Sweetbridge Group, LLC v. Robinson & Cole, LLP

CourtDistrict Court, D. Connecticut
DecidedJuly 18, 2025
Docket3:22-cv-00722
StatusUnknown

This text of Sweetbridge Group, LLC v. Robinson & Cole, LLP (Sweetbridge Group, LLC v. Robinson & Cole, LLP) is published on Counsel Stack Legal Research, covering District Court, D. Connecticut primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Sweetbridge Group, LLC v. Robinson & Cole, LLP, (D. Conn. 2025).

Opinion

UNITED STATES DISTRICT COURT DISTRICT OF CONNECTICUT --------------------------------------------------------------- x THE SWEETBRIDGE GROUP, LLC, : : Plaintiff, : : v. : 3:22-CV-00722 (SFR) : ROBINSON & COLE, LLP, : : Defendant. : --------------------------------------------------------------- x

MEMORANDUM AND ORDER

The Sweetbridge Group, LLC (“SBG”) has brought claims against Robinson & Cole LLP (“R+C”) for breach of contract, tortious interference, and defamation. See Am. Compl., ECF No. 4. Following discovery, R+C moved for summary judgment on all claims, Def.’s Mot. Summ. J., ECF No. 62, and SBG moved for summary judgment on its breach of contract claim, Pl.’s Mot. Partial Summ. J., ECF No. 61. For the following reasons, R+C’s Motion for Summary Judgment is GRANTED and SBG’s Motion for Partial Summary Judgment is DENIED. I. BACKGROUND A. Factual Background The following facts are undisputed unless otherwise noted.1 This case centers around an agreement entered into by R+C, a law firm, and SBG, a legal recruitment company. In

1 The factual background is drawn primarily from facts admitted in Plaintiff’s Local Rule 56(a)(2) Statement submitted in response to Defendant’s Motion for Summary Judgment, ECF No. 65-1 (“Pl.’s L.R. 56(a)(2) St.”), and facts admitted in Defendant’s Local Rule 56(a)(2) Statement submitted in response to Plaintiff’s Partial Motion for Summary Judgment, ECF No. 67 (“Def.’s L.R. 56(a)(2) St.”). Citations to these statements are by paragraph number. With respect to other documents, page citations are to the page number generated by the ECF system. Spring 2021, R+C began communications with both SBG and Major Lindsay & Africa Partners (“MLA”), another legal recruitment company, regarding R+C’s potential interest in acquiring or merging with another law firm. Def.’s L.R. 56(a)(2) St. ¶¶ 3, 10. R+C connected

with SBG following outreach from Kimberly Stockinger, SBG’s sole member, to R+C chief operating officer Michael Orce regarding a career opportunity at another firm. Id. ¶¶ 2, 3. On April 26, 2021, R+C and SBG entered into a two-page Law Firm Merger or Acquisition Agreement (“Agreement”). Pl.’s L.R. 56(a)(2) St. ¶¶ 4, 5; Agreement, ECF No. 62-3. The Agreement covers “the terms and conditions of firm merger or acquisition introductions The Sweetbridge Group LLC may provide Robinson & Cole LLP (‘Client’).” Agreement at 1. The Agreement provides:

The Sweetbridge Group shall identify the candidate (“Firm”) to Client only after confirming that the Client is interested in receiving the referral, after confirming with the Firm that the Client and Firm have not formally discussed a merger or acquisitions in the last twelve months, and the Firm has approved the introduction. The Firm’s introduction is confidential. Client shall not refer or identify Firm to any other company or firm. Id. (emphasis added). The Agreement provides that R+C will pay SBG only if the introduction results in a transaction between the two firms, and R+C “shall be free to locate and recruit any firms, groups or attorneys, on its own or through other recruiters.” Id. at 1-2. The Agreement may be terminated at will by either party. Id. at 2. However, if the Agreement is terminated and “a Firm introduced by [SBG] enters into an agreement with [R+C] within two years of the last substantive conversation with each other,” then the fee provision in the Agreement continues to apply. Id. After entering the Agreement, SBG presented R+C with the names of seven firms to consider. Pl.’s L.R. 56(a)(2) St. ¶ 14. R+C immediately declined to pursue four of the firms due to conflicts with R+C’s clients or the firm’s own preferences. Id. Stephen Goldman, former managing partner at R+C, then had one introductory conversation with each of the three remaining firms: Ulmer & Berne LLP (“Ulmer & Berne”), Brooks, Pierce, McLendon,

Humphrey, & Lenord, LLP (“Brooks Pierce”), and Nexsen Pruet, LLC (“Nexsen Pruet”). Id. ¶¶ 14, 15. None of those three firms have had a Law Firm Merger or Acquisition Agreement with SBG at any time. Id. ¶ 17. SBG had connected with these three firms through sending “cold” emails. Id. ¶ 16. By June 29, 2021, R+C was no longer in conversations with any of these three firms about a potential merger or acquisition. Id. ¶¶ 23-24. During this same time period, R+C began discussing the possibility of employing MLA to assist with its potential merger and acquisition interests. Id. ¶ 26. R+C had a previous

relationship with MLA. Id. ¶ 25. R+C and MLA entered into an agreement (“MLA Agreement”) on June 29, 2021. Id. ¶ 27; MLA Agreement, ECF 62-8. On June 23, 2021, before the MLA Agreement was finalized, R+C’s Michael Orce emailed MLA’s Kimberly Donlon attaching a draft agreement. ECF No. 65-9 at 1. Orce stated that once they figured out the terms of the agreement, “[w]e can then provide you with a list of firms we have already had discussions with.” Id. On June 28, 2021, Donlon emailed Orce asking him to sign the attached

agreement and provide an “addendum list of contacted firms.” ECF No. 65-10 at 1. Donlon added that MLA was “starting to prepare target lists on our side which we should have to you early next week.” Id. On June 29, 2021, MLA and R+C executed an exclusive agreement “pursuant to which MLA-Partners shall, on behalf of Firm, conduct a 90-day exclusive search to recruit one or more groups of partner, counsel and associate level attorneys (‘Groups’), or appropriate firms for the purpose of consummating . . . [a] merger.” MLA Agreement at 1. The agreement states that “MLA-Partners shall not earn a Fee for those attorneys and Candidate Firms specifically listed in Exhibit A (‘Excluded Attorneys and Candidate Firms.’).” Id. In his email sending the signed agreement to MLA, Orce noted that he had included “the list of Excluded Firms.” ECF

No. 62-10 at 1; Pl.’s L.R. 56(a)(2) St. ¶ 28. The list was appended to the end of the agreement and contained 15 names, including the three firms that SBG had introduced to R+C (Ulmer & Berne, Brooks Pierce, and Nexsen Pruet). MLA Agreement at 7. In his email, Orce noted “I’m not sure how to handle the following, but there are also a number of firms that we considered internally that we excluded and never contacted because of practice fit.” ECF No. 62-10 at 1. Later that same day, MLA responded saying: “Yes, please send us the list of the firms you have already considered internally and are not in the mix for consideration. This will help

streamline our vetting process.” ECF No. 62-11 at 3. Orce then provided by email 122 additional names. Id. at 1-2.2 On June 30, 2021, Stockinger proposed to represent R+C in the firm’s merger and acquisition search in an exclusive capacity for six months. Pl.’s L.R. 56(a)(2) St. ¶ 30. Orce spoke with Stockinger one day later and informed her that R+C had just retained MLA on an exclusive basis for a limited period of time. Id. ¶ 31. Stockinger did not agree to conversations

about a fee-sharing arrangement. Id. ¶ 34. By July 6, 2021, R+C had terminated the Agreement with SBG and Stockinger had acknowledged that the Agreement was terminated. Id. ¶ 35.

2 Orce explained at his deposition that the list of firms R+C had already had discussions with was “included as part of Exhibit A.” ECF No. 61-4 at 9. The firms in Exhibit A were firms R+C had “reached out to at one point or another.” Id. at 10. The purpose of the list was to “let MLA know that they need not spend time trying to contact them for us because we’ve already been down that road.” Id. After this case was filed on August 10, 2021, media organizations contacted R+C regarding the pending lawsuit.3 Pl.’s L.R. 56(a)(2) St. ¶ 37. R+C issued the following statement on August 11, 2021 in response to a request for comment from USA Today:

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Bluebook (online)
Sweetbridge Group, LLC v. Robinson & Cole, LLP, Counsel Stack Legal Research, https://law.counselstack.com/opinion/sweetbridge-group-llc-v-robinson-cole-llp-ctd-2025.