CFGI, LLC v. Common C. Holding LP

CourtSuperior Court of Delaware
DecidedJanuary 29, 2024
DocketN23C-03-032 MAA CCLD
StatusPublished

This text of CFGI, LLC v. Common C. Holding LP (CFGI, LLC v. Common C. Holding LP) is published on Counsel Stack Legal Research, covering Superior Court of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
CFGI, LLC v. Common C. Holding LP, (Del. Ct. App. 2024).

Opinion

IN THE SUPERIOR COURT OF THE STATE OF DELAWARE

CFGI, LLC, ) ) Plaintiff, ) C.A. No. N23C-03-032 MAA CCLD ) v. ) ) COMMON C HOLDINGS LP (d/b/a ) COMMON CITIZEN) and ) COMMON C GP LLC, ) ) Defendants. )

Submitted: October 23, 2023 Decided: January 29, 2024

Common C Holdings LP’s Motion to Dismiss: GRANTED in part, DENIED in part.

Common C GP LLC’s Motion to Dismiss: DEFERRED pending jurisdictional discovery.

CFGI’s Motion to Dismiss Defendant Common C Holdings LP Counterclaim: GRANTED, with leave to amend (in part).

MEMORANDUM OPINION

John P. DiTomo, Esquire, (Argued) and Alexandra M. Cumings, Esquire, of MORRIS, NICHOLS, ARSHT & TUNNELL LLP, Wilmington, Delaware, Attorneys for Plaintiff.

R. Bruce McNew, Esquire, (Argued), R. Grant Dick IV, Esquire, and Andrew A. Ralli, Esquire, of COOCH AND TAYLOR P.A., Wilmington, Delaware, Attorneys for Defendants.

Adams, J. 1 I. INTRODUCTION

This is a contract dispute between Plaintiff, CFGI, LLC, and Defendants

Common C Holdings LP and Common C GP LLC, wherein CFGI performed

accounting and financial services and has not yet received full payment. CFGI

asserts that Defendants have, among other claims, breached the contract and owe

unpaid invoices. Defendant Common C Holdings LP alleges in its Counterclaim

that CFGI failed to perform properly under the contract and therefore CFGI’s

invoices are inflated and incorrect. Defendant Common C GP LLC maintains that

it was not a party to the contract and consequently should be dismissed from this

action for lack of personal jurisdiction.

CFGI alleges five counts against Defendants and Defendant Common C

Holdings LP alleges four counts in its Counterclaim against CFGI. This is the

Court’s decision on Common C Holdings LP’s Motion to Dismiss CFGI’s First

Amended Complaint, Common C GP LLC’s Motion to Dismiss CFGI’s First

Amended Complaint, and CFGI’s Motion to Dismiss Defendants’ Counterclaim.

For the reasons that follow, the motions are GRANTED in part, DENIED in part,

and DEFERRED in part.

2 II. FACTS1

A. THE PARTIES

Plaintiff CFGI, LLC (“CFGI”) is a financial consulting and advisory firm.2

Defendants are Common C Holdings LP (“Common C Holdings”) (d/b/a Common

Citizen) (“Common Citizen”) and Common C GP LLC (“Common C GP”), both of

which have a principal place of business at 11300 17 Mile Road, Marshall,

Michigan.3 Common Citizen produces, distributes, and sells medical and

recreational cannabis.4

B. THE AGREEMENT

On approximately April 18, 2022, CFGI and Common Citizen entered into a

contract (the “Agreement”) wherein CFGI agreed to provide consulting services to

Common Citizen.5 Joseph Jarvis (“Jarvis”), Chief Operating Officer of Common

Citizen, executed the Agreement as Common Citizen’s authorized representative.6

Jarvis is also manager and authorized representative of Common C GP.7 The

1 The facts are drawn from the Amended Complaint and the exhibits attached thereto, which includes the Agreement (Ex. A), the Amendment (Ex. B), and the Account Statement (Ex. C). When the Court considers CFGI’s Motion to Dismiss Common C Holdings LP’s Counterclaim, the Court also draws facts from the Counterclaim and Answer. 2 Am. Compl. ¶ 1. 3 Id. ¶¶ 2–3. The Amended Complaint lumps both Common C Holdings and Common C GP together for pleading purposes. This Court has attempted to distinguish the entities where possible. 4 Id. ¶ 4. 5 Id. ¶ 7. The Court notes that CFGI signed the Agreement on 3/28/22; Common Citizen, by Joseph Jarvis, signed on 4/19/22. The Agreement is dated 4/18/22. Id. Ex. A. 6 Am. Compl. ¶ 8. 7 Id. ¶ 9. 3 Agreement lists the entities as CFGI and Common Citizen, with no indication of

which entity or entities “Common Citizen” represents.8 CFGI asserts that Common

C GP is a party to the Agreement.9 Defendants deny that Common C GP is bound

by the Agreement or any other obligations related to this suit because it did not sign

the Agreement.10

The Agreement obligated CFGI to “assist the Company with financial,

accounting, and tax consulting services—including technical accounting, interim

management, business transformation, risk management, transaction advisory,

robotic process automation, and valuation services—as requested by Company

management.”11 The Agreement required CFGI’s fees to consist of hourly rates,

“administrative and out-of-pocket expenses [] billed at 5% of service fees,” and

travel expenses.12 CFGI provided monthly invoices to Common Citizen, and

Common Citizen owed payment within fifteen days of being invoiced.13

C. INCREASING INVOICES AND COMMON CITIZEN’S FAILURE TO PAY

By June 2022, “the scope of work that Common Citizen required CFGI to

perform had begun to exceed the parties’ expectations at the time of the

8 Id. ¶ 10; Agreement at 1. 9 Am. Compl. ¶ 29. 10 E.g., Answer ¶¶ 9–10. 11 Agreement at 1. 12 Id. at 2. 13 Id. 4 [Agreement’s] execution.”14 CFGI informed Common Citizen that May 2022’s

invoice would likely exceed budgetary expectations and Common Citizen replied

“acknowledging that the scope of work had increased dramatically and noting that

the invoice did not come as a surprise.”15 One cause of the workload increase was

that CFGI had to remediate accounting and financial errors Common Citizen made

prior to the Agreement.16

CFGI attempted to assist Common Citizen with hiring accounting and

financial employees as a way to reduce CFGI’s workload and invoices.17 Common

Citizen, however, did not hire enough new employees.18 CFGI proposed “several

methods” for reducing Common Citizen’s invoices and “endeavored to collaborate

with Common Citizen as to solutions.”19

D. THE AMENDMENT

By September 2022, Common Citizen had failed to pay several monthly

payments.20 On September 16, 2022, CFGI and Common Citizen amended the

Agreement “for the purpose restructuring [sic] Common Citizen’s payments to

CFGI” (the “Amendment”).21 Common C Holdings disputes that the Amendment is

14 Am. Compl. ¶ 14. 15 Id. ¶ 16. 16 Id. ¶ 17. 17 Id. ¶¶ 18–19. 18 Id. ¶ 20. 19 Id. ¶¶ 21, 25. 20 Id. ¶ 23. 21 Id. ¶ 26; Ex. B. 5 a binding amendment to their Agreement.22 CFGI executed the Amendment, in part,

because Common Citizen represented that it was “on the verge of receiving a capital

investment that would improve its ability to make payments.”23 Jarvis edited a draft

of the Amendment to account for the expected timing of the capital investment.24 In

exchange for entering into the Amendment, CFGI “forewent pursuing its rights

under the Contract,” including by choosing not to discontinue performance.25

The Amendment was signed by CFGI and Common C Holdings, with Jarvis

signing as Manager for Common C Holdings.26 The Amendment was the first time

CFGI had transacted with Common C Holdings; prior correspondence only included

the name “Common Citizen.”27 CFGI alleges that by bifurcating Common C

Holdings from Common C GP for the first time in the Amendment, “Common

Citizen intended to obscure the identity of the party or parties to be bound by the

Contract and Amendment.”28

The Amendment noted that Common Citizen owed CFGI $2,156,920 and

would make bi-weekly payments of $50,000 until the balance was paid in full.29 If

Common Citizen received financing in any amount up to $15,000,000, it would

22 Answer at ¶¶ 26–27. 23 Am. Compl. ¶ 31. 24 Id. ¶ 32. 25 Id. ¶ 33. 26 Amendment at 3. 27 Am. Compl.

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CFGI, LLC v. Common C. Holding LP, Counsel Stack Legal Research, https://law.counselstack.com/opinion/cfgi-llc-v-common-c-holding-lp-delsuperct-2024.