Michael Blue v. Tilray Brands, Inc.

CourtCourt of Chancery of Delaware
DecidedFebruary 17, 2025
DocketC.A. No. 2023-0821-KSJM
StatusPublished

This text of Michael Blue v. Tilray Brands, Inc. (Michael Blue v. Tilray Brands, Inc.) 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
Michael Blue v. Tilray Brands, Inc., (Del. Ct. App. 2025).

Opinion

IN THE COURT OF CHANCERY OF THE STATE OF DELAWARE

MICHAEL BLUE, CHRISTIAN ) GROH, and BRENDAN KENNEDY ) ) Plaintiffs/Counterclaim ) Defendants, ) ) v. ) C.A. No. 2023-0821-KSJM ) TILRAY BRANDS, INC. and ) PRIVATEER EVOLUTION, LLC, ) ) Defendants/Counterclaim ) Plaintiffs. )

MEMORANDUM OPINION

Date Submitted: October 22, 2024 Date Decided: February 17, 2025

Marcus E. Montejo, John G. Day, Seth T. Ford, PRICKETT, JONES & ELLIOTT, P.A., Wilmington, Delaware; Counsel for Plaintiffs and Counterclaim Defendants Michael Blue, Christian Groh, and Brendan Kennedy.

Michael A. Barlow, QUINN EMANUEL URQUHART & SULLIVAN, LLP, Wilmington, Delaware; Rachel E. Epstein, Stacylyn Doore, Evan Hess, Mario Gazzola, QUINN EMANUEL URQUHART, & SULLIVAN, LLP, New York, New York; Counsel for Defendants and Counterclaim Plaintiffs Tilray Brands, Inc. and Privateer Evolution, LLC.

McCORMICK, C. The parties dispute whether a court-approved settlement of a prior stockholder

suit released the defendants’ claims against the plaintiffs under a guarantee. The

plaintiffs request a declaratory judgment that the claims were released. The

defendants counterclaim for breach of the guarantee. This decision enters judgment

on the pleadings for the plaintiffs on their claim for declaratory judgment and

dismisses the defendants’ counterclaim.

I. FACTUAL BACKGROUND The facts are drawn from the Verified Complaint, the Answer and Verified

Counterclaim, and the documents they incorporate by reference.1

Plaintiffs Michael Blue, Christian Groh, and Brendan Kennedy (collectively,

“Plaintiffs” or the “Founders”) founded Privateer Holdings, Inc. (“Privateer”), an

investment firm in the cannabis industry.

In July 2016, Docklight Brands, Inc., a Privateer portfolio company, entered

into an agreement with Marley Green, LLC to license intellectual property owned by

the Estate of Bob Marley (the “License Agreement”).2 Docklight, in turn, licensed the

Marley Green intellectual property to Tilray Brands, Inc. (“Tilray”), which was also

a Privateer portfolio company at the time, and to Tilray’s wholly owned subsidiary,

High Park Holdings, Ltd. (“High Park”). In exchange for rights over Marley-branded

cannabis products, Tilray and High Park agreed to make royalty payments to

Docklight sufficient to fund Docklight’s payment obligations to Marley Green.

1 See C.A. 2023-0821-KSJM, Docket (“Dkt.”) 1 (“Compl.”), 9 (“Answer” or “Counterclaim”). 2 Answer ¶ 16. Privateer guaranteed Docklight’s obligations under the License Agreement

(the “Original Guarantee”).3 Under the Original Guarantee, Privateer agreed to

“absolutely, unconditionally and irrevocably guarantee to Marley [Green] the full

performance by [Docklight] of all of [Docklight’s] obligations under the [License

Agreement].”4

Tilray went public through an initial public offering (the “IPO”) on July 19,

2018. After the IPO, Plaintiffs held a controlling interest in Tilray through Privateer.

In 2019, Privateer and Tilray effected a reorganization (the “Reorganization”) to give

Plaintiffs liquidity and eliminate the overhang of Privateer’s control stake, while

avoiding the potential tax consequences associated with dissolving Privateer.

To effectuate the Reorganization, Plaintiffs, Privateer, and Tilray entered into

several agreements, including: an Agreement and Plan of Merger and Reorganization

(the “Merger Agreement”) and a guarantee agreement (the “Founders’ Guarantee”).5

The agreements were executed together on September 9, 2019. Under the Merger

Agreement, Privateer would merge with and into Privateer Evolution, LLC, a wholly

owned subsidiary of Tilray. Privateer’s stockholders, including Plaintiffs, would then

be issued Tilray stock.6 Through the Founders’ Guarantee, Plaintiffs assumed

Privateer’s obligations under the Original Guarantee.7

3 Id. ¶ 18.

4 Id. ¶ 27.

5 Id. ¶¶ 13, 19; Dkt. 26, Ex. E (Docklight Letter Agr.).

6 Dkt. 26, Ex. C (“Merger Agr.”) § 1.

7 Dkt. 26, Ex. D (Founders’ Guarantee) at 1.

2 After Tilray announced the Reorganization, two sets of Tilray stockholders

filed claims for breach of fiduciary duty in this court challenging the Reorganization.

The court consolidated the actions on July 17, 2020 (the “Reorganization Litigation”),

and the stockholder plaintiffs filed a consolidated complaint on July 17, 2020 (the

“Reorganization Complaint”).8

After Plaintiffs commenced the Reorganization Litigation, Tilray combined

with Aphria, Inc., and Aphria directors comprised a majority of Tilray’s board of

directors (the “Board”).9

The court denied a motion to dismiss the Reorganization Complaint on June 1,

2021.10 In response, the Board formed a special litigation committee (the “SLC”) to

determine whether to pursue the claims in the Reorganization Complaint. The court

stayed the Reorganization Litigation to allow the SLC to conduct its investigation.

The SLC investigated the claims for over a year, interviewing twenty witnesses,

reviewing over 100,000 documents, and meeting twenty-two times. A team of lawyers

from a well-respected firm advised the SLC.

On May 27, 2022, the SLC reported to the court that it had concluded its

investigation and determined that it was in Tilray’s best interest to mediate the

8 Compl. ¶ 24 (citing In re Tilray, Inc. Reorganization Litig., C.A. 2020-0137-KSJM

Dkt. 73 (Reorganization Complaint)). 9 Dkt. 26., Ex. N (SLC Br.) at 8–9.

10 In re Tilray, Inc. Reorganization Litig., 2021 WL 2199123 (Del. Ch. Jun. 1, 2021).

3 claims. The parties agreed to mediate before a prominent Delaware attorney in

private practice.11

After months of mediation, the Reorganization Litigation parties reached a

settlement agreement.12 On December 20, 2022, the parties executed the Stipulation

of Compromise, Settlement and Release (the “Settlement Stipulation”), setting out

the terms of a settlement that was approved by the court on March 8, 2023 (the

“Settlement”).

Under the Settlement Stipulation, Plaintiffs agreed to pay $39.9 million to

Tilray in exchange for a “Release” of “Released Claims.”13 In relevant part, the

Settlement Stipulation defined Released Claims as claims that are related to “the

Reorganization and the Merger Agreement” and “the allegations and events

described in the [Reorganization] Complaint . . . .”14

Meanwhile, on May 29, 2020, Docklight sued Tilray and High Park for breach

of the License Agreement.15 Docklight’s suit was pending during the SLC’s

investigation.16 On July 12, 2023, Marley Green demanded that Privateer Evolution

perform under the Original Guarantee.17 On July 17, 2023, Tilray demanded that

11 Compl. ¶ 32.

12 Id. ¶ 33.

13 Id. ¶ 34; Counterclaim ¶ 56.

14 Dkt. 26, Ex. H (Settlement Stip.) § 1.9.

15 Compl. ¶ 46.

16 Id. ¶¶ 46–47.

17 Id. ¶ 50; Dkt. 26, Ex. C.

4 Marley Green perform under the Founders’ Guarantee (the “Demand”). The

Founders refused the Demand on the ground that the Release discharged their

obligations under the Founders’ Guarantee.

Plaintiffs filed this action on August 11, 2023, seeking a declaration that any

of the obligations they once had under the Founders’ Guarantee were released under

the Settlement.18 Tilray and Privateer Evolution (together, “Defendants”), filed their

Answer and a Counterclaim for breach of the Founders’ Guarantee.19 Plaintiffs

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Michael Blue v. Tilray Brands, Inc., Counsel Stack Legal Research, https://law.counselstack.com/opinion/michael-blue-v-tilray-brands-inc-delch-2025.