Alani Consulting, Inc. and B12 Consulting, LLC v. UST Global Inc. and Alan Goerner

CourtCourt of Appeals of Texas
DecidedDecember 11, 2023
Docket05-22-01139-CV
StatusPublished

This text of Alani Consulting, Inc. and B12 Consulting, LLC v. UST Global Inc. and Alan Goerner (Alani Consulting, Inc. and B12 Consulting, LLC v. UST Global Inc. and Alan Goerner) is published on Counsel Stack Legal Research, covering Court of Appeals of Texas primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

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Alani Consulting, Inc. and B12 Consulting, LLC v. UST Global Inc. and Alan Goerner, (Tex. Ct. App. 2023).

Opinion

Affirm and Opinion Filed December 11, 2023

In The Court of Appeals Fifth District of Texas at Dallas No. 05-22-01139-CV

ALANI CONSULTING, INC. AND B12 CONSULTING, LLC, Appellants V. UST GLOBAL INC. AND ALAN GOERNER, Appellees

On Appeal from the 14th Judicial District Court Dallas County, Texas Trial Court Cause No. DC-22-01748

MEMORANDUM OPINION Before Justices Carlyle, Goldstein, and Kennedy Opinion by Justice Goldstein Alani Consulting, Inc., and B12 Consulting, LLC, appeal the trial court’s

order granting the special appearance of UST Global, Inc., and Alan Goerner. In

three issues, Alani and B12 assert the trial court’s order granting UST’s special

appearance should be reversed because the trial court’s implied findings wrongly

found that 1) UST does not fall within the reach of Texas’ long-arm statute; 2)

Goerner was not an employee of UST; and 3) it does not have specific jurisdiction

over UST. We affirm the trial court’s judgment. FACTUAL BACKGROUND

Alani is a Dallas-based IT consulting company with nationwide and European

clients, utilizing its proprietary assessment model to tailor “IT solutions to maximize

agility and implement comprehensive digital transformations for its clients.” B12 is

an IT staffing company whose sole member is a citizen and resident of the state of

Texas.

Goerner, a Dallas County resident, was Alani’s chief strategist, who received

confidential information under his employment confidentiality agreement (ECA)

and later served as a business consultant. During Goerner’s tenure as chief strategist,

Alani was focused on expanding existing client relationships with Telefónica and

BBVA and developing business with Orange. Due to alleged performance issues,

Goerner was removed as chief strategist and, upon his termination, negotiated a

consulting role with Alani’s corporate parent. Goerner also negotiated, but never

finalized, a license agreement and executed a Mutual Non-Disclosure Agreement

with B12. During the negotiation period, UST was actively soliciting Goerner for

employment and Goerner is alleged to have shared Alani’s confidential information

in violation of his ECA and NDA. UST hired Goerner to serve as the global head

of UST’s agility practice.

UST is a Delaware corporation with its principal place of business in

California and a registered agent in Dallas, Texas. UST, like Alani, provides IT

solutions, including agile consulting services, to its clients. The original petition

–2– avers the trial court has jurisdiction over UST based upon actions undertaken by

Goerner while acting as an agent of UST under the direction and control of UST.

Specifically, the original petition alleges that Goerner, once installed at UST, “at

UST’s direction and while acting under UST’s control, continued to access and

download Confidential Information and trade secrets from the Alani Dropbox

account in violation of the ECA and NDA.” Further, Alani averred that “Goerner

was accessing Alani’s Confidential Information and trade secrets in order to solicit

Alani’s clients on behalf of his new employer, UST.” As a result of these efforts,

Alani alleges it lost corporate opportunities with current clients UPS, BBVA, and

Telefónica and prospective business relationships with Orange and Macquarie.

In February 2022, Alani and B12 filed their original petition seeking damages

and injunctive relief against UST and Goerner and alleging claims based on violation

of the Texas Uniform Trade Secrets Act (TUTSA); Goerner’s breach of contract

under the ECA and NDA and breach of fiduciary duty; UST’s tortious interference

with the B12 NDA and conversion and misappropriation; and conspiracy. The

petition asserted the trial court had “jurisdiction over this matter because the

transactions that give rise to Alani’s claims occurred in whole or in part in Texas,

because Goerner is a Texas citizen and resident, because he undertook the acts

complained of in Texas while acting as an agent of UST under the direction and

control of UST, and the amount in controversy exceeds the minimum jurisdictional

limit of the Court.”

–3– UST’S SPECIAL APPEARANCE

After jurisdictional discovery, UST filed its verified second amended special

appearance seeking to dismiss the three claims1 asserted against it because (1) Alani

and B12 failed to meet their initial burden of pleading sufficient allegations to

demonstrate that UST committed any act in Texas; (2) UST did not have sufficient

minimum contacts in Texas to support the Court’s exercise of personal jurisdiction

over it; and/or (3) UST negated Alani and B12’s allegations of its jurisdictional

contacts with Texas. Because UST had insufficient contacts with Texas that were

connected to the operative facts of the litigation, UST argued, there was no basis to

exercise specific personal jurisdiction over it.2

As to B12, UST argued B12 did not allege that any operative facts attributable

to UST occurred in Texas. Specifically, UST asserted that B12 only made one claim

against UST: tortious interference with a non-disclosure agreement between Goerner

and B12, and B12 made only the conclusory allegations that UST willfully and

intentionally interfered with the non-disclosure agreement between Goerner and

B12. UST argued B12 made “no specific allegations relating to this claim at all,

much less any jurisdictional allegations arising in Texas,” and there was no

B12 asserts tortious interference with the NDA with Goerner. Alani’s two claims are violations of 1

TUTSA and conspiracy. 2 General personal jurisdiction was not alleged; therefore, our statement of the facts and analysis are limited to specific personal jurisdiction. –4– allegation anywhere in the petition of what this alleged interference was, let alone

that the alleged interference occurred in Texas. In addition, UST claimed that B12

could not prove tortious interference because UST negated that it had any knowledge

of the non-disclosure agreement between Goerner and B12 and therefore could not

have induced a breach of the non-disclosure agreement, an essential element of

B12’s claim.

As to Alani, UST first asserted Alani failed to establish an agency relationship

between UST and Goerner, an independent contractor, and the “supposed forum

contacts” of an independent contractor are not attributable to the principal. Second,

UST argued it did not direct Goerner to commit any of the alleged misconduct

attributed to Goerner in Alani’s petition. Third, even if Goerner’s alleged acts could

be imputed to UST, UST argued that Alani failed to allege that the specific actions

relevant to its claims against UST occurred in Texas. Specifically, UST asserted

that the “bare assertion that Goerner is a resident of Texas does not show that the

alleged actions, which are the operative facts underlying Alani’s claims against UST

. . . occurred in Texas.” Regarding Alani’s conspiracy claim, UST cited National

Industrial Sand Association v. Gibson, 897 S.W.2d 769, 773 (Tex. 1995), for the

proposition that, even if UST had alleged jurisdictional facts in connection with its

conspiracy claim, specific personal jurisdiction may not be asserted over UST based

solely upon an alleged conspiracy.

–5– In support of its arguments, UST cited the attached affidavit of Niranjan

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Alani Consulting, Inc. and B12 Consulting, LLC v. UST Global Inc. and Alan Goerner, Counsel Stack Legal Research, https://law.counselstack.com/opinion/alani-consulting-inc-and-b12-consulting-llc-v-ust-global-inc-and-alan-texapp-2023.