FTI, LLC v. Duffy

CourtMassachusetts Appeals Court
DecidedJuly 31, 2024
DocketAC 22-P-912
StatusPublished

This text of FTI, LLC v. Duffy (FTI, LLC v. Duffy) is published on Counsel Stack Legal Research, covering Massachusetts Appeals Court primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
FTI, LLC v. Duffy, (Mass. Ct. App. 2024).

Opinion

NOTICE: All slip opinions and orders are subject to formal revision and are superseded by the advance sheets and bound volumes of the Official Reports. If you find a typographical error or other formal error, please notify the Reporter of Decisions, Supreme Judicial Court, John Adams Courthouse, 1 Pemberton Square, Suite 2500, Boston, MA, 02108-1750; (617) 557- 1030; SJCReporter@sjc.state.ma.us

22-P-912 Appeals Court

FTI, LLC, & another1 vs. ROBERT J. DUFFY & others.2

No. 22-P-912.

Suffolk. November 1, 2023. - July 31, 2024.

Present: Green, C.J., Blake, & Henry, JJ.

Consumer Protection Act, Businessman's claim, Unfair or deceptive act. Contract, Employment, Agreement not to compete, Choice of law clause, Performance and breach. Employment, Constructive discharge. Unlawful Interference. Practice, Civil, Consumer protection case, Directed verdict, Instructions to jury.

Civil action commenced in the Superior Court Department on October 17, 2016.

The case was tried before Kenneth W. Salinger, J.

Derek L. Shaffer, of the District of Columbia (Aliki Sofis also present) for the defendants. John Siegal, of New York (Daniel M. Kavouras, of Ohio, & Melissa M. Carvalho, of New York, also present) for the plaintiffs.

1 FTI Consulting, Inc.

2 Stephen L. Coulombe, Elliot A. Fuhr, and Berkeley Research Group, LLC. 2

Stacie A. Kosinski & Alexander W. Read, for Public Justice Center, Inc., amicus curiae, submitted a brief.

HENRY, J. This matter arose when defendants Robert J.

Duffy, Stephen L. Coulombe, and Elliot A. Fuhr resigned their

positions with plaintiffs FTI, LLC, and FTI Consulting, Inc.

(collectively, FTI), to work for defendant Berkeley Research

Group, LLC (BRG), taking with them numerous FTI employees and

clients.3 FTI brought suit alleging that the individual

defendants were in violation of the noncompetition,

nonsolicitation, and confidentiality provisions of their

employment agreements and that, acting in concert with BRG, all

the defendants wrongfully used FTI's confidential information to

poach FTI's employees and clients. Following a trial, a jury

found the individual defendants liable for breach of contract4

and BRG liable for tortious interference with contractual

relations. In addition, the trial judge found BRG liable for

3 We refer to Duffy, Coulombe, and Fuhr, collectively, as the individual defendants and to Duffy, Coulombe, Fuhr, and BRG, collectively, as the defendants.

4 The jury found that all three individual defendants violated the noncompetition and nonsolicitation provisions of their employment agreements and that Duffy and Fuhr, but not Coulombe, violated the confidentiality provisions. 3

aiding and abetting breaches of fiduciary duties and for

violation of G. L. c. 93A.5

On appeal, the defendants argue that (1) BRG cannot be

liable for violation of G. L. c. 93A because the conduct giving

rise to that claim did not occur primarily and substantially in

Massachusetts6 and (2) the trial judge erred in allowing a

directed verdict against them on part of their defense of

constructive discharge and in instructing the jury on the

remainder of that defense. We agree. Accordingly, we reverse

so much of the judgment as holds BRG liable for violation of

G. L. c. 93A. In all other respects, the judgment is vacated,

5 The jury awarded FTI $21,077,000 in compensatory damages against all the defendants. The trial judge awarded $12 million in compensatory damages against BRG on FTI's aiding and abetting and c. 93A claims and $18 million in punitive damages against BRG on FTI's c. 93A claim. The trial judge then stated that his $12 million award (1) compensated FTI for injuries already compensated by the jury award and (2) was "subsumed" within the jury award. The defendants suggest that no judgment entered against them on the aiding and abetting claim, as no additional damages were awarded on that claim. That is incorrect where the trial judge's finding of liability against BRG on FTI's aiding and abetting claim is an alternative ground for so much of the judgment as holds BRG liable for $12 million. Cf. Millennium Equity Holdings, LLC v. Mahlowitz, 456 Mass. 627, 629 (2010) (judgment could be affirmed on independent claims that involved identical damages).

6 BRG raised this defense at trial, arguing to the judge in closing that the evidence showed that the underlying conduct did not occur primarily and substantially in Massachusetts. 4

and the matter is remanded for further proceedings consistent

with this opinion.7

1. Violation of G. L. c. 93A. a. Background. We begin

by summarizing the background pertinent to FTI's claim against

BRG for violation of G. L. c. 93A and then, after analysis of

the c. 93A issue, summarize the background pertinent to whether

the individual defendants were constructively discharged. Where

BRG challenges the sufficiency of the evidence (specifically

whether the conduct at issue occurred primarily and

substantially in Massachusetts), and where the c. 93A claim was

tried to the judge, ordinarily we would recite the trial judge's

findings absent clear error. See Kuwaiti Danish Computer Co. v.

Digital Equip. Corp., 438 Mass. 459, 470 (2003). Here, however,

the parties agreed to waive findings of fact and conclusions of

law,8 so we summarize the evidence in the light most favorable to

the prevailing party, FTI. See K & K Dev., Inc. v. Andrews, 103

Mass. App. Ct. 338, 344 (2023) (where parties waived detailed

findings of fact, we apply standard of review applicable to

7 We acknowledge the amicus brief submitted by Public Justice Center, Inc.

8 To the extent we refer to any factual findings of the trial judge, they were made in an order on posttrial motions. BRG does not challenge any factual findings as clearly erroneous. 5

judgments entered after jury verdicts); Motsis v. Ming's

Supermkt., Inc., 96 Mass. App. Ct. 371, 379-380 (2019).

FTI and BRG are competing consulting firms. FTI is a

Maryland company headquartered in Washington, D.C., and BRG is a

Delaware company headquartered in California, but they both

perform work for clients across the country. Such work

included, for example, financial analyses of other companies and

assistance with mergers and acquisitions. As noted, the

individual defendants all worked for FTI. Duffy and Coulombe

resided in Massachusetts and were based out of FTI's Boston

office. Fuhr resided in New York and was based out of FTI's New

York City office, but he supervised employees in Massachusetts.

Despite where they were based, the individual defendants

performed work for clients across the country and traveled so

frequently that they "liv[ed] out of suitcases."

In or around December 2015, a BRG recruiter reached out to

Duffy. Duffy informed Coulombe and Fuhr of his conversations

with the recruiter, and the three met with BRG in Washington,

D.C., in January 2016. During negotiations, the individual

defendants had additional in-person meetings with BRG in New

York City. During Duffy's negotiations with BRG, Duffy told BRG

that acquiring him was like "buy[ing] a business" and that most

of his clients would follow him. On or around April 7, 2016,

the individual defendants signed employment agreements with BRG. 6

Duffy's agreement, which he signed in New York City, included a

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