Matthew Lagieski, CPA

Wildcard
DISC Type : ics

Principal at CLA (CliftonLarsonAllen)

Chicago, Illinois, United States

Overview

Matthew Lagieski is a Principal at CLA specializing in private equity deal services and transaction advisory. With deep experience in financial due diligence, he has advised on over 250 M&A transactions, focusing on the manufacturing, distribution, and construction sectors. He holds a Master of Science in Accountancy from the University of St. Thomas.

He is an active member of the Midwest finance community, demonstrated by his participation and promotion of key industry events like the ACG Chicago Midwest Capital Connection to engage with peers and clients.

Interesting fact: He has provided transaction advisory services on more than 250 merger and acquisition deals.

Personality Overview

Curious But Skeptical

Friendly But Slow

ROI Driven

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell  They are often friendly and nice, but can sometimes suprise you with their piercing questions  They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Topics They Care About

M&A Transactions
His career is centered on providing buy-side and sell-side financial due diligence, having advised on over 250 M&A transactions.
Private Equity Deals
His primary professional focus is providing transaction advisory and deal services to private equity groups and their portfolio companies.
Construction Industry M&A
He has publicly noted a recent increase in M&A activity within the construction sector and highlights his team's specialized expertise.

Media Appearances

Matthew has no verified media appearances

Work History

11-2025
Principal at CLA (CliftonLarsonAllen)
5-2023 - 4-2025
Manager - secondment as part of CLA Global at S&W
11-2021 - 11-2025
Manager at CLA (CliftonLarsonAllen)
11-2018 - 11-2021
Senior Associate at CLA (CliftonLarsonAllen)
9-2017 - 3-2018
Assistant Swim Coach at University of St. Thomas

Education

2015 - 2016
Masters of Science in Accountancy from University of St. Thomas
2011 - 2015
Bachelor of Arts in Business Administration from University of St. Thomas

More Information

Social Presence :

Prographics :

Exp : 8 Location : Chicago, Illinois, United States Job Level : Middle Designation : Principal at CLA (CliftonLarsonAllen)
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Insights For Selling To Matthew

During A Call Or A Meeting

DO's

  • Share testimonials from known people and give multiple examples of product value
  • Persuade objectively how your product will help them achieve their goals
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid phrases like ‘trust me’, ‘you will just love it’ etc.
  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matthew is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Matthew

  • They are likely to give you a clear answer without taking you around in circles. However, if you share a good relationship, they might not be so forthcoming.

Insights For Deal Planning

    How fast (or slow) will Matthew move?

  • They like to perform full analysis and can take time to make any decision.
  • Can Matthew take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Matthew

Personality Compatibility


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