Advent International, L.P. v. Servicios Funerarios GG S.A. DE C.V.

CourtCourt of Chancery of Delaware
DecidedOctober 29, 2024
Docket2023-0647-LWW
StatusPublished

This text of Advent International, L.P. v. Servicios Funerarios GG S.A. DE C.V. (Advent International, L.P. v. Servicios Funerarios GG S.A. DE C.V.) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Advent International, L.P. v. Servicios Funerarios GG S.A. DE C.V., (Del. Ct. App. 2024).

Opinion

IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE

ADVENT INTERNATIONAL, L.P f/k/a/ ) ADVENT INTERNATIONAL ) CORPORATION, ADVENT ) INTERNATIONAL PE ADVISORS, S.C., ) ADVENT LATIN AMERICAN PRIVATE ) EQUITY FUND III LIMITED ) PARTNERSHIP, ADVENT LATIN ) AMERICAN PRIVATE EQUITY FUND ) III-A LIMITED PARTNERSHIP, ) ADVENT LATIN AMERICAN PRIVATE ) EQUITY FUND III-B LIMITED ) PARTNERSHIP, ADVENT LATIN ) AMERICAN PRIVATE EQUITY FUND ) III-C LIMITED PARTNERSHIP, ) ADVENT LATIN AMERICAN PRIVATE ) EQUITY FUND III-D LIMITED ) PARTNERSHIP, ADVENT LATIN ) AMERICAN PRIVATE EQUITY FUND ) III-E LIMITED PARTNERSHIP, ADVENT ) LATIN AMERICAN PRIVATE EQUITY ) FUND III-F LIMITED PARTNERSHIP, ) ADVENT LATIN AMERICAN PRIVATE ) EQUITY FUND III-G LIMITED ) PARTNERSHIP, ADVENT PARTNERS ) LAPEF III LIMITED PARTNERSHIP, ) ADVENT LATIN AMERICAN PRIVATE ) EQUITY FUND IV LIMITED ) PARTNERSHIP, ADVENT LATIN ) AMERICAN PRIVATE EQUITY FUND ) IV-A LIMITED PARTNERSHIP, ) ADVENT LATIN AMERICAN PRIVATE ) EQUITY FUND IV-B LIMITED ) PARTNERSHIP, ADVENT LATIN ) AMERICAN PRIVATE EQUITY ) FUND IV-C LIMITED PARTNERSHIP, ) ADVENT LATIN AMERICAN PRIVATE ) EQUITY FUND IV-D LIMITED ) PARTNERSHIP, ADVENT LATIN ) AMERICAN PRIVATE EQUITY FUND ) IV-E LIMITED PARTNERSHIP, ) ADVENT LATIN AMERICAN PRIVATE ) EQUITY FUND IV-F LIMITED ) PARTNERSHIP, ADVENT LATIN ) AMERICAN PRIVATE EQUITY FUND ) IV-G LIMITED PARTNERSHIP, ) ADVENT PARTNERS LAPEF IV ) LIMITED PARTNERSHIP, ADVENT ) PARTNERS III LIMITED ) PARTNERSHIP, ) ) Plaintiffs, ) ) v. ) C.A. No. 2023-0647-LWW ) SERVICIOS FUNERARIOS GG S.A. DE C.V., ) ) Defendant. )

MEMORANDUM OPINION

Date Submitted: July 31, 2024 Date Decided: October 29, 2024

William M. Lafferty, Kevin M. Coen & Alex F. Hoeschel, MORRIS NICHOLS ARSHT & TUNNELL LLP, Wilmington, Delaware; Peter L. Welsh & Daniel V. Ward, ROPES & GRAY LLP, Boston, Massachusetts; Nicholas A. S. Hoy & Andrew J. Rossman, QUINN EMANUEL URQUHART & SULLIVAN LLP, New York, NY; Joseph Margolies, QUINN EMANUEL URQUHART & SULLIVAN LLP, Chicago, Illinois; Gabriel F. Soledad, QUINN EMANUEL URQUHART & SULLIVAN LLP, Washington, D.C.; Counsel for Plaintiffs

Peter J. Walsh, Jr., Aaron R. Sims & Charles R. Hallinan, POTTER ANDERSON & CORROON LLP, Wilmington, Delaware; David Boies & Marc Ayala, BOIES SCHILLER FLEXNER LLP, Armonk, New York; Carlos M. Sires, BOIES SCHILLER FLEXNER LLP, Fort Lauderdale, Florida; Counsel for Defendant

WILL, Vice Chancellor A Mexican holding company purchased a Mexican funeral services company

from private equity-owned special purpose vehicles. Along with a stock purchase

agreement, the parties negotiated a guarantee by which private equity funds agreed

to backstop the special purpose vehicles’ indemnification obligations to the buyer.

In return, the buyer agreed to a release, a non-recourse provision, covenants not to

sue non-parties to the agreements, and a Delaware forum provision for permitted

claims.

The buyer nevertheless initiated civil and criminal proceedings in Mexico

against the private equity firm affiliated with the guarantor funds—a contractual

non-party. In response, the guarantors and private equity firm sued the buyer in this

court, seeking anti-suit injunctions and declaratory relief. Since the private equity

firm’s substantive response to the Mexican civil action was due imminently, I

expedited consideration of that claim. In June, I enjoined the buyer from prosecuting

the Mexican civil action against the private equity firm.

Now, I resolve the remaining non-expedited issues. I decline to issue an

anti-suit injunction of the Mexican criminal action for reasons of international

comity. And I clarify that, due to laches, the injunction of the Mexican civil action

does not extend to the private equity firm’s Mexican affiliate. On the contract

claims, however, I enter judgment largely in the private equity plaintiffs’ favor. I

hold that the buyer breached the guarantee, causing it to terminate by its terms.

1 I. ESSENTIAL FACTS

This decision complements a June 7, 2024 memorandum opinion (the “June

Opinion”) that granted partial summary judgment and denied motions to dismiss.1

The facts framing this dispute are set out in the June Opinion and remain unchanged.

For the benefit of the reader, I recount the basic facts below.

Unless otherwise noted, the following summary is drawn from the undisputed

facts outlined in the June Opinion, the pleadings, and exhibits submitted by the

parties.

A. The Share Purchase Agreement

In 2021, Servicios Funerarios GG S.A. de C.V.—an acquisition vehicle of a

Mexican real estate investor—purchased Mexican funeral company Grupo Gayosso

S.A. (“Gayosso”) from Advent International Corporation, a private equity firm.2 At

the time, Advent International owned substantially all of Gayosso’s capital stock

through various affiliated funds (the “Guarantors”).3 The Guarantors’ interests in

Gayosso were, in turn, held through seven special purpose vehicles (the “Sellers”).4

1 See generally Advent Int’l Corp. v. Servicios Funerarios GG S.A. de C.V., 2024 WL 3580934 (Del. Ch. June 7, 2024) (“June Op.”). 2 Id. at *2. 3 Id. at *1. 4 Id. 2 In January 2021, the Sellers and Servicios Funerarios executed a Share

Purchase Agreement (the “SPA”) contemplating Servicios Funerarios’s acquisition

of Gayosso for 4.076 million pesos. The SPA outlined representations by Servicios

Funerarios, the Sellers, and Gayosso. It also set an indemnification cap limiting

Servicios Funerarios’s recovery from the Sellers to Gayosso’s enterprise value.5 The

Sellers were subsequently dissolved.6

B. The Guarantee

As a condition to and concurrent with the SPA, the Guarantors executed a

financial guarantee (the “Guarantee”) of the Sellers’ indemnification obligations to

Servicios Funerarios up to the full purchase price.7 In exchange, Servicios

5 Id. at *2. Specifically, the indemnification cap limited the maximum recovery to 300 million pesos (approximately $17 million) for certain defined “Losses” resulting from “any breach of [the Sellers’] respective obligations assumed” in the SPA or “the lack of veracity in the statements of the Sellers and [Gayosso].” Id. It also defined additional “Losses” to which this initial indemnification cap did not apply, such that the maximum recovery was the full enterprise value of 4.076 million pesos. Id. 6 Id. 7 Id.; Verified Second Am. Compl. for Inj. Relief (Dkt. 68) (“Compl.”) Ex. A (“Guarantee”). 3 Funerarios agreed to waive and release all “Claims” in connection with the SPA

against “Non-Parties.”8 Advent International is one such Non-Party.9

Servicios Funerarios preserved two pathways to recover for wrongdoing

related to the Gayosso transaction: suing (1) the Guarantors under the Guarantee, or

(2) the Sellers under the SPA.10 Servicios Funerarios “irrevocably agree[d] that any

permitted Claim [would] be brought exclusively in the state and federal courts

located in the . . . State of Delaware.”11

Several provisions of the Guarantee reflect Servicios Funerarios’s agreement

to waive or disclaim its ability to bring claims against non-parties.

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Advent International, L.P. v. Servicios Funerarios GG S.A. DE C.V., Counsel Stack Legal Research, https://law.counselstack.com/opinion/advent-international-lp-v-servicios-funerarios-gg-sa-de-cv-delch-2024.