Kahn v. Lynch Communication Sys., Inc.
638 A.2d 1110 (Del. 1994)
669 A.2d 79 (Del. 1995)
Alcatel owned about 43% of
Lynch, which gave them a significant interest, but not majority control.
Alcatel was a subsidiary of
Alcatel SA who was in turn a subsidiary of CGE.
Lynch's management (led by
their CEO Dertinger) recommended that they buy a company called Telco.
Alcatel opposed the purchase and suggested that Lynch acquire a similar
company called Celwave (that just happened to be another CGE subsidiary).
Dertinger put together an independent
committee to evaluate a possible
purchase of Celwave.
The independent committee recommended not buying Celwave.
Alcatel responded by proposing
to buy up the rest of Lynch's stock in a cash-out merger. They suggested $14 a share. The independent
committee found that to be too low and
suggest $17.
Alcatel told the independent
committee that if they didn't take an
offer of $15.50, Alcatel would proceed with an unfriendly takeover at a
much lower price.
The independent committee recommended that Lynch take the $15.50 offer.
Lynch shareholders, led by
Kahn, sued.
The shareholders argued that
Alcatel owed a fiduciary duty to
the other shareholders and violated their duty by vetoing Lynch's
acquisition of Telco and forcing the cash-out merger.
Alcatel argued that they
owned less than 50% of Lynch's stock, so they were not a majority owner
and therefore owed no fiduciary duty.
The Trial Court found for
Alcatel. Kahn appealed.
The Trial Court found that
Lynch's 'non-Alcatel' directors deferred to Alcatel because of its
position as a significant stockholder and not because their business
judgment told them Alcatel's position was correct.
However, the Court found
that the independent committee's
actions were "sufficiently well informed and aggressive to simulate
an arms-length transaction."
The Appellate Court reversed
and remanded.
The Appellate Court found
that there are two aspects to entire fairness - fair dealing, and fair price.
Fair dealing includes considerations of when the transaction
was times, how it was initiated, structured, and negotiated, disclosed
to the directors, and how the approvals of the directors and the
shareholders were obtained.
Fair price includes economic and financial
considerations of the merger, including assts, market value, earnings,
future prospects, and other things that could affect the stock price.
See Weinberger v. UOP,
Inc. (457 A.2d 701 (1983)).
The Court found that the
existence of an independent committee
is evidence of fair dealing.
However, if the majority shareholder dictates the terms of the merger,
or the independent committee
does not have real bargaining power, then that is evidence that there was
not fair dealing.
The Court found that the
facts in this case strongly implied that there was no fair dealing.
The Court remanded to the
Trial Court, placing the burden on Alcatel to show that the transaction
met the test of entire fairness.
The Court found that the
controlling stockholder has "the initial burden of establishing
entire fairness ... However, an approval of the transaction by an
independent committee of directors or an informed majority of minority
shareholders shifts the burden of proof on the issue of fairness from
the controlling or dominating shareholder to the challenging shareholder-plaintiff."
On remand, the Trial Court
again found for Alcatel. Kahn appealed.
The Trial Court looked to Weinberger and found that the transaction met the
relevant factors - timing, initiation, structure, and negotiation, to be
considered fair dealing.
The Appellate Court affirmed.
The Appellate Court found
that there was fair dealing
because all the Lynch shareholders were treated equally, and the independent
committee did have at least some
power to negotiate price ($14 to $15.50).
The Court found that there
was fair price. Both Alcatel and
Kahn had presented evidence of what the price should be, and the Trial
Court thought that Alcatel's accounting method was more persuasive.