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    Howard Root

    Research Analyst at Private Investor

    Howard Root is an analyst at Private Investor specializing in equity research and fundamental analysis. He provides in-depth coverage and investment analysis across multiple sectors for private clients, though specific company coverage and publicly reported performance metrics are not available. Root's professional background demonstrates an ongoing focus on private investment strategies, but details regarding his career timeline, previous positions, or quantifiable performance results such as TipRanks rankings or returns are not publicly disclosed. Information on his securities licenses or FINRA registration is also not available, indicating limited public footprint regarding professional credentials.

    Howard Root's questions to Climb Global Solutions (CLMB) leadership

    Howard Root's questions to Climb Global Solutions (CLMB) leadership • Q2 2025

    Question

    The analyst inquired about the sustainability of the gross margin percentage, the future trend for SG&A expenses, the impact of international tariffs and currency, the company's market position and growth potential after crossing $2 billion in billings, and details on their acquisition strategy and market valuations.

    Answer

    The company stated that the higher gross margin was due to a lumpy, high-margin deal and is not a new trend; the target remains 5.0-5.1%. The current SG&A as a percentage of gross billings (3.3%) is expected to be the norm going forward. Tariffs are not an issue, but they are working on better currency hedging strategies. Management emphasized they are still a very small player in a massive market with significant headroom for growth. Regarding acquisitions, they are looking at smaller, strategic, cash-based deals this year (especially in services), with larger deals being a 2026-2027 consideration. Valuations start in the 7-9x multiple range but are deal-dependent.

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