Financial Technology Partners LP v. Circle Internet Financial Limited

CourtDistrict Court, S.D. New York
DecidedMarch 24, 2025
Docket1:24-cv-04717
StatusUnknown

This text of Financial Technology Partners LP v. Circle Internet Financial Limited (Financial Technology Partners LP v. Circle Internet Financial Limited) is published on Counsel Stack Legal Research, covering District Court, S.D. New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Financial Technology Partners LP v. Circle Internet Financial Limited, (S.D.N.Y. 2025).

Opinion

USDC SDNY DOCUMENT UNITED STATES DISTRICT COURT ELECTRONICALLY FILED SOUTHERN DISTRICT OF NEW YORK DOC DATE FILED: 3/24/2025 | FINANCIAL TECHNOLOGY PARTNERS LP, et al. 24 Civ. 4717 (VM) Plaintiffs, DECISION AND ORDER - against - CIRCLE INTERNET FINANCIAL LIMITED, Defendant.

VICTOR MARRERO, United States District Judge. Plaintiffs Financial Technology Partners LP and FTP Securities LLC (together, “FT Partners”) brought this action against defendant Circle Internet Financial Limited! (“Circle”) alleging Circle wrongfully terminated two advisory agreements (the “Agreements”) between the parties and failed to pay FT Partners various fees as required under those Agreements. (See “Amend. Compl.,” Dkt. No. 40.) Circle now moves to partially dismiss the Amended Complaint, arguing that FT Partners’ claims for declaratory judgment, breach of the implied covenant of good faith and fair dealing, and unjust enrichment are precluded by the breach of contract claims and warrant dismissal. (See “Def.’s Mot.,” Dkt. No.

1 FT Partners also named Circle’s subsidiaries Pluto Holdings, Inc., Seedinvest Technology LLC, SI Securities LLC, and SI Advisors I, LLC (the “Subsidiaries”) as defendants in this matter. (See Dkt. Nos. 1, 40.) The Court dismissed the Subsidiaries from this action on the basis of fraudulent joinder on November 18, 2024. See Fin. Tech. Partners LP v. Circle Internet Fin. Ltd., No. 24 Civ. 4717, 2024 WL 4817473, at *7 (S.D.N.Y. Nov. 18, 2024).

72.) For the reasons discussed below, Circle’s motion to partially dismiss the Amended Complaint is GRANTED.

I. BACKGROUND A. FACTUAL BACKGROUND 1. The Agreements FT Partners comprise an investment bank that specializes in advising financial technology companies. (See Amend. Compl. ¶ 3.) Circle, a financial technology company, engaged FT Partners as its financial advisor in two separate contracts: the Circle Agreement, entered into in May 2020,

and the SeedInvest Agreement, entered into in July 2020. (See id. ¶¶ 2, 75, 110.) Under the Circle Agreement, FT Partners would advise Circle on selling or raising capital on behalf of itself. (See id. ¶ 75; “Circle Agreement,” Dkt. No. 40- 2.) The SeedInvest Agreement expanded FT Partners’ advisory role to advise Circle on selling or raising capital on behalf of its Subsidiaries. (See Amend. Compl. ¶ 110; “SeedInvest Agreement,” Dkt. No. 40-3.) The Agreements had similar terms. (See Amend. Compl. ¶¶ 110-24.) Under each, Circle was required to pay a quarterly retainer for FT Partners’ advisory services, along with

percentage-based transaction fees for any completed sale or capital raised. (See Circle Agreement § 2(a)-(b); SeedInvest Agreement § 2(a)-(b).) If Circle completed an alternative transaction that was not a company sale or a capital raise, the parties would negotiate FT Partners’ compensation in good

faith. (See Circle Agreement § 2(d); SeedInvest Agreement § 2(d).) Any retainer payments, to the extent paid, would be applied against any transaction fee. (See Circle Agreement § 2(a); SeedInvest Agreement § 2(a).) Circle was not bound by a proposed transaction and had discretion to reject an offer for any reason. (See Circle Agreement § 2(f); SeedInvest Agreement § 2(f).) However, if a transaction was completed and Circle or an acquirer failed to timely pay the required transaction fees, the unpaid fees would acquire interest at the specified rate unless Circle contested the fees in good faith. (See Circle Agreement § 2(e); SeedInvest Agreement § 2(e).)

The Agreements also had the same termination clause. It would remain in effect until a company sale was consummated or Circle terminated the contract early for-cause, whichever occurred first. (See Amend. Compl. ¶ 78(e)-(g).) However, the Agreement would not automatically terminate upon completion of a capital raise. (See Circle Agreement § 6; SeedInvest Agreement § 6.) To authorize early termination, Circle’s Board of Directors was required to make a good faith determination that FT Partners met one of the following termination criteria (each constituting a “Good Reason”): (a) FT Partners materially breached its obligations under the Agreement, which caused or was likely to cause material harm

to Circle, (b) FT Partners had a conflict of interest that was materially detrimental to Circle and Circle did not waive the conflict, or (c) neither Steven McLaughlin (“McLaughlin”) nor Randall Little (“Little”)2 served as lead or co-lead advisors on behalf of FT Partners in any prospective transaction. (See Circle Agreement § 6; SeedInvest Agreement § 6.) Termination was effective only if Circle then notified FT Partners of the Good Reason and Circle’s Board of Directors made a good faith determination that FT Partners failed to cure the Good Reason, to the extent curable, within thirty days. (See Circle Agreement § 6; SeedInvest Agreement § 6.) The termination clause included a provision that the

Agreement’s fee provision, among others, would survive any termination of the Agreement. (See Circle Agreement § 6; SeedInvest Agreement § 6.) Moreover, FT Partners were entitled to any applicable transaction fee if, within twelve months of a valid termination, Circle consummated or entered into any agreement that subsequently resulted in a

2 McLaughlin is the founder and CEO of FT Partners. (See Amend. Compl. ¶ 3.) Little was the managing director of FT Partners until his departure in May 2023. (See id. ¶¶ 152, 247.) transaction (the “Tail Period”). (See Circle Agreement § 6; SeedInvest Agreement § 6.) 2. Termination of the Agreements

By April 2022, the relationship between Circle and FT Partners had soured and Circle terminated the Circle Agreement. (See Amend. Compl. ¶ 230.) The termination letter stated that Circle’s Board of Directors had determined in good faith that (a) FT Partners materially breached its obligations to Circle, which caused or was likely to cause material harm to Circle, (b) FT Partners had conflicts of interest materially detrimental to Circle, which had not been waived by Circle, and (c) neither Steven McLaughlin nor Randall Little were the lead or co-lead advisors for FT Partners in any prospective transaction. (See id.) Circle’s Board of Directors further determined that none of these Good

Reasons had been or could be cured. (See id.) In August 2022, Circle terminated the SeedInvest Agreement on the same grounds stated in the Circle Agreement termination letter. (See id. ¶ 267.) Following the termination of the Circle Agreement, Circle announced a $401 million capital raise with four investors, which closed in May 2022 (the “May 2022 Capital Raise”). (See id. ¶¶ 256-57.) In October 2022, Circle and several of its Subsidiaries entered into an asset purchase agreement with third-party purchasers and the relevant Subsidiaries were acquired in May 2023 (the “SeedInvest Acquisition”). (See id. ¶ 287.) In August 2023, Circle entered

into a share transfer agreement (the “August 2023 Capital Raise”) with a third-party, in which Circle sold a percentage of its fully diluted equity valued at $51.1 million. (See id. ¶ 305.) Based on the May 2022 Capital Raise, the SeedInvest Acquisition, and the August 2023 Capital Raise, FT Partners sent Circle several invoices requesting payment for the corresponding transaction fees. (See id. ¶¶ 43, 261, 292, 301.) Pursuant to the Circle Agreement, FT Partners sought $28.07 million in fees in connection to the May 2022 Capital Raise and $3.577 million in fees in connection to the August 2023 Capital Raise. (See id. ¶¶ 34, 43.) Pursuant to the

SeedInvest Agreement, FT Partners sent a preliminary invoice requesting the necessary information to enable calculation of the transaction fee in connection with the SeedInvest Acquisition. (See id.

Free access — add to your briefcase to read the full text and ask questions with AI

Related

Goldstein v. Pataki
516 F.3d 50 (Second Circuit, 2008)
Aetna Life Insurance v. Haworth
300 U.S. 227 (Supreme Court, 1937)
Bell Atlantic Corp. v. Twombly
550 U.S. 544 (Supreme Court, 2007)
Ashcroft v. Iqbal
556 U.S. 662 (Supreme Court, 2009)
Air Atlanta Aero Engineering Ltd. v. SP Aircraft Owner I, LLC
637 F. Supp. 2d 185 (S.D. New York, 2009)
IDT Corp. v. Morgan Stanley Dean Witter & Co.
907 N.E.2d 268 (New York Court of Appeals, 2009)
Lynch v. City of New York
952 F.3d 67 (Second Circuit, 2020)
Clark-Fitzpatrick, Inc. v. Long Island Rail Road
516 N.E.2d 190 (New York Court of Appeals, 1987)
JN Contemporary Art LLC v. Phillips Auctioneers LLC
29 F.4th 118 (Second Circuit, 2022)
EFG Bank AG v. AXA Equitable Life Ins. Co.
309 F. Supp. 3d 89 (S.D. Illinois, 2018)
Fleisher v. Phoenix Life Insurance
858 F. Supp. 2d 290 (S.D. New York, 2012)
Admiral Ins. Co. v. Niagara Transformer Corp.
57 F.4th 85 (Second Circuit, 2023)

Cite This Page — Counsel Stack

Bluebook (online)
Financial Technology Partners LP v. Circle Internet Financial Limited, Counsel Stack Legal Research, https://law.counselstack.com/opinion/financial-technology-partners-lp-v-circle-internet-financial-limited-nysd-2025.