloud market $54.8bn 2026 20% CAGR to $334bn by 2035** • Microsoft’s changes push smaller resellers to the indirect model — distributor-led bi
Slide 38: Interworks.cloud Acquisition / Climb Marketplace
Interworks.cloud Acquisition • Cloud first and Marketplace only distributor in Greece • 100% recurring revenue with 5% EBITDA • Cloud platform and MSP go to market expertise • $27m Revenue, 74% Microsoft Climb Marketplace • Allows our MSPs and Resellers to purchase and manage cloud subscriptions • V
Slide 39: Lunch Break
~~. Break CLIMB
Slide 40: Climbing Higher
Climbing Higher Dale Foster Matthew Sullivan Chief Executive Officer Chief Financial Officer
Slide 41: 2026 in Progress
2026 in Progress Year Ended Year Ending 2026 2025 Total 2025 Organic Target 1 Total 2026 Gross Billings by Geography Gross Billings1 $2,105,168 $2,316,000 $30,000 $2,346,000 Gross Profit $ 105,270 $116,000 $3,000 $119,000 Gross Profit % 5.0% 5.0% 10.0% 5.1% North America – 83% EMEA – 17% AEBITDA2 $4
Slide 42: Organic Growth - 2030
Organic Growth - 2030 Year Ended Year Ended Total 2026 Organic 2030 Gross Billings1 $2,346,000 $3,435,000 Gross Profit $119,000 $174,000 Gross Profit % 5.1% 5.1% AEBITDA2 $48,500 $75,000 Effective Margin3 40.8% 43.1% 1) See appendix for definition of this key operational metric 2) See appendix for r
Slide 43: Acquisitions
Acquisitions Intent(plan), Capability + Energy Why: Opportunity Vendors – want faster expansion from NA Reduced Multiple Margin expansion What: Distributors in region (vetting) Solutions/Services for added capability Where: Europe – DACH, France, Nordics 18+ Middle East 7+ Latam 6+ APAC 4+
Slide 44: Growth Outside of North America
Growth Outside of North America North America is highly competitive with the big 3 distributors, margin pressure is always a factor 2026 North America 2026 EMEA Gross Billings1 1.9B 87% Gross Billings1 300M 13% Gross Profit 90.5M 76% Gross Profit 28.5M 24% 2030 North America 2030 EMEA 10% Growth 10%
Slide 45: Combined Growth + Acquisitions
Combined Growth + Acquisitions Acquire targets on average 100M in AGB per year with gross margin avg. ~10% Year Ended Year Ending 2026 Year Ending 2030 Total 2025 Organic Target 1 Total 2026 Organic Target 1 Total 2030 Gross Billings1 $2,105,168 $2,316,000 $30,000 $2,346,000 $3,435,000 $400,000 $3,8
Slide 46: THANK YOU!
THANK YOU! Ai is about information. Humans are about giving energy.
Slide 47: Appendix – Gross Billings Reconciliation
Appendix – Gross Billings Reconciliation Gross billings are the total dollar value of customer purchases of goods and services during the period, net of customer returns and credit memos, sales, or other taxes. Gross billings include the transaction values for certain sales transactions that are rec
Slide 48: Appendix – Adjusted EBITDA Reconciliation
Appendix – Adjusted EBITDA Reconciliation We define adjusted EBITDA, as net income, plus provision for income taxes, depreciation, amortization, share-based compensation, interest, acquisition related costs and change in fair value of acquisition contingent consideration. We define effective margin