Robert S. Mancini v. UBS AG, New York Branch

CourtDistrict Court, S.D. New York
DecidedMarch 30, 2026
Docket1:23-cv-09815
StatusUnknown

This text of Robert S. Mancini v. UBS AG, New York Branch (Robert S. Mancini v. UBS AG, New York Branch) is published on Counsel Stack Legal Research, covering District Court, S.D. New York primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Robert S. Mancini v. UBS AG, New York Branch, (S.D.N.Y. 2026).

Opinion

UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK ROBERT S. MANCINI, Plaintiff, . OPINION & ORDER — against — 23-cv-09815 (ER) UBS AG, NEW YORK BRANCH, Defendant.

RAMOS, D.J.: Robert S. Mancini brings this action for breach of contract, breach of the duty to exercise commercial reasonableness, and breach of the implied covenant of good faith and fair dealing against the New York Branch of UBS AG (“UBS”). Before the Court is UBS’s motion for judgment on the pleadings. Doc. 37. For the reasons set forth below, the motion is GRANTED in part and DENIED in part. I. BACKGROUND! The Court assumes familiarity with the facts and procedural history as set forth in its previous opinion, Doc. 27 at 1-5, and recounts only those facts necessary for disposition of the instant motion. A. Factual Background? Mancini, a citizen and resident of Connecticut, is an investment professional with more than 30 years of investment experience. J§ 3, 5, 36. UBS is a Swiss multinational investment bank whose New York Branch provides, inter alia, lending, brokerage, and investment services. [f 4, 6.

' Unless otherwise noted, citations to “{/_” refer to the second amended complaint (“SAC”), Doe. 35. The following facts are drawn from the well pleaded allegations in the SAC—which the Court accepts as true for the purposes of the instant motion—as well as the documents referenced therein. Doc. 35; Doc. 35- 1 (Exhibit A); Doc. 35-2 (Exhibit B).

Beginning in December 2012, Mancini worked for the Carlyle Group (“Carlyle”), a New York private equity firm, as a partner, before becoming a managing director and global partner of the firm up until his departure in June 2018.° §/7. By virtue of his position as a partner at Carlyle, Mancini was eligible to participate in certain private equity investments known as “Carlyle Co-investment Entities” (“CCEs”). /d. Through an arrangement between UBS and Carlyle, the bank offered loans to eligible participants like Mancini to acquire interests in the CCEs, which are similar to securities. § 8. In order to participate in the CCE investments offered by Carlyle, Mancini and UBS executed a Borrower and Summary Credit Agreement and other financing documents on January 8, 2013. Doc. 18-1; Doc. 35-1. These documents outlined Mancini’s acknowledgement, rights, and obligations under a broader governing Master Credit Agreement (the “Credit Agreement”), executed on September 15, 2011, between Mancini as borrower and UBS as creditor. 49. Mancini’s interests in the CCEs secured the credit, such that the CCE interests stood as collateral for the underlying loan and were maintained in full custody by UBS. 4 10. The Credit Agreement is governed by New York law, including the New York Uniform Commercial Code (the “N.Y. U.C.C.”). § 12; Doc 35-1 at 31. Section 8.1(p) of the Credit Agreement provided that, if Mancini failed to pay amounts when due under the Credit Agreement: [U]pon notice to [Mancini], such Credit Line Obligations will become immediately due and payable . . . and [UBS] may, in its sole and absolute discretion, but, subject to the terms of this Agreement and the other Loan Documents . . . liquidate, withdraw or sell, in each case... all or any part of the Collateral pledged to secure such Credit Line Obligations and apply the same, as well as the proceeds of any liquidation or sale, to any amounts owed to [UBS]. Doc. 35-1 at 29. In the event Mancini failed to pay as required and UBS decided to liquidate the collateral, UBS was required to do so in a “commercially reasonable”

3 Carlyle is not a party to this suit. § 7.

manner, per New York law. §/f/ 18, 19. One of these requirements was that the bank afford Mancini “reasonable notice”—provided for in Section 8.1(p) of the Credit Agreement, in accordance with the N.Y. U.C.C. (“[A] notification of disposition sent after default and 10 days or more before the earliest time of disposition set forth in the notification is sent within a reasonable time before the disposition.”). N.Y. U.C.C. § 9- 612(b). On June 6, 2018, Mancini left his role as a managing director and global partner at Carlyle and transitioned to “senior advisor” status. § 12. Mancini resigned and fully withdrew from Carlyle sometime in December 2018 and thus no longer qualified to participate in the CCE lending arrangement under the Credit Agreement. /d. On February 5, 2019, UBS notified Mancini by letter that his withdrawal from Carlyle constituted a “Final Event” as defined in the Credit Agreement, triggering repayment of the loan to UBS. Doc. 18-1 at 11. In this same letter, UBS also demanded repayment by the maturity date of the loan, March 15, 2019. 12, 13. Ten days later, on February 15, 2019, the parties agreed to extend the loan’s maturity date to March 1, 2020, by which time Mancini would be required to repay the loan. § 13. Mancini alleges that “[b]y December 31, 2019, [he] had built a portfolio of CCEs, pledged to UBS as collateral, which had a fair market value of more than $3.5 million, and his portfolio also contained approximately $500,000 in cash,” for a total value of approximately $4 million. § 14. However, at the start of 2020, the COVID-19 pandemic began spreading across the United States, and the fair market value of Mancini’s CCE holdings in March 2020 purportedly “sustain[ed] a loss from approximately $3,500,000 from their year-end 2019 values to $3,162,614 according to the quarterly market prices made available by Carlyle.” 422. Mancini claims, however, that by June 30, 2020, the holdings had regained approximately 14% of their value, and by September 30, 2020, approximately 18% of their value, to $3,727,602. Jd. Mancini alleges that “[i]n or about March 2020, a senior

executive of .. . UBS assured Mancini that, in view of the pandemic-related market declines, UBS did not intend at that time to liquidate the collateral consisting of the CCEs and cash.” § 23. On August 26, 2020, UBS provided Mancini with written notice (the “August 26 notice”) that the bank would sell all or part of the collateral by private sale “‘on or after September 10, 2020.” § 24; Doc. 35-2.4 The August 26 notice also stated that “[alll terms and conditions of the [c]redit [d]ocuments remain unchanged and in full force and effect. This notice shall not constitute any waiver of the Bank’s rights and remedies.” Doc. 35-2. Mancini placed a call to UBS “[d]uring the week of August 30, 2020, and more than a week before the September 10, 2020 notice date . . . to discuss purchasing the indebtedness and redeeming the collateral himself.” 425. However, Mancini alleges that the bank representative responded that UBS “had already initiated the process of liquidating the collateral, that he could not repay the loan or redeem the collateral, and that it was ‘too late.’” Id. Following this phone call, Mancini requested an accounting of the liquidation which showed that: the sale was consummated on October 9, 2020; all of the seven assets that constituted the collateral were sold “effective October 1, 2020”; Mancini owed UBS $2,017,123.50; UBS realized total gross proceeds of $2,895,229 from the liquidation; and UBS had taken $358,652.33 in deductions and expenses against the gross proceeds, resulting in net proceeds of $2,536,576.67. Doc. 36-3 at 2, 3. Subtracting Mancini’s unpaid indebtedness to UBS in the amount of $2,017,123.50, the net proceeds yielded a final total of $519,453.17 due to Mancini. /d.; see also Doc. 38 at 3. Mancini

4 The specific language of the August 26 notice provides that: “Notice is hereby given that we will sell all, or one or more portion(s), of the collateral set forth on Exhibit A hereto privately sometime on or after September 10, 2020.” Doc. 35-2.

asserts that a UBS loan officer informed him that the bank had used “the Carlyle March 31[, 2020] fair market values (marks or market price)” in marketing the portfolio. § 35.

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Robert S. Mancini v. UBS AG, New York Branch, Counsel Stack Legal Research, https://law.counselstack.com/opinion/robert-s-mancini-v-ubs-ag-new-york-branch-nysd-2026.