Baltequera Inc. v. Bell-Carter Foods, LLC

CourtDistrict Court, N.D. California
DecidedMay 4, 2022
Docket3:21-cv-06368
StatusUnknown

This text of Baltequera Inc. v. Bell-Carter Foods, LLC (Baltequera Inc. v. Bell-Carter Foods, LLC) is published on Counsel Stack Legal Research, covering District Court, N.D. California primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Baltequera Inc. v. Bell-Carter Foods, LLC, (N.D. Cal. 2022).

Opinion

1 2 3 4 IN THE UNITED STATES DISTRICT COURT 5 FOR THE NORTHERN DISTRICT OF CALIFORNIA 6 7 BALTEQUERA INC., et al., Case No. 21-cv-06368-MMC

8 Plaintiffs, ORDER GRANTING IN PART AND DENYING IN PART DEFENDANTS' 9 v. MOTION TO DISMISS

10 BELL-CARTER FOODS, LLC, et al., Defendants. 11

12 13 Before the Court is defendants Bell-Carter Foods, LLC ("Bell-Carter Foods"), Bell- 14 Carter Group, Inc. ("Bell-Carter Group"), Timothy T. Carter ("Carter"), and Paul Adcock's 15 ("Adcock") Motion to Dismiss, filed October 25, 2021. Plaintiffs Baltequera Inc. 16 ("Baltequera), Dcoop, S. Coop. And. ("Dcoop"), and Olives Way LLC ("Olives Way") have 17 filed opposition, to which defendants have replied. Having read and considered the 18 papers filed in support of and in opposition to the motion, the Court rules as follows.1 19 BACKGROUND 20 For purposes of the instant motion, the Court assumes the following allegations 21 are true. 22 In May 2018, during "negotiations" pertaining to a possible investment in Bell- 23 Carter Foods, defendants gave Dcoop and Olives Way an "Excel spreadsheet," prepared 24 by Carter and Adcock, that stated Bell-Carter Foods's "inventory was properly valued at 25 $140 million." (See Compl. ¶ 19.) According to plaintiffs, "[t]he representation about the 26 value of the inventory was not based on reasonable assumptions at the time made" 27 1 because defendants "knew or were reckless in not knowing that the inventory of [Bell- 2 Carter] Foods included large quantities of aging, perishable fruit that becomes 3 unmarketable with the passage of time and yet was carried on [Bell-Carter] Foods's 4 financial statements at full replacement value." (See Compl. ¶ 20.) 5 In late June 2018, Carter told Dcoop and Olives Way that he and Adcock were 6 "preparing a 'financial model' with projected financial results for the next three years." 7 (See Compl. ¶ 21.) The following week, in early July 2018, Carter sent Dcoop and Olives 8 Way a "financial forecast" he described as "very conservative," and which document 9 stated Bell-Carter Foods's "EBITDA for the years 2018 through 2021 would be $4.4 10 million, $9.2 million, $14.1 million, and $15.2 million." (Id.)2 According to plaintiffs, the 11 projections were not given "in good faith," as they "were not based on reasonable 12 assumptions at the time made." (See Compl. ¶ 22.) 13 Dcoop and Olives Way "reasonably relied on the May spreadsheet and the July 14 forecasts in deciding to purchase 20% of [Bell-Carter] Foods and in agreeing on the price 15 for that stake." (See Compl. ¶ 23.) Dcoop and Olives Way, however, did not invest 16 directly in Bell-Carter Foods; rather, Baltequera was "created by its two owners for that 17 purpose." (See Compl. ¶ 9.)3 18 On August 21, 2018, Baltequera and Bell-Carter Foods executed a "Purchase 19 Agreement," pursuant to which "Baltequera paid $15 million to acquire 20% of the 20 membership interests in [Bell-Carter] Foods." (See Compl. ¶ 12.) Dcoop and Olives Way 21 "provided the capital to Baltequera with which it made the purchase." (See id.) 22 The Purchase Agreement included representations by Bell-Carter Foods and Bell- 23 Carter Group, which was Bell-Carter Foods "sole member at the time of the deal," that 24

25 2 "EBITDA" is an acronym for "earnings before interest, taxes, depreciation, and amortization." See JPD, Inc. v. Chronimed Holdings, Inc., 539 F.3d 388, 390 (6th Cir. 26 2008). 27 3 Dcoop and Olives Way each own 50% of Baltequera's common stock. (See 1 "the financial books and records of [Bell-Carter] Foods and its subsidiaries 'fairly reflect' 2 their 'assets and liabilities'" (see Compl. ¶ 15), and that "[a]ll projections, estimates, 3 financial plans or budgets previously delivered to or made available to [Baltequera] were 4 based on reasonable assumptions in light of all material facts and circumstances at the 5 time made and were provided to [Baltequera] in good faith" (see id. (alterations in 6 original).) Baltequera "reasonably relied" on those representations, which were "material 7 to Baltequera's decision" to enter into the Purchase Agreement. (See Compl. ¶¶ 14, 16.) 8 According to plaintiffs, each of those representations was "false when made" and 9 defendants "knew it to be false or were reckless as to its falsity." (See Compl. ¶ 14, 16.) 10 In addition, "contemporaneously" with the execution of the Purchase Agreement, 11 Dcoop and Bell-Carter Foods entered into several "Supply Agreements," under which 12 Dcoop agreed to sell olives to Bell-Carter Foods "for an initial term of . . . three years" 13 (see Compl. ¶ 17), and, "[a]t the same time," the "parties" executed an "Operating 14 Agreement" that provided, "upon either the expiration or termination of the Supply 15 Agreements," Bell-Carter Foods "could 'redeem' Baltequera's 20% stake for its 'fair 16 market value' at the time of the proposed redemption" (see Compl. ¶ 18). 17 After Baltequera invested $15 million in Bell-Carter Foods, defendants "never 18 again reported the value of their inventory at any level remotely as high as they projected 19 to [p]laintiffs" (see Compl. ¶ 26), and Bell-Carter Food's "actual EBITDA for fiscal years 20 2018 through 2020" was, respectively, $5 million, $11 million, and $1.9 million, amounts 21 that, according to plaintiffs, were "impossibly far off the projections [d]efendants provided 22 in July 2018" (see Compl. ¶¶ 24, 25). Further, in June 2020, "[d]efendants" asserted their 23 "immediate right to redeem Baltequera's interests and indicated that those interests had 24 virtually no value." (See Compl. ¶ 18.) 25 Based on the above allegations, plaintiffs assert twelve Claims for Relief, titled, 26 respectively, "Violation of § 10(b) of the Exchange Act and Rule 10b-5," "Violation of 27 § 20(a) of the Exchange Act," "Intentional Misrepresentation," "Negligent 1 and 25501," "Violation of Cal. Corp. Code §§ 25400(d) and 25500," "Violation of Cal. 2 Corp. Code § 25403," "Fraudulent Inducement: Rescission Under Cal. Civ. Code §§ 1688 3 et seq.," "Unfair Competition – Cal. Bus. & Prof. Code §§ 17200 et seq.," "Civil 4 Conspiracy," and "Aiding and Abetting." 5 DISCUSSION 6 By the instant motion, defendants seek dismissal of all claims brought on behalf of 7 Dcoop and Olives Way, which plaintiffs, as noted, are the two owners of Baltequera. 8 Specifically, defendants argue, Dcoop and Olives Way lack standing under Article III of 9 the Constitution to bring any of the claims asserted in the Complaint and, in the 10 alternative, that they have failed to allege sufficient facts to state a claim. 11 A. Article III Standing 12 A district court has jurisdiction to consider a plaintiff's claim only where the plaintiff 13 has "[s]tanding to sue" under Article III of the Constitution. See Spokeo, Inc. v. Robins, 14 578 U.S. 330, 337-38 (2016). To satisfy Article III's standing requirements, a "plaintiff 15 must have (1) suffered an injury in fact, (2) that is fairly traceable to the challenged 16 conduct of the defendant, and (3) that it is likely to be redressed by a favorable judicial 17 decision." See id. at 338. At the pleading stage, a plaintiff establishes standing by 18 "clearly alleg[ing] facts demonstrating each element." See id. (internal quotation, 19 omission, and citation omitted). 20 A defendant seeking dismissal for lack of standing may raise a "facial" or "factual" 21 challenge. See Safe Air for Everyone v. Meyer, 373 F.3d 1035, 1039 (9th Cir. 2004).

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