Pivot Holdings, LLC and DH Advisors v. The Daniel and Henry Company, and Devereaux Murphy LLC

CourtMissouri Court of Appeals
DecidedApril 20, 2021
DocketED108856
StatusPublished

This text of Pivot Holdings, LLC and DH Advisors v. The Daniel and Henry Company, and Devereaux Murphy LLC (Pivot Holdings, LLC and DH Advisors v. The Daniel and Henry Company, and Devereaux Murphy LLC) is published on Counsel Stack Legal Research, covering Missouri Court of Appeals primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Pivot Holdings, LLC and DH Advisors v. The Daniel and Henry Company, and Devereaux Murphy LLC, (Mo. Ct. App. 2021).

Opinion

In the Missouri Court of Appeals Eastern District DIVISION ONE PIVOT HOLDINGS, LLC AND ) No. ED108856 DH ADVISORS, ) ) Appellants, ) ) Appeal from the Circuit Court ) of the City of St. Louis vs. ) Cause No. 1222-CC00830 ) THE DANIEL AND HENRY COMPANY, ) Honorable Michael F. Stelzer ) Defendant, ) Filed: April 20, 2021 ) and ) ) DEVEREUX MURPHY, LLC, ) ) Respondent. )

OPINION

I. Introduction

DH Advisors, LLC (“DHA”) appeals the judgment granting the motion of Devereux

Murphy, LLC (“DM”) to enforce its attorney’s lien. In its seven points on appeal, DHA

challenges both the right of DM to recover fees from DHA and the manner in which the trial

court ordered payment of those fees. We conclude that none of these points have merit. The

judgment was supported by substantial evidence, is not against the weight of the evidence, and

does not misapply the law. We affirm.

1 II. Procedural and Factual Background

DHA is an insurance brokerage firm formerly affiliated with The Daniel & Henry

Company (“D&H”), a collective of insurance brokerage firms and brokers. In November of

2011, DHA left D&H and attempted to move its business to Pivot Holdings, LLC f/k/a AHM

Financial Group, LLC (“Pivot”).1 Pivot and DHA entered into a Contribution Agreement setting

out the terms of DHA contributing and Pivot acquiring DHA’s business. D&H tried to prevent

this move, which ultimately led to DHA and Pivot engaging the DM law firm, who had

represented Pivot years before in an unrelated matter. In February of 2012, DHA, Pivot and DM

entered a Joint Defense, Common Interest and Confidentiality Agreement (“Joint Defense

Agreement”), which provided that DHA and Pivot had a “mutuality of interest in a common and

joint defense” and wanted to pursue a lawsuit against D&H with a single counsel. DHA and

Pivot therefore “waived any conflict of interest that may result or exist as a consequence” of

representation by one counsel, but retained their right to raise “any conflict of interest which may

arise in the future;” there is also a clause relating to the specific conflict of interest that may arise

if one client becomes a testifying witness. The Joint Defense Agreement also addressed

confidentiality during this pursuit of DHA and Pivot’s “separate but common interest” and the

sharing of otherwise privileged materials between the clients to best serve their “mutual

interests.” The petition DM filed on behalf of Pivot and DHA in 2012 asserted counts on behalf

of Pivot against D&H for money had and received and for tortious interference with a contract

and counts on behalf of DHA against D&H for breach of contract and for tortious interference

with a contract.

1 AHM Financial Group, LLC changed its name to Pivot Holdings, LLC during the pendency of this case. For ease, we refer to this entity as “Pivot” irrespective of whether the reference relates to a time before or after the name change.

2 It is undisputed that the Joint Defense Agreement and the Contribution Agreement are

silent on the matter of DM’s attorney’s fees. It is also undisputed that DM provided its legal

services at an hourly rate and that the bills would be sent to Pivot. For years, DM sent Pivot the

bills, Pivot paid the bills and there were no disputes. By late 2014, however, Pivot had stopped

paying bills. In a December 20, 2014, internal email, Pivot discussed the fact that it was “out of

money” and proposed they tell DM that Pivot could pay them the following November or “they

can go contingent on DHA and we will offer them their current amount due plus 20%” unless

DHA wants to “man up.” Pivot forwarded that email to DM on December 22nd, explaining that

it is “short on cash,” and asked DM to consider deferred payment or the “contingent

arrangement.” DM responded the next day by email and copied DHA into this email chain. DM

rejected Pivot’s proposal and stated that “all parties need to make immediate arrangements to

work through this.” DM noted that trial was set in 19 days and it was unfair to ask DM to

continue working on the case “if Pivot has no intention of paying.” Later that day, Pivot replied

that it did intend to pay and was going to ask DHA for “some help on this” to try to scrape

together some money. DM wrote back again expressing confusion that Pivot and “the other

partners of the Pivot ownership group” did not have sufficient resources to pay the outstanding

fees.

On December 30, 2014, Pivot forwarded another internal email to DM about D&H’s

interest in talking about settlement, noting that Pivot had suggested $1.8 million but D&H was in

the $700,000-800,000 range. Pivot told DM that it was “inclined to reach agreement with D&H.”

On January 5, 2015, DM emailed Pivot, copying DHA, saying “we have an irreconcilable

conflict that must be addressed at once.” DM explained that Pivot “has indicated it is going to

settle this case” and instructed DM to cease preparing for the January 12th trial setting. On the

3 other hand, DHA “has indicated that it would like to proceed to trial in this matter in the event

the Plaintiffs and Defendant are unable to settle the matter on satisfactory terms.”

Time is running very short because the necessary preparations must be undertaken immediately to properly prepare for trial. Therefore, unless I hear from both parties by 10:00am tomorrow--January 6th that both parties have resolved their differences, [DM] will have no alternative but to file a motion to withdraw on the grounds that co-plaintiffs have irreconcilable differences that necessarily require each party to have separate counsel.

DM expressed regret, but “the respective positions of the parties have left us no other

alternative.”

The next morning, January 6, 2015, shortly after 10:00 a.m., DHA emailed DM, copying

Pivot, saying DHA was “caught completely off guard” that Pivot had fired DM and wanted to

clarify a few items: (1) DHA asked for at least a month to seek new counsel; (2) in the meantime,

it told DM it expected it “to continue to protect DHA’s interests, particularly as it relates to

[Pivot’s] attempt to settle out from under us and secure any offsets or credits against any future

awards;” (3) DHA asserted it would not be responsible for any outstanding bills Pivot “has

refused to pay,” claiming Pivot hired DM and agreed “with both of us that they would pay you”

and that Pivot had broken its “agreement with us and failed to uphold their responsibility to pay

your fees;” and (4) DHA asked for DM to gather its files as soon as possible in anticipation of

inspection by new counsel.

DM wrote back within an hour to “clear up some items in your email.” First, despite

being instructed to discontinue work on the case by Pivot, DM said DHA “was never

unrepresented by [DM] and nothing has transpired that has adversely affected DHA in any way.”

But, as to “continuing to represent DHA’s interests,” DM explained that once the trial court

grants the motion to withdraw, DM can take no action on either party’s behalf. And, in response

to DHA’s concern about Pivot settling, DM said it would “be surprised” if the case could settle

4 without DHA and explained that any settlement will “necessarily require” DHA’s signature. As

to attorney’s fees, DM stated it will be asserting an attorney’s lien pursuant to statute, which

“essentially provides that [DM] would receive its fees from any settlement proceeds.” DM said it

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Pivot Holdings, LLC and DH Advisors v. The Daniel and Henry Company, and Devereaux Murphy LLC, Counsel Stack Legal Research, https://law.counselstack.com/opinion/pivot-holdings-llc-and-dh-advisors-v-the-daniel-and-henry-company-and-moctapp-2021.