Buttonwood Tree Value Partners, LP v. R.L. Polk & Co., Inc.

CourtCourt of Chancery of Delaware
DecidedJune 23, 2022
DocketCA No. 9250-VCG
StatusPublished

This text of Buttonwood Tree Value Partners, LP v. R.L. Polk & Co., Inc. (Buttonwood Tree Value Partners, LP v. R.L. Polk & Co., Inc.) 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
Buttonwood Tree Value Partners, LP v. R.L. Polk & Co., Inc., (Del. Ct. App. 2022).

Opinion

IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE

BUTTONWOOD TREE VALUE ) PARTNERS, L.P., a California Limited ) Partnership, and MITCHELL PARTNERS ) L.P., a California Limited Partnership, on ) behalf of themselves and all others ) similarly situated, ) ) Plaintiffs, ) ) v. ) C.A. No. 9250-VCG ) R. L. POLK & CO., INC., STEPHEN R. ) POLK (individually and on behalf of a ) Defendant Class of similarly situated ) persons), THE ESTATE OF NANCY K. ) POLK, KATHERINE POLK OSBORNE, ) DAVID COLE, RICK INATOME, ) CHARLES MCCLURE, J. MICHAEL ) MOORE, RLP & C HOLDING, INC., RLP ) MERGER CO., STOUT RISIUS ROSS, ) INC., and HONIGMAN MILLER ) SCHWARTZ AND COHN LLP, ) Defendants. ) )

MEMORANDUM OPINION

Date Submitted: March 17, 2022 Date Decided: June 23, 2022

R. Bruce McNew, of COOCH AND TAYLOR, P.A., Wilmington, Delaware, Attorney for Plaintiffs. David A. Dorey, of BLANK ROME LLP, Wilmington, Delaware; OF COUNSEL: Christopher M. Mason, of NIXON PEABODY LLP, New York, New York, and Carolyn G. Nussbaum, of NIXON PEABODY LLP, Rochester, New York, Attorneys for Defendants.

GLASSCOCK, Vice Chancellor

1 This matter alleges that corporate fiduciaries caused a company to do a

self-tender at an inadequate price, based upon misleading disclosures to

stockholders. The Plaintiffs are company stockholders who tendered, or sold into

the market during the tender period. This brief Memorandum Opinion addresses the

Plaintiffs’ request to certify both a Plaintiff class and a Defendant class. The

Defendants have tenaciously opposed certification of a class, invoking presque vu

in this judge.1 For the reasons that follow, the former request is granted, insofar as

the matter addresses breach of duty claims and nominal damages. The latter request

to certify a Defendant class I find unsustainable under Rule 23. Both decisions are

explained below.

I. BACKGROUND

What follows is a brief adumbration of the facts necessary for this

Memorandum Opinion. Curious readers should refer to my opinion resolving a

motion to dismiss in this case, Buttonwood Tree Value Partners, L.P. v. Polk & Co.,

Inc., 2017 WL 3172722 (Del. Ch. July 24, 2017), for a fuller recitation of the

Plaintiffs’ allegations.

1 See, e.g., In re Straight Path Commc’ns Inc. Consol. S’holder Litig., 2022 WL 2236192 (Del. Ch. June 14, 2022). A. The Relevant Parties and Non-Parties

Former Defendant R.L. Polk and Co., Inc. (“Polk” or the “Company”) is a

Delaware corporation with its headquarters in Michigan.2 Founded in 1870, the

Company has since been majority owned and controlled by members of the Polk

family (the “Polk Family”).3 In March 2011, Polk made a tender offer to all Polk

stockholders to purchase up to 37,037 shares of the Company’s stock at a price of

$810 in cash per share (the “Self-Tender”) between March 31, 2011 and May 16,

2011 (the “Self-Tender Period”). 4 Although the Company was a named defendant

in this action, I dismissed it from this matter at oral argument on May 31, 2017.5

Plaintiff Buttonwood Tree Value Partners, L.P. (“Buttonwood”) was a

California limited partnership and held stock in Defendant Polk at all relevant times.6

Buttonwood tendered 1,048 shares into the Self-Tender. 7 Buttonwood, whose owner

passed away in late 2016,8 filed a certificate of cancellation in October 2020

terminating its existence as a California limited partnership. 9 Buttonwood’s

2 Buttonwood, 2017 WL 3172722, at *1. 3 Id. 4 Id. at *4. 5 See Oral Arg. Defs.’ Mots. Dismiss Partial Rulings Ct. at 97:13–14, Dkt. No. 196. 6 Buttonwood, 2017 WL 3172722, at *1. 7 Id. 8 Dep. 30(b)(6) Witness Philip Milner, Dkt. No. 307 at 16:23–25 [hereinafter “Milner Dep.”]. 9 Decl. David A. Dorey Attaching Ex. Supp. Defs.’ Opp. Pls.’ Mot. Certification Pl. Class Def. Class, Ex. A, Dkt. No. 308 [hereinafter “Buttonwood Cert. Cancellation”].

2 liquidating partner has appointed Philip Milner, a former Buttonwood employee, to

serve as its representative in connection with this litigation.10

Plaintiff Mitchell Partners L.P. (“Mitchell”) is a California limited partnership

that held stock in Polk at all relevant times. 11 Mitchell sold 700 shares of Polk in a

private transaction during the Self-Tender Period for $811 per share.12

Defendant Stephen Polk was the Company’s President, CEO, and the

chairman of its board of directors (the “Board”) during the relevant period.13

Stephen Polk also controlled the voting power of Polk shares owned by the Polk

family, with the exception of shares owned by two family members. 14 Two other

Polk family members—Katherine Polk Osborne and Nancy Polk—are also members

of the Polk Board and defendants in this litigation (together with Stephen Polk, the

“Polk Family Directors”).15 Stephen Polk serves as a fiduciary for two Polk-related

trusts, the Ralph L. and Winifred E. Polk Foundation and the Jane Polk Read Trust

(the “Polk Trusts”), which together tendered 10,500 shares in the Self-Tender. 16

10 Milner Dep. at 9:3–12, 15:15–16:5. 11 Buttonwood, 2017 WL 3172722, at *1. 12 Id. 13 Id. at *2. 14 Decl. McNew Attaching Exs. Supp. Pls.’ Mot. Certification Pl. Class Def. Class, Dkt. No. 295, Ex. 15. 15 Buttonwood, 2017 WL 3172722, at *2. 16 Second Am. Verified Class Action Compl. ¶¶ 34 n.4, 69 [hereinafter the “SAC”].

3 B. Factual Background

At a high level, the Plaintiffs contend that the Self-Tender significantly

undervalued Polk. The Self-Tender offered to purchase Polk stock at a price of $810

in cash per share, which valued the Company at $434.5 million. 17 But two years

later, in June 2013, the Defendants allegedly conducted a freeze-out of its

stockholders who were not Polk Family members, and sold the Company for $1.341

billion.18 Polk stockholders who tendered in the Self-Tender would have received

$2,675 per share in the 2013 sale—over 300% more than the $810 per share they

received in the Self-Tender. 19 In addition, the former Polk stockholders who

participated in the Self-Tender or sold into the market during the Self-Tender Period

allegedly missed out on several “extraordinary” dividends that Polk issued after the

2011 Self-Tender and before the 2013 sale.20

According to the Plaintiffs, in the years preceding the Self-Tender, Polk had

explored transactions that valued the Company above the Self-Tender valuation, and

that were designed to eliminate non-Polk Family members. For example, in 2008,

Polk allegedly explored a potential self-tender at $850 per share. 21 Likewise, in

2010, the Company explored a potential short-form merger that would have

17 Buttonwood, 2017 WL 3172722, at *4. 18 Id. at *5. 19 Id. 20 Id. 21 Id. at *2.

4 eliminated minority stockholders.22 According to the Plaintiffs, these earlier

explorations indicate that it was the Defendants’ plan all along to eliminate non-Polk

Family members at a depressed valuation before selling the Company for much

more.23

The Plaintiffs contend that the Company’s Offer to Purchase for Cash (the

“Offer To Purchase”), made in connection with the 2011 Self-Tender, was materially

misleading because it failed to disclose certain details relating to the 2008 self-tender

explorations or the 2010 short-form merger explorations. 24 The Plaintiffs contend

that, by omitting these details, the Offer To Purchase misled the Polk stockholders

into believing that the Self-Tender “was a unique and rare opportunity for liquidity

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Buttonwood Tree Value Partners, LP v. R.L. Polk & Co., Inc., Counsel Stack Legal Research, https://law.counselstack.com/opinion/buttonwood-tree-value-partners-lp-v-rl-polk-co-inc-delch-2022.