Intrepid Investments, LLC v. London Bay Capital, LLC

CourtCourt of Chancery of Delaware
DecidedJune 21, 2023
Docket12077-NAC
StatusPublished

This text of Intrepid Investments, LLC v. London Bay Capital, LLC (Intrepid Investments, LLC v. London Bay Capital, LLC) is published on Counsel Stack Legal Research, covering Court of Chancery of Delaware primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Intrepid Investments, LLC v. London Bay Capital, LLC, (Del. Ct. App. 2023).

Opinion

IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE

INTREPID INVESTMENTS, LLC, directly ) and derivatively on behalf of SELLING ) SOURCE, LLC N/K/A SPEEDWELL ) HOLDINGS, LLC, ) Plaintiff, ) ) v. ) C.A. No. 12077-NAC ) LONDON BAY CAPITAL, LLC, LONDON ) BAY FUND I, LLC, LONDON BAY - TSS ) ACQUISITION COMPANY, LLC, LONDON ) BAY - TSS HOLDING COMPANY, LLC, OLAYAN AMERICA CORPORATION, ) CREL INVESTMENTS LIMITED, ) CREL/OAC, LLC, KHL LIMITED, LONE ) STAR SPV I, LLC, LS HOLDINGS GROUP, ) LLC, LBCDLF, LLC, SELLING SOURCE ) INVESTMENT COMPANY, LLC, DEREK ) CRAIG LAFAVOR LIVING TRUST, DLF ) SERVICES, INC., WHITE OAK GLOBAL ADVISORS, LLC, WHITE OAK ) MERCHANT PARTNERS, LLC, WHITE ) OAK STRATEGIC MASTER FUND, L.P., ) FULL CIRCLE CAPITAL CORPORATION, ) SAM HUMPHREYS, ALTON IRBY, ) DOUGLAS TULLEY, MICHAEL LEVIN, ) DAVID KOSTMAN, GLENN MCKAY, DEREK LAFAVOR, and MICHAEL BRANT, ) ) Defendants, ) ) and ) ) SELLING SOURCE, LLC, ) Nominal Defendant. ) MEMORANDUM OPINION

Date Submitted: March 9, 2023 Date Decided: June 21, 2023

C. Barr Flinn, James M. Yoch, Jr., M. Paige Valeski, YOUNG CONAWAY STARGATT & TAYLOR, LLP, Wilmington, Delaware; Counsel for Plaintiff Intrepid Investments, LLC.

Brock E. Czeschin, Angela Lam, John M. O’Toole, RICHARDS, LAYTON & FINGER, P.A., Wilmington, Delaware; Counsel for Defendants London Bay Capital, LLC, London Bay Fund I, LLC, London Bay - TSS Acquisition Company, LLC, London Bay - TSS Holding Company, LLC, Olayan America Corporation, CREL Investments Limited, CREL/OAC, LLC, KHL Limited, Lone Star SPV I, LLC, LS Holdings Group, LLC, LBCDLF, LLC, Selling Source Investment Company, LLC, Derek Craig LaFavor Living Trust, DLF Services, Inc., Sam Humphreys, Alton Irby, Douglas Tulley, Michael Levin, David Kostman, Glenn McKay, Derek LaFavor, and Michael Brant.

Patricia L. Enerio, Aaron M. Nelson, HEYMAN ENERIO GATTUSO & HIRZEL LLP, Wilmington, Delaware; John M. Lundin, Niall D. Ó Murchadha, Cynthia L. Botello, LUNDIN PLLC, New York, New York; Counsel for Defendants White Oak Global Advisors, LLC, White Oak Merchant Partners, LLC, and White Oak Strategic Master Fund, LP.

John A. Sensing, POTTER ANDERSON & CORROON LLP, Wilmington, Delaware; Counsel for Defendant Full Circle Capital Corporation.

COOK, V.C. Intrepid Investments, LLC (“Intrepid”) has sued numerous individuals and

entities in this Court alleging that they engaged in a variety of transactions that

harmed Intrepid. Separately, Intrepid sued many of these same defendants in New

York (the “New York Action”). After many years of litigation in the state courts of

New York, Intrepid’s litigation there has now concluded. Intrepid was unsuccessful

on all its claims brought in New York. The question addressed in this Memorandum

Opinion is what effect the judgment rendered by the state courts of New York has

on Intrepid’s action in this Court. I conclude that certain of Intrepid’s claims for

fraudulent transfer brought under the Delaware Uniform Fraudulent Transfer Act

(“DUFTA”) are barred by the doctrine of res judicata.

I. FACTUAL BACKGROUND 1

This Memorandum Opinion solely addresses the implications of the decision

in the New York Action. As such, the factual background is limited to background

implicated by the New York Action. I do not address in detail the extensive factual

background concerning the numerous transactions challenged by Intrepid.

1 I draw the relevant facts from Intrepid’s fourth amended complaint (the “Complaint”). In addition, a copy of the Second Amended and Restated Limited Liability Company Operating Agreement of Selling Source, LLC, dated August 31, 2010, was attached to the Transmittal Affidavit of John O’Toole, Esq. This exhibit is incorporated by reference into the Complaint. See Wal-Mart Stores, Inc. v. AIG Life Ins. Co., 860 A.2d 312, 320 (Del. 2004) (noting that on a motion to dismiss, the Court may consider documents that are “incorporated by reference” or “integral” to the complaint). A. Selling Source Acquires Certain Businesses From Intrepid

On August 31, 2010, Selling Source, LLC (“Selling Source”) and Intrepid

entered into a Transaction and Purchase Agreement (the “Purchase Agreement”)

whereby Selling Source acquired Intrepid’s lead generation business (the “Acquired

Businesses”).2 In connection with the acquisition, the parties executed the Second

Amended and Restated Limited Liability Company Operating Agreement of Selling

Source (the “Operating Agreement”). 3 Pursuant to the Purchase Agreement,

Intrepid received the following in exchange for the sale of the Acquired Businesses:

(a) rights to quarterly management fees from Selling Source pursuant to a

management services agreement; (b) a $28.7 million promissory note issued by

Selling Source and due on June 30, 2013 (the “Intrepid Note”); and (c) 42 million

“Class B Units” of Selling Source, representing all of Selling Source’s Class B Units

and a 15% contingent minority equity interest in Selling Source subject to

adjustment based on the Purchase Agreement’s earn-out provisions.4

2 Docket Index (“D.I.”) 123 (“FAC”) ¶¶ 1, 3. 3 Id. ¶ 85. 4 Id. ¶¶ 3, 4. 2 B. The New York Action

Selling Source failed to repay the Intrepid Note on June 30, 2013.5 In

December 2013, Intrepid filed suit in New York state court seeking recovery under

the Intrepid Note.6 Intrepid brought eleven separate counts against numerous

defendants. 7 The New York Action was brought against Selling Source, London

Bay – TSS Acquisition Company, LLC (“LBTSS”), and White Oak Global

Advisors, LLC (“White Oak”), among others. Intrepid sought to recover on the

Intrepid Note, which was in default, and also sued White Oak for allegedly

frustrating Intrepid’s ability to obtain repayment of the Intrepid Note.8

On July 20, 2021, the New York Supreme Court issued its decision in the New

York Action (the “New York Decision”). 9 As noted by the court, Intrepid had

received a third priority lien on the assets of Selling Source, LBTSS, and various

subsidiaries in connection with the Intrepid Note.10 The intercreditor agreement (the

“ICA”) governing the Intrepid Note provided that Intrepid, as a third priority lender,

was prohibited from suing for breach of the Intrepid Note in the event of a Selling

5 Id. ¶ 10. 6 Id. ¶ 134. 7 D.I. 114, Ex. 1. 8 D.I. 161, Ex. (“NY Decision”) at 1–2. 9 Id. 10 Id. at 3–4. 3 Source default until the senior creditors were paid in full.11 In January 2013, Selling

Source refinanced some of its loans with White Oak and Full Circle (such

refinancing, the “White Oak Agreement”), and White Oak succeeded to the position

as the first priority lender. 12 In August 2013, Intrepid sent a letter to Selling Source

claiming that it was in default on the Intrepid Note, though Selling Source disputed

this claim.13

The New York Action also addressed the termination of Intrepid’s perfected

security interest and lien on the personal property of Kitara Media, LLC (“Kitara”

and such lien, the “Kitara Lien”).14 On October 23, 2010, Kitara asked Intrepid for

permission to remove the Kitara Lien so that it could close a line of credit, but

Intrepid refused.15 In an October 30, 2013 email, White Oak’s counsel informed

Selling Source that it was providing its authorization to terminate the Kitara Lien

despite Intrepid’s objection. 16

Intrepid brought the following claims in the New York Action, among others:

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Intrepid Investments, LLC v. London Bay Capital, LLC, Counsel Stack Legal Research, https://law.counselstack.com/opinion/intrepid-investments-llc-v-london-bay-capital-llc-delch-2023.