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Tourlite Takes Long Position in TIC Solutions, Citing Post-NV5 Cash-Flow Upside

The firm invokes APi Group as a model for extracting value through integration.

Overview

  • Tourlite began buying TIC in August at about $10 per share, targeting a normalized 2027 free-cash-flow yield in the teens following NV5 integration.
  • TIC provides regulation-driven asset-integrity services such as nondestructive testing, rope access, and engineering support for critical infrastructure.
  • The company rebranded from Acuren in October 2025, completed the NV5 acquisition, and was previously taken public via a SPAC by Martin Franklin.
  • TIC reported third‑quarter 2025 revenue of $473.9 million, reflecting significant year‑over‑year growth.
  • Shares closed at $9.27 on Nov. 19 for a roughly $2.045 billion market cap after recent volatility, while Insider Monkey counted 15 hedge fund holders at Q2 quarter‑end versus 24 in the prior quarter.