Declan Flight, Inc. v. Textron eAviation, Inc.
CourtCourt of Appeals for the Eleventh Circuit
Date FiledMay 26, 2026
Docket24-10913
StatusPublished
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Full Opinion
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FOR PUBLICATION
In the
United States Court of Appeals
For the Eleventh Circuit
____________________
No. 24-10913
____________________
DECLAN FLIGHT, INC.,
RIGHT RUDDER AVIATION, LLC,
Plaintiffs-Appellants
Cross-Appellees,
versus
TEXTRON EAVIATION, INC.,
TEXTRON, INC.,
Defendants-Appellees
Cross-Appellants.
____________________
Appeal from the United States District Court
for the Middle District of Florida
D.C. Docket No. 5:23-cv-00301-GAP-PRL
____________________
Before LUCK, LAGOA, and ABUDU, Circuit Judges.
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2 Opinion of the Court 24-10913
LAGOA, Circuit Judge:
This case is about alleged tortious interference with three
separate contracts. In 2020, Declan Flight, Inc., contracted with a
subsidiary of Pipistrel d.o.o., a Slovenian aircraft manufacturer, to
serve as its chief sales representative in the United States. A year
later, Right Rudder Aviation, LLC, contracted with another Pipi-
strel subsidiary to become its exclusive distributor in the United
States. For a while, these business relationships flourished, with
Declan and RRA’s contributions accounting for up to 90% of Pipi-
strel’s total sales. However, in 2022, Textron, Inc. purchased Pipi-
strel and brought it under the umbrella of its subsidiary Textron
eAviation, Inc. Although Textron initially promised that it would
continue to rely on Declan and RRA for business, such promises
soon proved empty. Within a year of acquiring Pipistrel, Textron
and eAviation had essentially cut all business ties with Declan and
RRA.
Declan and RRA sued Textron and eAviation for tortiously
interfering with their respective contracts with Pipistrel (Counts I
and II), as well as with a separate sales agreement between RRA
and Mesa Airlines for the purchase of Pipistrel aircraft (Count III).
The district court dismissed the Plaintiffs’ claims based on their
contracts with Pipistrel for forum non conveniens, concluding that the
Defendants—despite not being a party to those contracts—could
nonetheless enforce the contracts’ forum-selection clauses channel-
ing litigation to Slovenia under the federal common law doctrine
of equitable estoppel. As to RRA’s claim alleging tortious
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24-10913 Opinion of the Court 3
interference with the Mesa deal, the district court found that while
RRA had adequately alleged personal jurisdiction over the Defend-
ants it had failed to state a viable claim and dismissed this claim as
well.
On appeal, the Plaintiffs argue that the district court erred
by conducting its analysis under the modified forum non conveniens
test announced by the Supreme Court in Atlantic Marine Construc-
tion Co. v. U.S. District Court for the Western District of Texas, 571 U.S.
49 (2013), which only applies when a valid forum-selection clause
reaches the claims plead. In their view, the contracts’ forum-selec-
tion clauses are not applicable here because their contracts with
Pipistrel are governed by Slovenian law, which does not recognize
non-signatory enforcement under these circumstances. RRA also
maintains that it plausibly alleged tortious interference with the
Mesa sales contract in Count III. The Defendants cross-appeal the
district court’s finding of personal jurisdiction on that claim as well.
After careful review and with the benefit of oral argument,
we reverse the dismissal of Counts I and II for forum non conveniens,
reverse the district court’s finding of personal jurisdiction as to
Count III, and remand for further proceedings.
I. FACTUAL AND PROCEDURAL BACKGROUND1
Appellant Declan Flight, Inc. (“Declan”) is an Arizona cor-
poration specializing in aviation management. Appellant Right
1 Because this case comes to us on a motion to dismiss, our discussion of the
facts comes from the allegations in the second amended complaint.
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4 Opinion of the Court 24-10913
Rudder Aviation, LLC (“RRA”) is a Florida limited liability com-
pany that works as a “full-service aerospace firm providing services
such as airport management, flight training, maintenance facilities,
aircraft sales and aircraft management.” From 2020 to 2022, De-
clan and RRA spearheaded sales in the U.S. market for Slovenian
aircraft manufacturer Pipistrel d.o.o. (“Pipistrel”). At their peak,
they managed 90% of Pipistrel’s total sales. But in April 2022, Tex-
tron, Inc. (“Textron”) acquired Pipistrel and put Pipistrel under the
control of its newly incorporated subsidiary, Textron eAviation,
Inc. (“eAviation”). Having integrated Pipistrel into their network
of aircraft marketing and distribution, Textron and eAviation no
longer had any need for Declan or RRA. So, despite its existing
contracts with Declan and RRA, Pipistrel soon terminated those
agreements, cutting Declan and RRA out of owed and expected
commissions.
1. The Declan Contracts
On October 2, 2020, Declan entered into a contract with Pip-
istrel Vertical Solutions d.o.o. (“Pipistrel Vertical”), a Pipistrel sub-
sidiary, to serve as an “independent entrepreneur” and chief sales
representative for special products and engineering services in the
United States (the “2020 Declan Contract”). Under the 2020 De-
clan Contract, Declan was “required to spearhead the sales of the
Pipistrel products and provide sales support services.” In exchange,
Declan would receive a monthly payment of €12,000, plus a 5%
commission on all sales. The 2020 Declan Contract provided it
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would expire on October 1, 2021, but that it could be renewed by
mutual consent of the parties.
By all accounts, both Declan and Pipistrel were initially sat-
isfied with their business relationship. Ivo Boscarol, Pipistrel’s
founder and chairman, told Declan about a year into their venture
that Pipistrel was “really happy” with the firms’ cooperation and
that he was “convinced” they “will be very successful together also
in the future.” Declan and Pipistrel Vertical renewed their agree-
ment in November 2021 for the three-year term between January
1, 2022, and December 31, 2024 (the “2022 Declan Contract”). The
terms of the 2022 Declan Contract were similar to those of the
prior agreement: Declan would continue to work for Pipistrel Ver-
tical in a business-development and sales role; it would now receive
a fixed hourly rate; and it would continue to receive a 5% commis-
sion on its sales and expense reimbursements for its services. A
party could unilaterally terminate the contract only if the counter-
party was late in complying, or failed to comply, with its contrac-
tual obligations and did not cure its breach within a reasonable time
following notice thereof. The contract also would automatically
terminate if “cooperation of the Contracting Parties becomes im-
possible in any way.”
The 2022 Declan Contract contained the following forum-
selection provision:
Any controversial relations arising from this or in con-
nection with this contract will be settled primarily by
the contracting parties by mutual consent, otherwise
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the dispute shall be settled by the court having juris-
diction over the seat of the Contracting Authority.
The “Contracting Authority” refers to Pipistrel Vertical, which is
headquartered in Slovenia.
2. The RRA Contract
On September 27, 2021, RRA contracted with Pipistrel and
its subsidiary, Pipistrel Italia S.r.l, to be the exclusive U.S. distributor
of several Pipistrel aircraft (the “RRA Contract”). The RRA Con-
tract granted RRA the right to purchase these aircraft at discounted
rates from Pipistrel before reselling them to customers, apportion-
ing the discount as a “commission.” Although the RRA Contract
was originally set to run for two years, the parties later agreed that
their business relationship would be “maintained . . . with no par-
ticular termination date as long as RRA performed in accordance
with” its contractual obligations. The contract also included a fo-
rum-selection clause, which provided that, “[i]n case of dispute the
courts of Nova Gorica, Slovenia shall have jurisdiction[,]” as well as
a choice-of-law clause dictating that it was “governed by the laws
of Slovenia.”
3. Textron Acquires Pipistrel and Freezes Out Declan
Soon after inking the 2020 Declan Contract, John Wood, De-
clan’s CEO and principal, connected executives at Pipistrel with
Textron, a large aircraft manufacturer headquartered in Rhode Is-
land, “to discuss opportunities and synergies between the two com-
panies.” Over the next seventeen months, Pipistrel and Textron
held over thirty meetings to discuss a potential merger between the
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two firms. On March 17, 2022, Textron disclosed in public SEC
filings that it intended to purchase Pipistrel and its subsidiaries for
approximately €218,000,000, and informed investors of its plan to
integrate Pipistrel into Textron’s “global aircraft sales and support
network.”
Two days later, Rob Scholl, a senior vice president at Tex-
tron, informally offered Wood a director-level position at eAvia-
tion, which at the time was a “business unit of Textron” specializ-
ing in “sustainably powered flight.” Wood reminded Scholl that
the 2022 Declan Contract remained in effect through 2024 and that
he intended to continue managing Declan’s business with Pipistrel.
On April 1, 2022, Textron formally incorporated eAviation as a new
subsidiary corporation that would house the Pipistrel entities fol-
lowing the acquisition. Scholl became President and CEO of eAvi-
ation. The Textron-Pipistrel deal closed on April 15, 2022, with
Textron now owning a 90% stake in the Pipistrel companies.
With Pipistrel officially under Textron’s corporate umbrella,
Textron and eAviation sought to tie up the loose ends posed by De-
clan’s preexisting contractual relationship with Pipistrel Vertical.
On June 6, 2022, Scholl invited Wood to eAviation’s headquarters
in Kansas under the pretense that Wood would be meeting with
“the Textron Special Missions Team to discuss ways that Textron
and Declan could work together” on new product lines. When
Wood arrived on site, he was led into a conference room. To his
surprise, he was greeted not by the Special Missions Team but by
Scholl, who slid Wood a document on eAviation letterhead
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purporting to terminate the 2022 Declan Contract. Scholl ex-
plained to Wood that “he was terminating [the 2022 Declan Con-
tract] because . . . eAviation did not plan to sell the products Declan
was marketing and that the purchase between Textron and Pipistrel
was an asset sale.” Neither premise was true, it turned out, as Pip-
istrel continued to sell “the exact products Declan marketed” and
the Textron-Pipistrel deal “was not an asset sale.”
Scholl also shared with Wood a draft settlement agreement,
which offered to pay Declan a lump sum of $100,000, in addition
to approximately €230,000 in outstanding commissions. According
to Declan, this payoff was “significantly less than what Declan was
owed” in commissions. In exchange, Declan would have to release
all claims that it had against the “Textron Parties,” which Wood
took to mean both Textron and eAviation. Wood did not accept
Scholl’s offer.
4. The Mesa Contract
RRA would soon suffer a similar fate as Declan. The day
after Textron announced its intent to acquire Pipistrel, Pipistrel sent
a memorandum to RRA explaining that it “d[id] not have plans to
cancel any agreements” it had with distributors. Scholl also visited
RRA’s facility in Florida to assure RRA that eAviation intended “to
build a strong relationship with RRA” and that RRA was “‘needed’
. . . for the continued future success of Pipistrel.”
Taking Scholl at his word, RRA continued marketing Pipi-
strel aircraft. Around this time, RRA was approached by Mesa Air-
lines, a regional airline operating out of Phoenix, Arizona, that was
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interested in purchasing a fleet of Pipistrel Alpha Trainer aircraft
through RRA. In a July 13, 2022, email, Tadej Hozic, the Pipistrel
sales representative who was coordinating the deal with RRA, in-
formed RRA that Pipistrel would sell the planes to RRA at an 18%
discount on the first fifty planes, and a 20% discount on the remain-
ing planes. Prior to finalizing the sale, RRA arranged for a meeting
with Gabriel Massey (Pipistrel’s managing director and president),
Scholl, and Mesa. In a follow-up email, Massey, allegedly at the be-
hest of Scholl, expressed concern at the pricing structure. RRA in-
formed Massey that Hozic had already confirmed the discount, and
that Mesa had already obtained approval from its board to proceed
forward with the transaction.
On August 18, 2022, RRA executed a contract with Mesa Air-
lines for the sale of twenty-five Pipistrel Alpha Trainer planes, with
the option of purchasing an additional seventy-five aircraft (the
“Mesa Contract”). The Mesa Contract provided it was to be gov-
erned by Florida law, and that “any dispute or claim arising out of
[it] . . . shall be filed in the courts of Citrus County, FL.” It also
stated that “[a]ny dispute arising under, out of, or related in any
way to this Agreement or the legal relationship between Seller and
Purchaser will be adjudicated solely and exclusively in the Citrus
County, Florida, USA,” that “[e]ach of the parties consent to the
exclusive personal jurisdiction of these courts,” and that “by sign-
ing this Agreement, [each] waives any objection to venue of these
Florida courts.”
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Even though the Mesa Contract had been signed, Massey
continued to pester RRA about the deal’s pricing structure. Be-
cause RRA wanted to maintain its business relationship with Pipi-
strel, it remained willing to work with Massey to resolve these “is-
sues.” On August 29, Massey sent RRA a new proposed pricing
structure and told RRA that Scholl also had ideas about how to re-
structure the Mesa Agreement. Massey’s proposal “greatly re-
duced” RRA’s commission from what was guaranteed in the con-
tract and from what Hozic quoted RRA in July. As a condition to
accepting the reduced commission, RRA told Massey that it wanted
an immediate three-year extension of the RRA Contract, so that
RRA could continue to pursue sales on behalf of Pipistrel “with
assurance and confidence.” Scholl and Massey told RRA that it
would be granted the extension, and that RRA would receive a
draft agreement by mid-September.
Behind the scenes, Scholl had begun renegotiating the Mesa
Contract directly with Mesa. Mesa also reached out directly to
Scott Donnelly, Textron’s CEO, to “work out the details of the new
contract between Pipistrel and Mesa Airlines for the 100 aircraft.”
Textron then directed Pipistrel “to negotiate and finalize a new
agreement” with Mesa. RRA received the draft extension agree-
ment on September 26, 2022. Much to RRA’s dismay, it would no
longer have exclusive rights, or even guaranteed rights, over the
sale of Pipistrel aircraft under the terms of the new agreement.
Rather than accept these terms, RRA engaged counsel and in-
formed Pipistrel that it believed Pipistrel’s interference with the
Mesa deal constituted a breach of the RRA Contract. On
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November 11, 2022, Pipistrel sent RRA a letter terminating the
RRA Contract. Three weeks later, Massey forwarded Mesa a re-
vised contract for the purchase of the Alpha Trainers, effectively
vitiating the Mesa Contract and cutting RRA out of the deal.
Declan and RRA sued Textron and eAviation in the U.S. Dis-
trict Court for the Middle District of Florida for tortious interfer-
ence, alleging the Defendants directed Pipistrel and Mesa to breach
their contracts with Declan and RRA. After the Plaintiffs filed an
amended complaint, the Defendants moved to dismiss. While that
motion was pending, the Plaintiffs sought leave to amend their
complaint a second time to “address shotgun pleading deficien-
cies.” The district court allowed them to file a second amended
complaint, admonishing them that any future shotgun pleadings
would be “subject to dismissal with prejudice.” In their second
amended complaint—the operative complaint—the Plaintiffs as-
sert three counts of tortious interference, with each respectively
based on the 2022 Declan Contract, RRA Contract, and Mesa Con-
tract.
The Defendants renewed their motion to dismiss, arguing
that the second amended complaint should be dismissed as a shot-
gun pleading, for lack of personal jurisdiction, and for failure to
state a claim. Additionally, they argued that the claims based on
the Declan and RRA Contracts (Counts I & II) should be dismissed
for forum non conveniens in light of those contracts’ designation of
Slovenia as the appropriate forum.
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The district court largely agreed. In reviewing the motion
as to Counts I and II, the district court began by observing that both
the Declan and RRA Contracts contained forum-selection clauses
directing related litigation to be adjudicated in Slovenia. Although
neither Textron nor eAviation was a party to those contracts, the
district court found that they could nonetheless invoke the forum-
selection clauses against the Plaintiffs under the federal-common
law doctrine of equitable estoppel, which “allows a nonsignatory
to enforce the provisions of a contract against a signatory . . . when
the signatory . . . relies on the terms of the contract to assert . . .
claims against the nonsignatory.” See Bahamas Sales Assoc., LLC v.
Byers, 701 F.3d 1335, 1342 (11th Cir. 2012). The district court then
concluded that Slovenia provided an adequate alternative forum
for these claims and dismissed Counts I and II without prejudice
under the doctrine of forum non conveniens.
On Count III, the district court was satisfied that the second
amended complaint adequately plead personal jurisdiction over
Textron and eAviation. Even so, the court concluded that the
Plaintiffs had failed to state a claim for tortious interference based
on the Mesa Contract. In its view, their response brief below did
not rebut any of the “Defendants[’] arguments that Count III fails
to state a claim,” which the court took to mean that the Plaintiffs
had “conceded” this claim. The court also expressed in a parting
footnote that the second amended complaint was a shotgun plead-
ing because it jointly plead claims against both Defendants without
specifying “which of the defendants are responsible for which acts
or omissions.” See Weiland v. Palm Beach Cnty. Sheriff’s Off., 792 F.3d
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1313, 1323 (11th Cir. 2015). Accordingly, the district court dis-
missed Count III with prejudice.
The Plaintiffs timely appealed the dismissal of the second
amended complaint. The Defendants also timely filed a cross-ap-
peal, challenging the district court’s conclusion that it had personal
jurisdiction over them as to Count III. We consider both the appeal
and cross-appeal here.
II. STANDARDS OF REVIEW
We review the construction of a written contract, and the
enforceability of a contract’s forum-selection and choice-of-law
provisions, de novo. Nat’l Fire Ins. Co. of Hartford v. Fortune Constr.
Co., 320 F.3d 1260, 1267 (11th Cir. 2003); Lipcon v. Underwriters at
Lloyd’s, London, 148 F.3d 1285, 1290–91 (11th Cir. 1998). Dismissals
for lack of personal jurisdiction and failure to state a claim are also
reviewed de novo, “accepting the allegations in the complaint as
true.” SkyHop Techs., Inc. v. Narra, 58 F.4th 1211, 1222 (11th Cir.
2023) (citing Don’t Look Media LLC v. Fly Victor Ltd., 999 F.3d 1284,
1292 (11th Cir. 2021)). A district court’s dismissal for forum non con-
veniens is reviewed for abuse of discretion, “and should be affirmed
‘unless we find that the district court has made a clear error of judg-
ment, or has applied the wrong legal standard.’” AQuate II LLC v.
Myers, 100 F.4th 1316, 1320 (11th Cir. 2024) (quoting GDG Acquisi-
tions, LLC v. Gov’t of Belize, 749 F.3d 1024, 1028 (11th Cir. 2014)).
III. ANALYSIS
The Plaintiffs challenge the dismissal of all three claims for
tortious interference. Like the district court, we consider the
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14 Opinion of the Court 24-10913
claims based on the Declan and RRA Contracts together before
turning to RRA’s claim based on the Mesa Contract.
A. Counts I & II
We begin with Counts I and II, which the district court dis-
missed for forum non conveniens in favor of the Slovenian forum
identified in the Declan and RRA Contracts’ forum-selection
clauses.
“Procedurally, ‘the appropriate way to enforce a forum-se-
lection clause pointing to a state or foreign forum is through the
doctrine of forum non conveniens,’” AQuate, 100 F.4th at 1322 (quot-
ing Atl. Marine, 571 U.S. at 60), which allows a district court to “de-
cline to exercise its jurisdiction when a foreign forum is better
suited to adjudicate the dispute,” Fresh Results, LLC v. ASF Holland,
B.V., 921 F.3d 1043, 1048 (11th Cir. 2019) (citing Kolawole v. Sellers,
863 F.3d 1361, 1369 (11th Cir. 2017)). Usually, a district court will
dismiss a suit for forum non conveniens only if the defendant can es-
tablish that “(1) an adequate alternative forum is available, (2) the
public and private factors weigh in favor of dismissal, and (3) the
plaintiff can reinstate his suit in the alternative forum without un-
due inconvenience or prejudice.’” Tazoe v. Airbus S.A.S., 631 F.3d
1321, 1330 (11th Cir. 2011) (quoting Leon v. Millon Air, Inc., 251 F.3d
1305, 1311 (11th Cir. 2001)). But where “there is a valid forum-se-
lection clause, ‘the calculus changes.’” AQuate, 100 F.4th at 1322
(alterations adopted) (quoting Atl. Marine, 571 U.S. at 63). As the
Supreme Court outlined in Atlantic Marine, under such circum-
stances the plaintiff “bears the burden of establishing that transfer
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to the forum for which the parties bargained is unwarranted,” and
the district court “must deem the private-interest factors to weigh
entirely in favor of the preselected forum.” 571 U.S. at 63–64. Un-
der Atlantic Marine’s modified test, a valid forum-selection clause
“should be ‘given controlling weight in all but the most exceptional
cases,’” and “will almost always” merit dismissal for forum non con-
veniens in favor of the designated forum. AQuate, 100 F.4th at 1322–
23 (quoting Atl. Marine, 571 U.S. at 63).
Here, neither Textron nor eAviation was a party to the Plain-
tiffs’ contracts with Pipistrel, and the Plaintiffs never explicitly
agreed to adjudicate their claims against Textron or eAviation in
Slovenia. Even so, the district court allowed the Defendants to in-
voke those clauses under the doctrine of equitable estoppel.
According to the district court, “[c]onsideration of whether
to enforce a forum selection clause in a diversity jurisdiction case is
governed by federal law . . . not state law.” P&S Bus. Machs., Inc. v.
Canon USA, Inc., 331 F.3d 804, 807 (11th Cir. 2003) (citation omit-
ted). Equitable estoppel, a doctrine recognized in federal common
law, “allows a nonsignatory to enforce the provisions of a contract
against a signatory” when the signatory “relies on the terms of the
contract to assert his or her claims against the nonsignatory” or
when the signatory “raises allegations of interdependent and con-
certed misconduct by both the nonsignatory and one or more of
the signatories to the contract.” Byers, 701 F.3d at 1342 (citing MS
Dealer Serv. Corp. v. Franklin, 177 F.3d 942, 947 (11th Cir. 1999)). The
district court found that the Plaintiffs’ claims satisfied either
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condition, and thus allowed the Defendants to “enforce the forum
selection clause[s]” included in the Declan and RRA Contracts
against the Plaintiffs. Applying Atlantic Marine’s modified test, the
district court concluded that Slovenia provided an adequate and
available forum and that the public interest factors did not weigh
against that forum adjudicating the matter—and dismissed Counts
I and II for forum non conveniens.
On appeal, the Plaintiffs argue that the district court erred
by applying the Atlantic Marine test, believing that the forum-selec-
tions clauses are not applicable to their claims. In their view,
whether the Defendants may invoke the forum-selection clauses is
a matter of contractual interpretation governed not by federal
common law but by the substantive law governing the contracts,
which they maintain is the law of Slovenia. And because Slovenia
law, they argue, only allows signatories to a contract to invoke its
forum-selection clause, the Defendants cannot rely on the Declan
and RRA Contacts’ forum-selection clauses here.
Whether federal common law governs both the enforceabil-
ity and interpretation of a contract’s forum-selection clause is one
of first impression for our Court—and one that has divided our sis-
ter Circuits. Compare Albemarle Corp. v. AstraZeneca UK Ltd., 628 F.3d
643, 650 (4th Cir. 2010) (applying federal law to both issues), and
Manetti-Farrow v. Gucci Am., Inc., 858 F.2d 509, 513 (9th Cir. 1988)
(same), with Firexo, Inc. v. Firexo Grp. Ltd., 99 F.4th 304, 324 (6th Cir.
2024) (rejecting application of federal law to interpretive issues),
Collins v. Mary Kay, Inc., 874 F.3d 176, 185 (3d Cir. 2017) (same),
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Weber v. PACT XPP Techs., AG, 811 F.3d 758, 770 (5th Cir. 2016)
(same), Martinez v. Bloomberg LP, 740 F.3d 211, 217 (2d Cir. 2014)
(same), and Yavuz v. 61 MM, Ltd., 465 F.3d 418, 430 (10th Cir. 2006)
(same). Given that the “question of the scope of a forum selection
clause is one of contract interpretation,” John Wyeth & Bro. Ltd. v.
CIGNA Int’l Corp., 119 F.3d 1070, 1073 (3d Cir. 1997) (Alito, J.), and
that “state law governs issues of contract interpretation,” AFC Fran-
chising, LLC v. Puruanan, 43 F.4th 1285, 1290 (11th Cir. 2022), we
hold that courts must interpret a contract’s forum-selection clause
just like any other provision—under the substantive law governing
the contract. In doing so, we join the “growing trend” among fed-
eral courts to recognize “that there are two separate steps to ana-
lyzing a forum-selection clause: (1) applicability based on state law
(and/or the law of the contract), and (2) enforceability based on
federal common law.” Firexo, 99 F.4th at 322–23.
Applying this rule, we find that Slovenian law—which does
not recognize non-signatories’ ability to invoke contractual provi-
sions via equitable estoppel—governs the Declan and RRA Con-
tracts forum-selection clauses. Since the non-signatory Defendants
cannot invoke those clauses, there is no “valid forum-selection
clause” applicable to the Plaintiffs’ claims, meaning the district
court had no reason to apply Atlantic Marine’s modified forum non
conveniens test. Therefore, because the district court applied the
wrong legal standard, it necessarily abused its discretion in dismiss-
ing Counts I and II for forum non conveniens.
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Our analysis proceeds in five steps. First, we explain how
issues implicating a forum-selection clause’s “applicability” are dis-
tinct from, and antecedent to, issues of its “enforceability.” Second,
we conduct an Erie 2 analysis to establish that defining the applica-
bility of a forum-selection clause poses a substantive issue that can-
not be governed by federal common law. Third, applying Florida’s
choice-of-law rules, we find that the Declan and RRA Contracts,
including their forum-selection clauses, are governed by Slovenian
law. Fourth, we consider the parties’ submissions on Slovenian law
and determine that Slovenian law does not allow the non-signatory
Defendants to invoke the forum-selection clauses. Finally, having
found that the forum-selections clauses are not applicable in this
case, we conclude that the district court erred by relying on Atlantic
Marine to exclude the relevant private-interest factors from its fo-
rum non conveniens analysis. We take each step in turn.
1.
We have long recognized that the “enforceability of forum-
selection clauses is governed by federal law.” AQuate, 100 F.4th at
1323 (first citing P&S Bus. Machs., 331 F.3d at 807; then citing Great
Lakes Ins. SE v. Raiders Retreat Realty Co., 601 U.S. 65, 71–72 (2024));
accord Stewart Org., Inc. v. Ricoh Corp., 810 F.2d 1066, 1067 (11th Cir.
1987) (en banc), aff’d and remanded, 487 U.S. 22 (1988). But, as the
Plaintiffs see it, this case is not about the enforceability of forum-
selection clauses but rather their threshold applicability to the
2 Erie R. Co. v. Tompkins, 304 U.S. 64, 71 (1938).
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24-10913 Opinion of the Court 19
claims presented here. Before proceeding any further then, we
must define our terms and determine the extent to which these
concepts are analytically distinct.
Courts have not always spoken with precision when analyz-
ing forum-selection clauses. See Matthew J. Sorensen, Note, En-
forcement of Forum-Selection Clauses in Federal Court after Atlantic Ma-
rine, 82 Fordham L. Rev. 2521, 2546–47 & n.227 (2014); see also Bar-
nett v. DynCorp Int’l, L.L.C., 831 F.3d 296, 302 (5th Cir. 2015) (“[W]e
do not appear to have drawn his distinction between validity and
enforceability, instead seeming to treat those words as synonyms in
the forum-selection clause context.”). As we recently observed,
“[o]ur cases have inconsistently used the terms ‘valid’ and ‘enforce-
able’ . . . without explaining whether, or how, these terms differ.”
AQuate, 100 F.4th at 1323 n.4 (first citing Krenkel v. Kerzner Int’l Hotels
Ltd., 579 F.3d 1279, 1281 (11th Cir. 2009); then citing Turner v. Costa
Crociere S.p.A., 9 F.4th 1341, 1345 (11th Cir. 2021)).
In general, we have referred to a forum-selection clause’s
“enforceability” or “validity” when “articulating the effect” of the
test announced in M/S Bremen v. Zapata Off-Shore Co. (The Bremen),
407 U.S. 1 (1972), on forum-selection clauses. AQuate, 100 F.4th at
1323 n.4. In The Bremen, the Supreme Court explained that a court
should “enforce [a] forum clause specifically unless [the plaintiff]
could clearly show that enforcement would be unreasonable and un-
just, or that the clause was invalid for such reasons as fraud or over-
reaching.” 407 U.S. at 15 (emphases added). To answer those ques-
tions, we have looked to federal common law, and will
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20 Opinion of the Court 24-10913
“invalidate”—that is, refuse to enforce—a forum-selection clause if
“(1) its formation was induced by fraud or overreaching; (2) the
plaintiff would be deprived of its day in court because of inconven-
ience or unfairness; (3) the chosen law would deprive the plaintiff
of a remedy; or (4) enforcement of the clause would contravene
public policy.” AQuate, 100 F.4th at 1322 (quoting Krenkel, 579 F.3d
at 1281). Although both “enforceability” and “validity” are in-
cluded in The Bremen test, it appears that these concepts may de-
scribe different characteristics of a forum-selection clause: The Bre-
men test frames each concept as turning on different circumstances,
conditioning the former on whether giving effect to the clause
would be “unreasonable and unjust,” and the latter on whether the
clause was the product of “fraud or overreaching.” The Bremen, 407
U.S. at 15.
It is sufficient for present purposes to simply recognize that
“enforceability” and “validity” are analyzed within The Bremen’s
framework for deciding the extent to which a court will bind the
contracting parties to their bargained-for language or otherwise ig-
nore a forum-selection clause on fairness, contract-formation, or
public-policy grounds. See AQuate, 100 F.4th at 1323. That is be-
cause “the effect of The Bremen’s test on forum-selection clauses” is
not at issue in this appeal. See id. at 1323 n.4. The Plaintiffs do not
ask us to nullify the forum-selection clauses in the Declan and RRA
Contracts, and do not argue that those clauses are themselves the
products or sources of any unfairness between the parties to them.
Rather, they ask us to determine exactly who those clauses can be
enforced by and against in the first place—i.e., to whom they apply.
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24-10913 Opinion of the Court 21
Our Circuit has not yet determined whether questions of a forum-
selection clause’s “applicability” or “scope,” such as the extent to
which the clause can bind a non-signatory party, are “distinct from
and antecedent to [questions of ] its enforceability.” Firexo, 99 F.4th
at 319 (emphasis omitted). We now hold that they are.
Before a court can assess whether the parties to a lawsuit
should be bound by a forum-selection clause’s terms, it must first
know the extent to which the clause applies to the parties’ claims
at all. See, e.g., Slater v. Energy Servs. Grp. Int’l, Inc., 634 F.3d 1326,
1330–31 (11th Cir. 2011) (considering whether claims “fit within the
scope of the . . . forum-selection clause” before determining
clause’s enforceability); 14D Chas. A. Wright & A.R. Miller, Federal
Practice and Procedure § 3803.1 (4th ed. 2025) (distinguishing be-
tween issues of whether the “agreement [is] enforceable” and
whether “the clause appl[ies] to the dispute at hand”). Delineating
the scope of a forum-selection clause requires the court to assess
whether the clause is “mandatory” or “permissive,” see Snapper, Inc.
v. Redan, 171 F.3d 1249, 1262 n.24 (11th Cir. 1999), whether it covers
the causes of actions plead, see Slater, 634 F.3d at 1330–31, and
whether it extends to the parties at bar, see Usme v. CMI Leisure
Mgmt., Inc., 106 F.4th 1079, 1087 (11th Cir. 2024). None of The Bre-
men factors we consider in analyzing a forum-selection clause’s “en-
forceability” or “validity” provide any guidance for answering these
questions. Cf. AQuate, 100 F.4th at 1322.
Instead, we can only determine a forum-selection clause’s
“scope” by looking to the language of the contract itself. Slater,
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22 Opinion of the Court 24-10913
634 F.3d at 1330. This preliminary question of “[w]hether and how
a [forum-selection] provision applies to the parties or claims in a
lawsuit” thus presents a matter of “‘interpretation[,] . . . analytically
distinct . . . from the enforceability of that clause.’” Firexo, 99 F.4th
at 310, 324 (quoting In re McGraw-Hill Global Edu. Holdings LLC, 909
F.3d 48, 58 (3d Cir. 2018)); see Weber, 811 F.3d at 770–71; Martinez,
740 F.3d at 217–18; Yavuz, 465 F.3d at 430. Accordingly, when tasked
with analyzing a forum-selection clause, a court must follow a two-
step approach: (1) the court first must interpret the clause to assess
whether its terms apply to the claims and parties at bar; if they do,
then (2) the court must decide whether the forum-selection clause
is valid and enforceable based on The Bremen factors. Our prece-
dent dictates that the enforceability of a forum-selection clause is a
procedural matter governed by federal common law. 3 See Stewart,
810 F.2d at 1068. We next consider whether the same is true for the
issue of applicability as well.
2.
Identifying the appropriate body of law that a federal court
exercising diversity jurisdiction must apply in interpreting a forum-
3 Picking up on the conceptual distinction between “enforceability” and “va-
lidity,” some courts have identified the possibility that validity issues implicat-
ing the formation of a forum-selection clause should be resolved based on state
contract law rather than federal common law. See Barnett, 831 F.3d at 301–03;
Nw. Nat’l Ins. Co. v. Donovan, 916 F.2d 372, 374 (7th Cir. 1990). Because the
parties do not challenge the validity of the forum-selection clauses, we need
not weigh in on that issue today.
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24-10913 Opinion of the Court 23
selection clause poses an issue of first impression for our Court.4
Under Erie’s longstanding command, a federal court sitting in di-
versity must “apply state substantive law and federal procedural
law,” see Garcia v. Chiquita Brands Int’l, Inc., 48 F.4th 1202, 1210 (11th
Cir. 2022) (quoting Gasperini v. Ctr. for Humans., Inc., 518 U.S. 415,
427 (1996)); accord Erie, 304 U.S. at 71. 5
In our Circuit, it is “well settled” that issues of contract in-
terpretation are substantive matters governed by state law. AFC
Franchising, 43 F.4th at 1290 (citing Fernandez v. Bankers Nat’l Life
Ins., 906 F.2d 559, 564 (11th Cir. 1990)). And determining the ap-
plicability of a forum-selection clause is simply an exercise in inter-
pretation. See Slater, 634 F.3d at 1330; John Wyeth & Bro., 119 F.3d
at 1073. Accordingly, our sister Circuits that have recognized the
applicability-enforceability distinction uniformly apply the substan-
tive law governing the contract to interpret a forum selection
4 The Defendants assert that the “great weight of intra-circuit law” dictates
that we apply federal common law when interpreting forum-selection clauses.
But we have never spoken directly on this issue. Rather our cases addressing
the applicability of forum-selection clauses either (1) assumed without decid-
ing that federal law governs this question, see Byers, 701 F.3d at 1341; Usme, 106
F.4th at 1087; Ocwen Orlando Holdings Corp. v. Harv. Prop. Tr., LLC, 526 F.3d
1379, 1381 (11th Cir. 2008); accord Snapper, Inc. v. Redan, 171 F.3d 1249, 1262 &
n.25 (11th Cir. 1999) (applying “ordinary contract principles” but declining to
“address the question of which jurisdiction’s law to apply”), (2) held only that
the “enforceability” of a forum-selection clause is governed by federal-com-
mon law, see Stewart Org., 810 F.2d at 1067; AQuate, 100 F.4th at 1323, or (3)
did not implicate our diversity jurisdiction, see Slater, 634 F.3d at 1326.
5 Foreign countries “must be considered just like a ‘state’ for Erie and choice-
of-law purposes.” Garcia, 48 F.4th at 1210.
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24 Opinion of the Court 24-10913
clause’s applicability. See Firexo, 99 F.4th at 326; In re McGraw-Hill,
909 F.3d at 58; Weber, 811 F.3d at 770; Martinez, 740 F.3d at 217;
Yavuz, 465 F.3d at 430. We believe that approach is sound.
“Contract law—including the rules governing contract inter-
pretation—is quintessentially substantive for Erie purposes, and
therefore primarily the realm of the states.” Martinez, 740 F.3d at
221 (first citing Alland v. Consumers Credit Corp., 476 F.2d 951, 954–
55 (2d Cir. 1973); then citing Avery v. Hughes, 661 F.3d 690, 693–94
(1st Cir. 2011)). Under our Erie framework, federal courts must ap-
ply the substantive law of a state “unless affirmative ‘countervailing
federal interests’ are at stake that warrant application of federal
law.” Garcia, 48 F.4th at 1210 (quoting Gasperini, 518 U.S. at 432).
We see no sufficiently pressing federal interests that justify depart-
ing from the standard “constitutional ‘allocation of judicial power
between state and federal systems established’ in Erie.” Martinez,
740 F.3d at 221 (quoting Hanna v. Plumer, 380 U.S. 460, 474 (1965)
(Harlan, J., concurring)); cf. Erie, 304 U.S. at 77 (“There is no federal
general common law.”). On the contrary, upholding “valid forum-
selection clauses, bargained for by the parties, protects their legiti-
mate expectations and furthers vital interests of the justice system”
in promoting efficiency and predictability in litigation. Stewart, 487
U.S. at 33 (Kennedy, J., concurring); cf. Martinez, 740 F.3d at 220
(“Applying federal law to construe a forum selection clause could
frustrate the contracting parties’ expectations by giving a forum
selection clause a broader or narrower scope in a federal court than
it was intended to have.”) Thus, forum-selection clauses must be
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24-10913 Opinion of the Court 25
interpreted like any other contractual provision: under the substan-
tive law that governs the contract.
Resisting this conclusion, the Defendants assert that deter-
mining the applicability of the forum-selection clauses to the
claims presented here “does not involve any ‘interpretation,’” since
it “requires no parsing of contractual language or textual analysis
whatsoever.” Not so. “Every application of a text to particular cir-
cumstances entails interpretation.” A. Scalia & B.A. Garner, Read-
ing Law: The Interpretation of Legal Texts 53 (2012) (emphasis added);
see also H.T. Tiffany, Interpretation and Construction, in 17 American
and English Encyclopedia of Law 1, 2 (Garland & McGehee eds., 2d
ed. 1900) (defining interpretation as “the ascertainment of the
thought or meaning of the author of, or the parties to, a legal doc-
ument, as expressed therein, according to the rules of language and
subject to the rules of law”). For instance, we cannot know that a
plaintiff’s claims “fit within the scope of the . . . forum-selection
clause” without first looking to the words it comprises. Slater, 634
F.3d at 1330. And we cannot give those words any legal effect until
we discern the substantive law governing their interpretation. Cf.
Martinez, 740 F.3d at 220 (recognizing that “the same word or
phrase could have a different meaning” depending on the applica-
ble governing law).
Both the Supreme Court and our Circuit have held in the
analogous context of arbitration agreements that the substantive
rules guiding this interpretation must derive from “traditional prin-
ciples of state law.” Lawson v. Life of the S. Ins. Co., 648 F.3d 1166,
USCA11 Case: 24-10913 Document: 68-1 Date Filed: 05/26/2026 Page: 26 of 43
26 Opinion of the Court 24-10913
1170–71 (11th Cir. 2011) (quoting Arthur Andersen LLP v. Carlisle, 556
U.S. 624, 631 (2009)); cf. Vimar Seguros y Reaseguros, S.A. v. M/V Sky
Reefer, 515 U.S. 528, 534 (1995) (“[F]oreign arbitration clauses are
but a subset of foreign forum selection clauses.” (citation omitted)).
These principles, the Supreme Court has told us, include the sub-
stantive rules of “state contract law regarding the scope of agree-
ments (including the question of who is bound by them)” that dic-
tate whether a contract can “be enforced by or against nonparties
to the contract,” such as the availability of “‘estoppel.’” Arthur An-
dersen, 556 U.S. at 630–31 (internal quotation omitted) (quoting 21
R. Lord, Williston on Contracts § 57:19, at 183 (4th ed. 2001)). We
have already recognized in dicta that this applies with equal force
to forum-selection clauses, see Usme, 106 F.4th at 1087, and reaffirm
that rule as part of our holding today. Thus, whether the Defend-
ants may rely on equitable estoppel to bring the Plaintiffs’ claims
within the scope of the Declan and RRA Contracts’ forum-selec-
tion clauses necessarily turns on the substantive law governing our
interpretation of the contract.
The applicability of a forum-selection clause—like that of
any contractual provision—presents a substantive issue that falls
within the province of state contract law. Erie dictates that we must
look beyond federal law to determine whether the Defendants can
invoke the Declan and RRA Contracts’ forum-selection clauses
against the Plaintiffs.
The district court did not do that. Ignoring the doctrinal dis-
tinction between a forum-selection clause’s applicability and its
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24-10913 Opinion of the Court 27
enforceability—and the choice-of-law issue arising therefrom—the
district court erroneously applied federal common law to allow the
Defendants to invoke those clauses based on equitable estoppel.
But a non-signatory’s ability to rely on a contract’s forum-selection
clause turns on whether “the relevant state contract law allows
him” to do so. Lawson, 648 F.3d at 1171 (first quoting Arthur Ander-
sen, 556 U.S. at 632; then citing Bd. of Trs. v. Citigroup Global Mkts.,
Inc., 622 F.3d 1335, 1342–43 (11th Cir. 2010)). So, having concluded
that federal common law does not govern the forum-selection
clause’s applicability, we now must identify, under Florida state
law, which jurisdiction’s does.
3.
At this juncture we are presented with two Florida choice-
of-law rules that identify the law governing contract interpretation.
Under the first rule, Slovenian law governs the contracts’ interpre-
tation; under the second, Florida state law. Our task is to identify
which rule, and thus, which jurisdiction’s law, applies to interpret-
ing the forum-selection clauses.
The first choice-of-law rule states that “Florida courts tradi-
tionally have applied the doctrine of lex loci contractus,” which se-
lects “the law of the state where the contract was made or to have
been performed.” U.S. Fid. & Guar. Co. v. Liberty Surplus Ins. Corp.,
550 F.3d 1031, 1033 (11th Cir. 2008) (citing Shapiro v. Associated Int’l
Ins. Co., 899 F.2d 1116, 1119 (11th Cir. 1990)), opinion withdrawn sub
nom. United States Fidelity & Guaranty Co. v. Liberty Surplus Ins. Corp.,
No. 08-10544, 2009 WL 10875291, at *1 (11th Cir. Feb. 26, 2009); see,
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28 Opinion of the Court 24-10913
e.g., Sturiano v. Brooks, 523 So. 2d 1126, 1129–30 (Fla. 1988). How-
ever, if a contract contains a choice-of-law provision, Florida courts
generally will interpret the contract under “the law of the chosen
forum” unless it “contravenes strong public policy.” Interface Kan-
ner, LLC v. JPMorgan Chase Bank, N.A., 704 F.3d 927, 931–32 (11th Cir.
2013) (quotation omitted); accord Mazzoni Farms, Inc. v. E.I. DuPont
De Nemours & Co., 761 So. 2d 306, 311 (Fla. 2000) (citing Punzi v.
Shaker Adver. Agency, Inc., 601 So. 2d 599 (Fla. 2d DCA 1992)).
Here, the parties have “litigated on the assumption” that
both the Declan and RRA Contracts contain choice-of-law clauses
selecting Slovenian law to govern the contracts’ interpretation, so
we accept that premise. Usme, 106 F.4th at 1087; see also Volt Info.
Scis., Inc. v. Bd. of Trs., 489 U.S. 468 (1989) (assuming “choice-of-law
clause meant what the [lower court] found it to mean”). Since the
Defendants have not offered a reason why Slovenian law “contra-
venes strong public policy,” this first choice-of-law rule, thus, dic-
tates that the laws of Slovenia govern the interpretation of the con-
tracts’ forum-selection clauses. See Interface Kanner, LLC, 704 F.3d
at 931–32.
The Defendants nonetheless argue that a second rule gov-
erning contract interpretation applies. They maintain that our in-
terpretation of the forum-selection clauses still must be governed
by Florida law—not Slovenian law—because of Florida’s “general
rule” that “whether the forum selection clause is valid and enforce-
able is a procedural issue that must be determined in accordance
with the law of the forum state rather than the law of the state
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24-10913 Opinion of the Court 29
designated in the agreement.” Golden Palm Hospitality, Inc. v. Stearns
Bank Nat’l Ass’n, 874 So. 2d 1231, 1234 (Fla. 5th DCA 2004). This
argument may appear irrelevant at first blush, as our precedent
squarely holds that issues of enforceability are “procedural ques-
tions to be resolved by federal law independent of forum state pol-
icy.” See Stewart Org., 810 F.2d at 1067. Resolving the effect of this
rule, however, is not so simple. 6
The Defendants are not invoking Florida’s law for analyzing
forum-selection clauses to displace federal law within our Erie anal-
ysis, but instead to displace Slovenian law once we have determined
that Florida’s substantive rules apply. See McMahan v. Toto, 256 F.3d
1120, 1133 (11th Cir. 2001) (“If we do determine that the matter is
substantive, we examine the substantive law of the forum state,
which includes its choice-of-law rules, to ascertain the applicable
6 Indeed, a survey of the relevant literature demonstrates that the issue of
whether a contract’s chosen law also governs its forum-selection clause has
consistently baffled scholars and courts. See, e.g., Kermit Roosevelt III & Be-
than R. Jones, Adrift on Erie: Characterizing Forum-Selection Clauses, 52 Akron L.
Rev. 297, 314 (2019) (“Erie analysis has any number of vexing problems, but
one of the most difficult is . . . the treatment of forum-selection clauses.”);
Tanya Monestier, When Forum Selection Clauses Meet Choice of Law Clauses, 69
Am. U. L. Rev., 325, 333 (2019) (“Things become considerably more compli-
cated when forum selection clauses meet choice of law clauses.”); Linda S.
Mullenix, Another Choice of Forum, Another Choice of Law: Consensual Adjudica-
tory Procedure in Federal Court, 57 Fordham L. Rev. 291, 346–47 (1988) (“If fo-
rum-selection cases are somewhat unsettling in their analytical methodology,
then forum-selection cases complicated by a concurrent choice-of-law provi-
sion are even more daunting.”).
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30 Opinion of the Court 24-10913
substantive law. . . . We note, however, that the two steps are inde-
pendent of each other[.]” (citation modified)).
In other words, under Erie, we must apply Florida’s choice-
of-law rules—the substantive law that governs. That substantive
law, in turn, categorizes some issues as procedural. See Golden Palm
Hospitality, Inc., 874 So. 2d at 1234. Specifically, under Florida’s
choice-of-law rules, matters deemed “procedural” must be gov-
erned by Florida law “even where another forum’s substantive law
applies.” McMahan 256 F.3d at 1133 (citing Aerovias Nacionales De
Colom., S.A. v. Tellez, 596 So. 2d 1193, 1194–95 (Fla. 3d DCA 1992));
see also 16 Am. Jur., Conflicts of Laws § 90 (2d ed. 2025) (“Under the
general rule related to contractual choice-of-law provisions, courts
apply the chosen state’s law to substantive questions and the law of
the court’s state (the forum) to procedural matters.”).
So, if Florida’s substantive law views the “validity” and “en-
forceability” of a forum selection clause as procedural for choice-
of-law purposes, we would first decide whether the “applicability”
of a forum-selection clause falls under “validity” and “enforceabil-
ity” under Florida law before interpreting the clauses. See Md. Cas.
Co. v. Williams, 377 F.2d 389, 393 (5th Cir. 1967) (“The district court
was required to apply to the construction of the contract the law
which would be applied under [the forum state’s] conflict of laws
rules.”).7 If the issue before us—the “applicability” of the forum-
7 In Bonner v. City of Prichard, 661 F.2d 1206, 1209 (11th Cir. 1981) (en banc),
this court adopted as binding precedent all decisions of the former Fifth Circuit
handed down prior to October 1, 1981.
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24-10913 Opinion of the Court 31
selection clauses to the Defendant—is a question about the “valid-
ity” and “enforceability” of a forum-selection clause under Florida
law, then the issue is procedural and it must be governed by Florida
law “even where [Slovenia’s] substantive law applies.” McMahan
256 F.3d at 1133. If the issue is not considered procedural, then
Slovenian law, as the “law of the chosen forum” would govern. See
Interface Kanner, LLC, 704 F.3d at 931–32.
The Defendants necessarily assume that Florida courts
mean something different than federal courts when referring to a
forum-selection clause’s “validity” and “enforceability”—else Flor-
ida’s definition of these terms would not include “applicability” for
the same reasons federal common law does not. See McMahan, 256
F.3d at 1131–32; AQuate, 100 F.4th at 1323 n.3. In their view, Florida
courts’ analysis of “whether the forum selection clause is valid and
enforceable” extends beyond The Bremen factors to also include in-
terpretive issues pertaining to the clause’s scope. And because Flor-
ida courts look to Florida law to answer that question, they say, we
are required to do so as well.
Although the Defendants are correct that we must follow
Florida law to decide whether an issue is considered procedural,
McMahan, 256 F.3d at 1133, we do not believe that Florida’s “gen-
eral” choice-of-law rule to apply forum law in analyzing a forum-
selection clause extends to issues of interpretation.
Granted, the Florida Supreme Court has not spoken directly
on this issue. “In the absence of any Florida Supreme Court deci-
sions close enough on point, we look to decisions of the Florida
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32 Opinion of the Court 24-10913
intermediate appellate courts and follow them unless there is some
really persuasive indication that the Florida Supreme Court would
go the other way.” KMS Rest. Corp. v. Wendy’s Int’l, Inc., 361 F.3d
1321, 1325 (11th Cir. 2004) (first citing McMahan, 311 F.3d at 1080;
then citing Ernie Haire Ford, Inc. v. Ford Motor Co., 260 F.3d 1285, 1290
(11th Cir. 2001)). Approximately twenty-five years ago, some of
Florida’s intermediate appellate courts began treating the “proce-
dural issue” of determining a forum-selection clause’s “validity and
enforceability” as encompassing both whether “the clause is en-
forceable and binding on the parties” and interpretive issues like
“whether the clause is permissive or mandatory,” Golden Palm, 874
So. 2d at 1236 (first citing Shoppes Ltd. P’ship v. Conn, 829 So. 2d 356
(Fla. 5th DCA 2002); then citing Aqua Sun Mgmt., Inc. v. Divi Time
Ltd., 797 So.2d 24, 24–25 (Fla. 5th DCA 2001)); Fendi S.r.l. v. Condotti
Shops, Inc., 754 So. 2d 755, 757–58 (Fla. 3d DCA 2000). Accordingly,
those courts applied Florida law in answering both questions “de-
spite a choice of law provision in the contract” pointing to the law
of another jurisdiction.” Golden Palm, 874 So. 2d at 1234–35 (first
citing Fendi, 754 So. 2d at 755; then citing Manrique v. Fabbri, 493 So.
2d 437, 439 (Fla. 1986)); see Shoppes Ltd., 829 So. 2d at 358.
In first recognizing that rule, Florida’s Third District Court
of Appeal highlighted that the “majority of cases which do involve
venue issues and questions regarding the validity of forum selec-
tion clauses have traditionally regarded such issues as ‘procedural’
and have applied the law of the forum rather than the law selected
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24-10913 Opinion of the Court 33
by the parties.” Fendi, 754 So. 2d at 757–58 (collecting cases). 8 Cu-
riously, the Fendi court distinguished those cases implicating “valid-
ity” from cases applying a contract’s chosen law to issues “related
to the interpretation and the scope of enforceability of the forum
selection clauses,” muddying its classification of interpretive issues.
Id. at 757 n.4.
Despite the capacious approach that has found favor among
the Florida intermediate appellate courts, we are persuaded that
the Florida Supreme Court would hold that matters of interpreta-
tion fall outside the procedural inquiry into the validity and en-
forceability of a forum-selection clause. To begin, the Florida Su-
preme Court has explicitly adopted The Bremen’s understanding of
those terms. See Manrique, 493 So. 2d at 440 (We . . . adopt the view
enunciated in [The Bremen.]”). That is dispositive for two reasons.
First, The Bremen test for evaluating validity and enforceability, as
we previously explained, does not address the anterior issue of ap-
plicability. So, the “procedural issue” of determining a forum-se-
lection clause’s “validity and enforceability” necessarily excludes in-
terpretation. See Golden Palm, 874 So. 2d at 1235. Second, because
the Florida Supreme Court has tethered this analysis to federal law,
8 While “[t]his statement may have been sound when it was made, . . . judicial
evolution on views of the interests of maintaining expectations of parties to a
contractual relationship” has sparked a “recent trend[ ]” among courts to in-
terpret forum-selection clauses under a contract’s chosen law. Kevin W. Buf-
ford, Note, Threshold or Procedural Issue: The Order of Interpretation Required by
Contractual Choice-of-Law Provisions Versus the Law of the Forum Where the Suit Is
Commenced, 40 Am. J. Trial Advoc. 131, 151 (2016).
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34 Opinion of the Court 24-10913
Erie dictates that we should assess the clause’s validity and enforce-
ability under federal law, thus avoiding the need to consult Florida’s
choice-of-law rules at all. See Esfeld v. Costa Crociere, S.P.A., 289 F.3d
1300, 1306–07 (11th Cir. 2002) (“If no conflict exists, then the anal-
ysis need proceed no further, for the court can apply state and fed-
eral law harmoniously to the issue at hand.” (quotation omitted));
AQuate, 100 F.4th at 1323 n.3 (applying federal law “because Ala-
bama has adopted The Bremen’s test for the enforceability of forum-
selection clauses”).
But if that were not enough, the Florida Supreme Court has
also indicated that a contract’s chosen foreign law is relevant in in-
terpreting a forum-selection clause. In Garcia Granados Quinones v.
Swiss Bank Corp. (Overseas), S.A., 509 So. 2d 273 (Fla. 1987), the Flor-
ida Supreme Court was tasked with determining whether a clause
selecting Guatemala as the appropriate forum was mandatory in
scope. Although the court ultimately interpreted that provision
under Florida law, it did so because the petitioner had failed to es-
tablish “that the word ‘may’ as used in [the forum-selection clause]
has some special meaning under Guatemalan law.” Id. at 275. By
highlighting that the chosen law could have been dispositive, the
Florida Supreme Court signaled that the interpretation of a forum-
selection clause falls outside the procedural matters which must be
resolved by Florida law.
More generally, the Florida Supreme Court has expressly
adopted as Florida’s law the federal doctrine of forum non conven-
iens—which, of course, is what gives rise to the considerations of
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24-10913 Opinion of the Court 35
forum-selection and choice-of-law provisions relevant here, as well
as in Manrique and Garcia Granados. In Kinney System, Inc. v. Conti-
nental Insurance Company, 674 So. 2d 86 (Fla. 1996), the court ex-
pressly receded from its earlier forum non conveniens doctrine estab-
lished in Houston v. Caldwell, 359 So. 2d 858 (Fla. 1978), which the
court described as “less vigorous than the federal doctrine,” id. at
88, and “adopt[ed] the federal rule of forum non conveniens,” id. at
93. The court then codified its holding by adopting Florida Rule of
Civil Procedure 1.061, stating in its own commentary to the rule
that it “was added to elaborate on Florida’s adoption of the federal
doctrine of forum non conveniens in Kinney . . . , and it should be
interpreted in light of that opinion.” Id. at 95; In re Amends. to Fla.
Rule of Civ. Proc. 1.061 & Form 1.983, 385 So. 3d 1038, 1039 (Fla.
2024).
Manrique’s adoption of The Bremen test, combined with Gar-
cia Granados’s treatment of a contract’s chosen law and the Florida
Supreme Court’s more general adoption of the federal doctrine of
forum non conveniens, persuade us that the Florida Supreme Court
would conclude that issues of interpretation are beyond the scope
of the procedural inquiry into a forum-selection clause’s “validity
and enforceability.” Florida’s procedural rule to apply forum law
in answering that question thus provides no basis for reading the
forum-selection clauses in the Declan and RRA Contracts through
the lens of Florida law.
Instead, we must follow Florida’s choice-of-law rule to apply
the contracts’ “choice-of-law provisions unless the law of the
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36 Opinion of the Court 24-10913
chosen forum contravenes strong public policy.” Mazzoni Farms,
761 So. 2d at 311. The Defendants have offered no reason why in-
terpreting the contract under Slovenian law would offend “some
paramount rule of [Florida] public policy.” State Farm Mut. Auto.
Ins. Co. v. Roach, 945 So. 2d 1160, 1165 (Fla. 2006) (quotation omit-
ted). Therefore, we conclude that Florida’s choice-of-law rules dic-
tate that the Declan and RRA Contracts, including their forum-se-
lection clauses, are governed by the laws of Slovenia.
4.
Because Slovenian law governs all substantive matters per-
taining to the Declan and RRA Contracts, the Defendants may only
invoke the forum-selection clauses to the extent Slovenian law al-
lows a non-signatory to do so. See Arthur Andersen, 556 U.S. at 630–
31. Determining the law of a foreign jurisdiction is “a ruling on a
question of law” which we retain discretion to undertake in the first
instance. Fed. R. Civ. P. 44.1; see, e.g., Petroleos De Venez. S.A. v. MUFG
Union Bank, N.A., 106 F.4th 263, 268–69 (2d Cir. 2024); Firexo, 99
F.4th at 328. In undertaking that inquiry, we may “consider any
relevant material or source, including testimony.” Garcia, 48 F.4th
at 1211 (quoting Fed. R. Civ. P. 44.1); see also Chas. A. Wright & A.R.
Miller, Federal Practice and Procedure § 2446 (3d ed. 2025) (“[A]ppel-
late courts have the same freedom to examine foreign-law materi-
als as is given to the trial courts.”).
To guide our understanding of Slovenian law, the Plaintiffs
submitted a declaration by Professor Dr. Aleš Galič. Dr. Galič ex-
plains that Slovenian courts would apply European Union
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24-10913 Opinion of the Court 37
Regulation 1215/2015 in analyzing the “jurisdiction agreements”
in the Declan and RRA Contracts. Pursuant to that law, parties to
a contract can agree “to settle any disputes which have arisen or
which may arise in connection with a particular legal relationship”
in the courts of a designate Member State. Comm’n Regul.
1215/20, art. 25, 2012 O.J. (L 351) 1, 11 (EU).
The European Court of Justice—the rulings of which bind
Slovenian courts on matters of EU law, see, e.g., Thomas von
Danwitz, The Role of the Court of Justice in the Course of European
Integration, 42 Berkeley J. Int’l L. 45, 49–51 (2024)—has interpreted
Regulation 1215/2015 to mean that jurisdiction clauses are gener-
ally only enforceable between the parties to the contract. Accord-
ing to that tribunal:
the principle, constantly reiterated by case-law, that
the parties’ consent is a condition of the effectiveness
of the clause conferring jurisdiction leads inevitably
to that solution. After all, the fact that there is no con-
tractual relationship between [the parties at bar], in-
asmuch as they have not assumed any contractual ob-
ligations towards each other, supports the inference
that they cannot be regarded as having ‘agreed’,
within the meaning of [the regulation], to the court
designated as having jurisdiction.
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38 Opinion of the Court 24-10913
Case C-366/13, Profit Inv. SIM SpA v. Ossi, ECLI:EU:C:2015:274 ¶ 51
(Apr. 23, 2015). 9 Slovenian caselaw reflects this restrictive approach
to non-party enforcement. See Decision of the App. Ct. in
Ljubljana of Dec. 2, 2015, II Cp 1950/2015 ¶ 7 (Slovn.) (applying
EU law to hold that “[n]o agreement on jurisdiction was concluded
between the litigants” where respondent was not a party to con-
tract containing jurisdiction clause).
The Defendants do not adequately rebut the Plaintiffs’ char-
acterization of Slovenian law. In fact, they fail to brief this issue at
all, and thus have abandoned “this issue . . . for the purposes of this
appeal.” Beckwith v. City of Daytona Beach Shores, 58 F.3d 1554, 1564
n.16 (11th Cir. 1995) (citing Allstate Ins. Co. v. Swann, 27 F.3d 1539,
1542 (11th Cir. 1994)); Fed. R. Civ. P 44.1 advisory committee’s note
to 1966 adoption (“[T]he court is free to insist on a complete
presentation by counsel.”). And even if we were to consider the
Defendants’ expert submission on Slovenian law, see Garcia, 48 F.4th
at 1211, none of the cases discussed therein suggest that a Slovenian
court would allow a non-signatory to enforce a jurisdiction clause
against a party to the original contract.
From our review of the parties’ submissions, we are satisfied
that Slovenian law does not allow the non-signatory Defendants to
9 As a limited exception to this rule, a third party not privy to the original con-
tract nonetheless can be bound to a jurisdiction clause where it “suc-
ceeded . . . the rights and obligations of one of the original parties.” Case C-
352/13, Cardel Damage Claims (CDC) Hydrogen Peroxide SA v. Evonik Degussa
GmbH, ECLI:EU:C:2014:2443 ¶ 108 n.125 (Dec. 11, 2014). Nothing in the rec-
ord indicates that exception applies here.
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24-10913 Opinion of the Court 39
rely on the Declan and RRA Contracts’ forum-selection clauses.
Thus, the forum-selection clauses do not apply to the Plaintiffs’
claims asserted in Counts I and II and cannot be invoked here.
5.
In the absence of an applicable forum-selection clause cov-
ering these claims, the district court abused its discretion in as-
sessing forum non conveniens under Atlantic Marine’s modified test.
That test—which gives no weight to the plaintiff’s choice of forum
or the parties’ private interests—is relevant only when the parties’
contract contains an applicable and enforceable forum-selection
clause. See Atl. Marine, 571 U.S. at 63–65; Usme, 106 F.4th at 1086–
87. And that is not the case here. Accordingly, the district court
should have followed our “typical” forum non conveniens test—under
which the defendant bears the burden of establishing that “(1) an
adequate alternative forum is available, (2) the public and private
factors weigh in favor of dismissal, and (3) the plaintiff can reinstate
his . . . suit in the alternative forum without undue inconvenience
or prejudice,” Usme, 106 F.4th at 1085, rather than Atlantic Marine’s
more defendant-friendly alternative.
Because the district court “applied the wrong legal standard”
in its analysis, AQuate, 100 F.4th at 1320, it abused its discretion in
dismissing Counts I and II for forum non conveniens. We therefore
reverse the district court’s dismissal of these claims and remand for
the district court to conduct its forum non conveniens analysis under
the proper test.
B. Count III
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40 Opinion of the Court 24-10913
Both sides appeal aspects of the district court’s ruling as to
Count III, which is based on the Defendants’ alleged tortious inter-
ference with RRA’s Mesa Contract. According to RRA, the district
court erred in finding this claim “conceded” in the briefing below
and abused its discretion in deeming the second amended com-
plaint an impermissible shotgun pleading. The Defendants, despite
prevailing on the merits, cross-appeal the district court’s threshold
determination that personal jurisdiction exists over them for this
claim. As we must “assure ourselves of our [personal] jurisdiction
before reaching the merits of a case,” we take up the Defendants’
cross-appeal first. Knepfle v. J-Tech Corp., 48 F.4th 1282, 1290 (11th
Cir. 2022) (citing Frank v. Gaos, 586 U.S. 485, 492–93 (2019)).
We apply a two-step framework in determining whether
personal jurisdiction exists over a defendant. First, “the court must
determine whether the plaintiff has alleged sufficient facts to sub-
ject the defendant to the forum state’s long-arm statute.” Del Valle
v. Trivago GMBH, 56 F.4th 1265, 1272 (11th Cir. 2022) (citation omit-
ted). Second, “if the court determines that the forum state’s long-
arm statute has been satisfied, it must then decide whether the ex-
ercise of jurisdiction comports with the Due Process Clause of the
Fourteenth Amendment.” Id.
We need not venture beyond the first step here. The district
court believed that the Defendants’ alleged actions in inducing a
breach of the Mesa Contract, “at least some of which unfolded in
Florida,” were “sufficient” to satisfy Florida’s long-arm statute.
Specifically, the court relied on the section of Florida’s long-arm
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24-10913 Opinion of the Court 41
statute that grants personal jurisdiction over a defendant who
“[b]reach[es] a contract in [Florida] by failing to perform acts re-
quired by the contract to be performed in this state.” Fla. Stat.
§ 48.193(1)(a)7. The district court also noted it was “satisfied that
it has personal jurisdiction over Defendants through the forum se-
lection clause of the Mesa Contract,” which selects the courts of
Citrus County, Florida, as the forum for adjudicating “any disputes
related” to the contract.
The Defendants’ cross-appeal challenges both purported ba-
ses for satisfying the long-arm statute. In their view, the long-arm
statute’s breach-of-contract prong is irrelevant here because the
Defendants were not a party to the Mesa Contract and thus could
not have “fail[ed] to perform [any] acts required by” it. Id. §
48.193(1)(a)7. And while the long-arm statute does allow for per-
sonal jurisdiction based on contractual consent, see id. §
48.193(1)(a)9, the Defendants argue that the district court did not
undertake the required analysis—or even cite the relevant subsec-
tion—before concluding the Mesa Contract’s forum-selection
clause established personal jurisdiction.
RRA does not defend the district court’s bases for finding the
long-arm statute met; it concedes that the district court erred in
relying on Fla. Stat. § 48.193(1)(a)7 and wholly disclaims Fla. Stat. §
48.193(1)(a)9 as “irrelevant.” Having abandoned its defense of the
reasoning below, see Hi-Tech Pharms., Inc. v. HBS Int’l Corp., 910 F.3d
1186, 1194 (11th Cir. 2018), RRA instead argues that it has plead
sufficient facts establishing personal jurisdiction based on the
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42 Opinion of the Court 24-10913
Defendants’ “[c]ommitting a tortious act within this state,” Fla.
Stat. § 48.193(1)(a)2. The district court did not analyze personal
jurisdiction under this prong of Florida’s long-arm statute, and we
decline to do so in the first instance. See MSP Recovery Claims, Series
LLC v. Metro. Gen. Ins. Co., 40 F.4th 1295, 1306 (11th Cir. 2022).
For purposes of resolving this appeal, it is enough that the
district court erred in concluding that Fla. Stat. § 48.193(1)(a)7 or
the Mesa Contract’s forum-selection clause conferred jurisdiction
over the Defendants. Because the district court did not adequately
address the “issues relating to personal jurisdiction before reaching
the merits” on Count III, it has not established its “power to bind a
defendant with a ruling on the merits of the case.” BCCI Holdings,
119 F.3d at 940 (first citing Madara v. Hall, 916 F.2d 1510, 1513–14 &
n.1 (11th Cir. 1990); then citing Chas. A. Wright & A.R. Miller, Fed-
eral Practice and Procedure § 1351, at 243–44 (2d ed. 1990)). Under
such circumstances, “we must vacate—not affirm—its judgment
on the merits.” Shatsky v. Palestine Liberation Org., 955 F.3d 1016,
1029 (D.C. Cir. 2020) (first citing Lightfoot v. Cendant Mortg. Corp.,
580 U.S. 82, 94–95 (2017); then citing Fed. R. Civ. P. 41(b)); see also
Lightfoot, 580 U.S. at 95 (“A court must have . . . power over the par-
ties before it (personal jurisdiction) before it can resolve a case.”
(citing Ruhrgas AG v. Marathon Oil Co., 526 U.S. 574, 583–585
(1999))). On remand, the parties may reassert their alternative ar-
guments as to personal jurisdiction and the merits, should they
choose to do so.
IV. CONCLUSION
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24-10913 Opinion of the Court 43
For the reasons stated, we REVERSE the dismissal of
Counts I and II for forum non conveniens, and the district court’s find-
ing of personal jurisdiction over the Defendants as to Count III. We
REMAND for further proceedings consistent with this Opinion.
REVERSED AND REMANDED.