Climb Global Solutions, Inc. · NASDAQ:CLMB
Climb Global Solutions — Investor Day (July 2026)
51 slides from Climb Global Solutions's investor day presentation, Jul 7, 2026
Slide 1: Investor Day
Lik B Investor Day
Slide 2: Forward-looking statements 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’) securiti
Slide 3: Non-GAAP financial measures notice
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 ROIC TTM. The
Slide 4: Went public in 1995 - Boutique software distributor called Lifeboat
Went public in 1995 - Boutique software distributor called lifeboat under a public holding company called Wayside(WSTG) . Focus on being a sales company first, second and third . Vendor recruiting as a priority . Change in compensation plans for sellers . Brought on a field sales force located in te
Slide 5: Speed to Market, Speed to Transact, Speed to Collect
Speed to MARKET. Speed to TRANSACT. Speed to COLLECT. To be fast you have to be efficient. CLIMB
Slide 6: Meet The Team
Meet The Team ae es C = | d yh s & et ys af 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 Ch
Slide 7: Vendors
Vendors CLiMB
Slide 8: What is Climb looking for in a Vendor Partner
What is Climb looking for ina Vendor Partner: Context North America carahsoft TD SYNNEX
Slide 9: Gartner Magic Quadrant
Gartner Magic Quadrant ** CHALLENGERS LEADERS Underserved Market CLiMB a) CLIMB SOPHOS Where we are THALES tliat going cisco Purpose Built for Success: ; Climb offers focused teams to Qwasabl © sorarwinos Juniper * onboard vendors and enable resellers in the Challenger x Where we are space with a ve
Slide 10: Not all things to all brands...
Not all things to all brands... EMEA Model in North America Disti First Routes to Market Simple Channel Mechanics Sales Execution with Focus on Cross Sell Security Storage and HCI Data Management/Movement Cloud and Virtualization Software App Lifecycle Mngmt Connectivity
Slide 11: Sources
Sources Partners — VARs/MSPs/Manufacturers Existing Relationships Selection Methodology Corporate Marketing Sales Routes to Market Channel Mechanics Product fit/Roadmap
Slide 12: Operations
Operations Contracts, Coverage, Vendor Info, SKU Template, Processes Enablement Sales Training / Certification, Vendor Collateral, Sales Sheets & Templates, Partner Program, Quote Tools Marketing Press Release, Marketing Goals, Budget, Marketing Menu of Services Field Engagement Establish goals/plan
Slide 13: Climb Systems
Climb Systems Vishal Pushpa Chief Information Officer CLiMB
Slide 14: A Three-Pronged Technology Roadmap
A Three-Pronged Technology Roadmap Each pillar reinforces the others : Efficiency funds growth, experience drives stickiness, and trust protects both 01 Al-Enabled Efficiency Apply Al and Al enabled systems across the Lead-to-cash to compress sales cycle times, cut manual touchpoints, and free teams
Slide 15: Deploying AI to reduce friction at every step
Deploying Al to reduce friction at every step, from first quote to final cash collection so the business scales without scaling headcount. From Quote to Cash, Automated End-to-End 0 989 8 ®@ Lead Quote Fulfill Cash Al enabled marketing Autonomous RFQ Automated order Faster billing & and CRM platform
Slide 16: One-touch transactions and full visibility for resellers and MSP partners
One-touch transactions and full visibility for resellers and MSP partners Integrations Live Reporting ao Climb Platform MsP Partners Quoting & Billing One-Touch Transactions Quote, order, and ithout bouncing across disco tools. Information at Their Fingertips Stronger Partner Relationships A frictio
Slide 17: Building trust through independently verified compliance
Building trust through rigorous, independently verified compliance ISO 27001 CMMC Customer Trust Reduced Risk Market Access
Slide 18: One Strategy, Three Reinforcing Pillars
CLIMB The Outcome One Strategy, Three Reinforcing Pillars tionships, and dul O Efficiency Experience Trust Higher partner retention & wallet Expanded market access, reduced Faster cycles, lower cost to serve share risk
Slide 19: Sales Teams
Sales Teams AR Carlos Rodrigues Gerard Brophy President, North America Chief Revenue Officer CLiMB
Slide 20: The Future
The Future
Slide 21: Revenue growth, Profit growth, Share price growth
22% =" 60% 19% 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: Competition will intensify as vendors fight for security stack dominance
Competition will intensify as vendors fight for security stack dominance Escalating geopolitical tensions will shift data requirements Vendors will double down on strategic partners and integration Building profitable, repeatable, Al-augmented services will remain a core priority Al will alleviate s
Slide 23: We Win When Our Partners Win
We Win When Our Partners Win, and We Are Built Specifically to Help Them Win Faster. High-Growth Vendor Focus Technology- Enabled Operations and Transparency a broadline, commodity distributor. growth-focused and opportunity-led.
Slide 24: Our Sales teams deliver measurable growth
Our Sales teams deliver measurable growth by connecting vendors and reseller partners through a high-touch, relationship-driven go-to-market strategy and model. Led by 2 Regional Vice Led by 4 Vendor Management Presidents Directors Led by 2 Vendor Management Directors Build strategic reseller and Su
Slide 25: Our Field Sales teams are physically present in-market
Our Field Sales teams are physically present with resellers & vendors in-market: On-site with resellers to build relationships and identify opportunities Generate and advance pipeline through direct field engagement Own account planning and joint reseller growth strategy Supports reseller enablement
Slide 26: Our vendor management team transforms vendor GTM & investment
Our vendor management team transforms vendor GTM & investment into measurable business outcomes. Build strong relationships with our vendors across all departments Align vendor strategy, funding, and go-to-market programs Enable and support resellers through training, MDF, and sales plays Reseller p
Slide 27: On-site with resellers and vendors
On-site with resellers and vendors driving pipeline in the field Works with resellers building joint account plans Actively engaged with resellers and vendors, driving deals forward Educates reseller on Climb’s vendor line card for solutions to expand their offerings Activates vendor funding, campai
Slide 28: North America and EMEA regional sales contacts
Mike Taliercio Michael Deparini Regional Vice President Regional Sales Director - Southwest MikeT@ClimbCS.com MichaelD@ClimbCs.com Jessica Lindof ‘Andrew Faley Regional Vice President Regional Sales Director — Southwest Jess@ClimbCS.com AndrewFa@ClimbCS.com Ryan McGue MSP Partner Manager - East Ryan
Slide 29: Enterprise Partner Expansion (Big wins in 2026)
Enterprise Partner Expansion (Big wins in 2026) 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, and new vendor onboarding across strategic accounts across strategic acco
Slide 30: The Climb AI Academy journey
1. Trailhead: Build Your Al Foundations The Climb Al Academy 2. Kit Check: Select The Right Solutions A\ Vendors & Solutions 3. Waypoint: Identify High-Impact Use Cases Workshop with Unframe Al 4, The Lookout: Connect With Al Enthusiasts Climb Al Business User Group 6. Summit: Go To Market Marketing
Slide 31: Inside Sales Teams & Operations
Inside Sales Teams & Operations Tim Popovich Brian Davis Chief Operating Officer, NA VP Sales, UK & Ireland CLiMB
Slide 32: Fast response. Faster results.
Fast response. Faster results. Certified experts across the vendors we represent. Deep knowledge of partner programs, discounts, and pricing nuances. Experienced inside sales teams with long-standing account relationships. Trusted partnerships that accelerate quoting and sales execution.
Slide 33: EMEA Inside Sales Teams
Slide 34: Inside sales & shared services, integrated across the region
Inside sales & shared services, ; Inside sales & shared services, integrated across the region integrated across the region New Vendor Added North American Orders Vendors Transacted = EMEA Orders Processed Vendors Transacted Processed in 12 months reren Existing Partner Ecosystem in 12 months rere I
Slide 35: 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 | Marketplac
Slide 36: Solutions, Microsoft and Marketplace
Solutions, Microsoft and Marketplace Matthew Whitton Chief Operating Officer, EMEA CLiMB
Slide 37: Climb Channel Solutions, Global Solutions, Global Services
CLiMB CHANNEL SOLUTIONS Distributor CLiMB GLOBAL SOLUTIONS Parent Company NASDAQ listed: CLMB < greymatter Cloud Solution Provider CLiMB GLOBAL SERVICES Technical Services and Support
Slide 38: Grey Matter and Climb Global Services
Grey Matter and Climb Global Services — Climb’s higher-margin, value-added solutions segment Grey Matter ISV focused - software, cloud and licensing specialist. 1 a : 6 Yo Help developers to build, optimise, secure and sell their solutions of group gross profit Climb Global Services from just 4.6% o
Slide 39: How Grey Matter Goes to Market
How Grey Matter Goes to Market A specialist, developer-first motion that grows Microsoft consumption and recurring revenue e+ ry Work with ISVs WA Seale and grow Security-led Enable co-sell with Microsoft via Azure Marketplace Identity, compliance and cyber security Control cloud spend solutions, 7
Slide 40: A large, fast-growing market and a Microsoft CSP shift
A large, fast-growing market and a Microsoft CSP shift that favours value-added distributors 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 billing, provisioning and support. Direct-bill threshold r
Slide 41: Interworks.cloud Acquisition
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 The Unstoppab
Slide 42: Break
m= Break CLiMB
Slide 43: Climbing Higher
Climbing Higher Dale Foster Matthew Sullivan Chief Executive Officer Chief Financial Officer CLiMB
Slide 44: 2025 results and 2026 targets
: 2025 Total 2025 Organic Target 1 ‘Total 2026 Gis oun by Gross Billings' $2,105,168 $2,316,000 $30,000 $2,346,000 Geography Gross Profit $ 105,270 $116,000 $3,000 $119,000 Gross Profit % 5.0% 5.0% 10.0% 5.1% AEBITDA2 $42,895 $47,000 $1,500 $48,500 | Effective Margin? 40.7% 40.5% 50% 40.8% North Ame
Slide 45: 2026 organic to 2030 targets
Total 2026 Organic 2030 Gross Billings' $2,346,000 $3,435,000 Gross Profit $119,000 $174,000 Gross Profit % 5.1% 5.1% AEBITDA? $48,500 $75,000 Effective Margin? 40.8% 43.1% 1) See appendic for definition of this key qperational metric 2) See appendix for reconciation of this non-GAAP measure 3) Effe
Slide 46: Acquisitions
Acquisitions Intent(plan), Capability + Energy ROIC TTM Opportunity sno Data solutions 1° tnterworks Greece Vendors — want faster expansion from NA pe | Reduced Multiple 2 Europe — DACH, France, Nordics 18+ Middle East 7+ HPEoiee GMEesuse Margin expansion Lata 6+ Fo 4+ VNAdobe FE Microsoft V vast Di
Slide 47: 2030 outlook by North America and EMEA
North America is highly competitive with the big 3 distributors, margin pressure is always a factor Gross Billings’ 1.9B 87% Gross Profit 90.5M 76% 2030 North America 10% Growth Gross Billings’ 2.8B 73% Gross Profit 133M 62% 1) See appendic for definition of this key qperational metric Gross Billing
Slide 48: 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 Billings’ $2,105,168 $2,316,000 $30,000 $2,346,000 $3,435,000 $400,000 $3,8
Slide 49: Climb closing slide
CLIMB / Aiis about information. Huratlgct aN about giving energy.
Slide 50: Appendix — Gross Billings
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 51: Adjusted EBITDA and effective margin definitions
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 as adjusted EBITDA as a percentage of gros