HARTMANN v. ARTHUR J. GALLAGHER & CO.

CourtDistrict Court, D. New Jersey
DecidedSeptember 23, 2024
Docket2:21-cv-17241
StatusUnknown

This text of HARTMANN v. ARTHUR J. GALLAGHER & CO. (HARTMANN v. ARTHUR J. GALLAGHER & CO.) is published on Counsel Stack Legal Research, covering District Court, D. New Jersey primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
HARTMANN v. ARTHUR J. GALLAGHER & CO., (D.N.J. 2024).

Opinion

NOT FOR PUBLICATION

UNITED STATES DISTRICT COURT DISTRICT OF NEW JERSEY

THOMAS HARTMANN, Civil Action No. 21-17241 Plaintiff,

v. OPINION ARTHUR J. GALLAGHER & CO.,

Defendant. September 23, 2024

SEMPER, District Judge. Before the Court are two motions for summary judgment: Plaintiff Thomas Hartmann’s (“Plaintiff” or “Hartmann”) partial motion for summary judgment on liability only (ECF 44) and Defendant Arthur J. Gallagher & Co.’s (“Defendant” or “Gallagher”) motion for summary judgment (ECF 46). The Court has decided the motions upon the parties’ submissions, without oral argument, pursuant to Federal Rule of Civil Procedure 78 and Local Rule 78.1. For the reasons set forth below, Defendant’s motion for summary judgment (ECF 46) is DENIED, and Plaintiff’s partial motion for summary judgment (ECF 44) is GRANTED. I. FACTUAL BACKGROUND AND PROCEDURAL HISTORY1 This breach of contract case arises from the end of an employment relationship between Plaintiff and Defendant Gallagher. Gallagher is a global insurance brokerage and risk management

1 The facts and procedural history are drawn from the Amended Complaint (ECF 15), the parties’ submissions regarding undisputed material facts (ECF 46-2, Defendant’s Statement of Undisputed Material Facts (“DSMF”); ECF 44-12, Plaintiff’s Statement of Undisputed Material Facts, (“PSMF”); ECF 49-2, Defendant’s Counterstatement to PSMF (“DCSMF); and ECF 48, Plaintiff’s Counterstatement to DSMF (“PCSMF”)), and the parties’ briefs. services firm. (DSMF ¶ 1.)2 In 2019, Gallagher acquired the company that employed Plaintiff. (Id. ¶ 19.) Plaintiff worked for Gallagher from 2019 until 2021, when Plaintiff resigned. (Id. ¶¶ 22, 64.) Plaintiff asserts that pursuant to his employment contract with Gallagher, he is entitled to separation pay. (ECF 15.) Gallagher disagrees. (ECF 16.)

A. Plaintiff, Carras, and RPA/ICC In December 2016, Plaintiff was hired by Dean Carras to supervise the operations of Innovative Coverage Concepts, LLC (“ICC”). (DSMF ¶¶ 10-11.) Carras owned RPA Insurance Services, LLC (“RPA”) and ICC (collectively “RPA/ICC”). (Id. ¶ 4.)3 RPA was a retail insurance agency/brokerage. (Id. ¶ 5.) ICC was a managing general agent (“MGA”).4 (Id. ¶ 6.) Both RPA and ICC focused on insurance coverage for restaurants, bars, and taverns. (Id. ¶ 9.) Plaintiff managed ICC’s day-to-day operations, but Carras remained the final decisionmaker regarding all ICC matters. (Id. ¶ 14.) Plaintiff did not have an ownership interest in RPA/ICC. (Id. ¶ 12.) Plaintiff was employed by ICC when Carras and Gallagher began discussing Gallagher’s potential acquisition of RPA/ICC in 2019. (Id. ¶ 15.) About three weeks to a month before the deal

closed between RPA/ICC and Gallagher, Plaintiff learned of the potential acquisition. (Id.) He understood that upon the acquisition, ICC would merge into Gallagher’s Risk Placement Services (“RPS”) business run by Christopher Leisz (“Leisz”). (Id.) Plaintiff allegedly told Leisz that he would consider staying with ICC once he received a contract. (Id. ¶ 17.) While Defendant asserts

2 Through Gallagher’s subsidiary, Arthur J. Gallagher Risk Management Services, Inc. (“AJGRMS”), Gallagher provides Property/Casualty insurance brokerage services in the United States. (DSMF ¶ 2.) 3 In 2001 and 2004, Carras founded ICC and RPA, respectively. (DSMF ¶ 5.) 4 An MGA is provided underwriting rights by an insurance carrier and is allowed to control a class of business offered by the insurance carrier. (DSMF ¶ 7.) Within a set of underlying guidelines established by the insurance carrier, the MGA can underwrite and issue the policies to insurance brokers and agents. (Id.) The MGA never dealt with the insured. (Id.) ICC acted as an intermediary in connection with certain “wholesale” business. (Id. ¶ 8.) In that circumstance, ICC would receive and forward to the insurance carrier a submission from a retail broker. (Id.) The insurance carrier would quote and underwrite the business. (Id.) ICC would then forward the insurance carrier’s quote to the retail broker. (Id.) that prior to the acquisition, Plaintiff had not received offers of employment from any other entities, Plaintiff asserts that this statement is misleading because it fails to discuss the other business opportunities Plaintiff had at the time of the acquisition or his desire to continue working with Carras. (PCSMF ¶ 17.) Prior to the closing, Plaintiff was not informed of what Carras’ role with

Gallagher would be post-acquisition. (DSMF ¶ 18.) Plaintiff understood Leisz would run the business, and he assumed he would still report to both Carras and Leisz, with an “indirect” reporting relationship with Leisz. (Id.) B. Gallagher’s Acquisition On May 16, 2019, Gallagher acquired RPA/ICC and onboarded it into Gallagher’s RPS business. (Id. ¶ 19.) Plaintiff described this transition as difficult since he reported to and received conflicting instructions from both Leisz and Carras. (Id. ¶ 20.) Both Leisz and Carras directed strong words toward Plaintiff. (Id.) There were minimal discussions with Plaintiff about an employment contract. (Id. ¶ 21.) Leisz apologized for the delay and told Plaintiff, “he was working on it” and that such contracts were typically handled prior to a deal’s closing. (Id.) Plaintiff did not

communicate contract demands to Leisz. (Id.) Within three to six weeks, RPA/ICC was re-onboarded into Daniel Tropp’s business. (Id. ¶ 22.) Tropp was the Regional Vice President for the Mid-Atlantic Region of “GGB US.” (Id.) At the time of re-onboarding, Plaintiff was reporting to Carras. (Id.) Before the acquisition and during onboarding, Plaintiff did not demand that any specific contract terms be included in his employment contract. (Id. ¶ 23.) Before receiving the initial draft of the contract, Plaintiff had no discussions with Carras about proposed contractual terms. (Id.) On or around June 7, 2019, Carras reviewed draft agreements for several employees who worked for RPA/ICC prior to Gallagher’s acquisition. (Id. ¶ 24.) Carras sent Tropp an email identifying recommended changes for each employee’s agreement. (Id.) With respect to the draft agreement for Plaintiff, Carras recommended: deleting a “Whereas” clause that indicated Plaintiff was an equity owner in RPA/ICC; clarifying Plaintiff’s role within ICC; and expanding Plaintiff’s bonus entitlement based on ICC’s net revenue performance. (Id.) There was no reference to modifying

the circumstances that would trigger Separation Pay. (Id.) C. The Employment Agreement On or about June 13, 2019, Gallagher provided Plaintiff with a draft employment agreement (“Draft Agreement”). (Id. ¶ 25.) Section 5A granted each party the right to terminate the relationship upon 45 days’ written notice to the other. (Id.) Section 5B defined eight specific circumstances that could constitute “Cause” for Plaintiff’s termination. (Id.) Three of these reasons could be “cured” by Plaintiff following 30 days’ written notice from Gallagher. (Id.) Pursuant to Section 5C, if Plaintiff’s employment was terminated for Cause, any compensation or benefits would immediately cease. (Id.) Section 5D of the draft Agreement contained the following language regarding the circumstances that would entitle Plaintiff to Separation Pay:

It is understood and agreed that at the expiration of the Notice Period, Employee’s entitlement to such compensation and benefits shall cease except that in the event the Company terminates Employee’s employment for reasons other than as set forth in Section 5B above or by Employee for “Good Reason” (as defined below), or for no reason, the Company shall be obligated to pay to Employee Separation Pay . . . (Id.

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HARTMANN v. ARTHUR J. GALLAGHER & CO., Counsel Stack Legal Research, https://law.counselstack.com/opinion/hartmann-v-arthur-j-gallagher-co-njd-2024.