TS Falcon I, LLC v. Golden Mtn. Fin. Corp.

2024 NY Slip Op 30386(U)
CourtNew York Supreme Court, New York County
DecidedFebruary 1, 2024
StatusUnpublished

This text of 2024 NY Slip Op 30386(U) (TS Falcon I, LLC v. Golden Mtn. Fin. Corp.) is published on Counsel Stack Legal Research, covering New York Supreme Court, New York County primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
TS Falcon I, LLC v. Golden Mtn. Fin. Corp., 2024 NY Slip Op 30386(U) (N.Y. Super. Ct. 2024).

Opinion

TS Falcon I, LLC v Golden Mtn. Fin. Corp. 2024 NY Slip Op 30386(U) February 1, 2024 Supreme Court, New York County Docket Number: Index No. 655783/2023 Judge: Andrea Masley Cases posted with a "30000" identifier, i.e., 2013 NY Slip Op 30001(U), are republished from various New York State and local government sources, including the New York State Unified Court System's eCourts Service. This opinion is uncorrected and not selected for official publication. INDEX NO. 655783/2023 NYSCEF DOC. NO. 109 RECEIVED NYSCEF: 02/01/2024

SUPREME COURT OF THE STATE OF NEW YORK COUNTY OF NEW YORK: COMMERCIAL DIVISION PART 48 ----------------------------------------------------------------------------------- X

TS FALCON I, LLC, INDEX NO. 655783/2023

Plaintiff, MOTION DATE - V - MOTION SEQ. NO. 001 GOLDEN MOUNTAIN FINANCIAL CORP., GOLDEN MOUNTAIN FINANCIAL HOLDINGS CORP., and GMF MIDCO, LLC, DECISION+ ORDER ON MOTION Defendants. ----------------------------------------------------------------------------------- X

HON. ANDREA MASLEY:

The following e-filed documents, listed by NYSCEF document number (Motion 001) 4, 5, 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, 17, 18, 19,20,21,22,23,24,25,50,51,52,53,54,65, 66,67 were read on this motion to/for INJUNCTION/RESTRAINING ORDER

Upon the foregoing documents, it is

Plaintiff TS Falcon I, LLC moves pursuant to CPLR Article 63 for a preliminary

injunction enjoining defendants Golden Mountain Financial Corp. (OpCo), Golden

Mountain Financial Holdings Corp. (HoldCo) and GMF Midco, LLC (MidCo, together

with HoldCo, Guarantors) from "(1) further breaching the Revolving Loan and Security

Agreement, dated January 22, 2021; (2) effectuating a transaction between Defendants,

on the one hand, and Halsa Holdings, LLC or lgaldl, Ltd [Halsa] and their affiliates, on

the other; and (3) taking any action to dissipate Plaintiff's collateral in Defendants."

(NYSCEF 4, Proposed OSC at 5; NYSCEF 3, Koplewicz aff ,I5.)

655783/2023 TS FALCON I, LLC vs. GOLDEN MOUNTAIN FINANCIAL CORP. ET AL Page 1 of 15 Motion No. 001

[* 1] 1 of 15 INDEX NO. 655783/2023 NYSCEF DOC. NO. 109 RECEIVED NYSCEF: 02/01/2024

Background

Plaintiff is a secured lender to OpCo1, the borrower; HoldCo and MidCo are the

guarantors. (NYSCEF 1, Complaint ,i1 .) Plaintiff holds less than 50% of OpCo's

common stock. (Id. ,I42.) OpCo's most significant assets are deferred tax credits and

net operating losses (collectively NOLs) which can be used by an entity with significant

revenue to offset tax obligations subject to federal income tax limitations; defendants

cannot sell the NOLs. (Id. ,i,i30, 46.) The NOLs are valueless unless defendants

operate an income generating business or acquire an earning asset. (NYSCEF 44,

Govindan 2 aff ,i9.)

On January 22, 2021, plaintiff entered a revolving loan and security agreement

(Agreement) for up to $5 million with FNBC. (Id. ,i,i14- 15; NYSCEF 1, Complaint ,I27.)

The purpose of the loan was to cover expenses for a transaction to monetize the NO Ls.

(NYSCEF 44, Govindan aff ,i12.) The parties also entered into a January 21, 2021

agreement with defendants giving plaintiff an option to take up to an 84.9 % stake in

OpCo on January 24, 2024. (Id. ,i,i45-48; NYSCEF 46, Subscription Agreement.)

On March 17, 2021, plaintiff filed a UCC statement. (NYSCEF 3, Koplewicz aff

,I14.) The secured collateral is described in Annex B to the Agreement which includes

18 categories of assets; relevant here are "all general intangibles." (NYSCEF 7,

Agreement at 21/43. 3 ) Pursuant to the Agreement, plaintiff loaned $1 million on

January 22, 2021, $250,000 on February 8, 2022, $200,000 on December 28, 2022 and

1 In March 2021, when First NBC Bank Holding Company (FNBC) emerged from bankruptcy, FNBC became OpCo, a wholly owned subsidiary of HoldCo. (NYSCEF 1, Complaint ,i13.) 2 Shivan Govindan is defendants' "chairman." (NYSCEF 44, Govindan aff ,i1 .) 3 NYSCEF pagination. 655783/2023 TS FALCON I, LLC vs. GOLDEN MOUNTAIN FINANCIAL CORP. ET AL Page 2 of 15 Motion No. 001

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$85,000 on October 25, 2023. (NYSCEF 1, Complaint ,i,i27, 38.) OpCo made a partial

payment in March 2022, but never again. (Id. ,I29.)

On June 2, 2023, plaintiff sent a notice of defaults as of March 31, 2023 asserting

a variety of defaults including failure to: "(i) pay Falcon the accrued interest owed on the

applicable due dates since March 31, 2023, as required by Section 7(a) of the Loan

Agreement; (ii) to use its best efforts to work diligently with the Transferor Stockholder

to reach resolution regarding its purported transfers; (iii) to pay amounts that OpCo

owed under a separate agreement; and (iv) hold an annual meeting of stockholders by

January 31, 2023, as required by Section 7(b) of the Loan Agreement as reflected in

Amendment No. 3 to the Loan Amendment." (Id. ,I32.) On June 8, 2023, plaintiff sent a

payoff letter demanding $2 million and again on August 26, 2023 for $2,073,957. 4 (Id.

,i,i34, 37.) On October 26, 2023, plaintiff exercised the option to take the entire 84.9 %

stake in OpCo. (NYSCEF 47, Option Notice.)

On October 30, 2023, HoldCo amended its bylaws to require wide-ranging

disclosures for nominees to the board of directors and raised the ownership threshold

from 10% to 47% for shareholders to call special stockholder meetings. (NYSCEF 1,

Complaint, ,I42.) On November 15, 2023, plaintiff received a notice to stockholders for

a December 1, 2023 meeting (Notice) at which "HoldCo will seek stockholder approval

(i) for a cashless transaction between OpCo and affiliates of Halsa Holdings, LLC 5 (the

'Halsa Merger'); (ii) to form a subsidiary of OpCo; (iii) for OpCo to obtain additional

financing from a third-party lender; and (iv) to amend and restate OpCo's Certificates of

4 By December 8, 2023, the payoff amount grew to $3,536,425 of which approximately $1.5 million were from legal fees. (NYSCEF 45, December 8, 2023 Letter.) 5 Halsa is a California cannabis company. (NYSCEF 44, Govindan aff ,I42.) 655783/2023 TS FALCON I, LLC vs. GOLDEN MOUNTAIN FINANCIAL CORP. ET AL Page 3 of 15 Motion No. 001

[* 3] 3 of 15 INDEX NO. 655783/2023 NYSCEF DOC. NO. 109 RECEIVED NYSCEF: 02/01/2024

lncorporation." 6 (NYSCEF 1, Complaint ,I45.) Defendants did not obtain plaintiff's

consent. (NYSCEF 3, Koplewicz aff ,I27.)

Plaintiff objects to the proposed transaction with Halsa, which according to the

Notice is cashless, forms a subsidiary to OpCo, OpCo obtains additional financing, and

amends OpCo's certificate of incorporation, all without plaintiff's consent. (NYSCEF 1,

Complaint ,I45.) Koplewicz asserts that "OpCo's failure to cure its defaults is an attempt

to prevent Falcon from ( 1) taking steps to protect the collateral securing its loan and (2)

exercising its rights as a substantial stockholder, as well as a lender to OpCo."

(NYSCEF 3, Koplewicz ,I24.)

This Action

Plaintiff initiated this action on November 22, 2023 alleging (1) breach of contract

against defendants for failure to (i) "comply with Sections 5 and 9 of the Loan

Agreement;" (ii) "hold an annual stockholders meeting by January 31, 2023;" (iii) "use

best efforts to work diligently with the Transferor Stockholder to reach resolution

regarding its purported transfers;" and (iv) for the amendment to HoldCo's "bylaws

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Bluebook (online)
2024 NY Slip Op 30386(U), Counsel Stack Legal Research, https://law.counselstack.com/opinion/ts-falcon-i-llc-v-golden-mtn-fin-corp-nysupctnewyork-2024.