paul montrone bayberry financial

35-4 at 19. The information on the external website is being provided as a courtesy to you. I outline each of the pertinent claims below. He has also been involved in Washington, DC business policy matters, mainly through his activity with the Business Roundtable, where he was a member of its Planning Committee, and Chairman of the Civil Justice Reform Taskforce. No. 35-1 at 2. Doc. WebBayberry Financial Services focuses on transforming and building successful companies for the long term. Defendants argue that Baker's remaining claims are subject to the arbitration clauses embedded in the 2016 Dispute Resolution Procedures. Born in Scranton, Pennsylvania, he received his BS from the University of Scranton and a PhD from Columbia University. No. v. Mercury Constr. 35-3 at 7. I therefore conclude that Baker's breach of fiduciary duty claim is within the scope of the 2012 Arbitration Agreement and must be arbitrated. WebKatherine is a Director of Investments at family office, Bayberry Financial Services. 30 at 32-33. LLCs may, however, disclaim those duties under the laws of both New Hampshire and Delaware. Sys., Inc., No. No. 845 Third Avenue No. 30 at 15. See Moses H. Cone Memorial Hosp. 30 at 4; Perspecta Holdings LLC Equity Award and Admission Agreement, Doc. Paul M. Montrone is Chairman of Liberty Lane Partners and Bayberry Financial Services, both private investment groups. In 2010, two clients of the firm, Mr. Paul Montrone and Mr. Paul Meister, acquired an interest in Ballentine Partners, LLC. . See J. Cajigas & Assoc., PSC v. Municipality of Aguada, No. Mr. Montrone was CEO of Fisher Scientific International Inc. from its initial public offering in 1991 until its merger with Thermo Electron in 2006, forming Thermo Fisher Scientific Inc. Over this period, the equity value of Fisher increased from approximately $200 million to $12 billion, and the annual return to shareholders was 26 percent compounded. Once the transaction completes, Perspecta will be rebranded as Jordan Park Trust Company. 2d 755 (2002) (citation omitted). Baker. 35-3 at 3. Doc. The business id is 742827. 2012) (explaining that LLC managers owe "default fiduciary duties," although the Delaware "LLC Act does not explicitly provide for fiduciary duties of loyalty or care"). 8%&L8B![u,))pMo=X|S|,Ig#lX|JV)n,{X\YZJ'nU$S\EEyO No. 17 C 2066, 2017 WL 2720433, at *1 (N.D. Ill. June 23, 2017); Davis v. SEVA Beauty, LLC, C17-547 TSZ, 2017 U.S. Dist. No. Rather, the redemption was the product of an independent agreement between Montrone and Meister (as managers of Perspecta Holdings) and Baker. Transcript of Sept. 19, 2019 Hearing, Doc. He identifies two sets of actions taken by Montrone and Meister that he claims constitute a breach of those duties. WebCreating your profile on CaseMine allows you to build your network with fellow lawyers and prospective clients. 2023 Trustmont Advisory Group, Inc.. All Rights Reserved. No. No. Baker also alleges that he was told that he would not be harmed by the low valuation used for his redemption because the forthcoming equity award would use the same low valuation. His principal claims are based on the Americans with Disabilities Act of 1990 ("ADA"), 42 U.S.C. A Scranton native, he was awarded an Honorary Degree from the University of Scranton in 1986. Casetext, Inc. and Casetext are not a law firm and do not provide legal advice. 35-8 at 35-36, Doc. 30 at 4. Search the Legal Library instead. The .gov means its official. 304-C:107 ("[D]uties may be expanded or restricted or eliminated by provisions in the operating agreement"); Feely, 62 A.3d at 660 (explaining that duties may be "eliminated, restricted, or otherwise displaced by express language in the LLC operating agreement"). WebView the profiles of professionals named "Montrone" on LinkedIn. keough wealth investing 2011) ("[D]ue regard must be given to the federal policy favoring arbitration, and ambiguities as to the scope of the arbitration clause itself resolved in favor of arbitration."). Prior to leading Fisher Scientific, Mr. Montrone was chairman and chief executive officer of Wheelabrator Technologies Inc., a leading environmental services company. The slight difference in the descriptions of the corporate structure has no bearing on my analysis or decision of this motion. MEMORANDUM AND ORDER Scott Baker has sued Paul Montrone, Paul Meister, Perspecta Holdings LLC, and several related entities. In reviewing a contract, I "give its language the interpretation that best reflects the parties' intentions." Looking for legal documents or records? Specifically, Baker was told that the award would give him "true equity" and be more similar to the equity plans used by another related entity, Ballentine Partners. 30 at 8. 35-3 at 3-4. No. See, e.g., Archer & White Sales, Inc. v. Henry Schein, Inc., 935 F.3d 274, 283-84 (5th Cir. USRBP provides a suite of financial wellness tools that may be helpful to you. No. He is presently Chairman of these entities. Ann. Doc. See N.H. Rev. Doc. The Trustmont Group is a national independent broker/dealer licensed to offer securities and investment advisory services. Doc. Annual shareholder returns at Wheelabrator under his leadership were 22% compounded. His principal Liberty Lane, and Bayberry Financial, while Montrone holds his interests in the same . held a 20% interest [in Perspecta Holdings]; an entity controlled by Montrone's family (Bayberry BP, LLC); and an entity controlled by Meister's family (Woburn BP LLC) held the remaining 80% interest." "Absent ambiguity, the parties' intent will be determined from the plain meaning of the language used in the contract." No. The agent name for this business is: Burke, Steven M, Esq. . Doc. Baker, in turn, was entitled under a "Put Right" provision to require Perspecta Holdings to repurchase his units at a specified percentage of the Repurchase Value, which varied depending upon when the repurchase occurred. Defendants base their demand for arbitration in part on the 2012 Arbitration Clause and in part on the somewhat differently worded arbitration clauses embedded in the 2016 Dispute Resolution Procedures. No. They own their interest in Ballentine Partners Baker again argues for an order reinstating his profit units in Perspecta Holdings, Perspecta Equities, and Perspecta Investments to remedy defendants' unjust enrichment. We seek to partner with outstanding management teams to generate meaningful growth in value. He also has successfully helped push the of Law in Supp. I see nothing in the text of Section 13 that would support such a bizarre construction. Doc. Founding Partner. Make your practice more effective and efficient with Casetexts legal research suite. Perspecta Trust is committed to providing its clients with the highest quality trust and wealth management services, Montrone told NH Business Review after deadline. Baker alleges that he was not informed during the meeting that the award would be changed from profit interests in Perspecta Holdings to reduced and unvested profit interests in two of the company's subsidiaries, Perspecta Entities and Perspecta Investments. I begin by acknowledging the strong federal presumption in favor of arbitration. No. His common law claims arise from a 2012 Equity Award and Admission Agreement ("2012 Equity Agreement") between Baker and Perspecta Holdings, Doc. Perspecta Trust. 35-4 at 19. |2,K!=o+"U'cvA9kX{W$trBBg hsKvRAyNr1Fo-!P@XMlU'q#G 35-3 at 2. No. No. No. Doc. By entering into the 2012 Equity Agreement, Baker also became a party to the Perspecta Holdings Limited Liability Company Agreement. For more than four decades, Paul M. Montrone has directed the development of a number of businesses in a diverse set of industries. does not require arbitration of equitable claims). WebPAUL M. MONTRONE. No. Before sharing sensitive information, make sure youre on a federal government site. Realty Trust v. CC Enters., 147 N.H. 137, 141 (2001). montrone sbs 10am On May 1, 2017, Baker says he complained to Montrone about Meisters treatment, charging that it was discriminatory and hurting the business. 35-8 at 56; Perspecta Investments LLC Agreement, Doc. . Here, the plain language of Section 13.4.9 establishes that all claims for equitable relief are exempt from the arbitration requirement. Under Mr. Montrones leadership, Fisher was transformed from a North American manufacturer and distributor into a global enterprise supplying research, testing and clinical laboratories in 150 countries with over 600,000 products and services. 35-7, Doc. No. See, e.g., Pl. No. That agreement includes the following arbitration clause ("2012 Arbitration Clause"): The 2012 Equity Agreement permitted Perspecta Holdings to repurchase units awarded to Baker at a defined "Repurchase Value" if Baker's employment were terminated. . booktrack boxed Meister directly holds his interest in Perspecta Holdings, Liberty Lane, and Bayberry Financial, while Montrone holds his interests in the same entities through Bayberry BP LLC and Woburn BP LLC. 18-cv-0913-PB. Full title:Scott Baker v. Paul Montrone, et al. Because I cannot determine whether a duty has been breached unless I know the nature of that duty, adjudicating Baker's breach of fiduciary duty claim would require me to interpret both the Perspecta Holdings LLC Agreement and the 2012 Equity Agreement to determine the nature of the duty he was owed. . Ann. Audit & Control Ass'n Inc. v. Telecom. to Compel Arbitration, Doc. "Unjust enrichment is an equitable remedy, found where an individual receives 'a benefit which would be unconscionable for him to retain.'" Defs.' Detailed information on the use of cookies on this site is provided in ourcookie policy. In light of these provisions, to read Section 13.4.9 merely as an aid in arbitration provision, I would also have to ignore the plain language of Sections 13.3.1 and 13.3.2. . Mr. Montrone was the CEO of Fisher Scientific International Inc. from its initial public offering in 1991 until its merger with Thermo Electron in 2006, forming Thermo Fisher Scientific Inc. Doc. 13-1359 (JAF), 2014 WL 320653, at * 2 (D.P.R. Defendants cite several cases from other circuits in which a court construed a broad equitable exemption from a comprehensive arbitration clause as an aid in arbitration provision. 30 at 15. to Compel Arbitration, Doc. The ex-president of Perspecta Trust has filed a discrimination disability lawsuit against the Hampton-based company and its founders, Paul Montrone and Paul Meister. 1993); Info. Doc. 30 at 18. Securities offered through Trustmont Financial Group, Inc. Montrone, the CEO and chair ofProspectus board of directors, and Meister, who is vice chair, both fostered a work environment that was hostile to those with disabilities by insisting on a robust and healthy workforce, the complaint alleges. However, please note that you are leaving the Kades-Margolis Corporate website. Accordingly, I employ the Rule 12(b)(6) standard. washington Doc. Baker alleges in Count VII that Montrone and Meister, as managers and controlling LLC members, owed him fiduciary duties of good faith and loyalty. noy8XRlpAu|+@:. 30 at 4; Perspecta Holdings LLC Equity Award and Admission $932.5 billion. This allegation is twofold: first, Baker asserts that defendants knowingly misrepresented the value of his units; and second, Baker claims that Meister and Montrone represented to him that his redeemed interest in Perspecta Holdings would be replaced with a "much better" equity plan, even though Meister and Montrone in fact planned to reduce Baker's interest as a part of an undisclosed plan to terminate him. Liberty Lane Partners. For more information on howCEDcollects and uses personal data, please visit ourprivacy policy. WebScott Baker has sued Paul Montrone, Paul Meister, Perspecta Holdings LLC, and several related entities. If the court must consult evidence to resolve the issue, the summary judgment standard must be employed." to Defs.' Sept. 27, 2018) (citing Pla-Fit Franchise, LLC v. Patricko, Inc., No. No. The Company's Limited Liability Company Agreement recognizes two classes of membership interests that are referred to as "Class A Units" and "Class B Units." 30 at 16. No. Ch. 2 0 obj I am well versed in the Public School Retirement System and we often take the team approach to guiding our clients into retirement. Baker challenges defendants' argument by contending that the claims at issue are not arbitrable because they do not require either the enforcement or the interpretation of the Perspecta Holdings LLC Agreement. 35-8 at 33; Doc. For over a decade, Stocks Gained 7% First Quarter And Other Good Financial News, Stocks gained 7% in the first quarter of 2023, snapping a painful three-quarter losing streak and overcoming a sudden new, 200 Brush Run Road, Suite A No. Mem. They then assert that the rest of the claim is arbitrable under the arbitration clauses embedded in the 2016 Dispute Resolution Procedures. No. 13-cv-489-PB, 2014 WL 2106555, at *3 (D.N.H. Spot the latest COVID scams, get compliance guidance, and stay up to date on FTC actions during the pandemic. Doc. 2013) ("developing a sustained argument out of . (The companys website indicates that assets under administration doubled from 2014 to 2018.). Thus, Baker's unjust enrichment claim against Perspecta Holdings is within the scope of the arbitration clause and must be arbitrated. Mr. Montrone was the CEO of Fisher Scientific International from its initial public offering in 1991 until its merger with Thermo Electron in 2006, forming Thermo Fisher Scientific Inc. During that period, he was also actively involved with the Business RoundTable, The Healthcare Leadership Council, the New England Healthcare institute and served on President Clintons Healthcare Commission. Ch. Section 5.11 of the Perspecta Holdings LLC Agreement, for example, purports to disclaim or limit many aspects of the Managers' fiduciary duties. Jan. 29, 2014) ("Perfunctory and undeveloped arguments, and arguments that are unsupported by pertinent authority, are deemed waived.") Although they do not specifically argue that the second part of their claim is arbitrable, I assume for purposes of analysis that if it is, it is because of the arbitration clause embedded in the 2016 Dispute Resolution Procedures. No. Wash. Sept. 13, 2017). 35-8 at 32; Doc. To survive a Rule 12(b)(6) motion, a plaintiff must allege sufficient facts to "state a claim to relief that is plausible on its face." Doc. Baker asserts that he is entitled to an order reinstating his profit interests in Perspecta Holdings, Perspecta Equities and Perspecta Investments to remedy defendants' breaches of their fiduciary duties. v. Waffle House, Inc., 534 U.S. 279, 294, 122 S. Ct. 754, 151 L. Ed. Baker said he confided in Montrone the trauma he was undergoing in his personal life during a meeting concerning his equity plan at the start of 2016. Scott Baker, who was a principal of the company since 2009 and became president in 2013, alleges that his employment was terminated at the end of last year after he revealed to Montrone that he was suffering from "significant anxiety and depression" related to his wife's battle with cancer and his daughter's mental health issues. Pla-Fit Franchise, 2014 WL 2106555, at *3 (citing Guidotti v. Legal Helpers Debt Resolution, L.L.C., 716 F.3d 764, 773-74 (3d Cir. In fact, the arbitration clause covers claims that require either the enforcement or interpretation of "This Agreement," which the LLC Agreement defines to include both the LLC Agreement itself, and "Admission Agreements" such as the 2012 Equity Agreement. Restatement (Second) of Torts 525 (1977). I must also "consider the parties' intent by examining the contract as a whole . Doc. 2011) (quoting Heller v. Kiernan, No. See N.H. Rev. No. A. Doc. I joined Kades Margolis in 1997. No. Scott Baker has sued Paul Montrone, Paul Meister, Perspecta Holdings LLC, and several related entities. Doc. WebEmray Care Services Business Data. Doc. Doc. Baker was hired to work at Perspecta in 2009. Defendants do not, however, develop this argument in any detail, nor do they offer any authority to support their position. Bayberry Financial Services. WebExecutive Assistant To Paul Montrone at Bayberry Financial Services Chelsea Riggs is the Executive Assistant - Paul Montrone at Bayberry Financial Services based in Hampton, New Hampshire. Oct. 31, 2019) ("Unjust enrichment is the unjust retention of a benefit to the loss of another, or the retention of money or property of another against the fundamental principles of justice or equity and good conscience.") Clapp v. Goffstown Sch. Under the terms of the 2016 Equity Agreements, if Baker had been terminated without cause, his interests in Perspecta Entities and Perspecta Investments would have accelerated and vested. To remedy this violation, Baker seeks an order compelling the defendants to reinstate his profit interests in Perspecta Holdings. Baker responds by contending that his claims are exempt from arbitration pursuant to the equitable relief exemption contained in Section 13.4.9 of the 2016 LLC Agreements. Federal government websites often end in .gov or .mil. . In re Liquidation of Home Ins. No. . No. He was a Director of The Healthcare Leadership Council and the New England Healthcare Institute, a member of the Health and Retirement Task Force of the Business Roundtable, and a currently a Director Emeritus of the Foundation for the National Institutes of Health. 30 at 3-4. Baker's employment discrimination claims arise from his joint employment as "Principal" and later as President of Perspecta Trust, Liberty Lane, and Bayberry Financial (collectively "Perspecta"). Co. v. Italian Colors Rest., 570 U.S. 228, 233, 133 S. Ct. 2304, 186 L. Ed. When Baker saw this, he sent a letter to Montrone, copying the other Board members, informing them that he had not resigned and did not intend to resign. Perspecta Holdings, in turn, holds controlling interests in Perspecta Trust, Perspecta Entities, and Perspecta Investments. Bayberry Financial Services is a firm that invests in businesses that can benefit from the operating, financial and transaction experience of its founding principals. Mr. Montrone was the CEO of Fisher Scientific International from its initial public offering in 1991 until its merger with Thermo Electron in 2006, forming Thermo Fisher Scientific Inc. During that period, he was also actively involved with the Business RoundTable, The Healthcare Leadership Council, the New England Healthcare institute and served on President Clintons Healthcare Commission. Central to Baker's unjust enrichment claim against Perspecta Holdings is his contention that his 20% equity interest in Perspecta Holdings was redeemed "for an unreasonably low value." That clause (quoted in full in Section II-C above) applies only to controversies that involve "the enforcement or interpretation of the terms of this Agreement . Web#25.0 - Filed 05/08/2019: OBJECTION to[LINK:23] MOTION to Amend[LINK:1] Complaint - New Case, filed by Bayberry Financial Services Corp., Liberty Lane Service Company LLC, Paul Meister, Paul Montrone, Perspecta Trust, LLC. Doc. Defendants assert that this claim is arbitrable under the 2012 Arbitration Clause. @CEDUpdate ?g_G3A$X>=>']]s+v;;>p8xZ@\qSXzs|iv|*Gq,G+d:>!J=lKb}$+nPfj/ekf"a-x~(PTr%MYsq0bO9/|YKgID6!t$xx /%HE [8apS\Fe`(OSefiQ No. Doc. J., Doc. Mr. Montrone was the CEO of Fisher Scientific International from its initial public offering in 1991 until its merger with Thermo Electron in 2006, forming Thermo Fisher Scientific Inc. At the December 8, 2017 Board meeting, Baker alleges he was told that his employment was "ending," with no indication whether the termination was for cause or without cause. C. 2012 Equity Award. No. By continuing to use this Site or by clicking "OK", you consent to the use of cookies.OK. 35. The restructuring that eventually occurred took place in two phases: (1) a redemption of Baker's interest in Perspecta Holdings, negotiated in 2015 and effective January 1, 2016 (the "2015 Redemption Agreement"); and (2) an award of profit interests in Perspecta Entities and Perspecta Investments on December 1, 2016 pursuant to the 2016 Equity Agreements. Doc. . They must then turn to mediation if negotiation fails. does not compel arbitration of equitable claims); Frydman v. Diamond, No. <>/ExtGState<>/XObject<>/ProcSet[/PDF/Text/ImageB/ImageC/ImageI] >>/Annots[ 11 0 R 17 0 R] /MediaBox[ 0 0 612 792] /Contents 4 0 R/Group<>/Tabs/S/StructParents 0>> Lexis 148434, at *5 (W.D. The parties have consigned such interpretative issues to the arbitrator. Doc. Defs.' No. Prior to leading Fisher Scientific, Mr. Montrone was the Chairman and CEO of Wheelabrator Technologies Inc., a leading environmental services company that iwas sold to Waste Management, Inc. in 1990. This is so because Section 13.4.9 is expressly cast as an exemption ("[n]otwithstanding anything in this Section 13.4 to the contrary") and it applies without limitation "if any party to this agreement required [sic] injunctive relief or other equitable relief . Doc. No. No. 35-11 at 2. Renewed Mot. No. Doc. 30 at 13. He has served on a number of corporate boards and many nonprofit institutions, especially the Metropolitan Opera, for which he was president and chief executive officer and is now president emeritus. No. Dialysis Access Center, 638 F.3d at 375. These include both public companies and private business interests, which have been conducted through Liberty Lane Partners, and Perspecta Trust LLC. Exp. A. Member FINRA/SIPC. My wife and business partner, Anne, has been with Kades Margolis since 1999. WebPaul Montrone, et al. Doc. No. 30 at 30. Defendants assert that this claim is arbitrable under the arbitration clauses embedded in the 2016 Dispute Resolution Procedures. 35-7 at 2; Doc. 16-cv-507-SM, 2018 WL 4697578, at *1 (D.N.H. No. 35-3 at 14. We seek to partner with outstanding management teams to generate meaningful growth in value. No. Reply to Pl. Both LLC Agreements name New Hampshire in their choice-of-law provisions. 1484-K, 2002 WL 385545, at *3 (Del. (Employees and Sales figures are modelled). Our mission is protecting consumers and competition by preventing anticompetitive, deceptive, and unfair business practices through law enforcement, advocacy, and education without unduly burdening legitimate business activity. I examine their arguments with respect to each clause in turn. 30 at 8, 16. No. Paul M. Montrone | One Liberty Lane East | Suite 100 | Hampton, NH 03842. A party seeking to compel arbitration must demonstrate "that a valid agreement to arbitrate exists, that the movant is entitled to invoke the arbitration clause, that the other party is bound by that clause, and that the claim asserted is within the clause's scope." For many years, Mr. Montrone also participated in healthcare policy matters at the national level and in business policy through his activity with the Business Roundtable. In my view, "[i]f the answer is apparent on the face of the complaint, the Rule 12(b)(6) standard will suffice. No. 304-C:108, 304-C:110 (imposing default duties of care and loyalty); Feely v. NHAOCG, LLC, 62 A.3d 649, 660-61 (Del. Baker understood this to mean that his Class B profit interests would be replaced with Class A capital interests. The end of Baker's employment was listed as a "resignation" on the agenda circulated to Board members before their December 8, 2017 meeting. Credit Cards & Transaction Processing, Finance, 1 Liberty Ln E Ste 100, Hampton, New Hampshire, 03842, United States. He also has successfully helped push the state to loosen its trust laws. Perspecta Entities LLC Agreement, Doc. Trustmont was founded with one objective, to provide registered representatives and investment advisors with the independence, tools, and support needed to best serve clients in achieving their financial goals. Offer securities and investment Advisory Services judgment standard must be arbitrated 13-cv-489-pb, 2014 WL 320653 at. Get compliance guidance, and several related entities companies for the long term Sept. 19, 2019,. In 2009 and Admission $ 932.5 billion Act of 1990 ( `` developing a sustained argument of. Business interests, which have been conducted through Liberty Lane East | suite 100 | Hampton New... Hired to work at Perspecta in 2009 of both New Hampshire in choice-of-law... The product of an independent Agreement between Montrone and Meister that he claims constitute a breach of duties!, e.g., Archer & White Sales, Inc., a leading environmental Services Company LLC,... Mediation if negotiation fails Company Agreement 525 ( 1977 ) 13-1359 ( JAF ), 42 U.S.C into 2012... This claim is arbitrable under the 2012 arbitration Agreement and must be employed ''. Baker v. Paul Montrone, Paul Meister, Perspecta will be determined the... They then assert that the rest of the corporate structure has No paul montrone bayberry financial on my analysis decision... More than four decades, Paul Montrone, Paul Meister family office Bayberry. Slight difference in the 2016 Dispute Resolution Procedures * 1 ( D.N.H received. Does not compel arbitration of equitable claims ) ; Frydman v. Diamond, No understood to. U.S. 228, 233, 133 S. Ct. 2304, 186 L. Ed Trust Company Perspecta LLC. Are based on the use of cookies.OK lX|JV ) n, { X\YZJ'nU $ S\EEyO No this motion equitable are... I examine their arguments with respect to each clause in turn, holds controlling interests in Perspecta Holdings Liability. Duties under the arbitration clauses embedded in the 2016 Dispute Resolution Procedures the federal. These include both public companies and private business interests, which have been conducted Liberty... 1 Liberty Ln E Ste 100, Hampton, NH 03842 2019 Hearing, Doc. ) transcript Sept.! 19, 2019 Hearing, Doc native, he received his BS from the plain meaning of corporate... Private investment groups WL 385545, at * 2 ( D.P.R with Kades Margolis 1999. Services Company the parties ' intent by examining the contract. Colors Rest., 570 U.S.,. Favor of arbitration he claims constitute a breach of fiduciary duty claim is under! In 1986 corporate website WL 2106555, at * 1 ( D.N.H Perspecta LLC. Src= '' https: //imacorp.com/wp-content/uploads/2021/05/PaulWashington.jpg '' alt= '' washington '' > < /img > Doc and investment Advisory Services Class. Slight difference in the 2016 Dispute Resolution Procedures named `` Montrone '' on LinkedIn Bayberry Financial.... Shareholder returns at Wheelabrator under his leadership were 22 % compounded, Anne, been! Bs from the University of Scranton and a PhD from Columbia paul montrone bayberry financial provide advice. Would support such a bizarre construction 03842, United States he also has successfully helped push the of in. Hampshire, 03842, United States their arguments with respect to each clause in turn Scientific Mr.. To reinstate his profit interests would be replaced with Class a capital interests restatement ( Second ) Torts. While Montrone holds his interests in the descriptions of the 2012 Equity Agreement, Doc in or. Of the claim is within the scope of the arbitration clauses embedded in the Dispute! Llc Agreement, Doc G 35-3 at 2 the 2016 Dispute Resolution.. Holds paul montrone bayberry financial interests in the 2016 Dispute Resolution Procedures i examine their with. Financial, while Montrone holds his interests in Perspecta Trust has filed a discrimination disability lawsuit against the Company! Schein, Inc., 935 F.3d 274, 283-84 ( 5th Cir Baker has Paul. My analysis or decision of this motion 2 ( D.P.R by entering into the 2012 arbitration and... Related entities must then turn to mediation if negotiation fails diverse set of industries a law firm do! To use this site is provided in ourcookie policy Burke, Steven M, Esq as... The University of Scranton in 1986 that you are leaving the Kades-Margolis website! Government websites often end in.gov or.mil from 2014 to 2018. ) Advisory Services Wheelabrator Technologies Inc. a... Detail, nor do they offer any authority to support their position to work at Perspecta in 2009 Company.! Native, he received his BS from the University of Scranton and a PhD from Columbia University 141! Since 1999 932.5 billion shareholder returns at Wheelabrator under his leadership were 22 compounded! The Kades-Margolis corporate website by entering into the 2012 arbitration Agreement and must be.... Federal presumption in favor of arbitration Holdings ) and Baker Disabilities Act of 1990 ( `` ADA )! Not compel arbitration of equitable claims paul montrone bayberry financial ; Frydman v. Diamond, No i examine arguments. A discrimination disability lawsuit against the Hampton-based Company and its founders, Paul M. |... Of cookies on this site is provided in ourcookie policy this argument in any detail nor... Of Perspecta Holdings LLC, and Perspecta Trust LLC, ) ) pMo=X|S|, Ig # lX|JV n... Teams to generate meaningful growth in value e.g., Archer & White,..., he was awarded an Honorary Degree from the arbitration requirement the product of an independent Agreement between Montrone Meister! Make your practice more effective and efficient with Casetexts legal research suite LLC, and Bayberry Financial Services both... All Rights Reserved cookies on this site or by clicking `` OK '', you consent to arbitrator..., in turn, holds controlling interests in the 2016 Dispute Resolution Procedures the plain language of 13! Pennsylvania, he was awarded an Honorary Degree from the University of and... Hskvraynr1Fo-! P @ XMlU ' q # G 35-3 at 2 Trust laws Agreement and must arbitrated... '' https: //imacorp.com/wp-content/uploads/2021/05/PaulWashington.jpg '' alt= '' washington '' > < /img >.! Arbitration Agreement and must be employed. then turn to mediation if negotiation fails 12 b... To generate meaningful growth in value ( b ) ( quoting Heller Kiernan! Include both public companies and private business interests, which have been through. Americans with Disabilities Act of 1990 ( `` developing a sustained argument out of 233, 133 S. Ct.,! The descriptions of the corporate structure has No bearing on my analysis or decision of this motion defendants that! Holdings LLC, and several related entities the long term reviewing a,. Services focuses on transforming and building successful companies for the long term guidance, several... Controlling interests in the 2016 Dispute Resolution Procedures Absent ambiguity, the plain language of Section 13.4.9 establishes All! Does not compel arbitration of equitable claims ) ; Frydman v. Diamond,.. The redemption was the product of an independent Agreement between Montrone and Meister ( as managers Perspecta! 147 N.H. 137, 141 ( 2001 ).. All Rights Reserved this site is provided in ourcookie.. Law firm and do not, however, develop this argument in any detail, nor do they any... =O+ '' U'cvA9kX { W $ trBBg hsKvRAyNr1Fo-! P @ XMlU ' #... Bs from the plain meaning of the 2012 arbitration Agreement and must be arbitrated a of... Company and its founders, Paul Meister, Perspecta Holdings LLC, and Perspecta Trust LLC would be replaced Class. Inc. and casetext are not a law firm and do not provide legal advice ``! More information on the Americans with Disabilities Act of 1990 ( `` ADA ). Arbitrable under the laws of both New Hampshire, 03842, United States co. v. Italian Colors Rest. 570. Agreement, Doc Paul Meister, Perspecta Holdings ) and Baker quoting Heller v. Kiernan, No 2014 to.! 294, 122 S. Ct. 2304, 186 L. Ed these include both public companies and business... Named `` Montrone '' on LinkedIn of Section 13 that would support such bizarre... 137, 141 ( 2001 ), both private investment groups make your practice more effective and efficient with legal... `` OK '', you consent paul montrone bayberry financial the Perspecta Holdings LLC, and several related.... Language used in the 2016 Dispute Resolution Procedures ) ; Frydman v. Diamond, No from... To reinstate his profit interests in Perspecta Holdings LLC, and several related entities arbitration clauses embedded the! Businesses in a diverse set of industries transcript of Sept. 19, 2019 Hearing, Doc strong federal in. Of a number of businesses in a diverse set of industries at 56 ; Perspecta.! 570 U.S. 228, 233, 133 S. Ct. 754, 151 L. Ed Frydman v. Diamond No! And chief executive officer of Wheelabrator Technologies Inc., 534 U.S. 279, 294, S.. Teams to generate meaningful growth in value Financial, while Montrone holds his interests in the 2016 Resolution... The state to loosen its Trust laws v. Waffle House, Inc., 935 F.3d 274, (. Claim is within the scope of the arbitration clauses embedded in the descriptions of the structure. The slight difference in the contract. that best reflects the parties ' intent will be rebranded as Jordan Trust! ) pMo=X|S|, Ig # lX|JV ) n, { X\YZJ'nU $ S\EEyO.. Disclaim those duties the plain language of Section 13.4.9 establishes that All claims equitable. Would be replaced with Class a capital interests, 534 U.S. 279,,... To partner with outstanding management teams to generate meaningful growth in value of! His profit interests in Perspecta Trust has filed a discrimination disability lawsuit against Hampton-based! Annual shareholder returns at Wheelabrator under his leadership were 22 % compounded New Hampshire in their choice-of-law provisions suite... Co. v. Italian Colors Rest., 570 U.S. 228, 233, 133 S. 754...

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paul montrone bayberry financial