MarketWise, LLC v. Mark Arnold

CourtCourt of Chancery of Delaware
DecidedJuly 25, 2025
DocketC.A. No. 2025-0193-LM
StatusPublished

This text of MarketWise, LLC v. Mark Arnold (MarketWise, LLC v. Mark Arnold) 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
MarketWise, LLC v. Mark Arnold, (Del. Ct. App. 2025).

Opinion

COURT OF CHANCERY OF THE STATE OF DELAWARE LOREN MITCHELL LEONARD L. WILLIAMS JUSTICE CENTER MAGISTRATE IN CHANCERY 500 N. KING STREET, SUITE 11400 WILMINGTON, DELAWARE 19801-3734

July 25, 2025

Lisa A. Schmidt, Esquire Sarah R. Martin, Esquire Matthew D. Perri, Esquire Trevor T. Nielsen, Esquire Brendan W. Clark, Esquire Greenberg Traurig, LLP Richards, Layton, & Finger, P.A. 222 Delaware Avenue, Suite 1600 920 North King Street Wilmington, Delaware 19801 Wilmington, Delaware 19801

RE: MarketWise, LLC, and MarketWise, Inc. v. Mark Arnold, C.A. No. 2025-0193-LM

Dear Counsel:

Pending before me are the cross-motions for summary judgment in Plaintiffs’

request for the Court to find that Defendant’s claims, seeking damages for alleged

loss of equity interest in MarketWise, are not subject to arbitration. Briefing on these

motions concluded on March 30, 2025. An in-person oral argument on the motions

was held on July 15, 2025. For the reasons I explain below, I find that the parties

herein have agreed in the employment agreement to arbitrate issues of arbitrability. C.A. No. 2025-0193-LM July 25, 2025 Page 2 of 21

I. FACTUAL BACKGROUND1

By way of background, plaintiff, MarketWise, LLC, is a Delaware limited

liability company.2 The other plaintiff, MarketWise, Inc., is a Delaware corporation

(hereinafter collectively, “MarketWise” or “Plaintiffs”).3 Defendant, Mark Arnold

(hereinafter, “Mr. Arnold” or “Defendant”) is the former CEO and a former board

member of MarketWise, LLC.4 Defendant is also the former CEO and a former

Chairman of the board of MarketWise, Inc.5

A. Defendant’s Employment and Equity Interests

Mr. Arnold was hired by Marketwise in 2013 as the Director of Business.6 In

2017, Plaintiffs promoted Mr. Arnold to CEO of MarketWise.7 The Second

Amended and Restated Operating Agreement (hereinafter, “Operating Agreement”),

1 Citations to the Docket, and if needed, the exhibits attached, are cited in the form of “D.I. __, Ex. #”. The parties have jointly submitted exhibits 1–8 which are cited herein as “JX- __.” D.I. 13 at 2 n.1; See D.I. 13, Ex. 1–8. What follows is a statement of the facts based upon the agreed upon facts of the parties, the exhibits submitted onto the docket, and when necessary factual determinations after weighing the assertions and evidence presented within each individual motion in favor of the nonmoving party. 2 D.I. 6 at ¶ 6. 3 Id. at ¶ 7. 4 Id. at ¶ 8. 5 Id. at ¶ 8. 6 Id. at ¶ 11. 7 Id. at ¶ 12. C.A. No. 2025-0193-LM July 25, 2025 Page 3 of 21

to which Defendant and Plaintiffs are parties, was fully executed on June 20, 2020.8

The parties then fully executed an employment agreement (hereinafter,

“Employment Agreement”), which concerned Defendant’s service as the Executive

of MarketWise, on July 27, 2020.9 Both the Employment Agreement and the

Operating Agreement have a retroactive effective date of December 1, 2019.10 Under

the Second Amended and Restated Operating Agreement, MarketWise made

Defendant a member of MarketWise by awarding him Class B equity unit shares.11

The Employment Agreement contained an equity incentive compensation

provision which states in pertinent part that “the Executive shall be eligible to receive

equity incentive compensation with respect to the Company . . . pursuant to the

applicable equity incentive compensation plan documents of the Company . . . or

other agreements between Executive and the Company.”12 The Employment

Agreement also contains an arbitration provision.13 Under this, the Parties agreed to

submit any dispute arising from or relating to the Employment Agreement to the

American Arbitration Association (“AAA”) for arbitration to take place in

8 JX 1 at 1. 9 D.I. 13, Ex. A; JX 4. 10 JX 1 at 1; See JX 4 at 1. 11 JX 1, exhibit A-1; See D.I. 6 at ¶ 13. 12 JX 4 at §2(d); D.I. 6 at ¶ 13. 13 JX 4 at §12. C.A. No. 2025-0193-LM July 25, 2025 Page 4 of 21

Baltimore, Maryland.14 The provision also stated that “the Parties will not be

permitted to pursue court action regarding claims that are subject to arbitration.”15

In 2020, Defendant started negotiating with a Special Purpose Acquisition

Company (hereinafter, “the SPAC”).16 Defendant’s negotiations with the SPAC

culminated in a Business Combination Agreement (hereinafter, “the BCA”) between

MarketWise and the SPAC that dates as of March 1, 2021.17 Under the BCA,

Plaintiffs and the SPAC would merge, which would trigger the full vesting of

Defendant’s equity per the terms of the Operating Agreement.18 On June 21, 2021,

the BCA closed and Defendant’s equity accelerated such that it fully vested per the

terms of the Operating Agreement.19

Pursuant to the terms of the BCA, the parties executed the Third Amended

and Restated Operating Agreement (hereinafter, “Amended Operating Agreement”),

dated July 21, 2021.20 Under this Agreement, Defendant’s equity vested according

to an 8-year schedule; however, if the company were sold or underwent a change of

14 Id. 15 Id. 16 D.I. 6 at ¶16. 17 JX 2; D.I. 6 at ¶16. 18 JX 1 at §3.2; JX 2, Recital at 2; D.I. 6 at ¶17 19 D.I. 6 at ¶18; JX 2, Recital at 2; JX 1. 20 JX 2, Recital at 2; see JX 3. C.A. No. 2025-0193-LM July 25, 2025 Page 5 of 21

control, the vesting schedule would accelerate and Defendant’s equity would

accelerate and fully vest.21 Furthermore, Section 15.10 of the Third Amended and

Restated Operating Agreement states that “[a]ny suit, dispute, action, or proceeding

seeking to enforce any provision of, or based on any matter arising out of or in

connection with, this Agreement shall be heard in the state or federal courts of the

State of Delaware, and the parties hereby consent to the exclusive jurisdiction of

such courts . . ..”22

B. Defendant’s Employment with MarketWise Ends

On November 17, 2022, Defendant’s employment with MarketWise ended

and Defendant executed the Letter Agreement and Release of Claims (“the Release”)

that collectively governed the terms of his separation from MarketWise.23 It is

disputed whether Defendant resigned or was terminated.24 The Letter Agreement

contains a Severance Payment provision which provides that Defendant would be

entitled to a lump-sum cash Severance Payment of $8,510,225 (less applicable

21 D.I. 6 at ¶15; JX 1 at §3.2. 22 JX 3 at §15.10. 23 D.I. 6 at ¶19; JX 5; JX 6. 24 See D.I. 6 at ¶ 19. C.A. No. 2025-0193-LM July 25, 2025 Page 6 of 21

deductions) so long as Defendant complied with the Employment Agreement, Letter

Agreement, and Release.25

The letter agreement states in pertinent part, “The Company . . . voluntarily

release and discharge you generally from all known or suspected claims, demands,

actions, . . . of every name and nature in law or in equity in connection with your

services . . ..”26 The Letter Agreement contains two exceptions in that: (1) it does not

“apply to claims that cannot legally be released[;]” and (2) it does not limit the

Company’s ability to pursue claims under this Letter Agreement or any claims

arising after the Company signs this Letter Agreement (including claims under the

Employment Agreement).27 The Release also contains an arbitration provision that

states, “any and all disputes arising out of or in any way relating to this Release shall

be submitted to binding arbitration . . . and conducted in accordance with the Rules

of the American Arbitration Association.”28

25 JX 5 at § 2. 26 Id.

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MarketWise, LLC v. Mark Arnold, Counsel Stack Legal Research, https://law.counselstack.com/opinion/marketwise-llc-v-mark-arnold-delch-2025.