McLeod v. Innovage Holding Corp..

CourtDistrict Court, D. Colorado
DecidedMarch 31, 2025
Docket1:21-cv-02770
StatusUnknown

This text of McLeod v. Innovage Holding Corp.. (McLeod v. Innovage Holding Corp..) is published on Counsel Stack Legal Research, covering District Court, D. Colorado primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
McLeod v. Innovage Holding Corp.., (D. Colo. 2025).

Opinion

IN THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF COLORADO Judge William J. Martínez

Civil Action No. 21-cv-2770-WJM-SJP

EL PASO FIREMEN & POLICEMEN’S PENSION FUND, SAN ANTONIO FIRE & POLICE PENSION FUND, and INDIANA PUBLIC RETIREMENT SYSTEM, individually and on behalf of all others similarly situated,

Plaintiffs,

v.

INNOVAGE HOLDING CORP., MAUREEN HEWITT, BARBARA GUTIERREZ, JOHN ELLIS BUSH, ANDREW CAVANNA, CAROLINE DECHERT, EDWARD KENNEDY, JR., PAVITHRA MAHESH, THOMAS SCULLY, MARILYN TAVENNER, SEAN TRAYNOR, RICHARD ZORETIC, WCAS MANAGEMENT CORPORATION, WCAS MANAGEMENT, L.P., WCAS MANAGEMENT, LLC, APAX PARTNERS US LLC, TCO GROUP HOLDINGS, L.P., J.P. MORGAN SECURITIES LLC, BARCLAYS CAPITAL INC., GOLDMAN SACHS & CO. LLC, CITIGROUP GLOBAL MARKETS INC., ROBERT W. BAIRD & CO. INCORPORATED, WILLIAM BLAIR & COMPANY, L.L.C., PIPER SANDLER & CO., CAPITAL ONE SECURITIES, INC., LOOP CAPITAL MARKETS LLC, SIEBERT WILLIAMS SHANK & CO., LLC, and ROBERTS & RYAN INVESTMENTS, INC.,

Defendants. ORDER DENYING MOTION TO DISMISS

Before the Court is Defendants WCAS Management Corporation, WCAS Management, L.P., and WCAS Management, LLC’s (collectively, the “WCAS Defendants”) motion to dismiss (“Motion”) Lead Plaintiffs El Paso Fireman & Policemen’s Pension Fund, San Antonio Fire & Police Pension Fund, and Indiana Public Retirement System’s (collectively, “Lead Plaintiffs”) second amended complaint (“SAC”). (ECF No. 175.) Lead Plaintiffs filed a response, to which the WCAS Defendants filed a reply. (ECF Nos. 181, 185.) For the following reasons, the Motion is denied. I. BACKGROUND The Court assumes the parties’ familiarity with the general background of this case from its Order Granting in Part and Denying in Part Defendants’ Joint Motion to Dismiss Amended Class Action Complaint. (ECF No. 102 at 2–31.) The Court incorporates that background here and adds the following pertinent facts. In its first dismissal order, the Court denied Welsh, Carson, Anderson & Stowe (“WCAS”) and Apax Partners, L.P.’s (“Apax”) motion to dismiss with respect to Lead Plaintiffs’ control person liability claims against them under section 20(a) of the Securities Exchange Act of 1934, 15 U.S.C. §§ 78j(b) & 78t(a). (Id. at 84–87.) The Court observed that “[c]ontrol is defined as ‘the possession, direct or indirect, of the power to direct or cause the direction of the management and policies of a person, whether through the ownership of voting securities, by contract, or otherwise.’” (Id. at 85 (quoting 17 C.F.R. § 230.405).) In considering whether Lead Plaintiffs had sufficiently pleaded their control person liability claims against WCAS and Apax, which the Court remarked “is a contextual inquiry,” the Court reasoned and concluded as follows: The context of this case is that 86% of the Company’s voting stock was owned by TCO Group Holdings, L.P. (“TCO”). (ECF No. 74-1 at 28.) ‘Voting and dispositive power with respect to the common stock held by [TCO] is exercised by a committee of limited partners.’ (Id.) That committee, referred to as the ‘LP Board’ in the S-1, ‘is to be comprised of up seven persons.’ (Id.) Of these seven people, three were designated by WCAS and two by Apax. (Id.) Because the LP Board ‘exercises the voting and dispositive power [of TCO] by majority vote,’ WCAS and Apax acting together could ‘cause the direction of the management and policies’ of InnovAge without input from anyone else. (Id.; 17 C.F.R. § 230.405.) Not only that, should either WCAS or Apax disagree with one another about the direction of the Company, each wielded veto power. (ECF No. 74-1 at 28 (‘The LP Board exercises its voting and dispositive power by majority vote, so long as one WCAS Designee and one Apax Designee comprise the majority.’) (emphasis added).) Therefore, the Court without significant effort concludes the Amended Complaint adequately alleges control person liability against WCAS and Apax.

(Id. at 86–87.) In September 2024, Lead Plaintiffs obtained leave to file the SAC after learning from the WCAS Defendants that WCAS “did not actually exist and was simply a trade name.” (ECF No. 170; ECF No. 181 at 2.) Accordingly, the SAC drops WCAS as a defendant and asserts the control person liability claims against the WCAS Defendants, among other changes. (ECF No. 171.) Those amended factual allegations include the following. The SAC alleges that WCAS “operates through a series of multiple, interconnected entities under common control and led by individuals identified on its website as General Partners, including WCAS Management Corporation and two other management entities that employ and compensate the people who work on behalf of Welsh, Carson, Anderson & Stowe.” (Id. at 14.) The SAC alleges that WCAS Management Corporation “is a registered

investment adviser that employs and compensates investment professionals, including WCAS’s ‘partners,’ who serve as the officers, directors, and managers of WCAS Management Corporation, as well as more junior investment professionals, whom the partners supervise and direct.” (Id. at 14–15.) The SAC continues: “WCAS Management Corporation is a party to the Director Nomination Agreement pursuant to which, in consideration of WCAS and Apax causing InnovAge to effect the IPO, InnovAge agreed to permit WCAS and Apax to [sic] designate directors to InnovAge’s Board.” (Id. at 15.) Lastly, the SAC asserts that, “[i]n its most recent Form ADV, Uniform Application for Investment Adviser Registration and Report by Exempt Reporting Advisers, filed March 29, 2024, WCAS Management Corporation stated that it

has 100 employees, 65 of whom perform investment advisory functions including research and portfolio management for pooled investment vehicles, and that it has over $15 million in regulatory assets under management in 22 pooled investment vehicles.” (Id.) The SAC alleges that WCAS Management, L.P. “performs back-office and administrative services for WCAS.” (Id.) The SAC asserts that “WCAS describes WCAS Management Corporation and WCAS Management, L.P. collectively as ‘the Firm,’ which, according to WCAS Management Corporation’s most recent Form ADV, collectively conduct a single advisory business.” (Id.) The SAC further posits that “WCAS Management, L.P. is controlled by the WCAS Management Corporation Board and by WCAS’s partners in their capacity as officers, directors, and limited partners and as managing members of Defendant WCAS Management, LLC.” (Id. at 15–16.) As to WCAS Management, LLC, the SAC simply alleges that “[i]t runs WCAS

Management, L.P. in its role as the sole general partner of that entity.” (Id. at 16.) The SAC alleges that Welsh, Carson, Anderson & Stowe XII, L.P., a nonparty to this action, “holds InnovAge stock along with other ‘parallel’ funds controlled by WCAS,” and that, “[a]ccording to Form ADV, WCAS Management Corporation and WCAS Management, L.P. sponsor or manage WCAS XII.” (Id. at 16–17.) It also alleges that Defendants “serve as investment managers for the WCAS XII Funds.” (Id. at 17.) Collectively, the SAC alleges that “[t]he entities that comprise WCAS all operate under a common identity and purpose. They use common trademarks “WCAS” and “Welsh, Carson, Anderson & Stowe,” which are registered to Defendant WCAS Management Corporation; all operate from the same principal place of business . . . and

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