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The purpose of this paper is to provide the first large data-set regression analysis to test Kerlin’s (2013) macro-institutional social enterprise framework in relation to the country social enterprise models that flow from it. Kerlin (2013) offers a conceptual framework for country social enterprise models that allows countries to retain their unique understanding of social enterprise and better understand the factors influencing its development.

This paper draws on the theory of historical institutionalism and multiple global datasets to test formal hypotheses on the relationship between macro-institutional factors and the size of the social enterprise sector across countries. Social enterprise data were obtained from the 2009 Global Entrepreneurship Monitor dataset. Hypotheses were tested using logistic hierarchical linear modeling.

Results provide support for the framework at a significant level. Nearly half of the variance in the size of the social enterprise sector can be attributed to countries-level factors. We also find that the size of the social enterprise sector varies by economic competitiveness rank, size of the welfare state and collectivist cultural orientation.

The countries included in this study are not representative of the global landscape. Researchers are encouraged to test the framework with a more representative sample of countries, including those in the Global South.

The paper includes implications for policy makers and researchers seeking to facilitate cross-regional dialogue, the transfer and support of social enterprises and research.

This paper fulfills an identified need to advance the field of social enterprise by quantitatively testing established frameworks.

The purpose of this paper is to contribute to the literature about the emergence of social enterprises in the world through the case of Chile by proposing the associative–business–cooperative approach as a new inclusive approach to organizational models of social enterprise that complements Kerlin’s conceptual framework.

This work included a literature review of the theoretical frameworks developed by Kerlin (2013) and Salamon and Solokowski (2010), and field work that included 20 in-depth interviews of members of the Chilean social enterprise community and three expert group discussions about the specific dynamics of Chilean social enterprises.

The emergent phenomenon of social enterprise in Chile has two distinctive features that appear to indicate that Kerlin’s conceptual framework does not fully capture how social enterprise is currently conceptualized in Chile: the long-term dynamics of convergence and (re-)emergence of different organizational models of social enterprises and the participation and evolution of different organizational models of social enterprise over the course of history and their lasting impact.

The lack of data is the main limitation of this research.

Capture the emergent phenomenon of social enterprises in Chile at an early stage of development with an inclusive approach that considers the diversity of the main organizational models of social enterprise and the profound institutional changes happening in Chile during the past decades.

A deep understanding of the Chilean institutional context in the development of social enterprises.

The purpose of this paper is to contribute to the prior work on social enterprise (SE) model comparisons by exposing the difficulties in producing universally comparative SE models. Furthermore, this paper seeks to trace different dominant stories of SE based on a combined historical and discursive analysis of Australian institutions shaping SE development.

This paper emulates the methodological approach taken by Kerlin (2013) and uses the same indices and measures adopted in this original model comparison. Although the valuable contribution of macro-level model comparison studies to the growing SE knowledge base is noted, it is proposed that categorisations are naturally exclusionary by their design, omitting emergent SE models and their institutional influences. These omissions pose difficulties for recognising and conceptualising hybrid organisations that often traverse institutional boundaries and frameworks (Doherty et al., 2014). A discourse analysis of SE policies in Australia was used to illustrate how micro-level appraisals of SE models differentiate from, and complement, the macro-level approach.

A combinatory analysis of Australian SEs, based on historical and discursive institutional theories, provides two stories about these organisations. The first story emerges that Australian SEs are partly shaped by institutions, the historical path-dependencies of which are associated with particular SE characteristics. Alternatively, using a discursive lens, the second story of Australian SEs emerges as a political subject, captured within a broader idea (e.g. social inclusion) that is coordinated between political domains and communicated within the public sphere. Therefore, it is argued that a combinatory approach shows SE models as they are, as well as how they might be – contingent on the implementation of identified policies.

The major contribution is to critique and extend Kerlin’s (2013) approach by complementing the macro-level study of SE models with an analysis that considers the local-level innovations that drive unique SE models and applications. To enact this, the authors explore how closely macro-level approaches to SE categorisation are the subject of discursive construction, as well as historical events. Consequently, this paper contributes to existing knowledge by advancing existing approaches to SE model studies, illustrating how different stories of SE can be drawn out from combinatory methods and local knowledge.

The practical implication arising from this paper is that SE discourses are both a subject of capture and a site of contestation, meaning that various institutional actors play a role in shaping the “reality” of the field.

The main social implication of this paper is that Australian SEs make a diverse contribution, but there are dangers that the discursive construction of civil society could narrow and constrain this.

The novelty inherent in this approach lies in bringing together two frameworks to explore the same field of action. By replicating Kerlin’s (2013) approach and bringing in a discursive analytical framework, it is shown that macro-level studies of SE sectors are enhanced by combinatory methodologies.