Lee v. Golaszewski

CourtDistrict Court, S.D. New York
DecidedJuly 24, 2025
Docket7:23-cv-10695
StatusUnknown

This text of Lee v. Golaszewski (Lee v. Golaszewski) 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
Lee v. Golaszewski, (S.D.N.Y. 2025).

Opinion

UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK DANIEL LEE, Plaintiff, OPINION AND ORDER -against- 23-CV-10695 (PMH) RICHARD GOLASZEWSKI, et al., Defendants. PHILIP M. HALPERN, United States District Judge: Daniel Lee (“Plaintiff”) initiated this action against Richard Golaszewski (“Golaszewski”) and Stephen Swentzel (“Swentzel” and together, “Defendants”) on March 10, 2023 in the State of Connecticut Superior Court, Stamford-Norwalk Judicial District. (Doc. 1-1, “Compl.”). Plaintiff asserts claims of breach of an oral partnership agreement, breach of a joint venture agreement, and breach of fiduciary duty. (Id.). Defendants removed the action to the United States District Court for the District of Connecticut on March 31, 2023. (Doc. 1). Defendants, on May 3, 2023, moved in the District of Connecticut to dismiss, or alternatively, to transfer the case to the Southern District of New York. (Doc. 11). The motion to transfer venue was granted (Doc. 32), and the action was assigned to this Court on December 7, 2023 (Doc. 33). Defendants, in accordance with this Court’s December 22, 2023 order (Doc. 34), filed their Answers to the Complaint on January 5, 2024 (Doc. 35; Doc. 36) and continued to engage in discovery. Defendants served their motion for summary judgment pursuant to the briefing schedule set by the Court and filed, in accordance with the Court’s Individual Practices, unredacted versions of their motion papers under seal and redacted versions available for public viewing. (Doc. 79; Doc. 81; Doc. 83; Doc. 84; Doc. 89, “Def. Br”; Doc. 90, “56.1”).1 Plaintiff opposed Defendants’ motion (Doc. 85, “Pl. Br.”), and the motion was fully briefed with the filing of Defendants’ reply papers (Doc. 86; Doc. 87). Plaintiff, joined by Defendants, requested oral argument on the motion. (Doc. 88). For the reasons set forth below, Defendants’ motion for summary judgment is GRANTED.

BACKGROUND The Court recites the facts herein only to the extent necessary to adjudicate the extant motion for summary judgment and draws them from the pleadings, Defendants’ Rule 56.1 Statement and Plaintiff’s responses thereto, and the admissible evidence proffered by the parties. Unless otherwise indicated, the facts cited herein are undisputed. Plaintiff and Defendants were employed by the international private equity firm 17Capital LLP (“17Capital”). (Compl. ¶ 10; Doc. 35 ¶ 10; Doc. 36 ¶ 10). From March 2020 through April 22, 2022, Plaintiff was employed at 17Capital as the Head of Fundraising and Investor Relations, North America. (56.1 ¶ 3). Defendant Golaszewski was a Managing Director at 17Capital, where

he co-led the U.S. investment team and sourced and executed preferred equity and Net Asset Value (“NAV”) transactions. (Id. ¶ 1). Defendant Swentzel was also a Managing Director at 17Capital, where he co-led the U.S. investment team and sourced and executed preferred equity and NAV transactions. (Id. ¶ 2). The parties refer to the market embracing preferred equity and NAV transactions as “GP financing solutions.” (See, e.g., id. ¶ 4). Plaintiff, in January or February 2021, decided he wanted to leave 17Capital and drafted a memo that proposed to start a GP financing solutions business outside of 17Capital. (Id.). While

1 The unopposed motion to seal is granted. The Court cites to the redacted versions of the motion papers that are available for public viewing access. on a business trip to Florida in or about February 2021, Plaintiff first mentioned to Golaszewski the idea of doing a NAV lending and preferred equity business outside of 17Capital. (Id. ¶ 5). On April 5, 2021, Plaintiff invited Defendants to dinner at The Brook, a private club where Plaintiff was a member, to discuss his business idea. (Id.). Plaintiff alleges that he and Defendants agreed to form a partnership at some point prior to the dinner at The Brook and that they agreed to share

profits and losses. (Compl. ¶¶ 13, 60-65; 56.1 ¶ 6). Plaintiff and Defendants never entered into a written partnership agreement. (56.1 ¶ 9). On May 13, 2021, Plaintiff sent his resume, a copy of the memo, and an investment opportunity to Michael Arpey, President of Hunter’s Point Capital (“HPC”), who in turn forwarded the memo to Mssrs. Kalichstein and Goodman—both of whom were employed at HPC. (Id. ¶¶ 19, 21). HPC was interested in a GP financing solutions business. (Id. ¶ 23). In late January 2022, 17Capital’s impending sale became public knowledge. (Id. ¶ 26). On February 21, 2022, Plaintiff and Defendants engaged the law firm of Clifford Chance to “advise [them] . . . in connection with the potential separation from 17Capital and future management

equity and governance arrangements with [HPC], to be known as ‘Project Fremen’. . . .” (Id. ¶ 31, Exs. P, 8). In March 2022, Oaktree announced that it would acquire a majority stake in 17Capital. (Id. ¶ 36). Plaintiff was terminated by 17Capital on April 22, 2022. (Id. ¶ 47). On May 2, 2022, HPC sent offer letters of employment to Golaszewski and Swentzel. (See id., Exs. X, Y, 75, 76). Plaintiff takes the position that Defendants schemed to oust him from a partnership in the GP financing solutions space—interchangeably codenamed Buffalo Point, Project Fremen, and Project Candle (see Compl. ¶ 1)—and took an opportunity with HPC that should have included him as a partner. (See generally Pl. Br.). Defendants take the position that they simply accepted at-will employment offers as individuals from HPC and never agreed to form a partnership or joint venture with Plaintiff. (See generally Def. Br.). This litigation followed. STANDARD OF REVIEW Pursuant to Federal Rule of Civil Procedure 56, a court “shall grant summary judgment if

the movant shows that there is no genuine dispute as to any material fact and the movant is entitled to judgment as a matter of law.” Fed R. Civ. P. 56(a). “A fact is ‘material’ if it ‘might affect the outcome of the suit under the governing law,’ and is genuinely in dispute ‘if the evidence is such that a reasonable jury could return a verdict for the nonmoving party.’” Liverpool v. Davis, No. 17-CV-03875, 2020 WL 917294, at *4 (S.D.N.Y. Feb. 26, 2020) (citing Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 248 (1986)).2 “‘Factual disputes that are irrelevant or unnecessary’ are not material and thus cannot preclude summary judgment.” Sood v. Rampersaud, No. 12-CV- 05486, 2013 WL 1681261, at *1 (S.D.N.Y. Apr. 17, 2013) (quoting Anderson, 477 U.S. at 248). “The question at summary judgment is whether a genuine dispute as to a material fact exists—not

whether the parties have a dispute as to any fact.” Hernandez v. Comm’r of Baseball, No. 22-343, 2023 WL 5217876, at *5 (2d Cir. Aug. 15, 2023); McKinney v. City of Middletown, 49 F.4th 730, 737 (2d Cir. 2022)). The Court’s duty, when determining whether summary judgment is appropriate, is “not to resolve disputed issues of fact but to assess whether there are any factual issues to be tried.” McKinney, 49 F.4th at 738 (quoting Wilson v. Nw. Mut. Ins. Co., 625 F.3d 54, 60 (2d Cir. 2010)). Indeed, the Court’s function is not to determine the truth or weigh the evidence. The task is material issue spotting, not material issue determining. Therefore, “where there is an absence of sufficient

2 Unless otherwise indicated, case quotations omit all internal citations, quotation marks, footnotes, and alterations. proof as to one essential element of a claim, any factual disputes with respect to other elements of the claim are immaterial.” Bellotto v. Cnty. of Orange, 248 F. App’x 232, 234 (2d Cir.

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