N.D. Mgmt., Inc. v. Gregory Hawkins

CourtCourt of Appeals for the Sixth Circuit
DecidedNovember 27, 2019
Docket19-5124
StatusUnpublished

This text of N.D. Mgmt., Inc. v. Gregory Hawkins (N.D. Mgmt., Inc. v. Gregory Hawkins) is published on Counsel Stack Legal Research, covering Court of Appeals for the Sixth Circuit primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
N.D. Mgmt., Inc. v. Gregory Hawkins, (6th Cir. 2019).

Opinion

NOT RECOMMENDED FOR FULL-TEXT PUBLICATION File Name: 19a0583n.06

No. 19-5124

UNITED STATES COURT OF APPEALS FOR THE SIXTH CIRCUIT FILED N.D. MANAGEMENT, INC.; MEDAPPROACH ) Nov 27, 2019 HOLDINGS, INC.; W. BRADLEY DANIEL, ) DEBORAH S. HUNT, Clerk ) Plaintiffs-Appellants, ) ) ON APPEAL FROM THE v. ) UNITED STATES DISTRICT GREGORY D. HAWKINS; SHARON HAWKINS, ) COURT FOR THE MIDDLE ) DISTRICT OF TENNESSEE Defendants-Appellees. ) )

Before: COLE, Chief Judge; MERRITT and LARSEN, Circuit Judges.

LARSEN, Circuit Judge. MedApproach Holdings, Inc. and W. Bradley Daniel are engaged

in a dispute with Gregory and Sharon Hawkins over the control of N.D. Management, Inc. (NDM).

MedApproach Holdings, Daniel, and NDM brought this action against the Hawkinses for breach

of contractual duty to negotiate in good faith and promissory estoppel, claiming that the Hawkinses

had agreed to give Daniel all of the voting shares in NDM. But the United States District Court

for the Southern District of New York had previously rejected this same argument. The district

court therefore held that issue preclusion barred this action. For the reasons stated below, we

AFFIRM.

I.

MedApproach Holdings, NDM, and Daniel appeal the district court’s dismissal of their

complaint for failure to state a claim under Federal Rule of Civil Procedure 12(b)(6). In this No. 19-5124, N.D. Mgmt., Inc. v. Hawkins

posture, we take the plaintiffs’ well-pleaded allegations as true. Guertin v. Michigan, 912 F.3d

907, 916 (6th Cir. 2019). Accordingly, we present the facts in that light.

Daniel is the 100% owner of MedApproach Holdings. Medapproach Holdings is the

general partner of MedApproach L.P., which is not party to the present suit. MedApproach L.P.

holds a 75% share in NDM. Daniel also holds a proxy to vote the shares of NDM. Gregory

Hawkins was one of the original investors in MedApproach L.P. He transferred his interest in the

partnership to his wife Sharon Hawkins.

MedApproach Holdings filed a lawsuit against the Hawkinses in the United States District

Court for the Middle District of Tennessee in 2011, asserting that the Hawkinses had failed to pay

management and other fees owed to MedApproach Holdings. MedApproach Holdings, Inc. v.

Hawkins, No. 3:11-cv-1199 (M.D. Tenn. dismissed Oct. 11, 2016) (The Tennessee lawsuit). In

2013, while the Tennessee lawsuit was ongoing, Sharon Hawkins filed a lawsuit against

MedApproach Holdings and Daniel in the Southern District of New York, challenging the proxy

held by Daniel to vote and control the shares of NDM. Hawkins ex rel. MedApproach, L.P. v.

MedApproach Holdings, Inc., No. 1:13-cv-05434-ALC-SDA (S.D.N.Y. filed Aug. 2, 2013) (The

New York lawsuit). The New York lawsuit is ongoing.

On February 2, 2016, Daniel and Gregory Hawkins, who was acting on Sharon’s behalf,

held a daylong settlement conference in Nashville. At the meeting, the parties marked up an earlier

letter dated September 16, 2014 (The Settlement Agreement). The letter called for the dismissal

of the New York and Tennessee lawsuits and outlined terms relating to the corporate governance

and organization of NDM. The parties wrote by hand “Agreed” next to all the terms in the letter,

except for § 1.B, and initialed both sides of the letter. Section 1.B reads, “Pro rata distribution of

non-voting shares of NDM to beneficial owners with voting shares distributed to Brad Daniel.”

-2- No. 19-5124, N.D. Mgmt., Inc. v. Hawkins

Next to that term the parties wrote, “(Subject to attorney review and discussion).” At the

conclusion of the meeting, Daniel and Hawkins shook hands and congratulated each other on

reaching an agreement.

In reliance on the Settlement Agreement, MedApproach Holdings retained outside experts

to analyze the reorganization of NDM contemplated in the Settlement Agreement and draft the

necessary corporate documents. It also tendered certain payments to the Hawkinses as

contemplated in the agreement. The Hawkinses, however, never cashed or deposited the checks

they received, and in subsequent communications they insisted that Sharon Hawkins be able to

exercise a “veto power” over NDM’s actions. The parties dismissed the Tennessee lawsuit in

October 2016 pursuant to a separate written settlement agreement, but the Hawkinses continued

to prosecute the New York lawsuit with the stated purpose of “gain[ing] control” over NDM.

MedApproach and Daniel filed a motion to enforce the Settlement Agreement in the New

York lawsuit in March 2017. They argued that the Settlement Agreement was an enforceable

contract under New York law and that the parties had agreed to all of its terms. The parties argued

in detail whether the Hawkinses had agreed to § 1.B in light of the notation written next to it.

Applying the four-factor test for contract formation laid out in Winston v. Mediafare

Entertainment Corp., 777 F.2d 78, 80 (2d Cir. 1985), a magistrate judge issued a report and

recommendation concluding that the Settlement Agreement was not enforceable. Hawkins ex rel.

MedApproach, L.P. v. MedApproach Holdings, Inc., No. 1:13-cv-05434-ALC-SDA, 2018 WL

1371404 (S.D.N.Y. Jan. 9, 2018). Under the first factor, he found that “the ‘subject to’ language”

written next to § 1.B “constituted an express reservation of the right not to be bound.” Id. at *3.

He found that the other three factors also weighed against MedApproach Holdings and Daniel. Id.

at *3–4.

-3- No. 19-5124, N.D. Mgmt., Inc. v. Hawkins

The district court adopted the magistrate judge’s report and recommendation in full.

Hawkins ex rel. MedApproach, L.P. v. MedApproach Holdings, Inc., No. 1:13-cv-05434-ALC-

SDA, 2018 WL 1384502 (S.D.N.Y. Mar. 15, 2018). The court’s opinion placed particular

emphasis on the first Winston factor:

Relying on a New York Court of Appeals decision, Magistrate Judge Aaron concluded that “subject to” is the equivalent of “condition or depending on.” This is undoubtedly correct. On its face, the language of the notation indicates that the term remained an open issue. Contrary to Defendants’ assertion, the notation is not akin to a provision indicating that parties will enter a more formalized agreement pursuant to the terms. If the phrase “subject to attorney review and discussion” called for the drafting of additional corporate documents, then there would be text in the agreement indicating just that, as was the case in Suarez. But there is not. On the contrary, the words “attorney review and discussion” demonstrate that the issue was open and subject to further negotiation. Accordingly, the Court agrees with Judge Aaron’s finding that the factor weighs in favor of non-enforcement. This should end the inquiry.

Id. at *1 (citations omitted). The district court then concluded without analysis that the magistrate

judge had “correctly weighed” the other three Winston factors. Id. at *2.

MedApproach Holdings, NDM, and Daniel (collectively, MedApproach1) then filed this

suit against the Hawkinses in the Chancery Court for Davidson County, Tennessee. MedApproach

brought claims for breach of contractual duty to negotiate in good faith and promissory estoppel.2

In the first count, MedApproach alleges that the Settlement Agreement “bound the parties . . . to

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