Shareholder Oppression in New York

Applicable StatuteThe Court based its determination on the fact that
New York State's corporate dissolution statute, NYthe controlling members of the company, after many
Business Corporations 1104-a, provides for theyears of paying dividends, cut off the minority
involuntary dissolution of a corporation when theshareholder's only means of receiving a benefit from
"directors or those in control of the corporation havethe company while continuing to pay themselves
been guilty of illegal, fraudulent or oppressive actionsdistributions through salaries or extra compensation.
toward the complaining shareholders" in a companyAvailable Remedies:
that is not publicly traded.The statutory remedy for oppression in New York is
dissolution of the company, but courts often view
What is Oppressive Conduct?dissolution as a remedy of last resort.
In an "oppression" case, the first inquiry of a NewIf a New York court finds that majority shareholders
York court will be to determine whether thehave acted in an oppressive manner toward the
complained of acts are actually "oppressive." Thoughminority, it will then separately determines whether
the dissolution statute does not define whatdissolution is warranted by the conduct in question. It
oppressive acts are, one of the leading cases on thewill consider whether dissolution is necessary for the
subject, Matter of Kemp & Beatley, Inc., interpretsprotection of the rights and interests of the
them as actions which "substantially defeatcomplaining shareholders. It will look at the impact on
shareholder expectations that, objectively viewed,all shareholders and at whether there are other last
were both reasonable under the circumstances anddrastic remedies. As a practical matter, courts will
were central to the petitioner's decisions to join therarely order dissolution of a profitable and viable
venture." This standard is widely followed.business.
Oppressive conduct is most often found when thereSince, New York courts have broad discretion in
are a number of actions that, when taken together,fashioning remedies, they will often find less severe
have the effect of denying the minority shareholdermeans of rectifying the wrongs complained of. New
benefits from the company that he or she had theYork courts, under their general equity powers, will
reasonable expectation of. Often the Court will lookorder buyouts of one shareholder by the others, the
at what is motivating the majority's actions andpayment of dividends and enjoin other deprivations
whether there is an effort to "freeze out" orof the benefits of share ownership.
"squeeze out" the minority.NY Business Corporations §1118, in fact, provides
"Freeze-outs" denote efforts by the majority tothat in any proceeding brought under §1104-a, any
deny the minority of the benefits of shareother shareholder or shareholders or the corporation,
ownership, and "squeeze outs" are efforts to forcemay, within ninety days after the filing of the
them out of the company altogether.petition, purchase the shares owned by the
Courts in New York have held that minoritypetitioners at their fair value. New York courts have
shareholder's expectations have been frustrated by,ordered buyouts outside the context of §1118, but
among other things:have modeled relevant issues and procedures of the
- Removal of a minority shareholder from corporatebuyout after the statute.
offices;In one illustrative case, Gimpel v Bolstein, the court
- Refusing to declare dividends to a minorityfound that a majority shareholder's failure to hold
shareholder;shareholders' meetings, failure to issue proper stock
- Removal of a minority shareholder from hiscertificates reflecting the minority shareholder's actual
employment in the company;interests in the corporation, and failure to allow the
- Denial of a minority shareholder's access tominority shareholder access to stock ledgers, though
information.improper and oppressive, would not justify dissolution
However, these determinations are highly factof the corporation. In that particular case, the court
specific. For example, in Matter of Kemp, the courtordered the corporation to either alter its corporate
found that that the alteration of a long-standingfinancial structure so as to commence payment of
policy of distributing corporate earnings on the basisdividends, or to buyout the minority shareholders
of stock ownership constituted oppressive conduct.interest within six months.