Small Business Lending and the Changing Structure of the Banking Industry, with Philip E. Strahan, Journal of Banking and Finance, 22 (June 1998) 821-845.

Abstract

This study investigates the relationship between bank lending to small businesses, banking company size and complexity, and bank consolidation. We consider two potential influences on small business lending associated with changes in the size distribution of the banking sector. First, organizational diseconomies may increase the costs of small business lending as the size and complexity of the banking company increases. On the other hand, size-related diversification may enhance lending to small businesses. We find first that small business loans per dollar of asset rises, then falls, with banking company size, while the level of small business lending rises monotonically with size. Second, consolidation has enhanced overall lending by allowing banks to lend more per dollar of assets. We interpret these findings as consistent with the diversification hypothesis.

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