Barings LLC v. Fowler

2025 NCBC 6
CourtNorth Carolina Business Court
DecidedFebruary 13, 2025
Docket24-CVS-12798
StatusPublished

This text of 2025 NCBC 6 (Barings LLC v. Fowler) is published on Counsel Stack Legal Research, covering North Carolina Business Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Barings LLC v. Fowler, 2025 NCBC 6 (N.C. Super. Ct. 2025).

Opinion

Barings LLC v. Fowler, 2025 NCBC 6.

STATE OF NORTH CAROLINA IN THE GENERAL COURT OF JUSTICE SUPERIOR COURT DIVISION MECKLENBURG COUNTY 24CV012798-590

BARINGS LLC,

Plaintiff,

v. ORDER AND OPINION IAN FOWLER, KELSEY TUCKER, ON MOTIONS TO DISMISS and CORINTHIA GLOBAL MANAGEMENT LIMITED,

Defendants.

1. In March 2024, twenty-two members of Barings LLC’s Global Private

Finance group resigned in unison to join Corinthia Global Management Limited, a

fledgling competitor. In this lawsuit, Barings alleges that the departing employees

took its trade secrets and other confidential information at Corinthia’s direction.

Barings also alleges that Corinthia conspired with Ian Fowler (a leader of the Global

Private Finance group) and Kelsey Tucker (Barings’s former head of global

operations) in orchestrating the raid.

2. Corinthia, Fowler, and Tucker deny these allegations and have separately

moved to dismiss all claims in Barings’s amended complaint. For the following

reasons, the Court GRANTS in part and DENIES in part the motions to dismiss.

Ellis & Winters LLP, by Dixie T. Wells and David Keirstead, and Dechert LLP, by Bina Peltz, Neil A. Steiner, Angela Liu, Harnelle C. St. Cloud, Nina Segovia Riegelsberger, Christopher Merken, and Sierra Sanchez, for Plaintiff Barings LLC.

Williams Mullen, by Michael C. Lord and Robert C. Van Arnam, and Hughes Hubbard & Reed LLP, by Carl Wellington Mills, Derek Adler, and Robb Patryk, for Defendant Corinthia Global Management Limited. Johnston, Allison & Hord, P.A., by Greg C. Ahlum and David E. Stevens, and Goldberg Kohn Ltd., by Michael Lawrence Sullivan, Jon E. Klinghoffer, and Kyle Walther, for Defendant Ian Fowler.

Fitzgerald Hanna & Sullivan, PLLC, by Douglas W. Hanna, and Epstein Becker & Green, P.C., by Katherine Rigby, Peter Steinmeyer, and Erik Weibust, for Defendant Kelsey Tucker.

Conrad, Judge.

I. BACKGROUND

3. The Court does not make findings of fact on a motion to dismiss. The

following background assumes that the allegations of the amended complaint are

true. 1

4. Barings is an “asset management firm.” Its Global Private Finance group

“provides investment management to [affiliate] Barings BDC, non-traded business

development companies, private funds, and separately managed accounts along with

other vehicles.” This group is based partly in Charlotte, North Carolina and partly

in London, England. (Am. Compl. ¶¶ 2, 18, 19, ECF No. 69.)

5. Until March 2024, Fowler “was an officer and managing director of Barings,”

as well as “President of Barings BDC.” Together with London-based Adam Wheeler,

Fowler headed the Global Private Finance group. During his employment with

Barings, Fowler signed an agreement that contains restrictions on the solicitation of

the company’s employees and clients and the use and disclosure of its confidential

1 For technical reasons, Barings had to file its amended complaint twice in the county’s electronic-filing system. The Court deems this to be a single amendment, not two amendments as Corinthia, Fowler, and Tucker contend. information. The agreement also requires him to return Barings’s property and

confidential information at the end of his employment. (Am. Compl. ¶¶ 12, 25, 26.)

6. Tucker was once Barings’s Global Head of Operations. She left the company

in January 2023. At that time, she signed a separation agreement barring her from

competing against Barings for six months and from soliciting its employees for twelve

months. During her employment, Tucker had also agreed to confidentiality

restrictions equivalent to Fowler’s. (See Am. Compl. ¶¶ 13, 29.)

7. As early as August 2023, Corinthia began quietly recruiting the members of

Barings’s Global Private Finance group. Corinthia, which is based in the United

Kingdom, had no business at that time. As alleged, it aimed to accelerate its entry

into the market by luring away Barings’s employees and clients. In October and

November 2023, Corinthia offered to match the salaries that Barings paid its Global

Private Finance group. By December 2023, Corinthia had collected postdated

resignation letters from the departing employees. Three months later, Fowler,

Wheeler, and twenty other members of the Global Private Finance group delivered

those letters to Barings and resigned to join Corinthia. (See Am. Compl. ¶¶ 35, 37,

39, 41, 42.)

8. According to Barings, the departing employees delayed their resignations

for two reasons: to collect cash bonuses earned for 2023 and to gather confidential

information to take with them. As alleged, Corinthia urged the departing employees

to gather “confidential information concerning Barings’ benefit plans, compensation

structure, and new client intake and onboarding forms and policies.” In the days leading up to their departure, some of the London-based employees allegedly made

unusual requests for confidential “policies and documents” and were filmed “leaving

the Barings office carrying stuffed duffel bags and unusually large stacks of papers

and files.” (Am. Compl. ¶¶ 42–45, 48.)

9. On the morning after the resignations, Corinthia’s founder, Paul

Weightman, approached the chairman of Barings’s parent company with an

unsolicited term sheet containing confidential information allegedly obtained from

the departing employees. In short, the term sheet proposed that Corinthia would buy

the Global Private Finance group’s portfolio on the cheap and offer employment to

the group’s remaining employees. Meanwhile, Corinthia continued recruiting: as

Tucker allegedly told one of Barings’s managing directors, “we are going after

everyone.” (Am. Compl. ¶¶ 53–55.)

10. Days later, Barings began this lawsuit and moved for emergency injunctive

relief and expedited discovery. The parties resolved that emergency motion by

consent, tendering a stipulated injunction order. The Court entered the order, which

required, among other things, that Corinthia return Barings’s confidential

information, secure certifications from all departing employees before they

commenced their employment, and refrain from onboarding the departing foreign

employees until any valid noncompetition restrictions expired. Following the entry

of the stipulated injunction order, Corinthia returned over 100 documents containing

Barings’s confidential information. Even so, Barings alleges that Corinthia has not complied with all of the parties’ agreed terms. (Am. Compl. ¶¶ 63–68, 147; Stipulated

Inj. Order, ECF No. 44.)

11. In its amended complaint, Barings alleges that Corinthia, Fowler, and

Tucker conspired to cripple its Global Private Finance group and misappropriate its

confidential information and trade secrets. The amended complaint includes nine2

claims for relief: breach of contract (against Fowler and Tucker); constructive fraud

and breach of fiduciary duty (against only Fowler); breach of the stipulated injunction

order (against only Corinthia); and tortious interference with contract,

misappropriation of trade secrets, unfair or deceptive trade practices under N.C.G.S.

§ 75-1.1, civil conspiracy, and a remedial request for permanent injunctive relief

(against Corinthia, Fowler, and Tucker).

12. Corinthia, Fowler, and Tucker separately moved to dismiss all claims in the

amended complaint under Rule 12(b)(6) of the North Carolina Rules of Civil

Procedure. (See ECF Nos.

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2025 NCBC 6, Counsel Stack Legal Research, https://law.counselstack.com/opinion/barings-llc-v-fowler-ncbizct-2025.