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Supreme Court Review for Deal-Related Shareholder Litigation

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Posted by George T. Conway, III and David A. Katz, Wachtell, Lipton, Rosen & Katz, on Monday, January 7, 2019
Editor's Note: George T. Conway, III is of counsel and David A. Katz is a partner at Wachtell, Lipton, Rosen & Katz. This post is based on their Wachtell memorandum.

In an important development that may ultimately provide relief from some frivolous deal-related shareholder litigation in federal courts, the Supreme Court agreed to decide a case that could bring an end to private actions under Section 14(e) of the Securities Exchange Act of 1934, the general anti-fraud provision that governs tender offers. Emulex Corp. v. Varjabedian, No. 18–459 (U.S.).

As we explained in a memo last April, the case arose from the acquisition of a public company, Emulex, by a tender offer. The plaintiffs sued to enjoin the deal and for damages. After the district court denied a preliminary injunction and dismissed the complaint, the Ninth Circuit reversed the dismissal. And in doing so, the court of appeals created a square circuit conflict—it held that only negligence was required to state a Section 14(e) claim, in contrast to six other circuits, which require scienter, an actual intent to defraud.

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