Floyd's of Leadville, Inc. v. Alexander Capital LP

CourtDistrict Court, S.D. New York
DecidedSeptember 22, 2023
Docket1:22-cv-03318
StatusUnknown

This text of Floyd's of Leadville, Inc. v. Alexander Capital LP (Floyd's of Leadville, Inc. v. Alexander Capital LP) 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
Floyd's of Leadville, Inc. v. Alexander Capital LP, (S.D.N.Y. 2023).

Opinion

UNITED STATES DISTRICT COURT DOCUMENT SOUTHERN DISTRICT OF NEW YORK ELECTRONICALLY FILED DOC #: FLOYD’S OF LEADVILLE, INC., N/K/A DATE FILED: 9/22/20 23 VALUED, INC., Plaintiff, -against- ALEXANDER CAPITAL, LP; NESA MANAGEMENT, LLC; JOSEPH 1:22-cv-03318-MKV ANTHONY AMATO; ROCCO GERARD OPINION AND ORDER GUIDICIPIETRO; JONATHAN GAZDAK; DENYING MOTION TO DISMISS GREGORY F. HURLEY; HOWARD DASILVA; RONALD BARRIE CLAPHAM; MARK DAVID LEONARD; THIEN TRUONG; PROVISION HOLDING, INC.; TIMOTHY KELLY; AND THREE DDD LLC, Defendants. MARY KAY VYSKOCIL, United States District Judge: Plaintiff Floyd’s of Leadville, Inc. (“FOL”) bring this action asserting claims against Alexander Capital, LP (“Alexander Capital”), its partners, and associated individuals and entities (together, “Defendants”), alleging that Defendants engaged in a conspiracy to defraud FOL. Defendant Ronald Barrie Clapham (“Clapham”) moves to dismiss the claims against him for lack of personal jurisdiction pursuant to Federal Rule of Civil Procedure 12(b)(2). [ECF No. 130]. For the following reasons, the Motion to Dismiss is DENIED. BACKGROUND1 FOL is a Colorado corporation, with its principal place of business in Colorado, that sells cannabidiol (“CBD”) products online and at retail locations. Compl. ¶¶ 4, 20. Alexander Capital, 1 This Opinion draws its facts from the Complaint [ECF No. 1] (“Compl.”), the well-pleaded facts of which are taken as true and construed in the light most favorable to FOL for purposes of this Motion. See S. New England Tel. Co. v. Glob. NAPs Inc., 624 F.3d 123, 138 (2d Cir. 2010). The Court also considers the declarations and any exhibits submitted by the parties in support of or in opposition to the Motion. See SPV OSUS Ltd. v. UBS AG, 114 F. Supp. a broker-dealer registered with FINRA and the SEC, is a Delaware partnership with its principal place of business in New York. Compl. ¶ 5. Clapham, the Moving Defendant, is a citizen and domiciliary of the United Kingdom. Compl. ¶ 12. Beginning in 2017, FOL and Alexander Capital were engaged in an agreement by which Alexander Capital acted as FOL’s fiduciary and financial advisor and solicited investors to provide

capital for FOL, for which Alexander Capital earned a commission. Compl. ¶¶ 23, 26–28. Ultimately, Alexander Capital raised over $4 million in capital for FOL from over fifty investors, including investors based in New York. Compl. ¶ 30. The investments were issued as notes secured by FOL’s assets pursuant to subscription and security agreements (the “lending documents”). Compl. ¶ 31. FOL alleges that the lending documents were purposefully structured by Alexander Capital so that FOL would never be able to repay the notes, forcing FOL to over-leverage as part of a conspiracy to defraud FOL with the goal of seizing its assets to form a new CBD company. Compl. ¶¶ 3, 60–64, 77. FOL alleges that Alexander Capital created conflicts of interest by serving as

agent to FOL’s investors while also a fiduciary to FOL (as well as acting in its own interest). Compl. ¶¶ 42–59. FOL further alleges that Alexander Capital formed a side-deal with investors that decreased the likelihood that FOL would be able to renegotiate the lending documents, all while misrepresenting to FOL that it would be able to restructure the investments on commercially reasonable terms. Compl. ¶¶ 65–73. In addition, FOL alleges that as part of Alexander Capital’s scheme to raid FOL, Alexander Capital and its associates siphoned money raised on behalf of FOL through a kickback scheme with another broker-dealer, “scammed” FOL by causing it to enter

3d 161, 167 (S.D.N.Y. 2015) (“[I]n reviewing a Rule 12(b)(2) motion, a court may consider documents beyond the pleadings in determining whether personal jurisdiction exists.” (internal quotation marks omitted)), aff’d, 882 F.3d 333 (2d Cir. 2018). fraudulent service contracts and loans, exposed FOL itself to fraud liability, and pressured FOL into an eventually abandoned reverse IPO. Compl. ¶¶ 103–44. Clapham was an investor in FOL. [ECF No. 131 ¶ 8 (“Clapham Decl.”)]. In November 2018, an entity called Speyside Holdings Limited (“Speyside”), for which Clapham signed as Director, purchased $2 million of FOL stock through a Subscription Agreement. [ECF No. 127-1

(“Subscription Agreement”)]. The Subscription Agreement and all documents related to it expressly were governed and enforced in accordance with the laws of New York. Subscription Agreement 9 ¶ 16. Pursuant to the Subscription Agreement, the sale of FOL stock was completed in the offices of Carmel, Milazzo & DiChiara LLP (“CMD”), a New York law firm that FOL alleges was installed by Alexander Capital as counsel to FOL, but that simultaneously advised Alexander Capital on various matters, including in connection with the lending documents. Subscription Agreement 8 ¶ 6; Compl. ¶¶ 38–41. Clapham joined an advisory board (the “Advisory Board”) created by Alexander Capital, which purportedly was formed to advise FOL on renegotiating with its investors to improve its

financial condition. Compl. ¶ 145, 147. FOL alleges, however, that the true purpose of the Advisory Board was to facilitate the final steps of Alexander Capital’s fraud to take over FOL, including by pressuring FOL to hand over control to Alexander Capital, acquiring access to FOL’s confidential information, and formalizing a secret side-deal with FOL’s investors on terms favoring the investors over FOL. Compl. ¶¶ 145, 148–52, 154. FOL alleges that Clapham, along with the other members of the Advisory Board, “used their position to actively plot a hostile takeover of FOL and to make plans to run FOL’s business after they and Alexander Capital acquired FOL’s assets in litigation,” and that they did so “with full knowledge of Alexander Capital’s fraud against FOL, seeking to aid and abet the culmination of that fraud and exploit it for their own personal benefit.” Compl. ¶ 156. In January 2020, Clapham traveled to New York and attended a meeting between FOL and its creditors. Clapham Decl. ¶ 10. In July 2020, Clapham created and presented to Alexander Capital and the Advisory Board an “investment deck” that proposed the formation of a new

cannabis and CBD company that would sue FOL, seek to acquire its assets, and encourage FOL’s investors to reassign their investments to it. Compl. ¶¶ 163–64, 166. Alexander Capital and the Advisory Board accepted and followed through on Clapham’s plan, creating Redemption Holdings, Inc. (“Redemption”), a Colorado corporation with its principal place of business in New Jersey. Compl. ¶ 164. Redemption is 80% owned by a group that includes Clapham. Compl. ¶¶ 165, 169. Clapham played a role in convincing the majority of FOL’s investors to reassign their rights to Redemption, on the representation that doing so was the only way the investors would recover their investments in FOL. Compl. ¶¶ 167–68. Shortly after its formation, Redemption sued FOL in Colorado state court, alleging that it

is the assignee of the lending documents and seeking to enforce those documents as assignee or agent for FOL’s investors. Compl. ¶¶ 170–71. Redemption seeks a money judgment of over $6 million and control of all of FOL’s assets. Compl. ¶ 171. FOL counterclaimed in Colorado state court, alleging fraud, breach of fiduciary duty, and civil conspiracy against Redemption and one of Alexander Capital’s former employees and Redemption’s agent, Frank DiMartini. Compl. ¶ 174. FOL attempted to join the Defendants named in this action to the Colorado action, but the Colorado state court determined that the claims against those Defendants were not sufficiently related to the claims before it to warrant bringing them in the same action. Compl. ¶ 174.

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Floyd's of Leadville, Inc. v. Alexander Capital LP, Counsel Stack Legal Research, https://law.counselstack.com/opinion/floyds-of-leadville-inc-v-alexander-capital-lp-nysd-2023.