Shanmugam Balasubramaniam v. Source Consulting, LLC, et al.

CourtDistrict Court, D. Massachusetts
DecidedNovember 18, 2025
Docket1:24-cv-10105
StatusUnknown

This text of Shanmugam Balasubramaniam v. Source Consulting, LLC, et al. (Shanmugam Balasubramaniam v. Source Consulting, LLC, et al.) is published on Counsel Stack Legal Research, covering District Court, D. Massachusetts primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Shanmugam Balasubramaniam v. Source Consulting, LLC, et al., (D. Mass. 2025).

Opinion

UNITED STATES DISTRICT COURT DISTRICT OF MASSACHUSETTS ____________________________________ ) SHANMUGAM BALASUBRAMANIAM, ) ) Plaintiff, ) ) Civil Action No. 24-10105-JCB v. ) ) SOURCE CONSULTING, LLC, et al., ) ) Defendants. ) ____________________________________)

ORDER ON CROSS-MOTIONS FOR SUMMARY JUDGMENT [Docket Nos. 66, 73]

November 18, 2025

Boal, M.J. In this action, plaintiff Shanmugam Balasubramaniam alleges that he and defendants1 entered into an agreement whereby Balasubramaniam would identify potential acquisitions for defendant Source Consulting, LLC (“Source”) to acquire in exchange for a 30% ownership interest and right to participate in an additional 10% equity investment. After Balasubramaniam’s efforts led to the acquisition of ASA Solutions, defendants reneged on the Agreement. Balasubramaniam brings claims for breach of contract, breach of the implied covenant of good faith and fair dealing, unjust enrichment, fraudulent inducement, quantum meruit, and specific performance. The parties have filed cross-motions for summary judgment.

1 On May 16, 2025, this Court granted Balasubramanian’s motion to dismiss defendant Srinivas H. Bhopal from this action. Docket No. 29. On November 14, 2025, the parties filed a stipulation voluntarily dismissing the claims against defendant Ryko Enterprises LLC (“Ryko”). Docket No. 98. Accordingly, the Defendants’ motion for summary judgment as to the claims against Ryko is moot. Docket Nos. 66, 73.2 For the following reasons, I deny both motions. I. FACTS3 A. The Parties Balasubramaniam is a businessman with qualifications as a Chartered Accountant from

India, maintains a degree in commerce and a C8 professional qualification, and currently works in consultant advisory services.4 Source is a Massachusetts limited liability company which provides professional, technology staffing, and recruiting services.5 Defendant Srinivas Bolla is the founder and CEO of Source.6 He has complete operational control over Source.7 Defendant Lakshmisujatha

2 On January 30, 2024, the parties consented to the jurisdiction of a magistrate judge for all purposes. Docket No. 11. 3 The facts are taken from the parties’ Combined Statement of Undisputed Material Facts (Docket No. 91). Statements of fact are referred to as “SOF” while responses are referred to as “Resp.” This Court construes the record in the light most favorable to the nonmovant and resolves all reasonable inferences in that party’s favor. Baum-Holland v. Hilton El Con Management, LLC, 964 F.3d 77, 87 (1st Cir. 2020) (citations omitted).

4 SOF ¶ 1. In response to this fact, Defendants state that they “are aware of Plaintiff’s stated qualifications and will call upon him to prove the same at trial.” Resp. ¶ 1. Such response does not create an issue of fact. If Defendants wish to dispute this statement, they must point to evidence of record that would controvert it. They have failed to do so. See Quintana-Dieppa v. Dep’t of the Army, 130 F.4th 1, 10 (1st Cir. 2025) (“Without appropriate record citations, [plaintiff’s] oppositions rest on mere allegations. And since, ‘mere allegations are not entitled to weight in the summary judgment calculus,’ a ‘party cannot successfully oppose a motion for summary judgment by resting [upon them].’”) (internal citations omitted). Accordingly, this statement is deemed admitted for purposes of the motion for summary judgment. This Court notes that many of Defendants’ responses to Balasubramaniam’s statements of fact do not cite to any evidence of record. Any such responses are also deemed admitted for purposes of this motion. 5 SOF ¶ 3. 6 SOF ¶ 4; Resp. ¶ 4. 7 SOF ¶ 4. Vakalapudi is Bolla’s wife and a manager and member of Source.8 She is a complete owner of Source and ASA Solutions, Inc. (“ASA”).9 Along with Bolla, she serves as a member of the board of directors of Source.10 Non-party Srinivas H. Bhopal is the Vice President of Sales and Operations at Source, and has worked at Source since 2019.11 Non-party Kal Bhakta was the former CEO of ASA,

prior to ASA’s acquisition by Source.12 B. The Alleged Agreement Balasubramaniam and Bhopal have been personal friends for roughly three decades.13 Around the Fall of 2019, Bhophal approached Balasubramaniam for ideas and help with scaling the business of Source.14 On November 22, 2021, Balasubramaniam, Bhopal, and Bolla met at a restaurant in Milford, Connecticut to discuss potentially engaging Balasubramaniam.15 At that meeting, the parties agreed that Balasubramaniam would assist Source in identifying, analyzing, and negotiating with potential companies to be acquired by Source in exchange for equity in the

8 SOF ¶ 5; Resp. ¶ 5. 9 SOF ¶ 5. 10 Id. Defendants maintain that Vakalapudi had/has no operational involvement in Source’s business at the relevant times or now, nor specifically in the ASA transaction but cites to no evidence of record in support of that assertion. See Resp. ¶ 5. 11 SOF ¶ 6; Resp. ¶ 6. 12 SOF ¶ 7; Resp. ¶ 7. 13 SOF ¶ 13; Resp. ¶ 13. 14 SOF ¶ 9. 15 SOF ¶ 17. acquired company. !° In or around the end of the December 2021, Balasubramaniam requested from Bhopal a model detailing the terms of his engagement with and compensation from Source.'7? On December 30, 2021, Bolla sent Balasubramaniam the following email (the “Memorialization Email”):

Mi Shen, Thank you for your palianos ae we work Frough bo finglize the working model. We highly value your advise and support Pimase seo the detnis bet Role: Business Stralegy Officer - Inorganic Growth Responsibilities: + Architect a model to utilize the $3M of intemal accruals and debllequity funding to acquire lechnology Comnpannies. = Annual Revenue(tentative): » 2022: $5M 2023: $7M » 2024: $12M « Gross Margin: 25% Support « Invesiment potential: 53M « Operations and execution from Source Consulting tear + Leveraging Source track recerd, customer references, cross-selling opportunities, consultant tsa Reward Sharing: + Creation of equity poo! of upto 20% In acquired companies to be vested over a 3 year period based on reaching goals « Upfront investment of upto 10% equity at the time of acquisition of a company Risk Sharing: « This needs to be discussed and agreed upon Next siege: □ Hall-day workshop to discuss and agree on goals and engagement model + Detailed operational plan wilh roles, responsibilities, reporting, investment « Weekly operations nmmating bo track progress Best, Sri Bolla

On the same day, Balasubramaniam responded to the Memorialization Agreement as follows: Hi Sri,

16 SOF § 18. 7 SOF § 20; Resp. § 20. 18 SOF § 24; Resp. § 24; Ex. 4.

A very happy new year to you, Srini, your families and loved ones. We can use the notes sent by you (thanks by the sway [sic] for sharing) to iron out the details. I am fine with the broad construct with an understanding we will bring in more clarity and English and fix gaps (will send details). The beginning of 2022 is also the beginning of a potentially win–win relationship. Look forward.

Shan19

Following Balasubramaniam’s December 30, 2021, email, he immediately commenced work on a potential acquisition for Source.20 Specifically, Balasubramaniam began researching, analyzing, and negotiating with various companies for Source to acquire.21 Balasubramaniam, Bolla, and Bhopal engaged in weekly calls to discuss potential acquisitions.22 Eventually, ASA was identified as a potential acquisition target.23 Balasubramanian alleges that he led Source’s efforts to acquire ASA. Docket No. 80 at 8.

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