NWO Holdco, L.L.C. v. Hilliard Energy, Ltd.

2022 Ohio 881
CourtOhio Court of Appeals
DecidedMarch 21, 2022
Docket11-21-03
StatusPublished

This text of 2022 Ohio 881 (NWO Holdco, L.L.C. v. Hilliard Energy, Ltd.) is published on Counsel Stack Legal Research, covering Ohio Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
NWO Holdco, L.L.C. v. Hilliard Energy, Ltd., 2022 Ohio 881 (Ohio Ct. App. 2022).

Opinion

[Cite as NWO Holdco, L.L.C. v. Hilliard Energy, Ltd., 2022-Ohio-881.]

IN THE COURT OF APPEALS OF OHIO THIRD APPELLATE DISTRICT PAULDING COUNTY

NWO HOLDCO, L.L.C.,

PLAINTIFF-APPELLEE, CASE NO. 11-21-03 v.

HILLIARD ENERGY, LTD.,

DEFENDANT-APPELLANT, -and- OPINION

TRISHE RESOURCES, INC., ET AL.,

DEFENDANTS-APPELLEES.

Appeal from Paulding County Common Pleas Court Trial Court No. CI 17 144

Judgment Affirmed

Date of Decision: March 21, 2022

APPEARANCES:

Kimberly A. Conklin for Appellant

Andrew R. Mayle and Joseph Czerniawski for Appellee, Punjab National Bank (International) Ltd. Case No. 11-21-03

MILLER, J.

{¶1} Appellant, Hilliard Energy, Ltd. (“Hilliard”), appeals the April 7, 2021

judgment of the Paulding County Court of Common Pleas denying its motion for

summary judgment and granting the motion for summary judgment of appellee,

Punjab National Bank (International) Ltd. (“Punjab”). For the reasons that follow,

we affirm.

I. Facts & Procedural History

{¶2} This matter arises out of the development and eventual sale of a wind

farm project (the “Project”) in Paulding and Van Wert Counties. The Project was

originally owned and developed by Trishe Wind Energy, Inc. (“TWE”). Punjab

financed the Project as TWE’s lender.

{¶3} By July 2014, TWE was indebted to Punjab in the amount of

$11,029,361.50. Around that time, TWE and Punjab “determined that the best way

for [Punjab] to recover its outstanding indebtedness was for [Trishe Resources, Inc.

(“TRI”)] to purchase the Project and assume the indebtedness to Punjab and sell off

the Project at a market rate to achieve the best possible recovery for Punjab.” (May

4, 2020 Aff. of Pramod Kumar at ¶ 6). To that end, Punjab and TRI executed a

Facility Agreement on July 21, 2014, whereby Punjab agreed to provide TRI with a

short-term loan facility of $3,000,000 and TRI agreed to assume TWE’s debt to

Punjab.

-2- Case No. 11-21-03

{¶4} After acquiring TWE’s interests in the Project, TRI began the process

of finding a buyer. TRI enlisted Hilliard, a consulting firm, to assist in that effort.

In August 2014, Hilliard entered into a Consulting Services Agreement (“CSA”)

with TRI and three of TRI’s wholly-owned subsidiaries, including Trishe Wind

Ohio, LLC (“TWO”)—the entity responsible for operating the Project. Under the

CSA, Hilliard agreed to help TRI locate a buyer and consummate a sale of the

Project. TRI agreed that, should the Project be sold during the term of the CSA, it

would pay Hilliard a “Success Fee,” defined as 12 percent of the “value, whether

cash or other valuable assets, paid or otherwise awarded to [TRI] as compensation

for the sale of the [Project] to a buyer or investor.”

{¶5} Shortly thereafter, TRI agreed to sell the Project to Starwood Energy

Group Global (“Starwood”). To facilitate its purchase and completion of the

Project, Starwood created a special-purpose entity, NWO Holdco, L.L.C. (“NWO”).

{¶6} In October 2014, TRI, TWO, NWO, Punjab, and Hilliard executed (in

various combinations) a series of documents respecting the sale of the Project.

Three agreements formed the core of these documents: the Assignment and

Assumption of Land Lease and Wind Easements (“AALLWE”), the Membership

Interests Assignment Agreement (“MIAA”), and the Membership Interest Purchase

and Sale Agreement (“MIPSA”). Under the AALLWE, all of TRI’s rights in

“certain lease, easement, participation and purchase option agreements” underlying

-3- Case No. 11-21-03

the Project were assigned to TWO. Via the MIAA, TRI irrevocably assigned 100

percent of its membership interests in TWO to NWO. Finally, pursuant to the

MIPSA, NWO agreed that, “[i]n consideration for the sale, assignment, conveyance,

transfer and delivery” of all of TRI’s membership interests in TWO, NWO would

“provide the following consideration to [TRI].” This provision was followed by a

series of formulas establishing the amount NWO would be required to pay under

the MIPSA (“Purchase Price”) and a list of milestones that would trigger NWO’s

obligation to make installment payments of the Purchase Price. The MIPSA further

provided that NWO “shall make all payments of the Purchase Price to the account

designated in the Payment Instruction Letter and any instruction regarding the

payment of the Purchase Price shall be subject to the terms thereof.”

{¶7} The Payment Instruction Letter (“PIL”) in turn provided:

[TRI] hereby irrevocably authorizes and directs that any payments which are due and payable to [TRI] under the [MIPSA], including without limitation all payments of the Purchase Price, shall be made directly to [sic] in accordance with the following payment instructions:

CITIBANK, NEW YORK SWIFT CODE: * * * A/c Name: PUNJAB NATIONAL BANK (INTERNATIONAL) LTD A/c NUMBER: * * * SWIFT CODE: * * * Routing number: * * * Beneficiary A/c no: * * * IBAN No: * * * Beneficiary A/c Name: Trishe Resources Inc.

-4- Case No. 11-21-03

[TRI] hereby agrees that [NWO] may rely on the instructions set forth above and each of [TRI] and [Punjab] hereby expressly releases [NWO] from all liability for making payments in accordance with such instructions. [TRI] agrees that it shall not submit any change to the above payment instructions, and [NWO] shall not accept any change to the above payment instructions, absent the prior written consent of [Punjab].

Whereas the MIPSA was executed by TRI, TWO, and NWO, the PIL was signed

by TRI, NWO, and Punjab. Both the MIPSA and the PIL gave NWO the right to

institute an interpleader action if any controversy arose between TRI and any other

person “with regard to rights to or with respect to any payment of the Purchase

Price.”

{¶8} In another agreement, TRI, Punjab, and Hilliard reached an

understanding regarding the funds deposited in the bank account specified in the

PIL. This agreement, fittingly labelled the “Tri-Party Agreement,” extensively

cross-referenced the other agreements entered into between the parties. For

example, the Tri-Party Agreement contained an acknowledgement that “[Punjab]

will receive payments in to the TRI Account held with [Punjab] pursuant to the

[MIPSA] and as directed pursuant to the [PIL].” It also stated that “pursuant to [the

CSA], * * * Hilliard is entitled to receive twelve percent (12%) of all Purchase Price

payments made by [NWO].” In furtherance of these other arrangements, the Tri-

Party Agreement provided:

-5- Case No. 11-21-03

For value received, [Punjab] hereby irrevocably, absolutely and unconditionally (subject to the terms and conditions hereof), agrees to pay to Hilliard by same day wire transfer, without set off or counterclaim and without deduction or withholding for or on account of taxes, an amount in US Dollars equal to twelve percent (12%) of all Purchase Price payments paid by [NWO] into the TRI Account or that are otherwise received by [Punjab] * * *. [Punjab] shall pay such amounts to Hilliard within one (1) Business Day following the date such amounts are deposited in the TRI Account, provided that, for the avoidance of doubt, it is hereby agreed that twelve percent (12%) of the first payment of Two Hundred and Fifty Thousand Dollars ($250,000), payable on the Closing Date, as defined in the [MIPSA], shall not be payable to Hilliard by [Punjab] hereunder and shall belong absolutely to [Punjab].

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