Hartfield, Titus & Donnelly, LLC v. MarketAxess Holdings Inc.

Court of Chancery of Delaware·Decided July 23, 2025·No. C.A. No. 2023-0690-BWD·Published

Opinion

IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE

HARTFIELD, TITUS & DONNELLY, ) LLC, )

)

Plaintiff, )

)

v. ) C.A. No. 2023-0690-BWD )

MARKETAXESS HOLDINGS, INC., )

)

Defendant. )

POST-TRIAL MEMORANDUM OPINION

Date Submitted: June 24, 2025 Date Decided: July 23, 2025

Kevin J. Mangan, WOMBLE BOND DICKINSON (US) LLP, Wilmington, DE; OF COUNSEL: Douglas G. Bonner, Susan V. Metcalfe, POTOMAC LAW GROUP, PLLC, Washington, D.C.; Attorneys for Plaintiff Hartfield, Titus & Donnelly, LLC.

David E. Wilks, D. Charles Vavala III, WILKS LAW LLC, Wilmington, DE; OF COUNSEL: Jeffrey S. Boxer, CARTER LEDYARD & MILBURN LLP, New York, NY; Attorneys for Defendant MarketAxess Holdings, Inc.

DAVID, V.C.

In September 2020, Hartfield, Titus & Donnelly, LLC (“Plaintiff” or “HTD”)

and MarketAxess Holdings, Inc. (“Defendant” or “MKTX”) entered into a

membership interest purchase agreement under which MKTX acquired HTD’s

municipal bonds trading platform. The parties negotiated a purchase price that

included an up-front cash payment and the opportunity for HTD to earn multiple

earnout payments over a three-year period. Seeking to structure the earnout to

incentivize HTD to remain a major client of the platform, the parties negotiated an

earnout structure under which HTD would receive earnout payments if it achieved

targets under two separate “scenarios.” Under one of the scenarios, HTD could

receive an earnout by achieving targets measured by the amount of annual system

license fees HTD paid MKTX to use the acquired platform during the earnout period,

with a maximum earnout target of $3,250,000 in system license fees. The agreement

also provided that if HTD paid “greater than $2,750,000, but less than $3,250,000,”

in system license fees, HTD could elect to pay an amount in cash to “top up” to the

maximum $3,250,000 earnout target.

Several months later, HTD and MKTX amended the membership interest

purchase agreement to, among other things, decrease the cash component of the deal

consideration and shorten the length of the earnout period from three to two years.

When the parties agreed on an April 9, 2021 closing, HTD asked how a mid-month

closing would affect the earnout calculation. MKTX proposed some “easy fixes,”

including to “[s]tart the earnout measurement from April 9th” and “simply adjust the

[earnout] table so that the system license fee target figures are 356/365ths of the

figures expressed in the table today.” HTD agreed to that approach, and its outside

legal counsel drafted a proposed amendment that prorated the system license fee

earnout targets for the first earnout period. After exchanging several drafts, the

parties executed the amendment. The parties did not think to similarly prorate the

minimum threshold triggering HTD’s ability to pay cash to “top up” to the maximum

prorated earnout target.

At the end of the first earnout period, the system license fees fell short of the

$2,750,000 cash top-up threshold by less than ten thousand dollars, and HTD took

the position that the parties had “mistakenly” failed to prorate the cash top-up

threshold, as they had done for the system license fee earnout targets in the

amendment. MKTX denied that was a mistake. HTD then filed this litigation,

seeking to reform the membership interest purchase agreement to prorate the cash

top-up threshold.

HTD advances two theories in support of reformation—mutual mistake and

unilateral mistake. Under either theory, HTD must prove by clear and convincing

evidence that the parties reached a specific prior understanding that the cash top-up

threshold would be prorated. Based on the evidence adduced at a four-day trial, the

Court finds HTD has failed to meet that burden. The Court therefore enters judgment

in favor of MKTX.

I. BACKGROUND The following facts are as the Court finds them following a four-day trial held

from March 31 through April 3, 2025.1

A. MKTX And HTD Negotiate A Transaction Through Which MKTX Will Acquire MuniBrokers, LLC.

HTD is an interdealer broker that provides services in municipal securities,

corporate bonds, and mortgage-backed securities.2 Prior to April 2021, HTD owned

MuniBrokers, LLC, a limited liability company that owned and operated an

electronic trading platform for municipal bonds called MuniBrokers (the

“MuniBrokers Platform”).3 MKTX is a financial technology company that operates

institutional electronic trading platforms.4

In 2020, HTD and MKTX negotiated a transaction through which MKTX

acquired MuniBrokers, LLC from HTD (the “Transaction”).5 The MuniBrokers

Platform derives value from the volume of trades made on the platform, and HTD

1 The Joint Submission of Pretrial Order is cited as “PTO ¶ __”. Trial testimony is cited as “Tr. (Witness) at __”. Joint exhibits are cited as “JX __” unless otherwise defined. 2 See PTO ¶ 1; Tr. (Purpora) 5:19–6:18.

3 PTO ¶¶ 1, 34.

4 Id. ¶¶ 3–4; see also Tr. (Concannon) 456:7–10.

5 Tr. (Purpora) 21:9–14.

was a major client.6 MKTX therefore sought to ensure that HTD would continue to

use the MuniBrokers Platform after MKTX acquired it.7

The parties negotiated a purchase price that included an up-front cash payment

and the opportunity for HTD to earn multiple earnout payments over a three-year

period. Under HTD’s ownership, the MuniBrokers Platform employed a

subscription fee model in which it charged annual system license fees to users, but

MKTX’s strategic plan for the platform included converting those subscription fees

to a transaction-based model.8 To incentivize HTD to continue using the

MuniBrokers Platform after the Transaction, the parties negotiated an earnout

structure under which HTD would receive earnout payments if it achieved targets

under two separate “scenarios” measured by (1) the amount of annual system license

fees HTD paid MKTX to use the MuniBrokers Platform during an earnout period,

and (2) the volume of electronic orders HTD placed on the MuniBrokers Platform

during an earnout period, based on a percentage of the volume of orders that HTD

placed on the platform in 2019 prior to the Transaction.9

6 Id. at 25:6–27:6, 58:3–4, 226:19–20.

7 Id. at 25:22–24, 79:4–8; see also Tr. (Concannon) 502:1–11.

8 JX 2 at 2.

9 JX 30; JX 89; Tr. (Purpora) 71:17–72:1; see also JX 16.

B. The Parties Exchange Term Sheets Over The Earnout Structure.

Throughout February, March, and April 2020, the parties exchanged at least

seven term sheets (titled “Non-Binding Heads of Terms”) proposing the terms of the

Transaction, including the structure of the earnout.10 Negotiations over the earnout

focused primarily on (1) how the maximum $25 million earnout would be allocated

between the system license fee targets and the electronic order targets, and (2) the

circumstances under which HTD would be permitted to make a cash payment to

MKTX to make up for a shortfall if it failed to achieve the maximum earnout target.

This memorandum opinion refers to the latter concept as a “Cash Top-Up Option.”

On February 7, 2020, MKTX sent HTD an initial term sheet proposing a

purchase price of $20 million at closing plus “[u]p to $20-25 million subject to [an]

Earn-out[,]” “calculated based on metrics to be agreed (such as dollar value of HTD

order flow on the Munibrokers System, revenue and electronic trading volume) over

the three-year period following Closing[,]” where “[t]he annual target for 100%

payout of the earning w[ould] be based on HTD’s results of operations for 2019.”11

10 See JX 3 (February 7, 2020 Non-Binding Heads of Terms); JX 5 (March 13, 2020 Non- Binding Heads of Terms); JX 8 (March 19, 2020 Non-Binding Heads of Terms); JX 10 (March 23, 2020 Non-Binding Heads of Terms); JX 14 (March 26, 2020 Non-Binding Heads of Terms); JX 251 (April 1, 2020 Non-Binding Heads of Terms); JX 22 (April 16, 2020 Non-Binding Heads of Terms). 11 JX 3 at 2.

In response to MKTX’s proposal of a “[c]ombined earn-out matrix based off

of order flow and electronic orders as a percentage of total[,]”12 HTD counter-

proposed structuring the earnout so that HTD could earn a maximum of $20 million

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Hartfield, Titus & Donnelly, LLC v. MarketAxess Holdings Inc., (Del. Ct. App. 2025).

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