DRS Family Holdings, Inc. and Daniel Shaughnessy v. Regal Buyer, LLC, a Delaware limited liability company

CourtCourt of Chancery of Delaware
DecidedMarch 10, 2026
DocketC.A. No. 2025-1452-BWD
StatusPublished

This text of DRS Family Holdings, Inc. and Daniel Shaughnessy v. Regal Buyer, LLC, a Delaware limited liability company (DRS Family Holdings, Inc. and Daniel Shaughnessy v. Regal Buyer, LLC, a Delaware limited liability company) 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.

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DRS Family Holdings, Inc. and Daniel Shaughnessy v. Regal Buyer, LLC, a Delaware limited liability company, (Del. Ct. App. 2026).

Opinion

COURT OF CHANCERY OF THE STATE OF DELAWARE BONNIE W. DAVID COURT OF CHANCERY COURTHOUSE VICE CHANCELLOR 34 THE CIRCLE GEORGETOWN, DE 19947

Date Submitted: February 25, 2026 Date Decided: March 10, 2026

Paul D. Brown, Esq. Timothy R. Dudderar, Esq. Joseph B. Cicero, Esq. Callan R. Jackson, Esq. Samantha Callejas, Esq. Hannah L. Paxton, Esq. Chipman Brown Cicero & Cole, LLP Potter Anderson & Corroon LLP 1313 N. Market St., Ste. 5400 1313 N. Market St. Wilmington, DE 19801 Wilmington, DE 19801

RE: DRS Family Holdings, Inc. et al. v. Regal Buyer, LLC, C.A. No. 2025-1452-BWD

Dear Counsel:

This letter opinion resolves a single, narrow issue of contract interpretation—

whether a party responding to a fraud claim has an investigation right under the

unambiguous language of a membership interest purchase agreement. To resolve

this issue, the Court must decide whether the fraud claim, though not limited to an

indemnification remedy, nevertheless arises “under” the contract’s indemnification

provisions. Interpreting the contractual definitions at issue, the Court finds that it

does. Summary judgment is therefore entered for the plaintiffs. DRS Family Holdings, Inc. et al. v. Regal Buyer, LLC, C.A. No. 2025-1452-BWD March 10, 2026 Page 2 of 19

I. BACKGROUND

A. Plaintiffs And Defendant Enter Into A Membership Interest Purchase Agreement Under Which Defendant Purchases A Majority Interest In ResNav.

Resource Navigation LLC (“ResNav”) is a Delaware limited liability

company that assists customers with managing payroll data after switching payroll

providers. Verified Compl. [hereinafter Compl.] ¶¶ 10, 15, Dkt. 1; Def. Regal

Buyer, LLC’s Answer to Verified Compl. [hereinafter Ans.] ¶¶ 10, 15, Dkt. 8. From

its inception until 2025, ResNav generated more than three-quarters of its annual

revenue from a single customer, “Client A.” See Compl. ¶ 16; Ans. ¶ 16; Compl.,

Ex. F ¶ 25.

Daniel Shaughnessy founded ResNav and, until April 2024, owned all of

ResNav’s outstanding equity through DRS Family Holdings, Inc. (together with

Shaughnessy, “Plaintiffs”), a Massachusetts corporation. Compl. ¶¶ 9–10, 18;

Ans. ¶¶ 9–10, 18.

On April 4, 2024, Plaintiffs and Regal Buyer, LLC (“Defendant”) entered into

a Membership Interest Purchase Agreement (“MIPA”) under which Defendant

agreed to purchase 61% of the membership interests in ResNav. Compl. ¶ 18;

Ans. ¶ 18; Compl., Ex. A [hereinafter MIPA] at 1; Compl., Ex. F ¶ 2. DRS Family Holdings, Inc. et al. v. Regal Buyer, LLC, C.A. No. 2025-1452-BWD March 10, 2026 Page 3 of 19

In Article III of the MIPA, Plaintiffs, as the “Seller Parties,” made

representations and warranties with respect to the absence of certain changes, events,

and conditions in ResNav’s business; material contracts; and material relationships.

See MIPA at 1; id. §§ 3.11(a), 3.12(b), 3.23(e).

Article IX of the MIPA governs the parties’ entitlement to indemnification.

See MIPA Art. IX. Section 9.01, entitled “Survival,” states, in relevant part, that:

Subject to the limitations and other provisions of this Agreement, the representations and warranties of the Seller and the Buyer contained in this Agreement will survive until the Expiration Date [defined as the one year anniversary of the closing date]; provided, however, that . . . any Claims based on fraud and intentional misrepresentation . . . shall survive until the seven (7) year anniversary of the Closing Date . . . .

Id. § 9.01 (emphasis in original).1

Section 9.02, “Indemnification by Seller Parties,” requires Plaintiffs to

“indemnify and defend” Defendant, as a “Buyer Party,” for:

Losses2 incurred or sustained by . . . Buyer Indemnitees based upon, arising out of, with respect to, or by reason of:

1 The MIPA defines a “Claim” to “mean[] any claim, counterclaim, action, cause of action, complaint, charge, notice, suit, proceeding, audit, investigation, arbitration, mediation hearing, or demand of any kind.” MIPA Art. I. 2 The MIPA defines a “Loss” to mean: [A]ny and all damages, losses, Liabilities, Encumbrances, penalties, deficiencies, awards, fines, demands, assessments, settlements, judgments, Taxes, costs and expenses, including court costs, accountants’ and attorneys’ fees and other out-of[-]pocket costs of conducting litigation, and any interest owing, arising out of or levied as a result of any of the foregoing. In addition DRS Family Holdings, Inc. et al. v. Regal Buyer, LLC, C.A. No. 2025-1452-BWD March 10, 2026 Page 4 of 19

(i) any inaccuracy in or breach of any of the representations or warranties of any Seller Party contained in this Agreement;

(ii) any breach, noncompliance or non-fulfillment of any covenant, agreement or obligation to be performed by any Seller Party pursuant to this Agreement;

(iii) any Closing Indebtedness or Closing Transaction Expenses (in each case, to the extent not taken into account in the final determination of the Purchase Price); and

(iv) any matter identified on Section 9.02(a)(iv) of the Disclosure Schedules.

Id. § 9.02(a). Section 9.04, “Certain Limitations,” states that “[t]he indemnification

provided for in Section 9.02 . . . shall be subject to” certain limitations, including a

“Deductible Amount” and “Indemnification Cap” that do “not apply in the event of:

. . . fraud or intentional misrepresentation.” Id. § 9.04(a)(i)–(ii).

Critical to the present dispute, Section 9.06 includes “Indemnification

Procedures.” MIPA § 9.06. Section 9.06 defines “Indemnified Party” to mean the

“party making a Claim under this ARTICLE IX” and an “Indemnifying Party” to

mean “the party against whom such Claim is asserted under this ARTICLE IX.” Id.

to the foregoing, Losses shall include any costs and expenses, including court costs, accountants’ and attorneys’ fees and other out-of-pocket costs of conducting litigation, actually paid or suffered by an Indemnified Party, whether in connection with a Direct Claim or a Third-Party Claim. MIPA Art. I. DRS Family Holdings, Inc. et al. v. Regal Buyer, LLC, C.A. No. 2025-1452-BWD March 10, 2026 Page 5 of 19

Section 9.06(c) then sets out procedures to govern a “Direct Claim,” which include

the following italicized information right:

Direct Claims. Any Claim by an Indemnified Party on account of a Loss that does not result from a Third-Party Claim3 (a “Direct Claim”) shall be asserted by the Indemnified Party by giving the Indemnifying Party written notice thereof. Such notice by the Indemnified Party shall describe the Direct Claim in reasonable detail and shall indicate the estimated amount, if reasonably practicable, of the Loss that has been or may be sustained by the Indemnified Party. The Indemnifying Party shall have thirty (30) days after its receipt of such notice to respond in writing to such Direct Claim. During such thirty (30) day period, the Indemnified Party shall allow the Indemnifying Party and its professional advisers to investigate the matter or circumstance alleged to give rise to the Direct Claim and the Indemnified Party shall assist the Indemnifying Party’s investigation by giving such information and assistance (including access to the Target’s premises and personnel and the right to examine and copy any accounts, documents or records) as the Indemnifying Party or its Representatives may reasonably request.

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DRS Family Holdings, Inc. and Daniel Shaughnessy v. Regal Buyer, LLC, a Delaware limited liability company, Counsel Stack Legal Research, https://law.counselstack.com/opinion/drs-family-holdings-inc-and-daniel-shaughnessy-v-regal-buyer-llc-a-delch-2026.