Losing Sight of the Forest for the Trees? Productive Capabilities and Gains from Trade as Drivers of Vertical Scope

Source:

Strategic Management Journal, Volume 26, Issue 13, p.1209-1227 (2005)

Keywords:

productive capabilities; gains from trade; transactions cost; vertical integration

Abstract:

Focusing on proving or disproving transaction cost economics has led to a relative neglect of some key drivers of vertical scope, such as differences in productive capabilities (as opposed to capabilities of governance). We consider how productive capability differences can shape vertical scope through gains from trade. Using highly detailed data from the mortgage banking industry, we find productive capabilities to be a key determinant of the make-vs.-buy decision. Our analysis also suggests firms’ attempts to leverage a comparative advantage can also lead to the use of mixed governance modes (both ‘make’ and ‘buy’ in a particular part of the value chain). We conclude that the distribution of productive capabilities along the value chain, catalyzed by transaction costs, ultimately drives vertical scope.

Notes:

Full text available to registered users. WFIC working paper version (early draft) is publicly available and posted below.

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